Brooks Property Owner's Association (EIN 825249792) - 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

2017

Legal Domicile

Principal Officer

Samantha H Burke

Phone

2106783319

Tax Period

2023-10-01 to 2024-09-30

Brooks Property Owner's Association, founded in 2017, is a community nonprofit in the Community Improvement sector that reported $1.5M in total revenue in fiscal year 2023. Expenses of $1.7M exceeded revenue, resulting in a 14% operating deficit.

Mission

This is a Property Owners Association for the Brooks Campus. The purpose of the organization is to maintain, upkeep, and enhance the common areas at the Brooks campus.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,513,166

Investment Income $23,639

Other Revenue $0

TOTAL REVENUE $1,536,805

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,749,736

Other Expenses $1,749,736

TOTAL EXPENSES $1,749,736

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,536,805	$1,523,001	+0.0%
Expenses	$1,749,736	$1,580,566	+0.1%
Net Income	$-212,931	$-57,565	+2.7%

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

N/A

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

$884,212

Total Directors

$884,212

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Leo Gomez	President	Officer Director	$0	$40,675	$437,653
Connie Gonzales	Vice President	Officer Director	$0	$23,552	$257,782
Christie Trevino	Director	Officer Director	$0	$18,227	$188,777
Joe Nix	Board Member	Director	$0	$0	$0
Bonnie Salas	Board Member	Director	$0	$0	$0
Erick Frederick	Board Member	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
2024	$1,536,805	$1,749,736	$895,588	$-212,931
2023	$1,523,001	$1,580,566	$3,087,517	$-57,565
2022	$1,618,295	$1,668,699	$8,229,588	$-50,404
2021	$2,121,381	$1,352,889	$3,035,915	$768,492
2020	$2,591,651	$1,419,303	$2,267,423	$1,172,348
2019	$4,606,505	$2,265,320	$1,095,074	$2,341,185

Brooks Property Owner's Association