WHEATSTONE VILLAGE HOMEOWNERS ASSOC (EIN 760166504) - 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

1984

Legal Domicile

Phone

2812327659

Tax Period

2024-01-01 to 2024-12-31

WHEATSTONE VILLAGE HOMEOWNERS ASSOC, founded in 1984, is a small nonprofit in the Housing & Shelter sector that reported $528K in total revenue in fiscal year 2024. Expenses of $480K left a modest 9% surplus.

Mission

PROVIDE FOR THE HEALTH, SAFETY AND WELFARE OF COMMUNITY RESIDENTS

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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 (2024)

Revenue Breakdown

Contributions & Grants $527,209

Program Service Revenue $0

Investment Income $781

Other Revenue $0

TOTAL REVENUE $527,990

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $395,570

Other Expenses $479,607

TOTAL EXPENSES $479,607

Year-over-Year Comparison

	2024	2023	Change
Revenue	$527,990	$505,732	+0.0%
Expenses	$479,607	$450,504	+0.1%
Net Income	$48,383	$55,228	-0.1%

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	Role	Reportable Comp	Other Comp	Total
ALAN HALL	TREASURER	Officer	$0	$0	$0
JEFFREY TREBEC	DIRECTOR	Officer	$0	$0	$0
LANCE DUVALL	DIRECTOR	Officer	$0	$0	$0
EUSEBIUS U OJONTA	DIRECTOR	Officer	$0	$0	$0
CHASE HUDSON	SECRETARY	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	$527,990	$479,607	$368,678	$48,383
2023	$505,732	$450,504	$310,611	$55,228
2022	$444,922	$466,916	$249,921	$-21,994
2021	$424,868	$429,361	$238,246	$-4,493
2020	$431,632	$554,819	$268,195	$-123,187
2019	$564,527	$446,984	$361,343	$117,543
2018	$408,650	$363,441	$380,014	$45,209

WHEATSTONE VILLAGE HOMEOWNERS ASSOC