SUGARWOOD COMMUNITY ASSOCIATION

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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

1978

Legal Domicile

Phone

2812327659

Tax Period

2024-01-01 to 2024-12-31

SUGARWOOD COMMUNITY ASSOCIATION, founded in 1978, is a small nonprofit in the Housing & Shelter sector that reported $189K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $49K, a strong 26% operating margin.

Mission

TO PROMOTE HEALTH, SAFETY AND WELFARE AND TO PROVIDE A QUASI GOVERNMENTAL CITY LIKE SERVICES SUCH AS COMMON AREA MAINTENANCE FOR THE BENEFIT AND THE BETTERMENT OF THE COMMUNITY

Program Service Accomplishments

Program 1

Expenses: $117,824 Revenue: $188,929

THE PURPOSE OF THE ASSOCIATION IS THE MAINTENENCE AND THE ORESERVATION OF THE COMMUNITY AT LARGE

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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 $180,723

Investment Income $6,448

Other Revenue $1,758

TOTAL REVENUE $188,929

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $117,824

Other Expenses $140,330

TOTAL EXPENSES $140,330

Year-over-Year Comparison

	2024	2023	Change
Revenue	$188,929	$252,054	-0.3%
Expenses	$140,330	$136,127	+0.0%
Net Income	$48,599	$115,927	-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

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
MELVIN M SUHL	PRESIDENT	2.00	Officer	$0	$0	$0
ABELARDO G MORALES	VICE PRESIDENT	2.00	Officer	$0	$0	$0
JENE A RICHART	SECRETARY	2.00	Officer	$0	$0	$0
STANLEY E ENG JR	TREASURER	2.00	Officer	$0	$0	$0
SAMUEL CHANG	DIRECTOR	2.00	Officer	$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	$188,929	$140,330	$409,168	$48,599
2023	$252,054	$136,127	$360,569	$115,927
2022	$158,750	$116,357	$328,810	$42,393
2021	$188,003	$160,835	$284,269	$27,168
2020	$172,983	$196,463	$247,287	$-23,480
2019	$166,735	$136,240	$260,287	$30,495