LOST PLANTATION HOA

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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

1999

Legal Domicile

Principal Officer

JEROLD LUCAS

Phone

9123308937

Tax Period

2023-01-01 to 2023-12-31

LOST PLANTATION HOA, founded in 1999, is a small nonprofit that reported $253K in total revenue in fiscal year 2023.

Mission

MAINTENANCE AND BEAUTIFICATION OF COMMUNITY GROUNDS, ENTRANCES, AND CITY LAND BORDERING NEIGHBORHOOD STREETS.

Program Service Accomplishments

Program 1

Expenses: $69,531

MAINTENANCE OF COMMUNITY GROUNDS

Program 2

Expenses: $127,892

MAINTENANCE, OPERATION, AND REPAIR OF COMMUNITY AMMENITIES

Program 3

Expenses: $900

COMMUNICATION TO HOMEOWNERS & RESIDENTS OF COMMUNITY NEWS & WELCOME PACKETS

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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 $248,935

Program Service Revenue $0

Investment Income $2,380

Other Revenue $2,040

TOTAL REVENUE $253,355

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $198,323

Other Expenses $252,112

TOTAL EXPENSES $252,112

Year-over-Year Comparison

	2023	2022	Change
Revenue	$253,355	$257,115	0.0%
Expenses	$252,112	$191,286	+0.3%
Net Income	$1,243	$65,829	-1.0%

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
ROLAND BERRY	TREASURER	5.00	Officer Director	$0	$0	$0
KEVIN EXLEY	DIRECTOR	2.00	Director	$0	$0	$0
JAMES MAY	PRESIDENT	5.00	Officer Director	$0	$0	$0
ANAND MORAR	SECRETARY	5.00	Officer Director	$0	$0	$0
MEREDITH PATE	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$253,355	$252,112	$543,156	$1,243
2022	$257,115	$191,286	$512,526	$65,829
2021	$255,062	$247,053	$502,471	$8,009
2020	$254,549	$303,716	$418,672	$-49,167
2019	$452,975	$389,917	$510,142	$63,058
2018	$193,518	$233,841	$391,561	$-40,323