BRECKENRIDGE-UNION WATER USERS ASSN

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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

1976

Legal Domicile

Phone

8705236764

Tax Period

2024-01-01 to 2024-12-31

BRECKENRIDGE-UNION WATER USERS ASSN, founded in 1976, is a small nonprofit that reported $316K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $289K left a modest 8% surplus.

Mission

THE PURPOSE OF BRECKENRIDGE-UNION WATER USERS ASSOCIATION IS TO ASSOCIATE ITS MEMBERS TOGETHER FOR THEIR MUTUAL BENEFIT AND TO THAT END TO CONSTRUCT, MAINTAIN AND OPERATE A PRIVATE RURAL WATER SYSTEM FOR THE SUPPLYING OF WATER TO ITS MEMBERS.

Program Service Accomplishments

Program 1

Expenses: $254,381

THE ORGANIZATION HAS CONTINUED TO PROVIDE ADEQUATE AND SAFE WATER TO RURAL HOUSEHOLDS. AS OF 12/31/2024, BRECKENRIDGE-UNION WATER USERS ASSOCIATION WAS PROVIDING WATER TO APPROXIMATELY 600...

THE ORGANIZATION HAS CONTINUED TO PROVIDE ADEQUATE AND SAFE WATER TO RURAL HOUSEHOLDS. AS OF 12/31/2024, BRECKENRIDGE-UNION WATER USERS ASSOCIATION WAS PROVIDING WATER TO APPROXIMATELY 600 CUSTOMERS/MEMBERS. BRECKENRIDGE-UNION WATER USERS ASSOCIATION WILL CONTINUE TO UPGRADE/MAINTAIN THE CURRENT WATER MANAGMENT SYSTEM AND PURSUE AVAILABLE RESOURCES TO EXPAND THE WATER SYSTEM TO AS MANY HOUSEHOLDS/CUSTOMERS AS POSSIBLE.

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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 $315,267

Investment Income $634

Other Revenue $0

TOTAL REVENUE $315,901

Expense Breakdown

Grants Paid $0

Salaries & Benefits $45,809

Fundraising Expenses $0

Program Expenses $254,381

Other Expenses $243,249

TOTAL EXPENSES $289,058

Year-over-Year Comparison

	2024	2023	Change
Revenue	$315,901	$336,266	-0.1%
Expenses	$289,058	$302,423	0.0%
Net Income	$26,843	$33,843	-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

Employees

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

$42,500

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS SANFORD	MANAGER	40.00	Key Emp	$42,500	$0	$42,500
RICK BAGWELL	DIRECTOR	1.00	Director	$0	$0	$0
TALMADGE WHITEHEAD	DIRECTOR	1.00	Director	$0	$0	$0
MONICA PRINCE	DIRECTOR	1.00	Director	$0	$0	$0
AMY PIKER	DIRECTOR	1.00	Director	$0	$0	$0
TREY HARE	VICE PRESIDENT	1.00	Officer	$0	$0	$0
JOHN SINK III	PRESIDENT	5.00	Officer	$0	$0	$0
LOFTIN S KENT	SECRETARY	10.00	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	$315,901	$289,058	$918,039	$26,843
2023	$336,266	$302,423	$931,302	$33,843
2022	$296,945	$315,120	$933,683	$-18,175
2021	$273,111	$294,281	$957,508	$-21,170
2020	$237,774	$259,921	$1,540,101	$-22,147
2019	$249,867	$250,050	$1,423,910	$-183
2018	$261,919	$247,450	$1,451,052	$14,469