LAKE ARROWHEAD COMMUNITY INC (EIN 010341134) - 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

1975

Legal Domicile

Principal Officer

ALAN MARTEL

Phone

2072475239

Tax Period

2024-05-01 to 2025-04-30

LAKE ARROWHEAD COMMUNITY INC, founded in 1975, is a community nonprofit that reported $2.4M in total revenue in fiscal year 2024. Expenses of $2.2M left a modest 9% surplus.

Mission

A HOMEOWNERS' ASSOCIATION THAT PROVIDES MAINTENANCE TO THE MEMBERS OF THE COMMUNITY.

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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 $2,367,633

Investment Income $51,466

Other Revenue $20,849

TOTAL REVENUE $2,439,948

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $861,388

Fundraising Expenses $0

Program Expenses $1,896,994

Other Expenses $1,345,280

TOTAL EXPENSES $2,226,668

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,439,948	$2,268,170	+0.1%
Expenses	$2,226,668	$1,932,553	+0.2%
Net Income	$213,280	$335,617	-0.4%

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

$89,196

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BERGER ROB	TRUSTEE	1.00	Director	$0	$0	$0
BESEN-REINHART CARRIE	TRUSTEE	1.00	Director	$0	$0	$0
FITZPATRICK MICHAEL	TRUSTEE / VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
FOWLER GEORGE	TRUSTEE / TREASURER	1.00	Officer Director	$0	$0	$0
MARTEL ALAN	TRUSTEE / PRESIDENT	1.00	Officer Director	$0	$0	$0
ORETO PHIL	TRUSTEE	1.00	Director	$0	$0	$0
ROBINSON RANDY	TRUSTEE	1.00	Director	$0	$0	$0
ROSS-CORBETT SPIKE	TRUSTEE	1.00	Director	$0	$0	$0
SANFASON SCOTT	TRUSTEE	1.00	Director	$0	$0	$0
HARRIS AMY	DIR OF FINANCE & ADMIN	40.00	Officer	$75,808	$13,388	$89,196

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	$2,439,948	$2,226,668	$3,885,043	$213,280
2024	$2,268,170	$1,932,553	$3,671,903	$335,617
2023	$2,004,845	$2,009,345	$3,410,561	$-4,500
2022	$1,857,850	$1,872,836	$3,499,746	$-14,986
2021	$1,840,968	$1,900,373	$3,551,126	$-59,405
2020	$1,889,971	$1,793,799	$3,477,402	$96,172
2019	$1,906,967	$1,893,383	$3,420,432	$13,584

LAKE ARROWHEAD COMMUNITY INC