Springs at Santa Rita HOA Inc (EIN 860824809) - 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

1995

Legal Domicile

Phone

5206481699

Tax Period

2025-01-01 to 2025-12-31

Springs at Santa Rita HOA Inc, founded in 1995, is a small nonprofit in the Housing & Shelter sector that reported $283K in total revenue in fiscal year 2025. The organization ran a surplus of $143K, a strong 51% operating margin.

Mission

The Springs at Santa Rita HOA is committed to a community maintaining property values by good management and valued common areas

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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 $269,437

Program Service Revenue $0

Investment Income $13,243

Other Revenue $0

TOTAL REVENUE $282,680

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $102,658

Other Expenses $139,568

TOTAL EXPENSES $139,568

Year-over-Year Comparison

	2025	2024	Change
Revenue	$282,680	$279,749	+0.0%
Expenses	$139,568	$231,526	-0.4%
Net Income	$143,112	$48,223	+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

N/A

Employees

N/A

Volunteers

200

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
BRUCE GRIESHABER	President	6.00	Officer Director	$0	$0	$0
CATHY ROBERTS	Secretary	2.00	Officer Director	$0	$0	$0
SHARON TOBORG	Treasurer	15.00	Officer Director	$0	$0	$0
RICK FILLION	Director	4.00	Director	$0	$0	$0
VICTOR FRANKFATHER	Director	10.00	Director	$0	$0	$0
JIM CLAUSEN	Director	15.00	Director	$0	$0	$0
LYNN DANIELS-ANDERSON	Vice President	2.00	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
2025	$282,680	$139,568	$512,815	$143,112
2024	$279,749	$231,526	$369,703	$48,223
2023	$275,289	$510,495	$320,897	$-235,206
2022	$269,466	$374,836	$556,103	$-105,370
2021	$253,471	$254,779	$664,173	$-1,308
2020	$256,572	$156,869	$664,870	$99,703

Springs at Santa Rita HOA Inc