Summer Hills CIA (EIN 760471741) - 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

2813194263

Tax Period

2021-01-01 to 2021-12-31

Summer Hills CIA, founded in 1984, is a small nonprofit that reported $200K in total revenue in fiscal year 2021. Revenue decreased 16% compared to the prior year.

Mission

Common area maintenance Promote recreation, health, safety and welfare of residents and to provide for the improvement and maintenance of the common areas of

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $199,075

Investment Income $450

Other Revenue $0

TOTAL REVENUE $199,525

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $186,265

Other Expenses $213,504

TOTAL EXPENSES $213,504

Year-over-Year Comparison

	2021	2020	Change
Revenue	$199,525	$236,154	-0.2%
Expenses	$213,504	$198,520	+0.1%
Net Income	$-13,979	$37,634	-1.4%

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
Charles D Bailey III	President	3.00	Officer Director	$0	$0	$0
Gordon Drost	Vice President	3.00	Officer Director	$0	$0	$0
Pete Hess	Treasurer	3.00	Officer Director	$0	$0	$0
Diane Marsh	Secretary	3.00	Officer Director	$0	$0	$0
Michael Donnelly	Director	3.00	Director	$0	$0	$0
James Maxwell	Director	3.00	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
2021	$199,525	$213,504	$420,446	$-13,979

Summer Hills CIA