WATERFORD HOMES ASSN C/O SENTRY MA… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

BRADLEY POMP

Phone

9137495570

Tax Period

2024-01-01 to 2024-12-31

WATERFORD HOMES ASSN C/O SENTRY MANAGEMENT, founded in 1989, is a small nonprofit that reported $339K in total revenue in fiscal year 2024.

Mission

TO PROMOTE A SENSE OF COMMUNITY, ENHANCE THE LIVABILITY, SAFETY, WELFARE, AND INTERESTS OF THE OWNERS. TO PRESERVE AND ENHANCE PROPERTY VALUES AND THE QUALITY OF LIFE THROUGH THE PRUDENT USE OF RESOURCES FOR THE BENEFIT OF ALL WHO LIVE, VISIT, OR WORK IN OUR COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $262,510 Revenue: $338,510

PRESERVATION OF PROPERTY THROUGH REGULAR MAINTENANCE AND IMPROVEMENTS.

Program 2

Expenses: $10,964

BUILDING A SENSE OF COMMUNITY THROUGH NEWSLETTERS, MEETINGS, SOCIAL EVENTS.

Program 3

Expenses: $83,778

TRASH COLLECTION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $332,775

Investment Income $5,735

Other Revenue $0

TOTAL REVENUE $338,510

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $357,252

Other Expenses $357,252

TOTAL EXPENSES $357,252

Year-over-Year Comparison

	2024	2023	Change
Revenue	$338,510	$323,486	+0.0%
Expenses	$357,252	$329,545	+0.1%
Net Income	$-18,742	$-6,059	+2.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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
REGINA GRINDSTAFF	DIRECTOR AT LARGE	4.00	Director	$0	$0	$0
DAVID BERSON	DIRECTOR AT LARGE	4.00	Director	$0	$0	$0
KATHY KELLEY	DIRECTOR AT LARGE	4.00	Director	$0	$0	$0
RACHEL RUBIN	PRESIDENT	4.00	Officer	$0	$0	$0
RON SLEPTIZA	VICE PRESIDENT	4.00	Officer	$0	$0	$0
DENNIS NICOLS	SECRETARY	4.00	Officer	$0	$0	$0
CATHERINE FELTON	TREASURER	4.00	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	$338,510	$357,252	$272,803	$-18,742
2023	$323,486	$329,545	$188,549	$-6,059
2022	$320,118	$349,757	$235,765	$-29,639
2021	$319,880	$289,602	$304,507	$30,278
2019	$297,529	$256,671	$156,546	$40,858
2018	$296,424	$291,510	$160,857	$4,914

WATERFORD HOMES ASSN C/O SENTRY MANAGEMENT