LAKE IN THE HILLS PROPERTY OWNERS ASSOC (EIN 362539858) - 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

1956

Legal Domicile

Phone

8476589545

Tax Period

2024-01-01 to 2024-12-31

LAKE IN THE HILLS PROPERTY OWNERS ASSOC, founded in 1956, is a small nonprofit that reported $189K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $45K, a strong 24% operating margin.

Mission

A CLUB ORGANIZED FOR PLEASURE, RECREATION, AND OTHER NONPROFITABLE PURPOSES, SUBSTANTIALLY ALL OF THE ACTIVITIES OF WHICH ARE FOR PURPOSES AND NO PART OF THE NET EARNINGS OF WHICH ARE TO THE BENEFIT OF ANY PRIVATE MEMBER. THE CLUB IS ORGANIZED FOR FELLOWSHIP AND FRATERNITY.

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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 $2,920

Program Service Revenue $0

Investment Income $4,665

Other Revenue $181,607

TOTAL REVENUE $189,192

Expense Breakdown

Grants Paid $302

Salaries & Benefits $49,060

Fundraising Expenses $0

Program Expenses $302

Other Expenses $94,565

TOTAL EXPENSES $143,927

Year-over-Year Comparison

	2024	2023	Change
Revenue	$189,192	$162,460	+0.2%
Expenses	$143,927	$148,819	0.0%
Net Income	$45,265	$13,641	+2.3%

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

Volunteers

N/A

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 S SCHULTZ	PRESIDENT	10.00	Officer	$0	$0	$0
KELLIE CHRISTY	TREASURER	15.00	Officer	$0	$0	$0
MEGAN KEHLER	SARGENT AT ARMS	4.00	Officer	$0	$0	$0
ELIZABETH SCHULTZ	SECRETARY	8.00	Officer	$0	$0	$0
HAROLD OBERMANN	VICE PRESIDENT	8.00	Officer	$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	No data	No data	No data	No data
2024	$189,192	$143,927	$146,373	$45,265
2023	$162,460	$148,819	$92,339	$13,641
2022	$156,763	$114,175	$72,256	$42,588
2021	$120,144	$98,149	$31,414	$21,995
2020	$64,697	$70,376	$7,082	$-5,679
2019	$77,244	$74,063	$12,151	$3,181
2018	$76,278	$72,497	$11,164	$3,781

LAKE IN THE HILLS PROPERTY OWNERS ASSOC