WOODLAND HILLS TRAIL ASSOCIATION (EIN 237221304) - 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

1972

Legal Domicile

Principal Officer

BOB ROBERTSON

Phone

8326784500

Tax Period

2020-01-01 to 2020-12-31

WOODLAND HILLS TRAIL ASSOCIATION, founded in 1972, is a small nonprofit that reported $232K in total revenue in fiscal year 2020. Revenue decreased 5% compared to the prior year. The organization ran a surplus of $87K, a strong 38% operating margin.

Mission

PROVIDE MAINTENANCE, PRESERVATION AND ARCHITECTUAL CONTROL OF THE RESIDENCE LOTS AND COMMON AREA, AND TO PROMOTE HEALTH, SAFETY AND WELFARE OF THE RESIDENTS WITHIN THE 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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $197,756

Investment Income $16,047

Other Revenue $18,043

TOTAL REVENUE $231,846

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $102,967

Other Expenses $144,728

TOTAL EXPENSES $144,728

Year-over-Year Comparison

	2020	2019	Change
Revenue	$231,846	$244,163	-0.1%
Expenses	$144,728	$265,196	-0.5%
Net Income	$87,118	$-21,033	-5.1%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOB ROBERTSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
EDDIE FERGUDON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
SERGIU BURCA	TREASURER	2.00	Officer Director	$0	$0	$0
MADDY ARMEL	SECRETARY	2.00	Officer Director	$0	$0	$0
TOM STOLTZ	DIRECTOR	2.00	Director	$0	$0	$0
STEVEN HAWKINS	DIRECTOR	2.00	Director	$0	$0	$0
PHILLIP DAY	DIRECTOR	2.00	Director	$0	$0	$0
CARL KLUGE	DIRECTOR	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
2020	$231,846	$144,728	$972,089	$87,118
2019	$244,163	$265,196	$889,552	$-21,033
2018	$234,399	$139,916	$888,221	$94,483

WOODLAND HILLS TRAIL ASSOCIATION