Oaks of Devonshire Homeowners Assoc (EIN 760093503) - 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

1982

Legal Domicile

Phone

9729602800

Tax Period

2025-01-01 to 2025-12-31

Oaks of Devonshire Homeowners Assoc, founded in 1982, is a small nonprofit in the Community Improvement sector that reported $656K in total revenue in fiscal year 2025. Expenses of $861K exceeded revenue, resulting in a 31% operating deficit.

Mission

TO MAINTAIN COMMON AREAS, ESPLANADES, REC/PARK AREA AND LANDSCAPING - ALL BENEFITING THE ENTIRE 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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $570,880

Investment Income $2,577

Other Revenue $82,290

TOTAL REVENUE $655,747

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $671,936

Other Expenses $861,152

TOTAL EXPENSES $861,152

Year-over-Year Comparison

	2025	2024	Change
Revenue	$655,747	$642,194	+0.0%
Expenses	$861,152	$651,697	+0.3%
Net Income	$-205,405	$-9,503	+20.6%

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
Mark Smith	President	2.00	Officer Director	$0	$0	$0
Ernest Pitcher	VP	2.00	Officer Director	$0	$0	$0
David Collins	Secretary	2.00	Officer Director	$0	$0	$0
Cynthia Dahl	Board Member	2.00	Director	$0	$0	$0
Cheryl Moreno	Board Member	2.00	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	$655,747	$861,152	$735,350	$-205,405
2024	No data	No data	No data	No data
2023	$654,669	$703,791	$934,880	$-49,122
2022	$585,246	$566,418	$989,970	$18,828
2021	$599,000	$158,848	$983,200	$440,152
2019	$572,000	$539,879	$714,719	$32,121
2018	$574,872	$600,386	$820,284	$-25,514

Oaks of Devonshire Homeowners Assoc