Braeburn Valley Homeowners Association (EIN 746060654) - 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

2014

Legal Domicile

Phone

5125027541

Tax Period

2025-01-01 to 2025-12-31

Braeburn Valley Homeowners Association, founded in 2014, is a small nonprofit that reported $339K in total revenue in fiscal year 2025. Revenue decreased 6% compared to the prior year.

Mission

Promoting the common good and general welfare of the public and members of the community through the maintenance and management of the association property, and providing services 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 (2025)

Revenue Breakdown

Contributions & Grants $297,480

Program Service Revenue $0

Investment Income $107

Other Revenue $41,280

TOTAL REVENUE $338,867

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $321,737

Other Expenses $339,737

TOTAL EXPENSES $339,737

Year-over-Year Comparison

	2025	2024	Change
Revenue	$338,867	$358,768	-0.1%
Expenses	$339,737	$332,742	+0.0%
Net Income	$-870	$26,026	-1.0%

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
Carol Anderson	President	10.00	Officer Director	$0	$0	$0
Barbara Richards	Vice President	10.00	Officer Director	$0	$0	$0
JoEllen Lamb	Secretary	10.00	Officer Director	$0	$0	$0
Carl Husmann	Treasurer	10.00	Officer Director	$0	$0	$0
Shelley Fahrenthold Adams	Director	10.00	Director	$0	$0	$0
Marybeth Brasher	Director	10.00	Director	$0	$0	$0
Tommy Skaff	Director	10.00	Director	$0	$0	$0
Victor Mejia	Director	10.00	Director	$0	$0	$0
Juana Ferris	Director	10.00	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
2025	$338,867	$339,737	$200,166	$-870
2024	$358,768	$332,742	$166,790	$26,026
2023	$403,730	$350,792	$136,241	$52,938
2022	$333,873	$349,634	$74,854	$-15,761
2021	$290,927	$323,714	$93,807	$-32,787
2020	$303,015	$357,487	$175,182	$-54,472

Braeburn Valley Homeowners Association