Heritage Park Village Homeowners Association (EIN 760184115) - 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

5125027045

Tax Period

2025-01-01 to 2025-12-31

Heritage Park Village Homeowners Association, founded in 1984, is a small nonprofit in the Housing & Shelter sector that reported $611K in total revenue in fiscal year 2025. Expenses of $565K left a modest 8% surplus.

Mission

TO MAINTAIN COMMON AREAS, ESPLANADES, REC/PARK AREA AND LANDSCAPING - ALL BENEFITING THE ENTIRE 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 $0

Program Service Revenue $529,125

Investment Income $21,113

Other Revenue $60,356

TOTAL REVENUE $610,594

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $320,084

Other Expenses $564,597

TOTAL EXPENSES $564,597

Year-over-Year Comparison

	2025	2024	Change
Revenue	$610,594	$575,373	+0.1%
Expenses	$564,597	$483,093	+0.2%
Net Income	$45,997	$92,280	-0.5%

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
Jacob Guerrero	Treasurer	2.00	Officer Director	$0	$0	$0
Carolyn Henderson	Secretary	2.00	Officer Director	$0	$0	$0
Byron Mullen	VP	2.00	Officer Director	$0	$0	$0
Keith Becker	Director	2.00	Director	$0	$0	$0
Ryan Nickell	President	2.00	Officer 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	$610,594	$564,597	$1,083,834	$45,997
2024	$575,373	$483,093	$990,846	$92,280
2023	$480,691	$574,151	$990,490	$-93,460
2022	$564,276	$490,614	$1,018,585	$73,662
2021	$595,305	$415,811	$822,460	$179,494
2020	$465,352	$452,065	$592,870	$13,287
2019	$510,386	$500,359	$614,310	$10,027
2018	$521,607	$500,545	$711,247	$21,062

Heritage Park Village Homeowners Association