Lakewood Forest Fund Inc

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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

Tax Period

2023-01-01 to 2023-12-31

Lakewood Forest Fund Inc, founded in 1972, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year.

Mission

The Organization collects annual maintenance charges and interest from residential property owners in order to provide and fund operations; management, and maintenance of facilities and services; and enforce coventants, restrictions, and liens.

Program Service Accomplishments

Program 1

Expenses: $1,684,594

The Association maintains all common areas, including but not limited to: parks, entrances, and esplanades. It supplies street lights, lake and irrigation water, insurance, and sanitation services to...

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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 $1,799,930

Investment Income $19,848

Other Revenue $108,115

TOTAL REVENUE $1,927,893

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,684,594

Other Expenses $1,905,216

TOTAL EXPENSES $1,905,216

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,927,893	$2,173,620	-0.1%
Expenses	$1,905,216	$1,840,890	+0.0%
Net Income	$22,677	$332,730	-0.9%

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
Craig Estepp	Trustee	2.00	Director	$0	$0	$0
Philip Swift	Trustee	2.00	Director	$0	$0	$0
Mary Davis	Trustee	2.00	Director	$0	$0	$0
Ben Anderson	Treasurer	2.00	Officer Director	$0	$0	$0
John Harden	Secretary	2.00	Officer Director	$0	$0	$0
Scott A Johnson	President	2.00	Officer Director	$0	$0	$0
Jodi Cole	Vice President	2.00	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	$1,927,893	$1,905,216	$1,524,338	$22,677
2022	$2,173,620	$1,840,890	$1,954,956	$332,730
2021	$2,059,583	$2,370,960	$1,655,383	$-311,377
2020	$1,821,124	$1,923,161	$1,920,141	$-102,037
2019	$1,839,656	$1,523,935	$1,926,792	$315,721
2018	$1,689,036	$1,653,773	$1,501,514	$35,263