Thousand Oaks Townhouse Association

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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

1970

Legal Domicile

Principal Officer

Frank Rodriguez

Phone

7033696535

Tax Period

2023-01-01 to 2023-12-31

Thousand Oaks Townhouse Association, founded in 1970, is a small nonprofit that reported $402K in total revenue in fiscal year 2023. The organization ran a surplus of $115K, a strong 29% operating margin.

Mission

Maintenance of common property

Program Service Accomplishments

Program 1

Expenses: $254,300 Revenue: $402,365

The Corporation was organized to collectively maintain and preserve the commonly owned property and amenities for the pleasure and benefit of the general public.

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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 $395,662

Program Service Revenue $0

Investment Income $734

Other Revenue $5,969

TOTAL REVENUE $402,365

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $254,300

Other Expenses $287,526

TOTAL EXPENSES $287,526

Year-over-Year Comparison

	2023	2022	Change
Revenue	$402,365	$404,257	0.0%
Expenses	$287,526	$279,425	+0.0%
Net Income	$114,839	$124,832	-0.1%

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
Frank Rodriguez	President	N/A	Officer	$0	$0	$0
Constance LaFete	Treasurer	N/A	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
2024	No data	No data	No data	No data
2023	$402,365	$287,526	$757,148	$114,839
2022	$404,257	$279,425	$653,102	$124,832
2021	$331,872	$335,962	$531,309	$-4,090
2020	$327,791	$304,366	$537,346	$23,425