Glen OaksGrand Oaks HOA Inc (EIN 050602352) - 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

2013

Legal Domicile

Phone

2818700585

Tax Period

2024-01-01 to 2024-12-31

Glen OaksGrand Oaks HOA Inc, founded in 2013, is a small nonprofit in the Housing & Shelter sector that reported $327K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $398K exceeded revenue, resulting in a 21% operating deficit.

Mission

Organization fomed to provide for maintenance of common areas, recreational facilities and architectural ocntrol of the property subject to the declaration of covenants, conditions and restrictions.

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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 $178,887

Investment Income $57

Other Revenue $148,404

TOTAL REVENUE $327,348

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $360,984

Other Expenses $397,516

TOTAL EXPENSES $397,516

Year-over-Year Comparison

	2024	2023	Change
Revenue	$327,348	$362,289	-0.1%
Expenses	$397,516	$340,412	+0.2%
Net Income	$-70,168	$21,877	-4.2%

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
William Carroll	President	2.00	Officer Director	$0	$0	$0
Kristen Martindaale	Vice President	2.00	Officer Director	$0	$0	$0
Mark Patterson	SecretaryTreasurer	2.00	Officer 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
2025	No data	No data	No data	No data
2024	$327,348	$397,516	$35,542	$-70,168
2023	$362,289	$340,412	$171,475	$21,877
2022	$325,643	$314,781	$111,881	$10,862
2021	$238,706	$267,518	$163,058	$-28,812

Glen OaksGrand Oaks HOA Inc