Oakcrest Community Association Inc

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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

2006

Legal Domicile

Phone

2818700585

Tax Period

2025-01-01 to 2025-12-31

Oakcrest Community Association Inc, founded in 2006, is a community nonprofit in the Housing & Shelter sector that reported $1.2M in total revenue in fiscal year 2025. Expenses of $1.1M left a modest 10% surplus.

Mission

Association organized to provide maintenance, preservation and administration of the properties for the benefit and welfare of the community.

Program Service Accomplishments

Program 1

Expenses: $317,118

Association provides all landscape maintenance and improvements to the common areas for the benefit and welfare of the community.

Program 2

Expenses: $262,251

Association provides all general maintenance, lake maintenance, pool maintenance and all improvements to the common areas for the benefit of the owners and visitors to the community.

Program 3

Expenses: $229,377

Association provides all utilities including irrigation in all common and recreation areas for the benefit and welfare of the owners and visitors to 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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,034,900

Investment Income $49,816

Other Revenue $95,769

TOTAL REVENUE $1,180,485

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $982,796

Other Expenses $1,056,588

TOTAL EXPENSES $1,056,588

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,180,485	$1,194,978	0.0%
Expenses	$1,056,588	$893,683	+0.2%
Net Income	$123,897	$301,295	-0.6%

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
Shari McCaig	President	2.00	Officer Director	$0	$0	$0
Fife Ellis	Treasurer	2.00	Officer Director	$0	$0	$0
Josh Metcalf	Secretary	2.00	Officer Director	$0	$0	$0
Samir Patel	Director	2.00	Director	$0	$0	$0
Mark Conlon	Vice President	2.00	Officer Director	$0	$0	$0
John Holmes III	President	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	$1,180,485	$1,056,588	$2,627,864	$123,897
2024	$1,194,978	$893,683	$2,487,934	$301,295
2023	$1,132,286	$967,306	$2,127,788	$164,980
2022	$1,077,244	$996,354	$1,910,722	$80,890
2021	$1,116,478	$769,065	$1,827,124	$347,413
2020	$1,133,232	$795,858	$1,399,265	$337,374
2019	$1,076,615	$918,689	$967,465	$157,926
2018	$872,327	$861,211	$793,514	$11,116