White Oak Estates Property Owners … - 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

1997

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

White Oak Estates Property Owners Association Inc, founded in 1997, is a small nonprofit in the Housing & Shelter sector that reported $240K in total revenue in fiscal year 2023. Expenses of $212K left a modest 12% surplus.

Mission

The organization was formed to provide for the maintenance and preservation of the common property of the residential subdivision known as White Oak Estates.

Program Service Accomplishments

Program 1

Expenses: $103,833

Association provides landscaping maintenance and improvements to all common areas including recreation areas.

Program 2

Expenses: $46,105

Association provides recreation area and facilities maintenance, insurance, collection services, and community activities for the benefit of residents and visitors to the community.

Program 3

Expenses: $36,700

Association provides patrol services to the recreation and common areas for the benefit of residents and visitors to 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $221,650

Investment Income $15,020

Other Revenue $3,103

TOTAL REVENUE $239,773

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $186,638

Other Expenses $211,768

TOTAL EXPENSES $211,768

Year-over-Year Comparison

	2023	2022	Change
Revenue	$239,773	$228,699	+0.0%
Expenses	$211,768	$180,592	+0.2%
Net Income	$28,005	$48,107	-0.4%

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
Liz Hunter	Director	2.00	Director	$0	$0	$0
Marc DuPont	Treasurer	2.00	Officer Director	$0	$0	$0
Stephen Ferrar	Secretary	2.00	Officer Director	$0	$0	$0
Melanie Boyd	President	2.00	Officer Director	$0	$0	$0
Justin Whedbee	Vice President	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$239,773	$211,768	$733,014	$28,005
2022	$228,699	$180,592	$729,790	$48,107
2021	$216,228	$181,963	$604,096	$34,265
2020	$220,041	$177,074	$565,500	$42,967

White Oak Estates Property Owners Association Inc