VALLEY ESTATES ASSOCIATION OF PROPERTY OWNERS INC

EIN: 770247668

Weldon, CA

Total Revenue
$48,875
Total Expenses
$44,222
Total Assets
$421,230
Net Assets
$418,160
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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
1983
Legal Domicile
CA
Principal Officer
Leona Osborne
Phone
7603781028
Tax Period
2019-09-01 to 2020-08-31

VALLEY ESTATES ASSOCIATION OF PROPERTY OWNERS INC, founded in 1983, is a micro nonprofit that reported $49K in total revenue in fiscal year 2019. Revenue decreased 14% compared to the prior year. Expenses of $44K left a modest 10% surplus.

Mission

Maintain common areas, private roadways and provide a community water system to provide ample, clean, drinking water.

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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%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $48,207
Program Service Revenue $0
Investment Income $668
Other Revenue $0
TOTAL REVENUE $48,875

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $44,222
TOTAL EXPENSES $44,222

Year-over-Year Comparison

2019 2018 Change
Revenue $48,875 $56,837 -0.1%
Expenses $44,222 N/A N/A
Net Income $4,653 $56,837 -0.9%
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

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Governance

Voting Members
5
Independent Members
N/A
Employees
N/A
Volunteers
10

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
6
$1,840
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Michael Higgins CFO / Water Master 10
Officer
$1,840 $0 $1,840
Leona Osborne President 1
Officer
$0 $0 $0
Evelyn Simas Vice President 1
Officer
$0 $0 $0
Rhonda Shotts Secretary 1
Officer
$0 $0 $0
Shierley Mendes Director 1
Officer
$0 $0 $0
Arlene Farrar Director 1
Officer
$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
2020 $48,875 $44,222 $421,230 $4,653
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