Park Stockdale Civic Association (EIN 956117246) - 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

Legal Domicile

Principal Officer

TOM BELL

Phone

6617168300

Tax Period

2023-01-01 to 2023-12-31

Park Stockdale Civic Association is a small nonprofit that reported $197K in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $53K, a strong 27% operating margin.

Mission

Park Stockdale civic association is a homeowners association which collects quarterly HOA fees for the benefit of the homeowners in the continued maintenance/upkeep of the park,pool,tennis courts,and recreation hall. The Park Stockdale Civic Assoc is comprised of 578 homeowners.

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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 $198,322

Investment Income $12

Other Revenue $-1,423

TOTAL REVENUE $196,911

Expense Breakdown

Grants Paid $0

Salaries & Benefits $39,462

Fundraising Expenses $0

Program Expenses $77,905

Other Expenses $104,558

TOTAL EXPENSES $144,020

Year-over-Year Comparison

	2023	2022	Change
Revenue	$196,911	$146,733	+0.3%
Expenses	$144,020	$143,711	+0.0%
Net Income	$52,891	$3,022	+16.5%

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

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
TOM BELL	Treasurer	3.00	Officer	$0	$0	$0
ROXANNE FACKLER	Vice President	3.00	Officer	$0	$0	$0
MATTHEW COLEMAN	Secretary	3.00	Officer	$0	$0	$0
JIM CARNAL	President	3.00	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	$196,911	$144,020	$642,843	$52,891
2022	$146,733	$143,711	$569,475	$3,022
2021	$146,799	$129,621	$549,233	$17,178
2020	$138,005	$153,899	$525,437	$-15,894

Park Stockdale Civic Association