WHITE OAK LANDING SECTION III CIA

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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

1985

Legal Domicile

Principal Officer

GARRETT LONG

Tax Period

2022-01-01 to 2022-12-31

WHITE OAK LANDING SECTION III CIA, founded in 1985, is a small nonprofit that reported $208K in total revenue in fiscal year 2022. Expenses of $196K left a modest 6% surplus.

Mission

TO PROVIDE SERVICES TO THE COMMUNITY AT LARGE MUCH LIKE A QUASI GOVERNMENTAL UNIT

Program Service Accomplishments

Program 1

Expenses: $150,391

TO PROVIDE SERVICES TO THE COMMUNITY AT LARGE SUCH AS UTILITIES, PEST CONTROL, SECURITY, ARCHITECTURAL CONTROL TO PROMOTE THE HEALTH SAFETY AND WELFARE OF THE 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 (2022)

Revenue Breakdown

Contributions & Grants $180,800

Program Service Revenue $0

Investment Income $768

Other Revenue $26,159

TOTAL REVENUE $207,727

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $150,391

Other Expenses $195,579

TOTAL EXPENSES $195,579

Year-over-Year Comparison

	2022	2021	Change
Revenue	$207,727	N/A	N/A
Expenses	$195,579	N/A	N/A
Net Income	$12,148	N/A	N/A

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
CATHLEEN NEAGLI	SECRETARY	2.00	Officer	$0	$0	$0
DIANA MCSHAN	V PRESIDENT	2.00	Officer	$0	$0	$0
GARRETT LONG	PRESIDENT	2.00	Officer	$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
2024	No data	No data	No data	No data
2022	$207,727	$195,579	$351,261	$12,148
2019	$206,184	$163,212	$274,025	$42,972