BRIDGESTONE HOA (EIN 742020731) - 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

1979

Legal Domicile

Principal Officer

ALICIA TAYLOR

Phone

2818576027

Tax Period

2024-01-01 to 2024-12-31

BRIDGESTONE HOA, founded in 1979, is a small nonprofit that reported $797K in total revenue in fiscal year 2024. The organization ran a surplus of $172K, a strong 22% operating margin.

Mission

TO PROVIDE STREETLIGHTS, LANDSCAPE MAINT., MAINTAIN PARKS & RECREATIONAL AREAS - ALL FOR THE BENEFIT OF 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 $637,519

Investment Income $1,524

Other Revenue $158,297

TOTAL REVENUE $797,340

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $356,787

Other Expenses $625,769

TOTAL EXPENSES $625,769

Year-over-Year Comparison

	2024	2023	Change
Revenue	$797,340	$767,829	+0.0%
Expenses	$625,769	$774,087	-0.2%
Net Income	$171,571	$-6,258	-28.4%

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
TOMI SUE BURGESS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ALICIA TAYLOR	PRESIDENT	2.00	Officer Director	$0	$0	$0
CALVIN MCKINNEY	CORRESPONDING SECRETARY	2.00	Officer Director	$0	$0	$0
NANCY WOOLLARD	TREASURER	2.00	Officer Director	$0	$0	$0
MICHAEL CRAYTON	SECRETARY	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	$797,340	$625,769	$2,274,162	$171,571
2023	$767,829	$774,087	$1,935,566	$-6,258
2022	$660,737	$611,544	$1,848,478	$49,193
2021	$710,159	$606,924	$1,801,290	$103,235
2020	$649,371	$884,381	$1,675,533	$-235,010
2019	$589,393	$562,005	$1,963,693	$27,388
2018	$535,969	$613,758	$1,476,450	$-77,789

BRIDGESTONE HOA