Walnut Bend Home Association Inc (EIN 741390326) - 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

1960

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Walnut Bend Home Association Inc, founded in 1960, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2023. The organization ran a surplus of $172K, a strong 16% operating margin.

Mission

Association formed to provide security and maintenance of the common and recreational areas for the benefit of residents and visitors to the community area.

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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 $967,656

Investment Income $339

Other Revenue $116,433

TOTAL REVENUE $1,084,428

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $836,253

Other Expenses $912,319

TOTAL EXPENSES $912,319

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,084,428	$1,046,854	+0.0%
Expenses	$912,319	$1,034,523	-0.1%
Net Income	$172,109	$12,331	+13.0%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chris Love	Director	2.00	Director	$0	$0	$0
Jake Como	Director	2.00	Director	$0	$0	$0
Ricardo Escobar	Director	2.00	Director	$0	$0	$0
Grant Pierce	Director	2.00	Director	$0	$0	$0
Wesley Gibson	Director	2.00	Officer Director	$0	$0	$0
Elizabeth Hurston	President	2.00	Officer Director	$0	$0	$0
Ashley Zatcoff	Vice President	2.00	Officer Director	$0	$0	$0
Lucy King	Treasurer	2.00	Officer Director	$0	$0	$0
Cora Pendergrass	Secretary	2.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,084,428	$912,319	$1,504,256	$172,109
2022	$1,046,854	$1,034,523	$1,293,689	$12,331
2021	$1,050,291	$908,525	$1,276,174	$141,766
2020	$981,565	$871,485	$1,064,204	$110,080
2019	$924,660	$746,043	$1,758,891	$178,617
2018	$845,392	$764,721	$1,759,877	$80,671

Walnut Bend Home Association Inc