Copperbrook Homeowners Association (EIN 760511731) - 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

1995

Legal Domicile

Phone

8329107525

Tax Period

2024-01-01 to 2024-12-31

Copperbrook Homeowners Association, founded in 1995, is a small nonprofit in the Housing & Shelter sector that reported $243K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $215K left a modest 12% surplus.

Mission

Association was established to perform services; maintain various common areas and perform community improvements; and enforce covenants of the declaration of the specific geographic area, in order to ensure the safety and welfare of the residents and visitors 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $219,750

Investment Income $3,681

Other Revenue $19,629

TOTAL REVENUE $243,060

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $182,995

Other Expenses $215,050

TOTAL EXPENSES $215,050

Year-over-Year Comparison

	2024	2023	Change
Revenue	$243,060	$222,972	+0.1%
Expenses	$215,050	$203,241	+0.1%
Net Income	$28,010	$19,731	+0.4%

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
Mabeleine Lam	Director at Large	2.00	Director	$0	$0	$0
Francesca Garcia	President	2.00	Officer Director	$0	$0	$0
Elias Megersa	Vice President	2.00	Officer Director	$0	$0	$0
JoDee Stegmaier	Secretary	2.00	Officer Director	$0	$0	$0
Angelica Pena	Treasurer	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	No data	No data	No data	No data
2024	$243,060	$215,050	$126,065	$28,010
2023	$222,972	$203,241	$135,585	$19,731

Copperbrook Homeowners Association