Stonebridge Ranch Community Association Inc (EIN 752383651) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

David Norm Counts

Phone

8664732573

Tax Period

2023-01-01 to 2023-12-31

Stonebridge Ranch Community Association Inc, founded in 1988, is a mid-sized nonprofit in the Housing & Shelter sector that reported $10.4M in total revenue in fiscal year 2023.

Mission

Care of association property and maintenance of the common areas of the association property for the benefit of the neighborhood.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $9,150,457

Program Service Revenue $37,536

Investment Income $599,936

Other Revenue $651,600

TOTAL REVENUE $10,439,529

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,518,655

Fundraising Expenses $0

Program Expenses $10,570,628

Other Expenses $9,051,973

TOTAL EXPENSES $10,570,628

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,439,529	$9,686,037	+0.1%
Expenses	$10,570,628	$9,681,741	+0.1%
Net Income	$-131,099	$4,296	-31.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
David Norm Counts	Treasurer	N/A	Officer Director	$0	$0	$0
Kristen A Vartian	Director	N/A	Director	$0	$0	$0
Amanda Batson	Vice President	N/A	Officer Director	$0	$0	$0
James H Buerkle	Director	N/A	Director	$0	$0	$0
Joe Closs	Secretary	N/A	Officer Director	$0	$0	$0
Jon Dell'Antonia	President	N/A	Officer Director	$0	$0	$0
James Norton	Director	N/A	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	$10,439,529	$10,570,628	$12,019,247	$-131,099
2022	$9,686,037	$9,681,741	$11,924,696	$4,296
2021	$8,717,166	$8,420,537	$11,315,034	$296,629
2020	$8,003,882	$8,003,882	$12,683,603	No data
2019	$7,842,788	$7,539,458	$12,541,628	$303,330
2018	$7,664,607	$8,415,670	$11,342,398	$-751,063

Stonebridge Ranch Community Association Inc