LAKEPOINT MASTER OWNERS' ASSOCIATION IN (EIN 464742869) - 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

2014

Legal Domicile

Principal Officer

MARK O'BRIEN

Phone

4042630467

Tax Period

2023-01-01 to 2023-12-31

LAKEPOINT MASTER OWNERS' ASSOCIATION IN, founded in 2014, is a small nonprofit in the Housing & Shelter sector that reported $391K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $667K exceeded revenue, resulting in a 71% operating deficit.

Mission

THE MASTER OWNERS' ASSOCIATION IS FORMED TO PROVIDE FOR THE MAINTENANCE, IMPROVEMENT, OPERATION, AND BEAUTIFICATION OF THE COMMON AREAS AND COMMON FACILITIES OF THE LAKEPOINT PROJECT, INCLUDING COMMON UTILITY LINES AND FACILITIES LOCATED WITHIN ANY SUCH COMMON AREAS, AND TO UNDERTAKE SUCH OTHER ACTIVITIES AS ARE RELATED TO MAINTAINING THE PROJECT AS A DESIRABLE DEVELOPMENT FOR MEMBERS OF THE MASTER OWNERS' 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 $391,208

Investment Income $0

Other Revenue $0

TOTAL REVENUE $391,208

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $667,317

Other Expenses $667,317

TOTAL EXPENSES $667,317

Year-over-Year Comparison

	2023	2022	Change
Revenue	$391,208	$358,888	+0.1%
Expenses	$667,317	$334,538	+1.0%
Net Income	$-276,109	$24,350	-12.3%

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

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
MARK O'BRIEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
STEVE FOULKE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT ZURCHER	TREASURER/SECRETARY	1.00	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	$391,208	$667,317	$77,957	$-276,109
2022	$358,888	$334,538	$489,583	$24,350
2021	$359,049	$326,559	$442,013	$32,490
2020	$362,423	$347,272	$388,847	$15,151
2019	$373,958	$407,101	$332,312	$-33,143
2018	$366,141	$334,928	$362,872	$31,213

LAKEPOINT MASTER OWNERS' ASSOCIATION IN