EVERGREEN RIDGE HOMEOWNERS ASSOCIATION C/O CARDINAL (EIN 953875918) - 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

1983

Legal Domicile

Principal Officer

MICHAEL ALLEN

Phone

7147791300

Tax Period

2023-01-01 to 2023-12-31

EVERGREEN RIDGE HOMEOWNERS ASSOCIATION C/O CARDINAL, founded in 1983, is a small nonprofit in the Housing & Shelter sector that reported $340K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $311K left a modest 9% surplus.

Mission

TO PROVIDE AND PRESERVE FOR THE USE AND ENJOYMENT OF THE COMMUNITY, CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS FOR AN ARCHITECTURALLY BEAUTIFUL APPEARANCE AND COMMUNITY ORIENTED AMENITIES.

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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 $337,582

Program Service Revenue $1,125

Investment Income $1,425

Other Revenue $0

TOTAL REVENUE $340,132

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $257,259

Other Expenses $310,814

TOTAL EXPENSES $310,814

Year-over-Year Comparison

	2023	2022	Change
Revenue	$340,132	$367,103	-0.1%
Expenses	$310,814	$341,450	-0.1%
Net Income	$29,318	$25,653	+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

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
MICHAEL ALLEN	PRESIDENT	5.00	Officer Director	$0	$0	$0
RONALD FINE	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
BRIGITTE MARKWELL	TREASURER	5.00	Officer Director	$0	$0	$0
RALF MITSCHRICH	SECRETARY	5.00	Officer Director	$0	$0	$0
STEVE TILFORD	MEMBER-AT-LARGE	5.00	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	No data	No data	No data	No data
2023	$340,132	$310,814	$534,503	$29,318
2022	$367,103	$341,450	$388,679	$25,653
2021	$553,003	$537,089	$258,217	$15,914
2020	$767,279	$783,487	$273,029	$-16,208
2019	$673,169	$668,113	$322,250	$5,056
2018	$607,430	$620,194	$372,200	$-12,764

EVERGREEN RIDGE HOMEOWNERS ASSOCIATION C/O CARDINAL