SAN IGNACIO HEIGHTS INC (EIN 860679764) - 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

1990

Legal Domicile

Principal Officer

Don Julien

Phone

6512389710

Tax Period

2025-01-01 to 2025-12-31

SAN IGNACIO HEIGHTS INC, founded in 1990, is a small nonprofit in the Community Improvement sector that reported $218K in total revenue in fiscal year 2025. Revenue surged 84% from the prior year, signaling strong growth momentum. The organization ran a surplus of $149K, a strong 69% operating margin.

Mission

We encourage and support our association of neighbors who voluntarily work together to promote the spirit of respect, caring, community, family and friends. Our mission is to enhance our quality of life by maintaining our common areas and upholding our Covenants, Declarations, and By-Laws. Our Decisions will be made for the good of the 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 $206,465

Program Service Revenue $0

Investment Income $11,039

Other Revenue $0

TOTAL REVENUE $217,504

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $68,487

Other Expenses $68,487

TOTAL EXPENSES $68,487

Year-over-Year Comparison

	2025	2024	Change
Revenue	$217,504	$118,178	+0.8%
Expenses	$68,487	$117,833	-0.4%
Net Income	$149,017	$345	+430.9%

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

159

Independent Members

159

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
Don Julien	President	10	Officer	$0	$0	$0
Dave Fenner	Vice President	1	Officer	$0	$0	$0
James Trobec	Treasurer	2	Officer	$0	$0	$0
Jerry Coffey	Secretary	1	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	$217,504	$68,487	$380,599	$149,017

SAN IGNACIO HEIGHTS INC