SOUTH RIDING PROPRIETARY

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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

1995

Legal Domicile

Principal Officer

KRISTI FELOUZIS

Phone

7033274390

Tax Period

2023-01-01 to 2023-12-31

SOUTH RIDING PROPRIETARY, founded in 1995, is a community nonprofit in the Community Improvement sector that reported $8.3M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

TO PROMOTE THE HEALTH, SAFETY, WELFARE AND INTEREST OF ALL RESIDENTS PRESERVING PROPERTY VALUES, ENHANCING THE AESTHETIC BEAUTY AND FOSTERING A SPIRIT OF COMMUNITY FOR ALL MEMBERS.

Program Service Accomplishments

Program 1

Expenses: $7,940,231 Revenue: $7,960,601

OPERATION OF AMENITIES AND ASSOCIATION OFFICES TO MAINTAIN ALL COMMON PROPERTY AND PROMOTE THE HEALTH, SAFETY, AND WELFARE OF THE COMMUNITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $7,960,601

Investment Income $300,896

Other Revenue $0

TOTAL REVENUE $8,261,497

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,452,882

Fundraising Expenses $0

Program Expenses $7,940,231

Other Expenses $6,690,946

TOTAL EXPENSES $8,143,828

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,261,497	$7,612,833	+0.1%
Expenses	$8,143,828	$8,323,271	0.0%
Net Income	$117,669	$-710,438	-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

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

$153,400

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTI FELOUZIS	GENERAL MANA	40.00	Key Emp	$153,400	$0	$153,400
CHRISTINE BEAN	DIRECTOR OF	40.00	Highest	$101,792	$0	$101,792
JEFFREY SMITH	DIRECTOR OF	40.00	Highest	$101,434	$0	$101,434
MICHAEL BEARDSLEE	DIRECTOR	3.00	Director	$0	$0	$0
FRANCOIS DESAMOURS	SECRETARY	3.00	Officer Director	$0	$0	$0
MARILY GARDNER	DIRECTOR	3.00	Director	$0	$0	$0
STEVE PASQUALE	PRESIDENT	3.00	Officer Director	$0	$0	$0
MARK PONTELLO	DIRECTOR	3.00	Director	$0	$0	$0
KEVIN UBELHART	TREASURER	3.00	Officer Director	$0	$0	$0
MICHAEL HARDIN	VICE PRESIDE	3.00	Officer	$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	$8,261,497	$8,143,828	$14,135,274	$117,669
2022	$7,612,833	$8,323,271	$13,947,559	$-710,438
2021	$6,920,620	$7,529,594	$14,764,266	$-608,974
2020	$6,903,154	$6,796,392	$15,167,531	$106,762
2019	$7,159,423	$7,205,308	$15,092,634	$-45,885
2018	$7,198,303	$6,216,726	$15,037,221	$981,577