Overlee Community Association Inc

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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

1957

Legal Domicile

Principal Officer

Mike Busen

Phone

7034477088

Tax Period

2024-03-01 to 2025-02-28

Overlee Community Association Inc, founded in 1957, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Net assets of $3.3M represent 29 months of operating reserves.

Mission

To maintain and manage recreational and outdoor swimming facilities for its members.

Program Service Accomplishments

Program 1

Maintained outdoor swimming facilities and clubhouse for approximately 800 member families, provided facilities for competitive age-group swimming and diving and developmental swim activities, and...

Maintained outdoor swimming facilities and clubhouse for approximately 800 member families, provided facilities for competitive age-group swimming and diving and developmental swim activities, and provided social activities for member families.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,245,457

Investment Income $28,961

Other Revenue $93,546

TOTAL REVENUE $1,367,964

Expense Breakdown

Grants Paid $0

Salaries & Benefits $537,381

Fundraising Expenses $0

Other Expenses $937,079

TOTAL EXPENSES $1,474,460

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,367,964	$1,321,547	+0.0%
Expenses	$1,474,460	$1,246,115	+0.2%
Net Income	$-106,496	$75,432	-2.4%

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

136

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
Elizabeth Crescioli	Past President	2.00	Director	$0	$0	$0
James Parks	Vice President	2.00	Officer Director	$0	$0	$0
John Cocker	Secretary	2.00	Officer Director	$0	$0	$0
Todd Murdock	Treasurer	2.00	Officer Director	$0	$0	$0
James P McNamara	Director	2.00	Director	$0	$0	$0
Robert Neuman Jr	Director	2.00	Director	$0	$0	$0
Katelyn Chubb	Director	2.00	Director	$0	$0	$0
Michael Bruce	Director	2.00	Director	$0	$0	$0
Michael Busen	President	5.00	Officer Director	$0	$0	$0
Brian Yost	Director	2.00	Director	$0	$0	$0
Kevin Anderson	Director	2.00	Director	$0	$0	$0
Bill Daus	Director	2.00	Director	$0	$0	$0
Sue Budd	Director	2.00	Director	$0	$0	$0
Laura Venos	Director	2.00	Director	$0	$0	$0
Brian Pandya	Director	2.00	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
2025	$1,367,964	$1,474,460	$5,495,009	$-106,496
2024	$1,321,547	$1,246,115	$5,613,844	$75,432
2023	$1,104,140	$1,257,819	$5,491,132	$-153,679
2022	$1,366,825	$1,076,855	$5,817,642	$289,970
2021	$984,909	$1,009,966	$5,619,636	$-25,057
2021	$1,050,375	$1,001,232	$5,619,636	$49,143
2020	$1,179,514	$1,123,530	$5,096,618	$55,984
2019	$1,086,626	$1,087,121	$5,083,582	$-495