Pla-Vada Community Association (EIN 941499902) - 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

1958

Legal Domicile

Principal Officer

Kimberly Burrows

Phone

5304263980

Tax Period

2024-04-01 to 2025-03-31

Pla-Vada Community Association, founded in 1958, is a small nonprofit that reported $752K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Net assets of $3.6M represent 57 months of operating reserves.

Mission

The Organization is a 352 unit California common interest realty association responsible for maintaining, repairing and replacing the Organization's common area including facilities to provide water to the Organization's members.

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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 $517,430

Program Service Revenue $216,245

Investment Income $18,753

Other Revenue $0

TOTAL REVENUE $752,428

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $693,166

Other Expenses $789,832

TOTAL EXPENSES $789,832

Year-over-Year Comparison

	2024	2023	Change
Revenue	$752,428	$960,820	-0.2%
Expenses	$789,832	$1,301,403	-0.4%
Net Income	$-37,404	$-340,583	-0.9%

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

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
Craig Doty	President	1.00	Officer Director	$0	$0	$0
Eric Lombardi	Vice President	1.00	Officer Director	$0	$0	$0
Gail Soule	Secretary	1.00	Officer Director	$0	$0	$0
Kimberly Burrows	Treasurer	1.00	Officer Director	$0	$0	$0
Al Facini	Director	1.00	Director	$0	$0	$0
Drady Jones	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
2025	$752,428	$789,832	$5,303,981	$-37,404
2024	$960,820	$1,301,403	$4,851,902	$-340,583
2023	$815,416	$864,358	$4,553,116	$-48,942
2022	$798,896	$649,783	$4,315,241	$149,113
2021	$631,239	$614,761	$3,530,978	$16,478
2020	$517,934	$614,406	$3,285,284	$-96,472
2019	$583,508	$668,921	$3,374,392	$-85,413

Pla-Vada Community Association