Green Valley Ranch Community Association (EIN 880317604) - 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

1994

Legal Domicile

Principal Officer

Jocelyn Holzwarth

Phone

7025971945

Tax Period

2023-01-01 to 2023-12-31

Green Valley Ranch Community Association, founded in 1994, is a community nonprofit in the Housing & Shelter sector that reported $3.7M in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $3.5M left a modest 6% surplus.

Mission

Association common area maintenance and management.

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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 $0

Investment Income $91,361

Other Revenue $3,588,080

TOTAL REVENUE $3,679,441

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,954,085

Other Expenses $3,450,010

TOTAL EXPENSES $3,450,010

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,679,441	$2,949,415	+0.2%
Expenses	$3,450,010	$3,049,082	+0.1%
Net Income	$229,431	$-99,667	-3.3%

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

N/A

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
Bashar Barazi	Secretary	1.00	Officer Director	$0	$0	$0
Andrew G Nagorski	Vice President	1.00	Director	$0	$0	$0
Jocelyn Holzwarth	Treasurer	1.00	Director	$0	$0	$0
Michael Duran	Director	1.00	Director	$0	$0	$0
Mark Stieneker	President	1.00	Officer Director	$0	$0	$0
Paul Rowcliffe	Director	1.00	Director	$0	$0	$0
Annela Aubry	Director	1.00	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	No data	No data	No data	No data
2023	$3,679,441	$3,450,010	$3,357,503	$229,431
2022	$2,949,415	$3,049,082	$3,137,974	$-99,667
2021	$2,830,312	$2,944,785	$2,781,370	$-114,473
2020	$3,178,076	$3,030,532	$2,678,949	$147,544

Green Valley Ranch Community Association