Lake Dalecarlia Property Owners Assoc Inc (EIN 351114238) - 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

1934

Legal Domicile

Principal Officer

Cindi Addis

Phone

2196960771

Tax Period

2025-01-01 to 2025-12-31

Lake Dalecarlia Property Owners Assoc Inc, founded in 1934, is a small nonprofit that reported $226K in total revenue in fiscal year 2025. Expenses of $211K left a modest 6% surplus.

Mission

Maintain & protect Lake Dalecarlia.

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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 $175,584

Program Service Revenue $0

Investment Income $23,018

Other Revenue $27,325

TOTAL REVENUE $225,927

Expense Breakdown

Grants Paid $2,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $211,470

Other Expenses $208,970

TOTAL EXPENSES $211,470

Year-over-Year Comparison

	2025	2024	Change
Revenue	$225,927	$214,549	+0.1%
Expenses	$211,470	$201,200	+0.1%
Net Income	$14,457	$13,349	+0.1%

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
Robert Van Baren	President	15.00	Officer	$0	$0	$0
Dan Fagan	Vice President	5.00	Officer	$0	$0	$0
Julie Berg	Secretary	5.00	Officer	$0	$0	$0
Cindi Addis	Treasurer	25.00	Officer	$0	$0	$0
John Cullum	Trustee	5.00	Director	$0	$0	$0
Bill Waligora	Trustee	5.00	Director	$0	$0	$0
Ted DeGonia	Trustee	5.00	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	$225,927	$211,470	$881,244	$14,457
2024	$214,549	$201,200	$885,231	$13,349
2023	$204,018	$135,351	$853,172	$68,667
2022	$196,349	$149,192	$808,828	$47,157
2021	$190,939	$171,382	$744,721	$19,557
2020	$131,695	$99,836	$750,331	$31,859
2019	$132,858	$99,348	$685,697	$33,510
2018	$129,520	$77,726	$674,211	$51,794

Lake Dalecarlia Property Owners Assoc Inc