Southwyck Community Association Inc (EIN 760177585) - 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

1984

Legal Domicile

Phone

2814862563

Tax Period

2024-01-01 to 2024-12-31

Southwyck Community Association Inc, founded in 1984, is a small nonprofit in the Housing & Shelter sector that reported $673K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $649K left a modest 4% surplus.

Mission

Common area maintenance To provide for maintenance, preservation, and architectual control of the common areas of Southwyck subdivision and to provide health, safety and welfare of the

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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 $0

Program Service Revenue $662,919

Investment Income $9,866

Other Revenue $0

TOTAL REVENUE $672,785

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $572,520

Other Expenses $648,699

TOTAL EXPENSES $648,699

Year-over-Year Comparison

	2024	2023	Change
Revenue	$672,785	$718,490	-0.1%
Expenses	$648,699	$755,836	-0.1%
Net Income	$24,086	$-37,346	-1.6%

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
Vanessa Helmer	President	3.00	Officer Director	$0	$0	$0
Helen Bilyeu	Vice Pres	3.00	Officer Director	$0	$0	$0
John Fisher	Secretary	3.00	Officer Director	$0	$0	$0
Rick Nelson	Treasurer	3.00	Officer Director	$0	$0	$0
Kevin Shaw	Director	3.00		$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	$672,785	$648,699	$1,443,353	$24,086
2023	$718,490	$755,836	$1,408,535	$-37,346
2022	$615,848	$966,913	$1,372,306	$-351,065
2021	$623,983	$439,500	$1,726,632	$184,483
2020	$625,024	$518,470	$1,504,095	$106,554

Southwyck Community Association Inc