MEDINA LAKE BETTERMENT ASSOCIATION… - Form 990 Financial Data

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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

1969

Legal Domicile

Principal Officer

MICHAEL ROUTH

Phone

8306123206

Tax Period

2024-01-01 to 2024-12-31

MEDINA LAKE BETTERMENT ASSOCIATION INC, founded in 1969, is a small nonprofit in the Community Improvement sector that reported $134K in total revenue in fiscal year 2024. Revenue fell 36% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $28K, a strong 21% operating margin.

Mission

MISSION STATEMENT: THE MEDINA LAKE BETTERMENT ASSOCIATION, INC IS DEDICATED TO THE IMPROVEMENT OF THE MEDINA LAKE AREA. IT PROVIDES A VARIETY OF CHARITABLE, SOCIAL, RECREATIONAL, AND EDUCATIONAL ACTIVITIES FOR ALL RESIDENTS, WITH A FOCUS ON YOUTH AND SENIOR CITIZENS. IT ASSISTS OTHER NON-PROFIT ORGANIZATIONS IN THE PERFORMANCE OF THEIR MISSIONS.

Program Service Accomplishments

Program 1

Expenses: $2,477

SENIOR CITIZEN ACTIVITIES INCLUDING MONTHLY FREE SENIOR LUNCH, FOOD BANK DISBURSEMENTS MONTHLY, EXCERCISE PROGRAMS, GAMES AND CARDS GROUPS, AND OTHER EDUCATIONAL ACTIVITIES.

Program 2

Expenses: $12,466

YOUTH ACTIVITIES INCLUDING CRAFTS AND HOLIDAY PARTIES. USUALLY TWICE A YEAR AT CHRISTMAS AND EASTER. FAMILY NIGHT W/ PARENTS. YOUTH SCHOLORSHIPS. PLUS PROVIDING FACILITY FOR BACK TO SCHOOL BASH AND...

Program 3

Expenses: $20,483

PROVIDING COMMUNITY CENTER WITH UTILITIES, CLEANING, INSURANCE, REPAIRS, AND OTHER MAINTENANCE FOR AREA ACTIVITIES INCLUDING SENIOR AND YOUTH ACTIVITIES PLUS A FREE THANKSGIVING DINNER FOR ALL...

PROVIDING COMMUNITY CENTER WITH UTILITIES, CLEANING, INSURANCE, REPAIRS, AND OTHER MAINTENANCE FOR AREA ACTIVITIES INCLUDING SENIOR AND YOUTH ACTIVITIES PLUS A FREE THANKSGIVING DINNER FOR ALL RESIDENTS OF AREA. COMMUNITY CENTER ALSO USED FOR OTHER CHARITABLE ORGANIZATIONS MISSIONS AND FOR EDUCATIONAL PROGRAMS FOR BENEFIT OF RESIDENTS IN AREA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $45,567

Program Service Revenue $9,791

Investment Income $6,037

Other Revenue $72,138

TOTAL REVENUE $133,533

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,426

Fundraising Expenses $9,824

Program Expenses $35,426

Other Expenses $76,251

TOTAL EXPENSES $105,677

Year-over-Year Comparison

	2024	2023	Change
Revenue	$133,533	$208,321	-0.4%
Expenses	$105,677	$101,376	+0.0%
Net Income	$27,856	$106,945	-0.7%

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

280

Employees

Volunteers

495

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
MICHAEL ROUTH	PRESIDENT	N/A	Officer Director	$0	$0	$0
LINDA C MORRIS	TREASURER	N/A	Officer Director	$0	$0	$0
LYNNE RANDALL	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
GRACIE GARZA	SECRETARY	N/A	Officer Director	$0	$0	$0
KELLY BEEDLE	DIRECTOR	N/A	Director	$0	$0	$0
LORRI SAVOIE	DIRECTOR	N/A	Director	$0	$0	$0
BARBARA ENGEL	DIRECTOR	N/A	Director	$0	$0	$0
HELEN CUNNINGHAM	DIRECTOR	N/A	Director	$0	$0	$0
GARY COX	DIRECTOR	N/A	Director	$0	$0	$0
DANIEL MACNEIL	DIRECTOR	N/A	Director	$0	$0	$0
HENRY WOLANSKI	DIRECTOR	N/A	Director	$0	$0	$0
SHELLEY ONEAL	DIRECTOR	N/A	Director	$0	$0	$0
MARGARET CHRISTILLES	DIRECTOR	N/A	Director	$0	$0	$0
RICHARD STEWART	DIRECTOR	N/A	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	$133,533	$105,677	$1,480,072	$27,856
2023	$208,321	$101,376	$1,451,110	$106,945
2022	$121,177	$66,128	$672,799	$55,049
2021	$163,883	$80,871	$608,909	$83,012
2020	$104,455	$49,196	$514,299	$55,259
2019	$117,184	$66,343	$452,709	$50,841
2018	$58,596	$36,530	$401,400	$22,066

MEDINA LAKE BETTERMENT ASSOCIATION INC