COPPER GROVE OWNERS ASSOCIATION INC co CREST MANAGEMENT (EIN 760047704) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Phone

2815790761

Tax Period

2024-02-01 to 2025-01-31

COPPER GROVE OWNERS ASSOCIATION INC co CREST MANAGEMENT, founded in 1983, is a small nonprofit that reported $767K in total revenue in fiscal year 2024. Expenses of $716K left a modest 7% surplus.

Mission

PROMOTING THE COMMON GOOD AND GENERAL WELFARE OF THE PUBLIC AND MEMBERS OF THE COMMUNITY THROUGH THE MAINTENANCE AND MANAGEMENT OF ASSOCIATION PROPERTY AND PROVIDING SERVICES TO THE COMMUNITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $755,605

Investment Income $11,445

Other Revenue $0

TOTAL REVENUE $767,050

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $679,977

Other Expenses $716,116

TOTAL EXPENSES $716,116

Year-over-Year Comparison

	2024	2023	Change
Revenue	$767,050	$763,694	+0.0%
Expenses	$716,116	$784,127	-0.1%
Net Income	$50,934	$-20,433	-3.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
CARRIE DALTON	President	2.00	Officer Director	$0	$0	$0
JASON SCHESSLER	Secretary	2.00	Officer Director	$0	$0	$0
MIKE AANSTOOS	Director	2.00	Director	$0	$0	$0
MICHELLE DEVEREAUX	Vice President	2.00	Officer Director	$0	$0	$0
MIKE PALERMO	Treasurer	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
2025	$767,050	$716,116	$1,253,957	$50,934
2024	$763,694	$784,127	$1,134,506	$-20,433
2023	$734,629	$602,758	$1,145,073	$131,871
2022	$700,173	$551,250	$987,080	$148,923
2021	$628,170	$539,883	$818,704	$88,287
2020	$652,458	$626,014	$750,832	$26,444

COPPER GROVE OWNERS ASSOCIATION INC co CREST MANAGEMENT