West Oaks Village Community Association Inc (EIN 760496888) - 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

1995

Legal Domicile

Principal Officer

Sheryl Mayers

Phone

8325937300

Tax Period

2024-01-01 to 2024-12-31

West Oaks Village Community Association Inc, founded in 1995, is a small nonprofit in the Community Improvement sector that reported $493K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $441K left a modest 11% surplus.

Mission

To promote the recreation, health, safety, and welfare of the residents, to provide for the improvement, maintenance and management of any common areas and facilities, and to enforce the covenants to preserve the communitys appearance.

🔒

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 $491,672

Investment Income $1,439

Other Revenue $0

TOTAL REVENUE $493,111

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $407,403

Other Expenses $440,557

TOTAL EXPENSES $440,557

Year-over-Year Comparison

	2024	2023	Change
Revenue	$493,111	$436,379	+0.1%
Expenses	$440,557	$390,677	+0.1%
Net Income	$52,554	$45,702	+0.1%

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

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
Sheryl Mayers	President	5.00	Director	$0	$0	$0
Andre Barber	Vice President	5.00	Director	$0	$0	$0
Joan Van Dyck	Secretary	5.00	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
2024	$493,111	$440,557	$470,067	$52,554
2023	$436,379	$390,677	$396,885	$45,702
2022	$471,082	$540,458	$344,160	$-69,376
2021	$448,999	$436,432	$429,906	$12,567
2020	$462,372	$352,150	$414,645	$110,222
2019	$464,285	$678,734	$299,966	$-214,449
2018	$437,352	$570,916	$540,948	$-133,564

West Oaks Village Community Association Inc