Property Owners Association of Pointe West Inc (EIN 550875584) - 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

2004

Legal Domicile

Phone

8559472636

Tax Period

2024-01-01 to 2024-12-31

Property Owners Association of Pointe West Inc, founded in 2004, is a community nonprofit in the Housing & Shelter sector that reported $2.7M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $2.6M left a modest 6% surplus.

Mission

Civic & Social Welfare organization- Promoting the common good and general welfare of the public and member of the community through the maintenance and management of the Association and the property and providing services to the community.

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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 $1,703,439

Investment Income $32,935

Other Revenue $992,030

TOTAL REVENUE $2,728,404

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,367,417

Other Expenses $2,566,596

TOTAL EXPENSES $2,566,596

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,728,404	$3,460,358	-0.2%
Expenses	$2,566,596	$3,552,895	-0.3%
Net Income	$161,808	$-92,537	-2.7%

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

Independent Members

N/A

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
Bryan Rohm	President	3.00	Officer Director	$0	$0	$0
Michael Murray	Vice President	3.00	Officer Director	$0	$0	$0
Virginia H Sullaway	Vice President	3.00	Officer Director	$0	$0	$0
David Whittemore	Secretary	3.00	Officer Director	$0	$0	$0
Richard W Boehm	Treasurer	3.00	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	$2,728,404	$2,566,596	$1,673,786	$161,808
2023	$3,460,358	$3,552,895	$1,288,560	$-92,537
2022	$2,694,318	$3,237,187	$1,521,294	$-542,869
2021	$2,757,447	$2,782,670	$2,102,785	$-25,223
2020	$2,442,616	$2,810,273	$2,086,818	$-367,657
2019	$2,415,595	$2,526,523	$2,474,343	$-110,928
2018	$2,425,405	$2,456,727	$2,682,683	$-31,322

Property Owners Association of Pointe West Inc