Shadowridge Owners Association (EIN 953655340) - 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

1981

Legal Domicile

Principal Officer

Teene Miller

Phone

8005999151

Tax Period

2023-01-01 to 2023-12-31

Shadowridge Owners Association, founded in 1981, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $1.5M left a modest 6% surplus.

Mission

Enhancement of Community Values

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,629,863

Investment Income $3,507

Other Revenue $0

TOTAL REVENUE $1,633,370

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,521,931

Other Expenses $1,539,872

TOTAL EXPENSES $1,539,872

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,633,370	$1,400,178	+0.2%
Expenses	$1,539,872	$1,451,756	+0.1%
Net Income	$93,498	$-51,578	-2.8%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Teene Miller	President	1.00	Officer	$0	$0	$0
Ed Matheus	Vice-President	1.00	Officer	$0	$0	$0
Jeff Dubin	Treasurer	1.00	Officer	$0	$0	$0
Vaness Bulcao	Secretary	1.00	Officer	$0	$0	$0
Julie Mallett	At Large	1.00	Officer	$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	No data	No data	No data	No data
2023	$1,633,370	$1,539,872	$252,709	$93,498
2022	$1,400,178	$1,451,756	$246,551	$-51,578
2021	$1,264,462	$1,434,551	$341,066	$-170,089
2020	$1,259,490	$1,306,844	$337,886	$-47,354

Shadowridge Owners Association