WHITE BIRCH LAKES RECREATIONAL ASSOCIATION (EIN 382300691) - 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

1970

Legal Domicile

Principal Officer

DAWN HOLZER

Phone

9895882853

Tax Period

2023-03-01 to 2024-02-29

WHITE BIRCH LAKES RECREATIONAL ASSOCIATION, founded in 1970, is a small nonprofit that reported $544K in total revenue in fiscal year 2023. Net assets of $1.9M represent 43 months of operating reserves.

Mission

PROPERTY ASSOCIATION

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $523,550

Investment Income $9,954

Other Revenue $10,552

TOTAL REVENUE $544,056

Expense Breakdown

Grants Paid $0

Salaries & Benefits $172,604

Fundraising Expenses $0

Other Expenses $370,263

TOTAL EXPENSES $542,867

Year-over-Year Comparison

	2023	2022	Change
Revenue	$544,056	$549,994	0.0%
Expenses	$542,867	$530,521	+0.0%
Net Income	$1,189	$19,473	-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

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
JENNY BAKER	DIRECTOR	N/A	Director	$0	$0	$0
JIM OSTROWSKY	DIRECTOR	N/A	Director	$0	$0	$0
MARIE SHERRY	DIRECTOR	N/A	Director	$0	$0	$0
DONNIE STANLEY	DIRECTOR	N/A	Director	$0	$0	$0
TIM BOOS	PRESIDENT	N/A	Officer	$0	$0	$0
KEVIN DOMBROWSKI	2ND VICE PRE	N/A	Officer	$0	$0	$0
DAWN HOLZER	1ST VICE PRE	N/A	Officer	$0	$0	$0
LISA TROJANOWSKI	SECRETARY/TR	N/A	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
2024	$544,056	$542,867	$2,177,332	$1,189
2023	$530,978	$530,521	$2,150,295	$457
2022	$529,031	$523,174	$2,150,719	$5,857
2021	$543,157	$499,299	$2,156,764	$43,858
2020	$472,839	$501,868	$2,078,768	$-29,029
2019	$461,907	$408,496	$2,067,817	$53,411

WHITE BIRCH LAKES RECREATIONAL ASSOCIATION