PROPERTY OWNERS ASSOCIATION OF VINTAGE OAKS INC (EIN 020792828) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2006

Principal Officer

DON WAGNER

Phone

8302642454

Tax Period

2023-01-01 to 2023-12-31

PROPERTY OWNERS ASSOCIATION OF VINTAGE OAKS INC, founded in 2006, is a community nonprofit in the Housing & Shelter sector that reported $3.0M in total revenue in fiscal year 2023. The organization ran a surplus of $566K, a strong 19% operating margin.

Mission

TO MAINTAIN THE COMMON ELEMENTS OF VINTAGE OAKS AND FOSTER COMMUNITY ENGAGEMENT

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,643,944

Investment Income $362,546

Other Revenue $0

TOTAL REVENUE $3,006,490

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,001,280

Other Expenses $2,440,406

TOTAL EXPENSES $2,440,406

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,006,490	N/A	N/A
Expenses	$2,440,406	N/A	N/A
Net Income	$566,084	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
DON BROOKE	SECRETARY	1.00	Officer Director	$0	$0	$0
MISTY CHANCE	MEMBER AT LA	1.00	Director	$0	$0	$0
MICHELLE GLENN	MEMBER AT LA	1.00	Director	$0	$0	$0
PAT KENNEY	MEMBER AT LA	1.00	Director	$0	$0	$0
PEDRO MACCOU	TREASURER	1.00	Officer Director	$0	$0	$0
ED MONTANYE	MEMBER AT LA	1.00	Director	$0	$0	$0
FAWN MORGAN	MEMBER AT LA	1.00	Director	$0	$0	$0
DON WAGNER	PRESIDENT	1.00	Officer Director	$0	$0	$0
JASON WINTER	MEMBER AT LA	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
2024	No data	No data	No data	No data
2023	$3,006,490	$2,440,406	$7,804,591	$566,084

PROPERTY OWNERS ASSOCIATION OF VINTAGE OAKS INC