HERON COURT COOPERATIVE (EIN 942921905) - 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

1982

Legal Domicile

Phone

6505931915

Tax Period

2024-01-01 to 2024-12-31

HERON COURT COOPERATIVE, founded in 1982, is a community nonprofit in the Animal-Related sector that reported $4.5M in total revenue in fiscal year 2024. The organization ran a surplus of $1.6M, a strong 36% operating margin.

Mission

OPERATES A 104 UNIT COOPERATIVE HOUSING COMPLEX UNDER THE REGULATION OF THE U.S. DEPARTMENT OF HOUSING AND URBAN 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,500,489

Investment Income $14,237

Other Revenue $0

TOTAL REVENUE $4,514,726

Expense Breakdown

Grants Paid $0

Salaries & Benefits $572,401

Fundraising Expenses $0

Program Expenses $2,588,201

Other Expenses $2,305,463

TOTAL EXPENSES $2,877,864

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,514,726	$4,322,822	+0.0%
Expenses	$2,877,864	$2,867,661	+0.0%
Net Income	$1,636,862	$1,455,161	+0.1%

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
MARCO GUTIERREZ	PRESIDENT	2.00	Director	$0	$0	$0
VANESSA COREA	VICE PRESIDENT	2.00	Director	$0	$0	$0
HAYWOOD BROUSSARD	TREASURER	2.00	Director	$0	$0	$0
CHERYL BRENNAN	SECRETARY	2.00	Director	$0	$0	$0
JACQUEL KEHL	BOARD MEMBER	2.00	Director	$0	$0	$0
NANCY STAVES	BOARD MEMBER	2.00	Director	$0	$0	$0
RAQUEL SAGON	BOARD MEMBER	2.00	Director	$0	$0	$0
EDIT J LINARES	BOARD MEMBER	2.00	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	$4,514,726	$2,877,864	$16,286,248	$1,636,862
2023	$4,322,822	$2,867,661	$14,814,508	$1,455,161
2022	$4,120,090	$2,901,405	$13,472,879	$1,218,685
2021	$3,924,662	$2,632,721	$12,402,264	$1,291,941
2020	$3,989,228	$2,282,332	$11,281,603	$1,706,896
2019	$3,057,236	$2,386,140	$9,770,440	$671,096
2018	$1,931,110	$1,845,798	$5,520,438	$85,312

HERON COURT COOPERATIVE