VILLAS AT STONE OAK RANCH INVESTMENT GROUP INC C/O SENTINEL (EIN 202149550) - 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

2005

Legal Domicile

Principal Officer

LELAND ROTH

Phone

2124088958

Tax Period

2023-01-01 to 2023-12-31

VILLAS AT STONE OAK RANCH INVESTMENT GROUP INC C/O SENTINEL, founded in 2005, is a micro nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2023.

Mission

INVESTMENT IN REAL ESTATE

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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 $0

Investment Income $0

Other Revenue $-1,056,681

TOTAL REVENUE $-1,056,681

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-1,056,681	$-110,859	+8.5%
Expenses	N/A	N/A	N/A
Net Income	N/A	$-110,859	N/A

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

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	Role	Reportable Comp	Other Comp	Total
MARTIN J CAWLEY	PRESIDENT	Officer Director	$0	$0	$0
LELAND ROTH	TREASURER	Officer Director	$0	$0	$0
KAREN HALLOCK	DIRECTOR	Officer Director	$0	$0	$0
ROBIN BLAUER	VICE PRESIDENT	Officer	$0	$0	$0
GEORGE N TIETJEN III	VICE PRESIDENT	Officer	$0	$0	$0
WILLIAM FREYDBERG	VICE PRESIDENT	Officer	$0	$0	$0
VANESSA HEALY	VICE PRESIDENT	Officer	$0	$0	$0
CONNELL J WATTERS	SECRETARY	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	$-1,056,681	No data	$17,825,531	No data
2022	$-110,859	No data	$17,913,924	No data
2021	$2,571	No data	$18,998,690	No data
2020	$-132,793	No data	$19,901,856	No data
2019	$-22,110	No data	$20,859,632	No data
2018	$-3,523	No data	$21,987,599	No data

VILLAS AT STONE OAK RANCH INVESTMENT GROUP INC C/O SENTINEL