OAK RUN HOMEOWNERS ASSOCIATION INC (EIN 592775615) - 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

1985

Legal Domicile

Principal Officer

PATTY WADDELL

Phone

3522377145

Tax Period

2025-01-01 to 2025-12-31

OAK RUN HOMEOWNERS ASSOCIATION INC, founded in 1985, is a small nonprofit that reported $440K in total revenue in fiscal year 2025. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $422K left a modest 4% surplus.

Mission

THE ASSOCIATION WAS CREATED TO ORGANIZE THE RECREATIONAL, SOCIAL, AND CULTURAL ACTIVITIES DESIRED BY THE HOMEOWNERS WITHIN THE DEVELOPMENT.

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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 $438,962

Investment Income $870

Other Revenue $0

TOTAL REVENUE $439,832

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $265,172

Other Expenses $421,590

TOTAL EXPENSES $421,590

Year-over-Year Comparison

	2025	2024	Change
Revenue	$439,832	$374,742	+0.2%
Expenses	$421,590	$374,143	+0.1%
Net Income	$18,242	$599	+29.5%

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

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
PATTY WADDELL	CO TREASURER	N/A	Officer	$0	$0	$0
TOM OSBORN	PRESIDENT	N/A	Officer	$0	$0	$0
LINDA SKOWRONSKI	DIRECTOR	N/A	Officer	$0	$0	$0
ROSEMARIE PELUSO	CO TREASURER	N/A	Officer	$0	$0	$0
DOUGLAS FAWLEY	VICE PRESIDE	N/A	Director	$0	$0	$0
BILL OWENS	DIRECTOR	N/A	Officer	$0	$0	$0
MICKEY HOEY	DIRECTOR	N/A	Officer	$0	$0	$0
ALI INMAN	DIRECTOR	N/A	Director	$0	$0	$0
RITCH WINTER	DIRECTOR	N/A	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	$439,832	$421,590	$226,626	$18,242
2024	$374,742	$374,143	$202,270	$599
2023	$378,704	$380,748	$195,827	$-2,044
2022	$346,317	$349,302	$196,021	$-2,985
2021	$72,352	$84,058	$210,648	$-11,706
2020	$106,656	$113,488	$215,306	$-6,832
2019	$373,472	$373,336	$253,334	$136
2018	$361,727	$338,505	$292,317	$23,222

OAK RUN HOMEOWNERS ASSOCIATION INC