SUDDEN VALLEY COMMUNITY ASSOCIATION (EIN 910909865) - 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

1973

Legal Domicile

Principal Officer

KEITH MCLEAN

Phone

3607346430

Tax Period

2023-01-01 to 2023-12-31

SUDDEN VALLEY COMMUNITY ASSOCIATION, founded in 1973, is a community nonprofit in the Housing & Shelter sector that reported $7.4M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.8M, a strong 25% operating margin.

Mission

1) TO ACQUIRE, HOLD TITLE TO, AND MANAGE THE COMMON AREAS FOR THE BENEFIT OF ALL LOT OWNERS AND HOME OWNERS; 2) ESTABLISH AND COLLECT ASSESSMENTS AGAINST EACH LOT OWNER TO PROVIDE FOR MAINTENANCE AND OPERATION OF COMMON AREAS AND FACILITIES; 3) ENGAGE IN SOCIAL AND COMMUNITY ACTIVITIES, INCLUDING THE DEVELOPMENT, CONSTRUCTION, MAINTENANCE, AND OPERATION OF ANY OTHER COMMUNITY FACILITIES.

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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 $396

Program Service Revenue $6,777,742

Investment Income $40,200

Other Revenue $607,529

TOTAL REVENUE $7,425,867

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,074,047

Fundraising Expenses $0

Program Expenses $4,154,513

Other Expenses $3,505,140

TOTAL EXPENSES $5,579,187

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,425,867	$6,769,923	+0.1%
Expenses	$5,579,187	$5,619,398	0.0%
Net Income	$1,846,680	$1,150,525	+0.6%

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

Volunteers

105

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

$271,114

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW TISCHLEDER	PRESIDENT/MEMBER AT LARGE	3.00	Officer Director	$0	$0	$0
ASIA ANDRADE	MEMBER AT LARGE	1.00	Director	$0	$0	$0
BRIAN COPE	SECRETARY	3.00	Officer Director	$0	$0	$0
DANIEL RODRIGUEZ	ACC CHAIR	1.00	Director	$0	$0	$0
GAIL CHIARELLO	N&E CHAIR	1.00	Director	$0	$0	$0
JOSHUA BOWENS	MEMBER AT LARGE	1.00	Director	$0	$0	$0
KEITH MCLEAN	ACC CHAIR/PRESIDENT	3.00	Officer Director	$0	$0	$0
LINDA BRADLEY	MEMBER AT LARGE/SECRETARY	3.00	Officer Director	$0	$0	$0
LAURIE ROBINSON	TREASURER	3.00	Officer Director	$0	$0	$0
MIKE WADSWORTH	N&E CHAIR	1.00	Director	$0	$0	$0
NANCY ALYANAK	MEMBER AT LARGE	1.00	Director	$0	$0	$0
ROB GIBBS	N&E CHAIR	1.00	Director	$0	$0	$0
SAMUEL SHAHAN	VICE PRESIDENT/MEMBER AT LARGE	3.00	Officer Director	$0	$0	$0
SONIA VOLDT	TREASURER/MEMBER AT LARGE	3.00	Officer Director	$0	$0	$0
STUART MITCHELL	MEMBER AT LARGE	1.00	Director	$0	$0	$0
TAIMI VAN DE POLDER	MEMBER AT LARGE/VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
JO ANNE JENSEN	GENERAL MANAGER	40.00	Officer	$140,500	$8,925	$149,425
JOEL HEVERLING	FINANCE DIRECTOR	40.00	Officer	$112,764	$8,925	$121,689

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	$7,425,867	$5,579,187	$24,108,118	$1,846,680
2022	$6,769,923	$5,619,398	$22,661,808	$1,150,525
2021	$5,164,417	$5,258,434	$20,952,447	$-94,017
2020	$5,140,487	$4,882,532	$18,715,262	$257,955
2019	$6,394,876	$4,791,324	$16,982,031	$1,603,552

SUDDEN VALLEY COMMUNITY ASSOCIATION