Dana Farms Homeowners Association Inc co Miramonte Company

EIN: 941667022

Walnut Creek, CA

Total Revenue
$288,862
Total Expenses
$299,087
Total Assets
$311,441
Net Assets
$70,009
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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
1967
Legal Domicile
CA
Phone
9259327100
Tax Period
2023-01-01 to 2023-12-31

Dana Farms Homeowners Association Inc co Miramonte Company, founded in 1967, is a small nonprofit that reported $289K in total revenue in fiscal year 2023.

Mission

To maintain, repair and replace the Organization's common area property.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $285,690
Program Service Revenue $2,387
Investment Income $785
Other Revenue $0
TOTAL REVENUE $288,862

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $299,087
TOTAL EXPENSES $299,087

Year-over-Year Comparison

2023 2022 Change
Revenue $288,862 N/A N/A
Expenses $299,087 N/A N/A
Net Income $-10,225 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

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Governance

Voting Members
5
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
4
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
James Koteles President 3.00
Officer Director
$0 $0 $0
Raminder Kahlon Vice President 3.00
Officer Director
$0 $0 $0
Lars Czujko Treasurer 3.00
Officer Director
$0 $0 $0
Amanda Peralta Director 3.00
Director
$0 $0 $0
Patrick Grove Secretary 3.00
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 $288,862 $299,087 $311,441 $-10,225
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