Weston Lakes Property Owners Assoc… - Form 990 Financial Data

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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

Tax Period

2025-01-01 to 2025-12-31

Weston Lakes Property Owners Association Inc, founded in 1985, is a community nonprofit in the Housing & Shelter sector that reported $2.7M in total revenue in fiscal year 2025. Expenses of $2.4M left a modest 11% surplus.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $608,251

Repair & Maintenance

Program 2

Expenses: $562,204

Contract Services

Program 3

Expenses: $313,662

Landscape & Irrigation

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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 $2,377,375

Investment Income $163,320

Other Revenue $166,603

TOTAL REVENUE $2,707,298

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,683,711

Other Expenses $2,422,556

TOTAL EXPENSES $2,422,556

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,707,298	$2,540,695	+0.1%
Expenses	$2,422,556	$1,902,891	+0.3%
Net Income	$284,742	$637,804	-0.6%

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

N/A

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
Rhea Ragle	President	5.00	Officer Director	$0	$0	$0
Rex Jarrell	Vice President	5.00	Officer Director	$0	$0	$0
Jerry Kanney	Vice President	5.00	Officer Director	$0	$0	$0
Allison Dewees	Treasurer	5.00	Officer Director	$0	$0	$0
Kevin Smith	Secretary	5.00	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	$2,707,298	$2,422,556	$7,462,286	$284,742
2024	No data	No data	No data	No data
2023	$2,351,503	$2,112,923	$6,529,728	$238,580
2022	$2,092,449	$2,238,296	$6,164,344	$-145,847
2021	$2,026,667	$1,829,355	$6,216,294	$197,312
2020	$1,974,961	$1,929,830	$5,790,041	$45,131
2019	$1,961,485	$1,618,084	$5,805,893	$343,401
2018	$1,851,368	$1,426,605	$5,166,641	$424,763

Weston Lakes Property Owners Association Inc