Club West Conservancy (EIN 844886089) - 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

2020

Legal Domicile

Principal Officer

Diane Hoelzl

Phone

6026967383

Tax Period

2025-01-01 to 2025-12-31

Club West Conservancy, founded in 2020, is a small nonprofit that reported $395K in total revenue in fiscal year 2025. Revenue surged 32% from the prior year, signaling strong growth momentum.

Mission

Preserving the open spaces of the Foothills Club West 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 (2025)

Revenue Breakdown

Contributions & Grants $394,647

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $394,647

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $399,855

Other Expenses $399,855

TOTAL EXPENSES $399,855

Year-over-Year Comparison

	2025	2024	Change
Revenue	$394,647	$298,100	+0.3%
Expenses	$399,855	$292,655	+0.4%
Net Income	$-5,208	$5,445	-2.0%

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
Diane Hoelzl	President	6.00	Officer	$0	$0	$0
Kevin Curran	Secretary	3.00	Officer	$0	$0	$0
Walter Grandfield	Treasurer	2.00	Officer	$0	$0	$0
Niles Gaston	Board of Director	1.00	Officer	$0	$0	$0
LeRoy Crowe	Board of Director	1.00	Officer	$0	$0	$0
Paul Viglotti	Board of Director	1.00	Officer	$0	$0	$0
Diane Hoelzl	Board of Director	3.00	Officer	$0	$0	$0
Kevin Curran	Board of Director	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
2025	$394,647	$399,855	$2,169	$-5,208
2024	$298,100	$292,655	$7,377	$5,445

Club West Conservancy