University Green Patio Home Owners

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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

Tax Period

2024-01-01 to 2024-12-31

University Green Patio Home Owners, founded in 1976, is a small nonprofit in the Community Improvement sector that reported $431K in total revenue in fiscal year 2024.

Mission

Maintenance of the Common Areas and Promotion of Social Welfare to the Community

Program Service Accomplishments

Program 1

Expenses: $138,311

Landscaping and Irrigation

Program 2

Expenses: $114,214

Utilities

Program 3

Expenses: $106,570

Capital Expenses

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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 $362,481

Investment Income $53,133

Other Revenue $15,427

TOTAL REVENUE $431,041

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $396,088

Other Expenses $450,692

TOTAL EXPENSES $450,692

Year-over-Year Comparison

	2024	2023	Change
Revenue	$431,041	$431,041	N/A
Expenses	$450,692	$443,871	+0.0%
Net Income	$-19,651	$-12,830	+0.5%

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

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
Lynda Breault	President	5.00	Director	$0	$0	$0
Steve Belland	Vice President	5.00	Director	$0	$0	$0
Brenda Pierce	Secretary	5.00	Director	$0	$0	$0
Larry Arnhold	Treasurer	5.00	Director	$0	$0	$0
Karen Gregory	Board Member	5.00	Director	$0	$0	$0
Douglas Schwab	Board Member	5.00	Director	$0	$0	$0
Derek Soltes	Board Member	5.00	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	$431,041	$450,692	$367,606	$-19,651
2023	$389,038	$394,002	$420,213	$-4,964
2022	$357,722	$392,382	$416,422	$-34,660
2021	$359,345	$373,570	$426,828	$-14,225
2020	$193,057	$223,773	$461,203	$-30,716