UPPER GREENWOOD LAKE PROPERTY OWNERS' ASSOC (EIN 221832020) - 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

1933

Legal Domicile

Principal Officer

Jessica Nicosia

Phone

9738534262

Tax Period

2024-01-01 to 2024-12-31

UPPER GREENWOOD LAKE PROPERTY OWNERS' ASSOC, founded in 1933, is a small nonprofit that reported $871K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $809K left a modest 7% surplus.

Mission

Maintenance of the Associations property

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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 $745,593

Program Service Revenue $0

Investment Income $69,699

Other Revenue $55,980

TOTAL REVENUE $871,272

Expense Breakdown

Grants Paid $0

Salaries & Benefits $191,972

Fundraising Expenses $0

Other Expenses $617,070

TOTAL EXPENSES $809,042

Year-over-Year Comparison

	2024	2023	Change
Revenue	$871,272	$787,871	+0.1%
Expenses	$809,042	$715,757	+0.1%
Net Income	$62,230	$72,114	-0.1%

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

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
ROB BURR	TRUSTEE	2.00	Director	$0	$0	$0
JIM JONES	TRUSTEE	2.00	Director	$0	$0	$0
RENE MANZO	TRUSTEE	2.00	Director	$0	$0	$0
MICHELE DENISTRAN	TRUSTEE	2.00	Director	$0	$0	$0
ANDREW QUIRK	TRUSTEE	2.00	Director	$0	$0	$0
LINDA TONNESSEN	TRUTEE	2.00	Director	$0	$0	$0
JESSICA NICOSIA	TREASURER	10.00	Officer Director	$0	$0	$0
JOE KUCERA	TRUSTEE	2.00	Director	$0	$0	$0
JOANNA PIOTROWSKI	TRUSTEE	2.00	Director	$0	$0	$0
DOUG GRAYSON	PRESIDENT	10.00	Officer Director	$0	$0	$0
DON SMITH	TRUSTEE	2.00	Director	$0	$0	$0
TERRY GIANNIOTIS	SECRETARY	10.00	Officer Director	$0	$0	$0
STEVEN EZRATTY	TRUSTEE	2.00	Director	$0	$0	$0
ANTHONY GIANNANTONIO	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
MARGIE CULHANE	SECRETARY	10.00	Officer Director	$0	$0	$0
LAURA NEITZER	TRUSTEE	2.00	Director	$0	$0	$0
TRAVIS LIZOTTE	TRUSTEE	2.00	Director	$0	$0	$0
JENNIFER PEREZ	TRUSTEE	2.00	Director	$0	$0	$0
JAYSON HARTIG	BOARD MEMBER	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
2024	$871,272	$809,042	$3,496,091	$62,230
2023	$787,871	$715,757	$3,434,521	$72,114
2022	$733,754	$605,078	$3,361,607	$128,676
2021	$687,065	$640,433	$3,433,251	$46,632
2020	$662,404	$596,956	$3,336,775	$65,448
2019	$649,195	$660,897	$2,423,060	$-11,702
2018	$643,567	$635,260	$2,260,127	$8,307

UPPER GREENWOOD LAKE PROPERTY OWNERS' ASSOC