Windsor Forest Association (EIN 521128670) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

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

1975

Legal Domicile

Principal Officer

Drew Larsen

Tax Period

2018-01-01 to 2018-12-31

Windsor Forest Association, founded in 1975, is a small nonprofit that reported $238K in total revenue in fiscal year 2018. Revenue surged 108% from the prior year, signaling strong growth momentum. The organization ran a surplus of $149K, a strong 63% operating margin.

Mission

The Windsor Forest Association was created to enhance the social and recreational lives of the residents of Windsor Forest by operating a pool and clubhouse, maintaining green space for the community, and organizing social events.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $115,111

Investment Income $122,570

Other Revenue $0

TOTAL REVENUE $237,681

Expense Breakdown

Grants Paid $0

Salaries & Benefits $26,604

Fundraising Expenses $0

Program Expenses $89,003

Other Expenses $62,399

TOTAL EXPENSES $89,003

Year-over-Year Comparison

	2018	2017	Change
Revenue	$237,681	$114,396	+1.1%
Expenses	$89,003	$75,905	+0.2%
Net Income	$148,678	$38,491	+2.9%

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

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
Drew Larsen	President	5.00	Officer	$0	$0	$0
Reed Hunt	Vice President	1.00	Officer	$0	$0	$0
Elizabeth Collado	Treasurer	3.00	Officer	$0	$0	$0
Cindi Favret	Secretary	1.00	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
2018	$237,681	$89,003	$355,060	$148,678

Windsor Forest Association