Sun City Roseville Community Association Inc (EIN 680338917) - 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

1994

Legal Domicile

Principal Officer

Yvonne Bond

Phone

9167743865

Tax Period

2024-07-01 to 2025-06-30

Sun City Roseville Community Association Inc, founded in 1994, is a mid-sized nonprofit in the Housing & Shelter sector that reported $19.4M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $17.7M left a modest 9% surplus.

Mission

To maintain, repair and replace the Organization's common area property and provide amenities for its 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 (2024)

Revenue Breakdown

Contributions & Grants $7,949,160

Program Service Revenue $5,014,492

Investment Income $451,238

Other Revenue $5,969,538

TOTAL REVENUE $19,384,428

Expense Breakdown

Grants Paid $0

Salaries & Benefits $257,872

Fundraising Expenses $0

Program Expenses $14,809,023

Other Expenses $17,403,735

TOTAL EXPENSES $17,661,607

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,384,428	$16,402,402	+0.2%
Expenses	$17,661,607	$14,937,941	+0.2%
Net Income	$1,722,821	$1,464,461	+0.2%

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

N/A

Employees

255

Volunteers

N/A

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
Geoff Browne	Executive Director	50.00		$247,047	$10,825	$257,872
James Martin	Director Finance	50.00		$178,027	$10,825	$188,852
Jason Smith	Director F & B	50.00		$152,615	$10,825	$163,440
Steven Kimbrough	Golf Super	50.00		$146,439	$10,825	$157,264
Yvonne Bond	President	10.00	Officer Director	$0	$0	$0
Tom Webster	Vice President	10.00	Officer Director	$0	$0	$0
Rosemary Dinse	Secretary	10.00	Officer Director	$0	$0	$0
Linda Fredericksen	Treasurer	10.00	Officer Director	$0	$0	$0
David Lewis	Director	10.00	Director	$0	$0	$0
Douglas Smoot	Director	10.00	Director	$0	$0	$0
Michael Welch	Director	10.00	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
2025	$19,384,428	$17,661,607	$57,706,489	$1,722,821
2024	No data	No data	No data	No data
2023	$15,199,474	$13,751,154	$52,901,130	$1,448,320
2022	$14,189,091	$12,285,745	$50,906,213	$1,903,346
2021	$12,073,404	$9,383,752	$48,765,899	$2,689,652
2020	$12,297,913	$11,390,220	$45,626,500	$907,693
2019	$13,141,259	$12,095,389	$44,608,896	$1,045,870
2018	$12,402,600	$11,848,952	$43,843,767	$553,648

Sun City Roseville Community Association Inc