PALM DESERT GREENS ASSOCIATION (EIN 952677112) - 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

1970

Legal Domicile

Principal Officer

KEN DOBSON

Phone

7603468005

Tax Period

2024-07-01 to 2025-06-30

PALM DESERT GREENS ASSOCIATION, founded in 1970, is a mid-sized nonprofit that reported $10.5M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $9.4M left a modest 11% surplus.

Mission

TO PROVIDE MUTUAL BENEFITS AND SERVICES TO ITS MEMBERS.

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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 $9,225,600

Program Service Revenue $225,854

Investment Income $166,037

Other Revenue $898,129

TOTAL REVENUE $10,515,620

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,377,844

Fundraising Expenses $0

Program Expenses $8,721,561

Other Expenses $5,000,395

TOTAL EXPENSES $9,378,239

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,515,620	$9,310,171	+0.1%
Expenses	$9,378,239	$9,001,886	+0.0%
Net Income	$1,137,381	$308,285	+2.7%

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

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

$236,303

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARA J FENIMORE	GENERAL MANA	40.00	Officer	$149,290	$35,135	$184,425
RICK SHANE	CFO	40.00	Officer	$49,816	$2,062	$51,878
ANDREW DIAZ	GOLF COURSE	40.00	Highest	$131,028	$21,431	$152,459
ROBERT F BREIDENBACH	GOLF PRO	40.00	Highest	$126,104	$33,179	$159,283
MANUEL VEGA	EMPLOYEE	40.00	Highest	$109,154	$13,774	$122,928
JAMES SEABLOM	EMPLOYEE	40.00	Highest	$103,842	$2,262	$106,104
KEN DOBSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
PAM ARENA	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
KATHY WARD	SECRETARY	1.00	Officer Director	$0	$0	$0
CLARKE SHARAR	TREASURER	1.00	Officer Director	$0	$0	$0
LOLA BREEZE	DIRECTOR	1.00	Director	$0	$0	$0
JIM MUTHART	DIRECTOR	1.00	Director	$0	$0	$0
PATTI SWEENEY	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
2025	$10,515,620	$9,378,239	$14,336,316	$1,137,381
2024	$9,310,171	$9,001,886	$13,524,144	$308,285
2023	$8,909,640	$8,694,106	$12,972,829	$215,534
2022	$9,119,770	$8,275,441	$12,872,024	$844,329
2021	$7,555,487	$6,817,623	$11,673,571	$737,864
2020	$7,382,421	$7,034,402	$10,843,816	$348,019
2019	$7,448,298	$7,122,300	$10,482,041	$325,998

PALM DESERT GREENS ASSOCIATION