Woodland Trails North CIA

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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

1970

Legal Domicile

Phone

8329107525

Tax Period

2024-01-01 to 2024-12-31

Woodland Trails North CIA, founded in 1970, is a small nonprofit that reported $276K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Net assets of $1.1M represent 49 months of operating reserves.

Mission

Maintenance of common areas of community and social welfare of the community.

Program Service Accomplishments

Program 1

Expenses: $116,613

Association provides all common area maintenance and security patrol

Program 2

Expenses: $85,624

Association provides the communication,insurance,community events, protection and daily functions of the community.

Program 3

Expenses: $29,330

Association provides all landscape improvements and maintenance

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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 $0

Program Service Revenue $203,558

Investment Income $2,176

Other Revenue $70,403

TOTAL REVENUE $276,137

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $231,567

Other Expenses $276,124

TOTAL EXPENSES $276,124

Year-over-Year Comparison

	2024	2023	Change
Revenue	$276,137	$309,246	-0.1%
Expenses	$276,124	$259,686	+0.1%
Net Income	$13	$49,560	-1.0%

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
David Orgega	Secretary	2.00	Officer Director	$0	$0	$0
Daniel Cleveland	President	2.00	Officer Director	$0	$0	$0
Manuel Chapa	Vice president	2.00	Officer 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	$276,137	$276,124	$1,165,234	$13
2023	$309,246	$259,686	$1,153,027	$49,560
2022	$265,063	$253,506	$1,114,666	$11,557
2021	$240,372	$232,862	$1,111,529	$7,510
2020	$246,125	$214,265	$1,096,188	$31,860