AVION PALMS HOMEOWNER'S ASSOCIATION (EIN 592935349) - 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

1989

Principal Officer

ANETA BISHOP

Phone

8633754448

Tax Period

2025-01-01 to 2025-12-31

AVION PALMS HOMEOWNER'S ASSOCIATION, founded in 1989, is a small nonprofit that reported $406K in total revenue in fiscal year 2025. Revenue fell 33% from the prior year — a significant decline worth monitoring.

Mission

THIS ORGANIZATION IS A HOMEOWNER'S ASSOCIATION. IT IS IN OPERATION TO MAINTAIN THE ACTIVITIES OF COMMUNITY AREAS AND SERVICES OF THE AVION PALMS RV RESORT IN BOWLING GREEN, FL. VOLUNTEERS RUN THE ORGANIZATION.

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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 $394,545

Program Service Revenue $4,578

Investment Income $6,983

Other Revenue $0

TOTAL REVENUE $406,106

Expense Breakdown

Grants Paid $0

Salaries & Benefits $53,230

Fundraising Expenses $0

Program Expenses $444,674

Other Expenses $391,444

TOTAL EXPENSES $444,674

Year-over-Year Comparison

	2025	2024	Change
Revenue	$406,106	$605,739	-0.3%
Expenses	$444,674	$424,043	+0.0%
Net Income	$-38,568	$181,696	-1.2%

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
JEANNIE SHINBUR	PRESIDENT	1.00	Officer	$0	$0	$0
JOHN WELLER	1ST VICE	1.00	Officer	$0	$0	$0
RICHARD OUDEKERK	2ND VICE PRE	1.00	Officer	$0	$0	$0
ANETA BISHOP	TREASURER	1.00	Officer	$0	$0	$0
RHONDA CROCHIERE	SECRETARY	1.00	Officer	$0	$0	$0
LIZ KROONDYK	BOARD MEMBER	1.00	Director	$0	$0	$0
BERNIE MCALLISTER	BOARD MEMBER	1.00	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	$406,106	$444,674	$580,331	$-38,568
2024	$605,739	$424,043	$618,899	$181,696
2023	$363,216	$398,993	$437,203	$-35,777
2022	$401,461	$342,670	$472,980	$58,791
2021	$260,017	$243,319	$414,189	$16,698
2020	$293,876	$237,268	$397,491	$56,608
2019	$272,242	$224,957	$340,883	$47,285
2018	$300,849	$238,125	$295,153	$62,724

AVION PALMS HOMEOWNER'S ASSOCIATION