Oakmont Country Club Estates (EIN 752591342) - 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

1994

Legal Domicile

Principal Officer

Alan Nelson

Tax Period

2023-01-01 to 2023-12-31

Oakmont Country Club Estates, founded in 1994, is a community nonprofit in the Community Improvement sector that reported $1.0M in total revenue in fiscal year 2023. Expenses of $946K left a modest 6% surplus.

Mission

Maintains common areas, administers and enforces covenants that preserve the architecture and appearances.

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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 $919,512

Investment Income $20,520

Other Revenue $63,378

TOTAL REVENUE $1,003,410

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $819,423

Other Expenses $945,599

TOTAL EXPENSES $945,599

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,003,410	$1,001,689	+0.0%
Expenses	$945,599	$1,050,015	-0.1%
Net Income	$57,811	$-48,326	-2.2%

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
Alan Nelson	President	2	Officer Director	$0	$0	$0
Bellann Hyten	Vice President	2	Officer Director	$0	$0	$0
Kathryn Russel	Secretary	2	Officer Director	$0	$0	$0
Mark Jaskulske	Treasurer	2	Officer Director	$0	$0	$0
Beth Caudill	Board Member	2	Director	$0	$0	$0
Larry Meyers	Board Member	2	Director	$0	$0	$0
Shari Weir	Board Member	2	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
2024	No data	No data	No data	No data
2023	$1,003,410	$945,599	$878,374	$57,811
2022	$1,001,689	$1,050,015	$808,418	$-48,326
2021	$1,012,814	$919,507	$824,731	$93,307
2019	$890,280	$927,398	$629,972	$-37,118
2018	$909,295	$961,888	$695,162	$-52,593

Oakmont Country Club Estates