Campolindo Homeowners Association (EIN 941675240) - 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

1967

Legal Domicile

Phone

5102153027

Tax Period

2024-01-01 to 2024-12-31

Campolindo Homeowners Association, founded in 1967, is a small nonprofit that reported $456K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $440K left a modest 3% surplus.

Mission

The Organization's mission is to maintain, repair and replace the common area property as well as provide swimming instruction to children and provide a venue for swimming matches.

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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 $196,551

Program Service Revenue $0

Investment Income $18,398

Other Revenue $241,043

TOTAL REVENUE $455,992

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $440,273

TOTAL EXPENSES $440,273

Year-over-Year Comparison

	2024	2023	Change
Revenue	$455,992	$322,522	+0.4%
Expenses	$440,273	$346,777	+0.3%
Net Income	$15,719	$-24,255	-1.6%

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

170

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
Josh Haney	Treasurer	1.00	Officer Director	$0	$0	$0
Misha Wolfe	Director	1.00	Director	$0	$0	$0
Jessica Hornberger	President	1.00	Officer Director	$0	$0	$0
Katherine Gilbert	Vice President	1.00	Officer Director	$0	$0	$0
Natalie Staines	Secretary	1.00	Officer Director	$0	$0	$0
Arianne Hogan	Director	1.00	Director	$0	$0	$0
Dave Aubuchon	Director	1.00	Director	$0	$0	$0
Larry Becker	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
2024	$455,992	$440,273	$557,317	$15,719
2023	$322,522	$346,777	$476,846	$-24,255
2022	$396,748	$404,820	$415,994	$-8,072
2021	$349,442	$344,053	$450,537	$5,389
2020	$322,828	$290,965	$446,496	$31,863
2019	$347,291	$328,993	$467,600	$18,298
2018	$291,321	$312,448	$465,404	$-21,127

Campolindo Homeowners Association