SHAVER LAKE HEIGHTS PROPERTY ASSOCIATION (EIN 941555974) - 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

1948

Legal Domicile

Phone

5595770585

Tax Period

2020-01-01 to 2020-12-31

SHAVER LAKE HEIGHTS PROPERTY ASSOCIATION, founded in 1948, is a small nonprofit that reported $115K in total revenue in fiscal year 2020. Expenses of $104K left a modest 10% surplus.

Mission

OPERATION OF DOMESTIC WATER SYSTEM AND PROVIDE SNOW REMOVAL FOR 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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $114,199

Investment Income $83

Other Revenue $1,125

TOTAL REVENUE $115,407

Expense Breakdown

Grants Paid $0

Salaries & Benefits $41,735

Fundraising Expenses $0

Program Expenses $56,567

Other Expenses $61,774

TOTAL EXPENSES $103,509

Year-over-Year Comparison

	2020	2019	Change
Revenue	$115,407	$109,154	+0.1%
Expenses	$103,509	$107,706	0.0%
Net Income	$11,898	$1,448	+7.2%

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
LINDSEY CHARGIN	Director	1.00	Director	$0	$0	$0
ROBERT MARKLAND	Director	1.00	Director	$0	$0	$0
JOEL BRANDON	Director	1.00	Director	$0	$0	$0
STEVE DUNCAN	Vice President	2.00	Officer	$0	$0	$0
PATRICK McCALEB	President	4.50	Officer	$0	$0	$0
CURTIS MANGANAAN	Secretary	1.00	Officer	$0	$0	$0
CINDY DAILEY	Treasurer	10.00	Officer	$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
2020	$115,407	$103,509	$351,531	$11,898
2019	$109,154	$107,706	$327,840	$1,448
2018	$108,313	$111,032	$316,027	$-2,719

SHAVER LAKE HEIGHTS PROPERTY ASSOCIATION