GREEN TRAILS ESTATES HOA (EIN 742184758) - 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

1981

Legal Domicile

Principal Officer

LAUREL GONZALEZ

Phone

2814473388

Tax Period

2023-01-01 to 2023-12-31

GREEN TRAILS ESTATES HOA, founded in 1981, is a small nonprofit that reported $261K in total revenue in fiscal year 2023. Expenses of $251K left a modest 4% surplus.

Mission

TO PROVIDE LAW ENFORCEMENT, MAINTAIN PARK AND RECREATIONAL AREAS, PROVIDE STREET LIGHTS, TRASH SERVICE & PEST CONTROL - BENEFITS 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $134,260

Investment Income $3,417

Other Revenue $123,429

TOTAL REVENUE $261,106

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $241,311

Other Expenses $251,285

TOTAL EXPENSES $251,285

Year-over-Year Comparison

	2023	2022	Change
Revenue	$261,106	$244,376	+0.1%
Expenses	$251,285	$205,148	+0.2%
Net Income	$9,821	$39,228	-0.7%

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
LAUREL GONZALEZ	PRESIDENT	2.00	Officer Director	$0	$0	$0
JIM LOMBARDI	TREASURER	2.00	Officer Director	$0	$0	$0
ASHLEY YODER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ANDREW FREILER	SECRETARY	2.00	Officer Director	$0	$0	$0
GERRY MEEKS	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
2024	No data	No data	No data	No data
2023	$261,106	$251,285	$324,473	$9,821
2022	$244,376	$205,148	$317,241	$39,228
2021	$260,197	$256,376	$279,735	$3,821
2020	$227,581	$247,300	$255,184	$-19,719
2019	$223,351	$244,343	$289,510	$-20,992

GREEN TRAILS ESTATES HOA