WHARF ROAD MANOR HOMEOWNERS ASSOCIATION CO SHORELINE PROPERTY MANAGEMENT (EIN 300259776) - 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

2004

Legal Domicile

Phone

8314268013

Tax Period

2024-01-01 to 2024-12-31

WHARF ROAD MANOR HOMEOWNERS ASSOCIATION CO SHORELINE PROPERTY MANAGEMENT, founded in 2004, is a small nonprofit in the Housing & Shelter sector that reported $399K in total revenue in fiscal year 2024. The organization ran a surplus of $102K, a strong 25% operating margin.

Mission

TO PROVIDE AFFORDABLE HOUSING FOR LOW TO MODERATE INCOME HOUSEHOLDS

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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 (2024)

Revenue Breakdown

Contributions & Grants $257,472

Program Service Revenue $139,476

Investment Income $1,695

Other Revenue $248

TOTAL REVENUE $398,891

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $297,214

Other Expenses $297,214

TOTAL EXPENSES $297,214

Year-over-Year Comparison

	2024	2023	Change
Revenue	$398,891	$392,713	+0.0%
Expenses	$297,214	$291,263	+0.0%
Net Income	$101,677	$101,450	+0.0%

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

N/A

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
LAURA WHILE	Vice President	1.00	Officer Director	$0	$0	$0
DAWN CONOVER	President	1.00	Officer Director	$0	$0	$0
GINA HURRELL	Secretary	1.00	Officer Director	$0	$0	$0
MICHELLE COFFMAN	Treasurer	1.00	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	$398,891	$297,214	$2,019,087	$101,677
2023	$392,713	$291,263	$2,004,699	$101,450
2022	$365,241	$298,197	$1,996,279	$67,044
2021	$353,097	$294,852	$1,985,308	$58,245
2020	$326,988	$254,896	$1,989,146	$72,092
2019	$308,387	$249,466	$1,997,051	$58,921
2018	$305,349	$236,024	$2,033,462	$69,325

WHARF ROAD MANOR HOMEOWNERS ASSOCIATION CO SHORELINE PROPERTY MANAGEMENT