STONEBRIDGE ESTATES MASTER HOMEOWNERS ASSOCIATION (EIN 841641334) - 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

2004

Principal Officer

TONY GARCIA

Phone

8585765536

Tax Period

2023-01-01 to 2023-12-31

STONEBRIDGE ESTATES MASTER HOMEOWNERS ASSOCIATION, founded in 2004, is a community nonprofit in the Housing & Shelter sector that reported $1.5M in total revenue in fiscal year 2023. Expenses of $1.4M left a modest 12% surplus.

Mission

THE ASSOCIATION IS A MASTER PLANNED COMMUNITY THAT PROVIDES FOR THE MAINTENANCE AND PRESERVATION OF THE COMMUNITY VIA VOLUNTEER COMMITEES, FORUMS AND AN EXTERNAL MANAGEMENT COMPANY.

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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 $0

Investment Income $1,537,059

Other Revenue $0

TOTAL REVENUE $1,537,059

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,351,378

Other Expenses $1,356,618

TOTAL EXPENSES $1,356,618

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,537,059	N/A	N/A
Expenses	$1,356,618	N/A	N/A
Net Income	$180,441	N/A	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES BRODFUEHRER	SECRETARY	2.00	Officer	$0	$0	$0
TONY GARCIA	PRESIDENT	2.00	Officer	$0	$0	$0
LALIT GARG	VICE PRESIDE	2.00	Officer	$0	$0	$0
MARTY LORENZO	TREASURER	2.00	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
2024	No data	No data	No data	No data
2023	$1,537,059	$1,356,618	$3,457,052	$180,441
2022	$1,321,167	$1,382,901	$3,183,161	$-61,734
2021	$1,314,478	$1,442,914	$3,086,053	$-128,436
2020	$1,322,456	$1,345,256	$3,120,521	$-22,800
2019	$1,369,402	$1,299,104	$2,925,420	$70,298
2018	$1,500,451	$1,347,002	$2,705,070	$153,449

STONEBRIDGE ESTATES MASTER HOMEOWNERS ASSOCIATION