Circle Oaks Homes Association co Hill & Company (EIN 941657456) - 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

1965

Legal Domicile

Phone

4153214217

Tax Period

2023-01-01 to 2023-12-31

Circle Oaks Homes Association co Hill & Company, founded in 1965, is a small nonprofit that reported $279K in total revenue in fiscal year 2023. Expenses of $264K left a modest 6% surplus.

Mission

The Organization's purpose is to maintain, repair and replace the common area of a 339 unit residential development.

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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 $276,619

Program Service Revenue $2,813

Investment Income $26

Other Revenue $0

TOTAL REVENUE $279,458

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $220,121

Other Expenses $264,005

TOTAL EXPENSES $264,005

Year-over-Year Comparison

	2023	2022	Change
Revenue	$279,458	N/A	N/A
Expenses	$264,005	N/A	N/A
Net Income	$15,453	N/A	N/A

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
Nancy Heliotes	President	2.00	Officer Director	$0	$0	$0
Alisa Sanger	Director	0.00	Director	$0	$0	$0
Brian Witbracht	Vice President	2.00	Officer Director	$0	$0	$0
Cristina Evans	Treasurer	2.00	Officer Director	$0	$0	$0
David Nye	Secretary	2.00	Officer 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
2023	$279,458	$264,005	$94,537	$15,453

Circle Oaks Homes Association co Hill & Company