Lakecrest Forest and Village HOA (EIN 300374604) - 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

2005

Legal Domicile

Phone

9723803548

Tax Period

2025-01-01 to 2025-12-31

Lakecrest Forest and Village HOA, founded in 2005, is a small nonprofit in the Housing & Shelter sector that reported $529K in total revenue in fiscal year 2025. Expenses of $507K left a modest 4% surplus.

Mission

The Association was created to promote the common good and general welfare of the property owners and community by providing maintenance and management of the property,and providing services to the community.

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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 $0

Program Service Revenue $455,541

Investment Income $19,417

Other Revenue $54,270

TOTAL REVENUE $529,228

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $468,987

Other Expenses $507,010

TOTAL EXPENSES $507,010

Year-over-Year Comparison

	2025	2024	Change
Revenue	$529,228	$502,078	+0.1%
Expenses	$507,010	$437,289	+0.2%
Net Income	$22,218	$64,789	-0.7%

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
Brittany Cortinas	President	2.00	Director	$0	$0	$0
Justin Paul	Secretary	2.00	Officer Director	$0	$0	$0
Jessica Orsini	Vice President	2.00	Officer Director	$0	$0	$0
Anabel Sotelo	Treasurer	2.00	Officer Director	$0	$0	$0
Ivan Padron	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
2025	$529,228	$507,010	$933,044	$22,218
2024	$502,078	$437,289	$859,582	$64,789
2023	$511,211	$436,490	$836,916	$74,721
2022	$576,850	$607,548	$693,604	$-30,698
2021	$599,645	$466,378	$756,527	$133,267
2020	$620,390	$498,229	$739,811	$122,161

Lakecrest Forest and Village HOA