Stoneleigh Community Association Inc (EIN 520500207) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1936

Legal Domicile

Principal Officer

Jeremy Betz

Phone

2032284649

Tax Period

2024-01-01 to 2024-12-31

Stoneleigh Community Association Inc, founded in 1936, is a small nonprofit that reported $473K in total revenue in fiscal year 2024. The organization ran a surplus of $85K, a strong 18% operating margin.

Mission

Community betterment

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $465,977

Investment Income $7,122

Other Revenue $0

TOTAL REVENUE $473,099

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $384,173

Other Expenses $387,259

TOTAL EXPENSES $388,259

Year-over-Year Comparison

	2024	2023	Change
Revenue	$473,099	$441,975	+0.1%
Expenses	$388,259	$403,642	0.0%
Net Income	$84,840	$38,333	+1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anna Duval	President	1.00	Officer Director	$0	$0	$0
Justin Graves	Vice President	1.00	Officer Director	$0	$0	$0
Jeremy Betz	Treasurer	1.00	Officer Director	$0	$0	$0
Samantha Warrick	Secretary	1.00	Officer Director	$0	$0	$0
Ashira Barbosa	Past President	1.00	Officer Director	$0	$0	$0
Laura Duklewski	Director	1.00	Director	$0	$0	$0
Lisa Mahoney-Shnell	Director	1.00	Director	$0	$0	$0
Pat Fogarty	Director	1.00	Director	$0	$0	$0
Jennifer Bowers	Director	1.00	Director	$0	$0	$0
Jennifer Lalla	Director	1.00	Director	$0	$0	$0
Steve McIntire	Director	1.00	Director	$0	$0	$0
Brian Goodykoontz	Director	1.00	Director	$0	$0	$0
Phoebe Evans Letocha	Director	1.00	Director	$0	$0	$0
David Shapiro	Director	1.00	Director	$0	$0	$0
Matt Hampton	Director	1.00	Director	$0	$0	$0
Greg Dildine	Director	1.00	Director	$0	$0	$0
Chris Bowman	Director	1.00	Director	$0	$0	$0
Denise Marcus	Director	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$473,099	$388,259	$1,358,403	$84,840
2023	$441,975	$403,642	$1,273,563	$38,333
2022	$495,510	$356,965	$1,235,230	$138,545
2021	$364,652	$265,970	$1,096,672	$98,682
2020	$313,201	$287,627	$997,991	$25,574
2019	$365,761	$319,098	$972,415	$46,663
2018	$375,084	$328,783	$925,752	$46,301

Stoneleigh Community Association Inc