Auburn Lakes HOA

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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

2003

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Auburn Lakes HOA, founded in 2003, is a community nonprofit in the Housing & Shelter sector that reported $1.0M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $951K left a modest 9% surplus.

Mission

Association provides maintenance, improvements, preservation and control of the property to promote the health, safety and welfare of the owners and visitors to the communityl

Program Service Accomplishments

Program 1

Expenses: $506,060

The Association provides landscaping, lake maintenance, repairs and improvements to the common areas for the benefit of the property owners and visitors to the community.

Program 2

Expenses: $222,564

The Association provides services including utilites to the common areas and provides community events, insurance, pest control and general expenses for the benefit of the owners and visitors to the...

Program 3

Expenses: $160,061

The Association provides patrol services for the safety and welfare of the owners and visitors to 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $946,901

Investment Income $49,861

Other Revenue $48,955

TOTAL REVENUE $1,045,717

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $888,685

Other Expenses $950,967

TOTAL EXPENSES $950,967

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,045,717	$942,869	+0.1%
Expenses	$950,967	$743,588	+0.3%
Net Income	$94,750	$199,281	-0.5%

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
Jeramie Taylor	SecretaryTreasurer	2.00	Officer Director	$0	$0	$0
Jennifer Houston	Vice President	2.00	Officer Director	$0	$0	$0
Tammie Newman	President	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
2024	No data	No data	No data	No data
2023	$1,045,717	$950,967	$2,098,272	$94,750
2022	$942,869	$743,588	$1,960,079	$199,281
2021	$950,363	$658,013	$1,715,907	$292,350
2020	$958,910	$709,479	$1,357,556	$249,431