OAKWOOD GLEN ASSOCIATION (EIN 741974285) - 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

1974

Legal Domicile

Principal Officer

LINDA CLARKE

Phone

8326784500

Tax Period

2019-01-01 to 2019-12-31

OAKWOOD GLEN ASSOCIATION, founded in 1974, is a small nonprofit in the Housing & Shelter sector that reported $475K in total revenue in fiscal year 2019. The organization ran a surplus of $90K, a strong 19% operating margin.

Mission

The Association is responsible for the maintenance, preservation and architectural control of the residential lots and common area of Oakwood Glen Association and to promote the health, safety and welfare of the residents.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $406,025

Investment Income $9,770

Other Revenue $58,871

TOTAL REVENUE $474,666

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $312,111

Other Expenses $384,211

TOTAL EXPENSES $384,211

Year-over-Year Comparison

	2019	2018	Change
Revenue	$474,666	$473,142	+0.0%
Expenses	$384,211	$405,848	-0.1%
Net Income	$90,455	$67,294	+0.3%

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

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
MIKE HARRIS	PRESIDENT	3.00	Officer Director	$0	$0	$0
LINDA CLARKE	TREASURER	3.00	Officer Director	$0	$0	$0
GREG GILLIS	DIRECTOR	3.00	Director	$0	$0	$0
KEN CLARK	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
ANGELIA BENTLEY	DIRECTOR	3.00	Director	$0	$0	$0
JOHN GOFF	SECRETARY	3.00	Officer Director	$0	$0	$0
ARMANDO PEREZ	DIRECTOR	3.00	Director	$0	$0	$0
KRISTIN RICKETTS	DIRECTOR	3.00	Director	$0	$0	$0
JULI CASH	DIRECTOR	3.00	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	No data	No data	No data	No data
2019	$474,666	$384,211	$787,196	$90,455
2018	$473,142	$405,848	$672,755	$67,294

OAKWOOD GLEN ASSOCIATION