Sugarland Run Homeowners Association Inc (EIN 520958740) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Principal Officer

Jimmy O'Connor

Phone

7034304500

Tax Period

2023-01-01 to 2023-12-31

Sugarland Run Homeowners Association Inc, founded in 1971, is a community nonprofit in the Housing & Shelter sector that reported $1.7M in total revenue in fiscal year 2020.

Mission

Maintenance of common property

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,815,845

Program Service Revenue $0

Investment Income $23,820

Other Revenue $29,707

TOTAL REVENUE $1,869,372

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,006,505

Other Expenses $1,632,084

TOTAL EXPENSES $1,632,084

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,869,372	$1,756,642	+0.1%
Expenses	$1,632,084	$1,517,034	+0.1%
Net Income	$237,288	$239,608	0.0%

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
Jimmy O'Connor	President	N/A	Officer	$0	$0	$0
Jeff Kosak	Vice-President	N/A	Officer	$0	$0	$0
Patricia Pruden	Secretary	N/A	Officer	$0	$0	$0
Marc Raphael	Treasurer	N/A	Officer	$0	$0	$0
Christopher Fullerton	Director	N/A	Director	$0	$0	$0
Dan Benavente	Director	N/A	Director	$0	$0	$0
Jorge Frapiccini	Director	N/A	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	No data	No data	No data	No data
2023	$1,869,372	$1,632,084	$2,063,222	$237,288
2022	$1,756,642	$1,517,034	$1,783,718	$239,608
2021	$1,742,832	$1,570,236	$1,567,166	$172,596
2020	$1,744,792	$1,756,178	$1,576,394	$-11,386

Sugarland Run Homeowners Association Inc