Preston Highlands North Estates Homeowners Association (EIN 752639063) - 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

1996

Legal Domicile

Principal Officer

James Thomas

Phone

9729432800

Tax Period

2025-01-01 to 2025-12-31

Preston Highlands North Estates Homeowners Association, founded in 1996, is a small nonprofit that reported $357K in total revenue in fiscal year 2025. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $105K, a strong 29% operating margin.

Mission

Promoting the common good and general welface of the public and members of the community through the maintenance and management of the association property, and provising 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 $255,520

Program Service Revenue $75,966

Investment Income $7,291

Other Revenue $18,400

TOTAL REVENUE $357,177

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $229,516

Other Expenses $252,316

TOTAL EXPENSES $252,316

Year-over-Year Comparison

	2025	2024	Change
Revenue	$357,177	$281,579	+0.3%
Expenses	$252,316	$247,277	+0.0%
Net Income	$104,861	$34,302	+2.1%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Thomas	President	5.00	Officer Director	$0	$0	$0
Debra Nelson	Vice President	5.00	Officer Director	$0	$0	$0
John Grierson	Secretary	5.00	Officer Director	$0	$0	$0
Lee Franke	Treasurer	5.00	Officer Director	$0	$0	$0
Barb Ryder	Director	5.00	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	$357,177	$252,316	$391,700	$104,861
2024	$281,579	$247,277	$271,486	$34,302
2022	$261,902	$268,373	$121,264	$-6,471

Preston Highlands North Estates Homeowners Association