LAKES OF BELLA TERRA COMMUNITY ASS… - Form 990 Financial Data

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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

2007

Legal Domicile

Principal Officer

Dennis Pettigrew

Phone

2813429920

Tax Period

2025-01-01 to 2025-12-31

LAKES OF BELLA TERRA COMMUNITY ASSOCIATION INC, founded in 2007, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2025.

Mission

CIVIC AND SOCIAL WELFARE ORGANIZATION - PROMOTING THE COMMON GOOD AND GENERAL WELFARE OF THE PUBLIC AND COMMUNITY

Program Service Accomplishments

Program 1

Expenses: $1,114,355 Revenue: $1,081,184

Objective 1 - To maintain trees, shrubs, flowers, and landscape in the neighborhood for the enjoyment of the community.

Program 2

Expenses: $1,042,599 Revenue: $1,011,564

Objective 2 - To provide recreation and exercise facilities in the neighborhood for the enjoyment of the community.

Program 3

Expenses: $354,376 Revenue: $343,827

Objective 3 - To provide security and welfare in the neighborhood for the protection of 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 $2,436,575

Investment Income $42,240

Other Revenue $0

TOTAL REVENUE $2,478,815

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,511,330

Other Expenses $2,576,835

TOTAL EXPENSES $2,576,835

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,478,815	N/A	N/A
Expenses	$2,576,835	N/A	N/A
Net Income	$-98,020	N/A	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

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 Fornet	President	5.00	Officer Director	$0	$0	$0
Roberta Jones	Vice President	5.00	Officer Director	$0	$0	$0
Pete Medford	Secretary	5.00	Officer Director	$0	$0	$0
Dennis Pettigrew	Treasurer	5.00	Officer Director	$0	$0	$0
Jeannette Hall	Director	5.00	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	$2,478,815	$2,576,835	$1,962,806	$-98,020

LAKES OF BELLA TERRA COMMUNITY ASSOCIATION INC