LAKE WAUBEEKA ASSOCIATION INC (EIN 060801235) - 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

1951

Legal Domicile

Principal Officer

DAVID ZWANG

Phone

2037906888

Tax Period

2024-06-01 to 2025-05-31

LAKE WAUBEEKA ASSOCIATION INC, founded in 1951, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $374K, a strong 32% operating margin.

Mission

PROVISION OF WATER, UTILITY, RECREATION AND SECURITY SERVICES TO MEMBERS

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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 $1,111,185

Investment Income $43,538

Other Revenue $150

TOTAL REVENUE $1,154,873

Expense Breakdown

Grants Paid $0

Salaries & Benefits $146,689

Fundraising Expenses $0

Other Expenses $634,178

TOTAL EXPENSES $780,867

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,154,873	$982,539	+0.2%
Expenses	$780,867	$844,580	-0.1%
Net Income	$374,006	$137,959	+1.7%

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

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
DAVID ZWANG	PRESIDENT	10.00	Officer Director	$0	$0	$0
JOSH ISAACSON	1ST VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ROBERT SASS	2ND VICE PRESIDENT	15.00	Officer Director	$0	$0	$0
DEBORAH JUDD	TREASURER	12.00	Officer Director	$0	$0	$0
CATHY CARTER	RECORDING SECRETARY	2.00	Officer Director	$0	$0	$0
BILL HEESE	CORRESPONDING SECRETARY	2.00	Officer Director	$0	$0	$0
JACKI JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN MONTHIE	DIRECTOR	2.00	Director	$0	$0	$0
JASON RESISER	DIRECTOR	2.00	Director	$0	$0	$0
DAN SCHWARTZ	DIRECTOR	2.00	Director	$0	$0	$0
SUANNE MCMANUS	DIRECTOR	2.00	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
2025	$1,154,873	$780,867	$3,444,565	$374,006
2024	$982,539	$844,580	$3,150,761	$137,959
2023	$942,466	$818,387	$3,068,817	$124,079
2022	$904,182	$823,426	$3,056,559	$80,756
2021	$879,549	$763,539	$3,059,741	$116,010
2020	$853,221	$816,298	$3,100,628	$36,923
2019	$885,160	$855,783	$3,199,981	$29,377

LAKE WAUBEEKA ASSOCIATION INC