SANTA FE AREA HOME BUILDERS ASSN (EIN 850399148) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

JOSHUA SHULTZ

Phone

5059821774

Tax Period

2024-01-01 to 2024-12-31

SANTA FE AREA HOME BUILDERS ASSN, founded in 1992, is a small nonprofit that reported $459K in total revenue in fiscal year 2024. Expenses of $422K left a modest 8% surplus.

Mission

PROMOTE SANTA FE AREA HOME BUILDERS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $47,926

Program Service Revenue $375,769

Investment Income $1,135

Other Revenue $33,703

TOTAL REVENUE $458,533

Expense Breakdown

Grants Paid $0

Salaries & Benefits $159,905

Fundraising Expenses $0

Other Expenses $261,773

TOTAL EXPENSES $421,678

Year-over-Year Comparison

	2024	2023	Change
Revenue	$458,533	$428,229	+0.1%
Expenses	$421,678	$440,773	0.0%
Net Income	$36,855	$-12,544	-3.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$97,995

Total Directors

$97,995

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MILES CONWAY	EXEC OFFICER	40.00	Officer Director	$97,995	$0	$97,995
JOE GAMMON	Director	1.00	Director	$0	$0	$0
ROB GIBBS	Director	1.00	Director	$0	$0	$0
LISA MARTINEZ	Director	1.00	Director	$0	$0	$0
TOM TREECE	Past President	1.00	Officer Director	$0	$0	$0
BILL DEUSCHLE	Director	1.00	Director	$0	$0	$0
LAURA LONG	Secretary	1.00	Officer Director	$0	$0	$0
SAGUNA SEVERSON	Director	1.00	Director	$0	$0	$0
ALAN MANZANARES	Director	1.00	Director	$0	$0	$0
VICTORIA SANCHEZ	Director	1.00	Director	$0	$0	$0
CHRIS FORTSON	Director	1.00	Director	$0	$0	$0
TJ RIELAND	Director	1.00	Director	$0	$0	$0
VALERIE MONTOYA	Treasurer	1.00	Officer Director	$0	$0	$0
LEROY BACA	Director	1.00	Director	$0	$0	$0
TAYLOR PARDUE	Director	1.00	Director	$0	$0	$0
SCOTT CHERRY	2ND VICE PRES	1.00	Officer Director	$0	$0	$0
EMILY MASCARENAS	ASSOC VICE PRES	1.00	Officer Director	$0	$0	$0
MICHAEL LATTING	Director	1.00	Director	$0	$0	$0
MARIE WATSON	EXEC OFFICER	0.00	Officer Director	$0	$0	$0
KURT KRAHN	Director	1.00	Director	$0	$0	$0
JOSHUA SHULTZ	President	1.00	Officer Director	$0	$0	$0
LYNSEY POMPEI-STORM	1ST VICE PRES	1.00	Officer 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	$458,533	$421,678	$636,655	$36,855
2023	$428,229	$440,773	$610,368	$-12,544
2022	$422,147	$365,609	$639,376	$56,538
2021	$383,216	$318,041	$600,807	$65,175
2020	$250,008	$312,187	$564,343	$-62,179
2019	$400,405	$415,450	$623,888	$-15,045
2018	$423,398	$412,106	$651,853	$11,292

SANTA FE AREA HOME BUILDERS ASSN