KENSWICK HOMEOWNERS' ASSOCIATION (EIN 742023303) - 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

1977

Legal Domicile

Principal Officer

MICHAEL COTHRAN

Phone

8326784500

Tax Period

2025-01-01 to 2025-12-31

KENSWICK HOMEOWNERS' ASSOCIATION, founded in 1977, is a small nonprofit that reported $468K in total revenue in fiscal year 2025. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $405K left a modest 14% surplus.

Mission

THE ASSOCIATION IS ESTABLISHED TO PROVIDE MAINTENANCE, PERSERVATION AND ARCHITECTURAL CONTROL, AND TO PROMOTE THE HEALTH, SAFETY AND WELFARE OF THE RESIDENCE LOTS AND COMMON AREAS.

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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 $366,837

Investment Income $10,694

Other Revenue $90,201

TOTAL REVENUE $467,732

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $397,116

Other Expenses $404,519

TOTAL EXPENSES $404,519

Year-over-Year Comparison

	2025	2024	Change
Revenue	$467,732	$619,147	-0.2%
Expenses	$404,519	$714,082	-0.4%
Net Income	$63,213	$-94,935	-1.7%

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
MICHAEL COTHRAN	PRESIDENT	3.00	Officer Director	$0	$0	$0
DALE FERGUSON	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
BARBARA HALLMARK	TREASURER	3.00	Officer Director	$0	$0	$0
JAMES MCDOWELL	DIRECTOR AT LARGE	3.00	Director	$0	$0	$0
SHIRLEY CARLSON	DIRECTOR AT LARGE	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	$467,732	$404,519	$1,392,497	$63,213

KENSWICK HOMEOWNERS' ASSOCIATION