Fleetwood Property Owners Assn Inc (EIN 741725549) - 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

1972

Legal Domicile

Phone

2815790761

Tax Period

2025-01-01 to 2025-12-31

Fleetwood Property Owners Assn Inc, founded in 1972, is a small nonprofit that reported $475K in total revenue in fiscal year 2025. Expenses of $543K exceeded revenue, resulting in a 14% operating deficit.

Mission

To provide for maintenance, protection, health, safety,recreation and welfare of homeowners, residents and visitors to the 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 $426,487

Investment Income $14,428

Other Revenue $33,938

TOTAL REVENUE $474,853

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $505,866

Other Expenses $543,036

TOTAL EXPENSES $543,036

Year-over-Year Comparison

	2025	2024	Change
Revenue	$474,853	$444,796	+0.1%
Expenses	$543,036	$333,512	+0.6%
Net Income	$-68,183	$111,284	-1.6%

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
Anthony Choueifati	President	2.00	Officer Director	$0	$0	$0
Susan Goddard	Secretary	2.00	Officer Director	$0	$0	$0
Charlie Menefee	Vice President	2.00	Officer Director	$0	$0	$0
Jennifer Gressley	Treasurer	2.00	Officer Director	$0	$0	$0
Ada Burch	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
2025	$474,853	$543,036	$594,706	$-68,183
2024	$444,796	$333,512	$663,267	$111,284
2023	$420,155	$415,189	$516,318	$4,966
2022	$397,278	$462,599	$509,832	$-65,321
2021	$377,353	$287,804	$577,841	$89,549
2020	$389,854	$290,483	$494,622	$99,371
2019	$387,256	$401,279	$378,753	$-14,023
2018	$343,078	$290,940	$386,837	$52,138

Fleetwood Property Owners Assn Inc