SUGAR LAKES HOMEOWNERS ASSOCIATION (EIN 742109351) - 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

1980

Legal Domicile

Phone

5125027045

Tax Period

2024-01-01 to 2024-12-31

SUGAR LAKES HOMEOWNERS ASSOCIATION, founded in 1980, is a small nonprofit that reported $671K in total revenue in fiscal year 2024. The organization ran a surplus of $212K, a strong 32% operating margin.

Mission

TO MAINTAIN COMMON AREAS, ESPLANADES, REC/PARK AREA AND LANDSCAPING - ALL BENEFITING THE ENTIRE 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 $572,394

Investment Income $48,868

Other Revenue $49,871

TOTAL REVENUE $671,133

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $330,612

Other Expenses $459,285

TOTAL EXPENSES $459,285

Year-over-Year Comparison

	2024	2023	Change
Revenue	$671,133	$634,732	+0.1%
Expenses	$459,285	$514,347	-0.1%
Net Income	$211,848	$120,385	+0.8%

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
Donna Stall	President	2.00	Officer Director	$0	$0	$0
John Clennan	Trustee	2.00	Officer Director	$0	$0	$0
Lisa Glenn	VP	2.00	Officer Director	$0	$0	$0
Margaret Chun	VP	2.00	Officer Director	$0	$0	$0
Michael Kampf	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	$671,133	$459,285	$1,489,975	$211,848
2023	$634,732	$514,347	$1,452,096	$120,385
2022	$649,319	$618,453	$1,362,950	$30,866
2021	$546,039	$331,366	$1,307,052	$214,673
2020	$543,677	$452,605	$1,072,402	$91,072
2019	$480,585	$543,304	$1,002,838	$-62,719
2018	$496,235	$410,601	$972,403	$85,634

SUGAR LAKES HOMEOWNERS ASSOCIATION