Falls at Imperial Oaks Homeowners Association (EIN 371560164) - 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

2007

Legal Domicile

Phone

5125027045

Tax Period

2025-01-01 to 2025-12-31

Falls at Imperial Oaks Homeowners Association, founded in 2007, is a community nonprofit in the Housing & Shelter sector that reported $3.1M in total revenue in fiscal year 2025. Revenue surged 25% from the prior year, signaling strong growth momentum.

Mission

TO MAINTAIN COMMON AREAS, ESPLANADES, REC/PARK AREA AND LANDSCAPING - ALL BENEFITING THE ENTIRE 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 $1,702,685

Investment Income $3,335

Other Revenue $1,345,322

TOTAL REVENUE $3,051,342

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,657,765

Other Expenses $3,138,016

TOTAL EXPENSES $3,138,016

Year-over-Year Comparison

	2025	2024	Change
Revenue	$3,051,342	$2,443,742	+0.2%
Expenses	$3,138,016	$3,392,222	-0.1%
Net Income	$-86,674	$-948,480	-0.9%

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
Keith Rodgers	President	2.00	Officer Director	$0	$0	$0
Justin Bentley	Treasurer	2.00	Officer Director	$0	$0	$0
Don Arsenault	VP	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	$3,051,342	$3,138,016	$4,230,444	$-86,674
2024	$2,443,742	$3,392,222	$4,201,267	$-948,480
2023	$1,757,270	$2,160,992	$5,002,052	$-403,722
2022	$244,618	$196,374	$4,965,141	$48,244
2021	$1,663,187	$1,322,930	$5,082,463	$340,257
2020	$1,658,527	$1,150,996	$4,806,013	$507,531
2019	$1,591,932	$949,852	$4,292,351	$642,080

Falls at Imperial Oaks Homeowners Association