Willowood Maintenance Association (EIN 741699395) - 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

1971

Legal Domicile

Phone

9729602800

Tax Period

2025-01-01 to 2025-12-31

Willowood Maintenance Association, founded in 1971, is a small nonprofit in the Housing & Shelter sector that reported $618K in total revenue in fiscal year 2025.

Mission

TO MAINTAIN COMMON AREAS, ESPLANADES, REC/PARK AREA AND LANDSCAPING - ALL BENEFITING THE ENTIRE COMMUNITY.

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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 $508,113

Investment Income $7,650

Other Revenue $101,901

TOTAL REVENUE $617,664

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $370,555

Other Expenses $616,790

TOTAL EXPENSES $616,790

Year-over-Year Comparison

	2025	2024	Change
Revenue	$617,664	$613,180	+0.0%
Expenses	$616,790	$618,664	0.0%
Net Income	$874	$-5,484	-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

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
John Shipman	President	2.00	Officer Director	$0	$0	$0
Laura Wallace	Treasurer	2.00	Officer Director	$0	$0	$0
Novella Mcginnis	Secretary	2.00	Officer Director	$0	$0	$0
Bobbie Solis	VP	2.00	Officer Director	$0	$0	$0
Angela Sierra	Board Member	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
2025	$617,664	$616,790	$1,240,256	$874
2024	No data	No data	No data	No data
2023	$592,846	$464,273	$1,264,342	$128,573
2022	$567,936	$465,857	$1,122,933	$102,079
2021	$558,957	$505,253	$1,027,496	$53,704
2020	$532,046	$353,823	$944,587	$178,223
2019	$697,830	$679,900	$813,226	$17,930

Willowood Maintenance Association