St James Plantation Property Owners' Association Inc (EIN 561730177) - 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

1998

Legal Domicile

Principal Officer

James Lavin

Phone

9102534805

Tax Period

2025-01-01 to 2025-12-31

St James Plantation Property Owners' Association Inc, founded in 1998, is a community nonprofit in the Community Improvement sector that reported $6.9M in total revenue in fiscal year 2025.

Mission

The Association maintains common areas, provides recreational activities and security for its members, the residents of the community of St. James Plantation.

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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 $6,171,728

Investment Income $267,166

Other Revenue $486,385

TOTAL REVENUE $6,925,279

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,243,480

Other Expenses $6,755,688

TOTAL EXPENSES $6,755,688

Year-over-Year Comparison

	2025	2024	Change
Revenue	$6,925,279	$6,728,136	+0.0%
Expenses	$6,755,688	$8,775,329	-0.2%
Net Income	$169,591	$-2,047,193	-1.1%

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

125

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
William Lendh	President	30.00	Officer Director	$0	$0	$0
Steve Henne	Vice President	20.00	Officer Director	$0	$0	$0
James Lavin	Treasurer	20.00	Officer Director	$0	$0	$0
Douglas Heckler	Secretary	15.00	Officer Director	$0	$0	$0
Stephen Brocker	Director-at-Large	15.00	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	$6,925,279	$6,755,688	$8,142,556	$169,591
2024	$6,728,136	$8,775,329	$8,188,193	$-2,047,193
2023	$6,284,742	$6,278,558	$8,103,980	$6,184
2022	$6,065,011	$5,690,397	$7,137,259	$374,614
2021	$6,285,889	$5,746,089	$8,326,938	$539,800
2020	$5,648,206	$4,705,902	$7,013,512	$942,304
2019	$5,450,162	$5,459,640	$6,629,194	$-9,478
2018	$5,597,950	$6,846,422	$6,498,668	$-1,248,472

St James Plantation Property Owners' Association Inc