HUNTERS VALLEY HOMEOWNERS (EIN 741968395) - 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

1976

Legal Domicile

Phone

2815370957

Tax Period

2024-01-01 to 2024-12-31

HUNTERS VALLEY HOMEOWNERS, founded in 1976, is a small nonprofit in the Housing & Shelter sector that reported $511K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $487K left a modest 5% surplus.

Mission

The organization is established for the maintenance and preservation of the properties within the specific geographic area, in order to ensure the safety and welfare of the residents and visitors to the community.

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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 $434,335

Investment Income $19,322

Other Revenue $57,558

TOTAL REVENUE $511,215

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $421,578

Other Expenses $486,871

TOTAL EXPENSES $486,871

Year-over-Year Comparison

	2024	2023	Change
Revenue	$511,215	$541,737	-0.1%
Expenses	$486,871	$526,198	-0.1%
Net Income	$24,344	$15,539	+0.6%

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
Jim Jolly	Director at Large	2.00	Director	$0	$0	$0
Wayne Templeton	President	2.00	Officer Director	$0	$0	$0
Joshua Knigt	Vice President	2.00	Officer Director	$0	$0	$0
Marygrace Huber	Secretary	2.00	Officer Director	$0	$0	$0
Nathan Navarrete	Treasurer	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
2024	$511,215	$486,871	$709,638	$24,344
2023	$541,737	$526,198	$689,688	$15,539

HUNTERS VALLEY HOMEOWNERS