OAKWOOD SHORES PROPERTY OWNERS ASSN (EIN 271480096) - 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

2009

Legal Domicile

Principal Officer

JASON BREAUX

Tax Period

2025-01-01 to 2025-12-31

OAKWOOD SHORES PROPERTY OWNERS ASSN, founded in 2009, is a small nonprofit that reported $225K in total revenue in fiscal year 2025. The organization ran a surplus of $63K, a strong 28% operating margin.

Mission

THE EXEMPT PURPOSE IS TO PROVIDE CITYLIKE GOVERNENTAL SERVICES TO THE COMMUNITY AT LARGE

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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 (2025)

Revenue Breakdown

Contributions & Grants $178,855

Program Service Revenue $0

Investment Income $1,085

Other Revenue $44,841

TOTAL REVENUE $224,781

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $91,405

Other Expenses $161,842

TOTAL EXPENSES $161,842

Year-over-Year Comparison

	2025	2024	Change
Revenue	$224,781	N/A	N/A
Expenses	$161,842	N/A	N/A
Net Income	$62,939	N/A	N/A

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

N/A

Independent Members

N/A

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
DUWAYNE DUNN	TREASURER	2.00	Officer Director	$0	$0	$0
JASON BREAUX	PRESIDENT	2.00	Officer	$0	$0	$0
DAVID GREGORY	VICE PRESIDENT	2.00	Officer	$0	$0	$0
KODY ANDREWS	SECRETARY	2.00	Officer	$0	$0	$0
MARK WARTELLA	DIRECTOR	0.00	Officer	$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	$224,781	$161,842	$583,447	$62,939
2024	No data	No data	No data	No data
2023	$155,028	$160,852	$511,946	$-5,824
2022	$185,965	$146,239	$512,000	$39,726
2020	$169,789	$125,731	$424,244	$44,058
2018	$435,401	$150,300	$515,889	$285,101

OAKWOOD SHORES PROPERTY OWNERS ASSN