SUMMERWOOD COMMUNITY ASSOCIATION INC co GRAHAM MANAGEMENT (EIN 731489385) - 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

1996

Legal Domicile

Phone

7133348000

Tax Period

2024-01-01 to 2024-12-31

SUMMERWOOD COMMUNITY ASSOCIATION INC co GRAHAM MANAGEMENT, founded in 1996, is a community nonprofit in the Housing & Shelter sector that reported $3.5M in total revenue in fiscal year 2024. Expenses of $3.3M left a modest 5% surplus.

Mission

CIVIC & SOCIAL WELFARE ORGANIZATION - PROMOTING THE COMMON GOOD AND GENERAL WELFARE OF THE PUBLIC AND COMMUNITY THROUGH THE MAINTENANCE AND MANAGEMENT OF THE ASSOCIATION AND THE PROPERTY, AND PROVIDING SERVICES TO 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,405,774

Investment Income $38,149

Other Revenue $65,378

TOTAL REVENUE $3,509,301

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,137,354

Other Expenses $3,323,479

TOTAL EXPENSES $3,323,479

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,509,301	$3,531,852	0.0%
Expenses	$3,323,479	$3,930,894	-0.2%
Net Income	$185,822	$-399,042	-1.5%

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

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
Corky Parma	Secretary	2.00	Officer Director	$0	$0	$0
Jody Vizena	Treasurer	2.00	Officer Director	$0	$0	$0
Brittany Chargois	Vice President	2.00	Officer Director	$0	$0	$0
Ronald Harris	Director	2.00	Director	$0	$0	$0
Christopher Kulesza	President	2.00	Officer Director	$0	$0	$0
Brent Weesner	Director	2.00	Director	$0	$0	$0
Khan Nguyen	Director	2.00	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
2024	$3,509,301	$3,323,479	$2,000,002	$185,822
2023	$3,531,852	$3,930,894	$1,775,814	$-399,042
2022	$3,500,993	$3,834,136	$2,540,849	$-333,143
2021	$3,411,871	$3,439,057	$2,752,047	$-27,186
2020	$2,963,711	$2,545,412	$2,950,705	$418,299
2019	$2,783,286	$2,731,226	$2,125,421	$52,060
2018	$2,821,212	$2,995,654	$2,275,992	$-174,442

SUMMERWOOD COMMUNITY ASSOCIATION INC co GRAHAM MANAGEMENT