OLDE OAKS COMMUNITY IMPROVEMENT ASSOCIATION INC co CREST MANAGEMENT (EIN 741883156) - 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

1976

Legal Domicile

Phone

2815790761

Tax Period

2023-01-01 to 2023-12-31

OLDE OAKS COMMUNITY IMPROVEMENT ASSOCIATION INC co CREST MANAGEMENT, founded in 1976, is a small nonprofit that reported $971K in total revenue in fiscal year 2023. Expenses of $904K left a modest 7% surplus.

Mission

CIVIC & SOCIAL WELFARE ORGANIZATIONS - PROMOTING THE COMMON GOOD AND GENERAL WELFARE OF THE PUBLIC AND MEMBERS OF THE COMMUNITY THROUGH THE MAINTENANCE AND MANAGEMENT OF THE ASSOCIATION AND THE PROPERTY, AND PROVIDING SERVICES 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $967,268

Investment Income $3,622

Other Revenue $0

TOTAL REVENUE $970,890

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $829,595

Other Expenses $903,576

TOTAL EXPENSES $903,576

Year-over-Year Comparison

	2023	2022	Change
Revenue	$970,890	$948,196	+0.0%
Expenses	$903,576	$1,021,208	-0.1%
Net Income	$67,314	$-73,012	-1.9%

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

N/A

Employees

N/A

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
RANDY DARLAND	Director	1.00	Director	$0	$0	$0
RICK KOLESAR	Treasurer	1.00	Officer Director	$0	$0	$0
NORMAN NELSON	Director	1.00	Director	$0	$0	$0
BROOK BALLWEG	President	1.00	Officer Director	$0	$0	$0
HENRIETTA BROWN	Director	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
2024	No data	No data	No data	No data
2023	$970,890	$903,576	$1,246,147	$67,314
2022	$948,196	$1,021,208	$1,196,715	$-73,012
2021	$920,419	$803,122	$1,291,038	$117,297
2020	$949,976	$893,188	$1,118,435	$56,788
2019	$1,222,132	$1,098,673	$1,112,543	$123,459
2018	$1,175,500	$1,096,682	$1,093,825	$78,818

OLDE OAKS COMMUNITY IMPROVEMENT ASSOCIATION INC co CREST MANAGEMENT