THE ASSOCIATES GROUP WINDWARD VILLAGE

EIN: 320034735 501(c)(3) Housing & Shelter

SAN CLEMENTE, CA

Total Revenue
$6,711,498
Total Expenses
$2,625,126
Total Assets
$488,377
Net Assets
$73,229
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2002
Legal Domicile
CA
Phone
9494923350
Tax Period
2020-01-01 to 2020-12-31

THE ASSOCIATES GROUP WINDWARD VILLAGE, founded in 2002, is a community nonprofit in the Housing & Shelter sector that reported $6.7M in total revenue in fiscal year 2020. Revenue surged 132% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.1M, a strong 61% operating margin.

Mission

ASSISTANCE TO MODERATE INCOME INDIVIDUALS AND FAMILIES IN ACQUIRING AFFORDABLE HOMES.

Program Service Accomplishments

Program 1
Expenses: $2,625,126 Revenue: $1,423,148

OPERATED A MOBILE HOME PARK FOR MODERATE TO LOW INCOME INDIVIDUALS AND FAMILIES. THE GOAL IS TO TRANSFER OWNERSHIP TO INDIVIDUALS AND FAMILIES IN ORDER TO PROVIDE THE OPPORTUNITY FOR HOME OWNERSHIP...

Read more

OPERATED A MOBILE HOME PARK FOR MODERATE TO LOW INCOME INDIVIDUALS AND FAMILIES. THE GOAL IS TO TRANSFER OWNERSHIP TO INDIVIDUALS AND FAMILIES IN ORDER TO PROVIDE THE OPPORTUNITY FOR HOME OWNERSHIP. THE PARK IS KNOW AS WINDWARD VILLAGE MOBILE HOME PARK AND THE ORGANIZATION IS ACTIVELY MARKETING MOBILE HOME SPACES TO INDIVIDUALS AND FAMILIES IN NEED OF AFFORDABLE HOUSING.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,423,148
Investment Income $5,288,350
Other Revenue $0
TOTAL REVENUE $6,711,498

Expense Breakdown

Grants Paid $0
Salaries & Benefits $152,149
Fundraising Expenses $0
Program Expenses $2,625,126
Other Expenses $2,472,977
TOTAL EXPENSES $2,625,126

Year-over-Year Comparison

2020 2019 Change
Revenue $6,711,498 $2,892,551 +1.3%
Expenses $2,625,126 $1,955,243 +0.3%
Net Income $4,086,372 $937,308 +3.4%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
3
Independent Members
2
Employees
2
Volunteers
5

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
1
$139,600
Total Directors
3
$139,600
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GERALD R GIBBS CEO 35.00
Officer Director
$139,600 $0 $139,600
CAROL SHEAKS Secretary 0.00
Director
$0 $0 $0
MARILYN DAVID Treasurer 0.00
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
2020 $6,711,498 $2,625,126 $488,377 $4,086,372
2019 $2,892,551 $1,955,243 $14,417,179 $937,308
2018 $2,845,347 $2,218,187 $17,705,352 $627,160
Explore More Nonprofits
→Top 100 Nonprofits in California →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare THE ASSOCIATES GROUP WINDWARD VILLAGE with other nonprofits in California and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.