Holiday Hills Property Owners Assn Inc (EIN 581137864) - 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

1981

Legal Domicile

Phone

4786285150

Tax Period

2023-01-01 to 2023-12-31

Holiday Hills Property Owners Assn Inc, founded in 1981, is a micro nonprofit that reported $23K in total revenue in fiscal year 2023. Revenue fell 70% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $13K, a strong 57% operating margin.

Mission

The Organization's mission is to enhance the quality of life of it's members by providing clean, safe, enjoyable facilities where it's members and their guests can spend quality leisure time with each other and their fellow members.

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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 $22,803

Investment Income $0

Other Revenue $0

TOTAL REVENUE $22,803

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $9,847

TOTAL EXPENSES $9,847

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,803	$74,921	-0.7%
Expenses	$9,847	$436,004	-1.0%
Net Income	$12,956	$-361,083	-1.0%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
William R Sheppard	President	Officer Director	$0	$0	$0
Kathy Etheridge	Treasurer	Officer Director	$0	$0	$0
Doug Selby	Vice President	Officer Director	$0	$0	$0
Ashley Hurd	Assistant Secre	Officer Director	$0	$0	$0
Jason Jackson	Secretary	Officer Director	$0	$0	$0
Travis Batchelor	Parliamentarian	Officer 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
2023	$22,803	$9,847	No data	$12,956
2022	$74,921	$436,004	$40,193	$-361,083
2021	$28,911	$25,543	$42,581	$3,368
2020	$38,783	$34,884	$39,213	$3,899
2019	$28,598	$30,681	$35,314	$-2,083
2018	$26,250	$27,334	$37,397	$-1,084

Holiday Hills Property Owners Assn Inc