St Francis Homes Association co FirstService Residential (EIN 940830595) - 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

1912

Legal Domicile

Phone

4153218181

Tax Period

2024-01-01 to 2024-12-31

St Francis Homes Association co FirstService Residential, founded in 1912, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $405K, a strong 19% operating margin.

Mission

The association was organized to maintain, repair and replace the common area property of a 561 single family home subdivision in San Francisco.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,029,106

Program Service Revenue $0

Investment Income $60,360

Other Revenue $41,118

TOTAL REVENUE $2,130,584

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,278,826

Other Expenses $1,725,839

TOTAL EXPENSES $1,725,839

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,130,584	$1,909,336	+0.1%
Expenses	$1,725,839	$2,098,619	-0.2%
Net Income	$404,745	$-189,283	-3.1%

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

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
James Ryan	Treasurer	2.00	Officer Director	$0	$0	$0
Nilesh Shah	Director	2.00	Director	$0	$0	$0
Jeremy Pasternak	Secretary	2.00	Officer Director	$0	$0	$0
Lee Hsu	Vice President	2.00	Officer Director	$0	$0	$0
Reginald Steer	President	2.00	Officer Director	$0	$0	$0
Eric Lopez	Director	2.00	Director	$0	$0	$0
Barbara Messing	Director	2.00	Director	$0	$0	$0
Carolyn Squeri	Director	2.00	Director	$0	$0	$0
Janet Monfredini	Director	2.00	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	$2,130,584	$1,725,839	$1,943,331	$404,745
2023	$1,909,336	$2,098,619	$1,685,431	$-189,283
2022	$1,603,263	$1,424,830	$1,526,138	$178,433
2021	$1,431,926	$1,364,877	$1,613,351	$67,049
2020	$2,337,961	$2,443,126	$1,668,099	$-105,165
2019	$1,861,962	$1,867,488	$2,675,608	$-5,526
2018	$1,420,105	$1,073,376	$2,358,826	$346,729

St Francis Homes Association co FirstService Residential