INDIAN LAKE ESTATES INC (EIN 237241364) - 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

1964

Legal Domicile

Principal Officer

BILL HAACK

Phone

8636921433

Tax Period

2023-01-01 to 2023-12-31

INDIAN LAKE ESTATES INC, founded in 1964, is a community nonprofit that reported $4.3M in total revenue in fiscal year 2023. Revenue surged 72% from the prior year, signaling strong growth momentum. Expenses of $3.9M left a modest 8% surplus.

Mission

CIVIC ASSOCIATION

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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 $23,550

Program Service Revenue $4,209,727

Investment Income $20,233

Other Revenue $0

TOTAL REVENUE $4,253,510

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,323,042

Fundraising Expenses $0

Program Expenses $3,448,724

Other Expenses $2,609,411

TOTAL EXPENSES $3,932,453

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,253,510	$2,475,403	+0.7%
Expenses	$3,932,453	$3,073,584	+0.3%
Net Income	$321,057	$-598,181	-1.5%

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
KALI MARI KLAIRE BEAUCHAMP	DIRECTOR	8.00	Director	$0	$0	$0
JAMES MIKE CARROLL	DIRECTOR	8.00	Director	$0	$0	$0
NATASHA ELLIS	SECRETARY	8.00	Officer Director	$0	$0	$0
BILL HAACK	PRESIDENT	8.00	Officer Director	$0	$0	$0
JESSIE HARKINS	DIRECTOR	8.00	Director	$0	$0	$0
JUAN LOPEZ	DIRECTOR	8.00	Director	$0	$0	$0
ALBERT OLIVERI	DIRECTOR	N/A	Director	$0	$0	$0
RODERICK RANER	TREASURER	8.00	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
2024	No data	No data	No data	No data
2023	$4,253,510	$3,932,453	$10,080,165	$321,057
2022	$2,475,403	$3,073,584	$8,790,452	$-598,181
2021	$3,886,583	$3,057,572	$8,829,076	$829,011
2020	$3,639,067	$3,782,918	$7,700,322	$-143,851
2019	$3,379,892	$3,692,201	$7,275,830	$-312,309
2018	$3,384,502	$2,910,286	$7,182,212	$474,216

INDIAN LAKE ESTATES INC