WINDROW ESTATES HOME OWNERS (EIN 561078831) - 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

1973

Legal Domicile

Principal Officer

DAVID GAERTNER

Phone

7045351122

Tax Period

2025-01-01 to 2025-12-31

WINDROW ESTATES HOME OWNERS, founded in 1973, is a small nonprofit that reported $240K in total revenue in fiscal year 2025.

Mission

HOMEOWNERS ASSOCIATION

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $234,409

Investment Income $2,418

Other Revenue $3,000

TOTAL REVENUE $239,827

Expense Breakdown

Grants Paid $0

Salaries & Benefits $34,817

Fundraising Expenses $0

Other Expenses $212,397

TOTAL EXPENSES $247,214

Year-over-Year Comparison

	2025	2024	Change
Revenue	$239,827	N/A	N/A
Expenses	$247,214	N/A	N/A
Net Income	$-7,387	N/A	N/A

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

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
JOE ANDERSON	BOARD MEMBER	2.00	Director	$0	$0	$0
MARGE AVERILL	1ST VP/TREAS	2.00	Director	$0	$0	$0
TOM CAPELLI	BOARD MEMBER	2.00	Director	$0	$0	$0
ELIZABETH CAUDLE	3RD VP	2.00	Director	$0	$0	$0
ANNE DIRR	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID GAERTNER	PRESIDENT	2.00	Director	$0	$0	$0
CLAY GILLIAM	BOARD MEMBER	2.00	Director	$0	$0	$0
ZACH JOHNSTON	BOARD MEMBER	2.00	Director	$0	$0	$0
LAURA MULLIS	2ND VP	2.00	Director	$0	$0	$0
JOHN PERCIVAL	BOARD MEMBER	2.00	Director	$0	$0	$0
JERRY SHANKO	BOARD MEMBER	2.00	Director	$0	$0	$0
AMY WHITE	SECRETARY	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	$239,827	$247,214	$244,683	$-7,387

WINDROW ESTATES HOME OWNERS