BRAESWOOD PLACE HOMEOWNERS ASSN (EIN 746062739) - 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

1951

Legal Domicile

Principal Officer

Steve Scherer

Tax Period

2024-01-01 to 2024-12-31

BRAESWOOD PLACE HOMEOWNERS ASSN, founded in 1951, is a small nonprofit that reported $853K in total revenue in fiscal year 2024. The organization ran a surplus of $170K, a strong 20% operating margin.

Mission

Neighborhood association created to promote the welfare of the community and protect the property values in an area encompassing approximately 2200 homes.

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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 $276,808

Program Service Revenue $576,410

Investment Income $0

Other Revenue $0

TOTAL REVENUE $853,218

Expense Breakdown

Grants Paid $0

Salaries & Benefits $34,487

Fundraising Expenses $0

Program Expenses $510,437

Other Expenses $138,597

TOTAL EXPENSES $683,521

Year-over-Year Comparison

	2024	2023	Change
Revenue	$853,218	$793,609	+0.1%
Expenses	$683,521	$713,115	0.0%
Net Income	$169,697	$80,494	+1.1%

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

$32,108

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Janet Maxian	Director Area 5	2.00	Director	$0	$0	$0
Steve Scherer	Director Area 9	2.00	Director	$0	$0	$0
Mary Jane Smith	Director Area 11	2.00	Director	$0	$0	$0
Kinsey Wall	Director Area 12	2.00	Director	$0	$0	$0
Ruth Ann Stiles	Area 2 Director	2.00	Director	$0	$0	$0
Elaina McNulty	Area 3 Director	2.00	Director	$0	$0	$0
Linda Barcot	VP Central	2.00	Director	$0	$0	$0
Kathy Jenkins	Area 4 Director	2.00	Director	$0	$0	$0
Lindsley McLean	Area 6 Director	22.00	Director	$0	$0	$0
David Romagosa	Area 7 Director	2.00	Director	$0	$0	$0
Kathy Askenasy	Area 8 Director	2.00	Director	$0	$0	$0
Grace Mosby	Area 10 Director	2.00	Director	$0	$0	$0
Adriana Borsos	Area 12 Director	2.00	Director	$0	$0	$0
Frank Karbarz	Director Area 1	2.00	Director	$0	$0	$0
Mark Potts	Vice President - West	2.00	Officer	$0	$0	$0
Gwen Hulsey	Treasurer	10.00	Officer	$0	$0	$0
Genie Neukomm	President	10.00	Officer	$0	$0	$0
Stephanie Bourg	Office Manager	20.00	Key Emp	$32,108	$0	$32,108

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	$853,218	$683,521	$695,119	$169,697
2023	$793,609	$713,115	$513,319	$80,494
2022	$497,042	$781,635	$435,384	$-284,593
2022	$497,042	$781,635	$435,384	$-284,593
2021	$659,872	$707,117	$720,599	$-47,245
2020	$577,130	$704,382	$774,426	$-127,252

BRAESWOOD PLACE HOMEOWNERS ASSN