OAKBRIDGE TOWNHOMES OWNERS ASSOCIA… - Form 990 Financial Data

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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

Legal Domicile

Principal Officer

MARSHALL COLEBANK

Phone

3046105971

Tax Period

2023-07-01 to 2024-06-30

OAKBRIDGE TOWNHOMES OWNERS ASSOCIATION is a small nonprofit in the Unknown sector that reported $138K in total revenue in fiscal year 2023. Expenses of $125K left a modest 9% surplus.

Mission

HOME OWNERS ASSOCIATION OF TOWNHOMES AND HOUSES PROVIDING A COMMON GROUNDS AND RECREATIONAL AREA FOR ITS RESIDENTS

Program Service Accomplishments

Program 1

OAKBRIDGE TOWNHOME OWNER ASSOCIATION IS AN ORGANIZATION THAT PROVIDES AND MAINTAINS A COMMONS AREA AND RECREATIONAL FACILITITES FOR THEIR RESIDENTS.

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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 $137,325

Program Service Revenue $0

Investment Income $243

Other Revenue $205

TOTAL REVENUE $137,773

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $125,103

TOTAL EXPENSES $125,103

Year-over-Year Comparison

	2023	2022	Change
Revenue	$137,773	$137,575	+0.0%
Expenses	$125,103	$155,631	-0.2%
Net Income	$12,670	$-18,056	-1.7%

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

N/A

Independent Members

N/A

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
KENT BAILEY	PRESIDENT	5.00	Officer	$0	$0	$0
LYNN LAWSON	SECRETARY	5.00	Officer	$0	$0	$0
MARSHALL COLEBANK	TREASURER	5.00	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	$137,773	$125,103	$65,587	$12,670
2023	$137,575	$155,631	$52,917	$-18,056
2022	$137,310	$142,073	$70,973	$-4,763
2021	$137,630	$124,929	$75,274	$12,701
2020	$185,013	$174,338	$62,573	$10,675

OAKBRIDGE TOWNHOMES OWNERS ASSOCIATION