North Briar Community Association (EIN 741756399) - 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

1973

Legal Domicile

Principal Officer

ANNA HEINZELMANN

Tax Period

2024-01-01 to 2024-12-31

North Briar Community Association, founded in 1973, is a small nonprofit in the Recreation & Sports sector that reported $533K in total revenue in fiscal year 2024. Expenses of $1.1M exceeded revenue, resulting in a 102% operating deficit.

Mission

THE PURPOSE OF THE ASSOCIATION IS TO PROVIDE SERVICES TO THE COMMUNITY MUCH LIKE A QUASI GOVERNMENTAL UNIT

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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 $390,532

Program Service Revenue $0

Investment Income $1,167

Other Revenue $141,439

TOTAL REVENUE $533,138

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $989,238

Other Expenses $1,077,958

TOTAL EXPENSES $1,077,958

Year-over-Year Comparison

	2024	2023	Change
Revenue	$533,138	N/A	N/A
Expenses	$1,077,958	N/A	N/A
Net Income	$-544,820	N/A	N/A

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

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
ANNA HEINZELMANN	DIRECTOR	6.00	Officer	$0	$0	$0
SCOTT SEVIGNY	DIRECTOR	2.00	Officer	$0	$0	$0
RAUL PENA	DIRECTOR	2.00	Officer	$0	$0	$0
GERRY ABER	DIRECTOR	2.00	Officer	$0	$0	$0
FABIAN OWENS	DIRECTOR	2.00	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	$533,138	$1,077,958	$823,726	$-544,820
2023	$1,217,007	$419,886	$1,580,678	$797,121
2022	$438,534	$408,301	$492,940	$30,233

North Briar Community Association