STONERIDGE RESIDENTS ASSOCIATION

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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

2005

Legal Domicile

Phone

8606597587

Tax Period

2025-01-01 to 2025-12-31

STONERIDGE RESIDENTS ASSOCIATION, founded in 2005, is a small nonprofit in the Human Services sector that reported $219K in total revenue in fiscal year 2025. Expenses of $208K left a modest 5% surplus.

Mission

PROVIDE COLLEGE SCHOLARSHIPS TO EMPLOYEES (AND THEIR FAMILIES) OF THE RETIREMENT COMMUNITY WHERE THE STONERIDGE RESIDENTS ASSOCIATION IS CHARTERED.

Program Service Accomplishments

Program 1

Expenses: $206,396

DISTRIBUTED SCHOLARSHIPS TO EMPLOYEES OR DIRECT FAMILY MEMBERS FROM DONATIONS TO EMPLOYEE SCHOLARSHIP FUND

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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 $207,582

Program Service Revenue $0

Investment Income $3,448

Other Revenue $8,337

TOTAL REVENUE $219,367

Expense Breakdown

Grants Paid $203,600

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $206,396

Other Expenses $4,762

TOTAL EXPENSES $208,362

Year-over-Year Comparison

	2025	2024	Change
Revenue	$219,367	$212,588	+0.0%
Expenses	$208,362	$176,755	+0.2%
Net Income	$11,005	$35,833	-0.7%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM FITZGERALD	Member at Large	2.00	Director	$0	$0	$0
SUSAN GLASS	President	10.00	Officer	$0	$0	$0
HENRY MAY	Vice President	5.00	Officer	$0	$0	$0
FRANK TAYLOR	Secretary	5.00	Officer	$0	$0	$0
JH DOW DAVIS	Treasurer	5.00	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
2025	$219,367	$208,362	$107,953	$11,005
2024	No data	No data	No data	No data