Tavola SFR Community Association

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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

2021

Legal Domicile

Tax Period

2023-01-01 to 2023-05-31

Tavola SFR Community Association, founded in 2021, is a micro nonprofit that reported $96K in total revenue in fiscal year 2023. Revenue fell 51% from the prior year — a significant decline worth monitoring. Expenses of $90K left a modest 6% surplus.

Mission

Organization formed to provide common area maintenance and improvement to maintain property values and to provide a safe environment for community.

Program Service Accomplishments

Program 1

Expenses: $84,215

Organization provided maintenance, insurance, daily management to the common areas within the community for the welfare and benefit of owners and visitors to 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $95,625

Investment Income $0

Other Revenue $561

TOTAL REVENUE $96,186

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $84,215

Other Expenses $90,454

TOTAL EXPENSES $90,454

Year-over-Year Comparison

	2023	2022	Change
Revenue	$96,186	$194,711	-0.5%
Expenses	$90,454	$62,806	+0.4%
Net Income	$5,732	$131,905	-1.0%

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

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
Patricia Redman	Director	2.00	Director	$0	$0	$0
Lisa Smart	Secretary	2.00	Officer Director	$0	$0	$0
George Jordan	Vice President	2.00	Officer Director	$0	$0	$0
Joanne Moscatelli	President	2.00	Officer Director	$0	$0	$0
Shawn Morgan	Treasurer	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
2023	$96,186	$90,454	No data	$5,732
2022	$194,711	$62,806	$308,809	$131,905