THE MEADOWS AT IMPERIAL OAKS HOMEO… - Form 990 Financial Data

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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

2007

Legal Domicile

Principal Officer

TREY THOMPSON

Phone

8325937300

Tax Period

2025-01-01 to 2025-12-31

THE MEADOWS AT IMPERIAL OAKS HOMEOWNERS ASSOCIATION, founded in 2007, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2025. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $990K left a modest 12% surplus.

Mission

To promote the recreation, health, wellness and safety of the residents, to provide for the improvement, maintenance and management of common areas and facilities, and to enforce the covenants to preserve the communitys appearance.

Program Service Accomplishments

Program 1

Expenses: $680,643 Revenue: $0

To maintain trees, shrubs, flowers, landscape, lakes, fountains, and irrigation in the neighborhood for the enjoyment of the community.

Program 2

Expenses: $232,785 Revenue: $0

To provide recreation and exercise facilities in the neighborhood for the enjoyment of the community.

Program 3

Expenses: $29,106 Revenue: $0

To provide security and welfare in the neighborhood for the protection of 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 $1,120,312

Investment Income $1,343

Other Revenue $0

TOTAL REVENUE $1,121,655

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $942,534

Other Expenses $989,758

TOTAL EXPENSES $989,758

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,121,655	$985,877	+0.1%
Expenses	$989,758	$982,234	+0.0%
Net Income	$131,897	$3,643	+35.2%

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
TREY THOMPSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
KEITH FASELER	TREASURER	2.00	Officer Director	$0	$0	$0
LOREN FOSTER	SECRETARY	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
2025	$1,121,655	$989,758	$507,355	$131,897
2024	$985,877	$982,234	$344,826	$3,643
2023	$882,344	$892,237	$277,274	$-9,893
2022	$746,643	$773,586	$150,020	$-26,943
2021	$618,792	$620,787	$212,127	$-1,995
2020	$618,252	$609,941	$207,322	$8,311

THE MEADOWS AT IMPERIAL OAKS HOMEOWNERS ASSOCIATION