Lake Windcrest Property Owners Assn (EIN 760554290) - 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

1997

Legal Domicile

Phone

2817068956

Tax Period

2025-01-01 to 2025-12-31

Lake Windcrest Property Owners Assn, founded in 1997, is a small nonprofit in the Housing & Shelter sector that reported $992K in total revenue in fiscal year 2025. The organization ran a surplus of $335K, a strong 34% operating margin.

Mission

The Association was established to perform services; maintain various common areas and perform community improvements; & enforce covenants of the declaration of a master planned community for a specific geographic area, in order to ensure the safety and welfare of the 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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $860,454

Investment Income $71,435

Other Revenue $60,086

TOTAL REVENUE $991,975

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $538,515

Other Expenses $656,956

TOTAL EXPENSES $656,956

Year-over-Year Comparison

	2025	2024	Change
Revenue	$991,975	$934,262	+0.1%
Expenses	$656,956	$763,207	-0.1%
Net Income	$335,019	$171,055	+1.0%

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
Tiffany Johnson	Secretary	2.00	Officer Director	$0	$0	$0
Richard Blohm	Vice President	2.00	Director	$0	$0	$0
Julie Karakulko	President	2.00	Officer Director	$0	$0	$0
Pat Bracewell	Director	2.00	Director	$0	$0	$0
Michele Goldman	Treasurer	2.00	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	$991,975	$656,956	$2,360,164	$335,019
2024	$934,262	$763,207	$1,979,581	$171,055
2023	$859,614	$847,814	$1,735,535	$11,800
2022	$742,147	$702,003	$1,586,853	$40,144
2022	$764,399	$726,106	$1,615,482	$38,293
2021	$777,525	$611,637	$1,847,411	$165,888
2020	$728,690	$601,470	$1,654,390	$127,220
2019	$738,183	$714,352	$1,513,666	$23,831
2018	$710,872	$883,380	$1,477,607	$-172,508

Lake Windcrest Property Owners Assn