Arrowhead Villas Mutual Service Company (EIN 950505934) - 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

1942

Legal Domicile

Principal Officer

Kuntung Lin

Phone

9093374259

Tax Period

2024-01-01 to 2024-12-31

Arrowhead Villas Mutual Service Company, founded in 1942, is a small nonprofit that reported $919K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

Mutual water and services to shareholders.

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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 $908,165

Investment Income $2,303

Other Revenue $8,371

TOTAL REVENUE $918,839

Expense Breakdown

Grants Paid $0

Salaries & Benefits $494,598

Fundraising Expenses $0

Program Expenses $552,464

Other Expenses $411,503

TOTAL EXPENSES $906,101

Year-over-Year Comparison

	2024	2023	Change
Revenue	$918,839	$773,697	+0.2%
Expenses	$906,101	$843,823	+0.1%
Net Income	$12,738	$-70,126	-1.2%

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

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

$3,713

Total Directors

$3,713

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Larry Fehrenbach	President	15.00	Officer Director	$1,988	$0	$1,988
Diane Russell	Vice President	15.00	Officer Director	$1,725	$0	$1,725
Tony Brewer	Secretary	15.00	Officer Director	$0	$0	$0
Alex Lin	Treasurer	15.00	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
2024	$918,839	$906,101	$1,977,389	$12,738
2023	$773,697	$843,823	$1,966,638	$-70,126
2022	$890,112	$768,818	$2,003,361	$121,294
2021	$874,676	$725,147	$1,910,177	$149,529
2020	$832,459	$702,810	$1,731,500	$129,649
2019	$845,060	$804,684	$1,607,649	$40,376
2018	$827,925	$783,816	$1,651,009	$44,109

Arrowhead Villas Mutual Service Company