Settlers Park Homeowners Association (EIN 741952332) - 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

1977

Legal Domicile

Principal Officer

Claudia Shakespeare

Phone

7137724420

Tax Period

2023-01-01 to 2023-12-31

Settlers Park Homeowners Association, founded in 1977, is a small nonprofit in the Housing & Shelter sector that reported $460K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $88K, a strong 19% operating margin.

Mission

Maintenance of common property

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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 $379,945

Investment Income $42,339

Other Revenue $37,238

TOTAL REVENUE $459,522

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $292,323

Other Expenses $371,938

TOTAL EXPENSES $371,938

Year-over-Year Comparison

	2023	2022	Change
Revenue	$459,522	$537,486	-0.1%
Expenses	$371,938	$434,239	-0.1%
Net Income	$87,584	$103,247	-0.2%

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
Claudia Shakespeare	President	2.00	Officer Director	$0	$0	$0
Daniel Brauhn	Vice President	2.00	Officer Director	$0	$0	$0
Timothy Potter	Secretary	2.00	Officer Director	$0	$0	$0
Mike Reichek	Treasurer	2.00	Officer Director	$0	$0	$0
Nancy Dunham	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
2023	$459,522	$371,938	$1,872,168	$87,584
2022	$537,486	$434,239	$1,779,646	$103,247
2021	$507,172	$381,216	$1,677,205	$125,956
2020	$510,501	$282,136	$1,551,249	$228,365
2019	$458,579	$302,029	$1,322,884	$156,550
2018	$539,322	$328,612	$1,166,334	$210,710

Settlers Park Homeowners Association