LAKE MEADE PROPERTY OWNERS ASSOC IN (EIN 231699936) - 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

1968

Legal Domicile

Principal Officer

ALYSSA HARRIS

Phone

7172599625

Tax Period

2023-04-01 to 2024-03-31

LAKE MEADE PROPERTY OWNERS ASSOC IN, founded in 1968, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $908K, a strong 33% operating margin.

Mission

A GATED 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,479,923

Investment Income $197,893

Other Revenue $66,471

TOTAL REVENUE $2,744,287

Expense Breakdown

Grants Paid $18,800

Salaries & Benefits $957,206

Fundraising Expenses $0

Other Expenses $860,175

TOTAL EXPENSES $1,836,181

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,744,287	$2,212,885	+0.2%
Expenses	$1,836,181	$1,818,793	+0.0%
Net Income	$908,106	$394,092	+1.3%

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

$121,975

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALYSSA HARRIS	MANAGER	40.00	Officer	$102,692	$19,283	$121,975
JULIE BRANDT	DIRECTOR	5.00	Director	$0	$0	$0
RAE ANN GINTER	DIRECTOR	5.00	Director	$0	$0	$0
JAMES KIMES	DIRECTOR	5.00	Director	$0	$0	$0
DAN MCHUGH	VP/SECRETARY	8.00	Officer Director	$0	$0	$0
GIFFORD MOAK	DIRECTOR	5.00	Director	$0	$0	$0
BILL RECTOR	VP,/TREASURE	8.00	Officer Director	$0	$0	$0
VALORIE ROSSI	DIRECTOR	5.00	Director	$0	$0	$0
MARK SCHARLAU	PRESIDENT	11.00	Officer Director	$0	$0	$0
JAMES SIDERIS	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	No data	No data	No data	No data
2024	$2,744,287	$1,836,181	$11,014,858	$908,106
2023	$2,212,885	$1,818,793	$9,866,435	$394,092
2022	$2,134,653	$1,579,778	$9,466,107	$554,875
2021	$2,099,606	$1,436,664	$8,800,711	$662,942
2020	$1,994,994	$1,319,234	$8,157,320	$675,760
2019	$2,005,924	$1,230,393	$7,542,931	$775,531

LAKE MEADE PROPERTY OWNERS ASSOC IN