WINDERMERE LAKES HOMEOWNERS ASSOCIATION INC (EIN 760583165) - 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

1998

Legal Domicile

Principal Officer

AARON DUHON

Phone

8326784500

Tax Period

2023-01-01 to 2023-12-31

WINDERMERE LAKES HOMEOWNERS ASSOCIATION INC, founded in 1998, is a small nonprofit in the Housing & Shelter sector that reported $578K in total revenue in fiscal year 2023. Expenses of $681K exceeded revenue, resulting in a 18% operating deficit.

Mission

TO PROVIDE LAW ENFORCEMENT, MAINTAIN PARK, LAKES, AND RECREATIONAL AREAS --- BENEFITS THE ENTIRE 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 $532,680

Investment Income $6,804

Other Revenue $38,791

TOTAL REVENUE $578,275

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $627,643

Other Expenses $680,687

TOTAL EXPENSES $680,687

Year-over-Year Comparison

	2023	2022	Change
Revenue	$578,275	$565,788	+0.0%
Expenses	$680,687	$686,528	0.0%
Net Income	$-102,412	$-120,740	-0.2%

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
PUSHPA PRAKASH	TREASURER	2.00	Officer Director	$0	$0	$0
AARON DUHON	PRESIDENT	2.00	Officer Director	$0	$0	$0
LYDIA ROBLES	SECRETARY	2.00	Officer Director	$0	$0	$0
MANDEEP THUKRAL	DIRECTOR	2.00	Director	$0	$0	$0
DARIO GERUSSI	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
2024	No data	No data	No data	No data
2023	$578,275	$680,687	$508,606	$-102,412
2022	$565,788	$686,528	$628,184	$-120,740
2021	$558,432	$607,428	$769,146	$-48,996
2020	$554,106	$430,545	$770,956	$123,561
2019	$604,405	$518,875	$663,301	$85,530
2018	$525,817	$551,618	$486,601	$-25,801

WINDERMERE LAKES HOMEOWNERS ASSOCIATION INC