Onion Creek Homeowners Association Inc (EIN 741781073) - 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

Jerry Patterson

Phone

5122808110

Tax Period

2024-01-01 to 2024-12-31

Onion Creek Homeowners Association Inc, founded in 1973, is a small nonprofit in the Housing & Shelter sector that reported $586K in total revenue in fiscal year 2024.

Mission

The association provides essential services and maintains approximately 960 acres in a community that includes approximately 1583 lots and park land that is open to the general public.

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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 $538,792

Program Service Revenue $0

Investment Income $2,656

Other Revenue $44,622

TOTAL REVENUE $586,070

Expense Breakdown

Grants Paid $0

Salaries & Benefits $36,082

Fundraising Expenses $0

Program Expenses $434,222

Other Expenses $560,968

TOTAL EXPENSES $597,050

Year-over-Year Comparison

	2024	2023	Change
Revenue	$586,070	$548,662	+0.1%
Expenses	$597,050	$512,592	+0.2%
Net Income	$-10,980	$36,070	-1.3%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jerry Patterson	President	5.00	Officer Director	$0	$0	$0
Dick Perrone	Vice President	2.00	Officer Director	$0	$0	$0
Kathy Lahaye	Secretary/Treasurer	2.00	Officer Director	$0	$0	$0
Martin Benavides	Director	2.00	Director	$0	$0	$0
Christopher Burges	Director	2.00	Director	$0	$0	$0
Fred Blood	Director	2.00	Director	$0	$0	$0
Tom Thies	Director	2.00	Director	$0	$0	$0
Brad Glendenning	Director	2.00	Director	$0	$0	$0
Kerri Dorman	Director	2.00	Director	$0	$0	$0
Nikki England	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	$586,070	$597,050	$639,459	$-10,980
2023	$548,662	$512,592	$673,262	$36,070
2022	$487,798	$569,614	$751,621	$-81,816
2021	$463,997	$538,150	$584,482	$-74,153
2020	$473,778	$475,159	$657,175	$-1,381
2019	$472,359	$421,622	$647,554	$50,737
2018	$487,465	$416,371	$611,543	$71,094

Onion Creek Homeowners Association Inc