Oak Ridge Place Community Assoc

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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

2000

Legal Domicile

Phone

2816853090

Tax Period

2024-01-01 to 2024-12-31

Oak Ridge Place Community Assoc, founded in 2000, is a small nonprofit in the Community Improvement sector that reported $276K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $344K exceeded revenue, resulting in a 25% operating deficit.

Mission

Organization formed to provide maintenance, improvements, property oversight and improvements for the welfare and benefit of the owners and visitors to the community

Program Service Accomplishments

Program 1

Expenses: $297,578

Organization provides landscape maintenance and improvements, pool and recreation area maintenance, utilities, insurance, common area repairs for the benefit and welfare of the residents and visitors...

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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 $0

Program Service Revenue $237,620

Investment Income $6,344

Other Revenue $31,740

TOTAL REVENUE $275,704

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $297,578

Other Expenses $344,044

TOTAL EXPENSES $344,044

Year-over-Year Comparison

	2024	2023	Change
Revenue	$275,704	$290,947	-0.1%
Expenses	$344,044	$755,628	-0.5%
Net Income	$-68,340	$-464,681	-0.9%

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
Kali Cole	Director	2.00	Director	$0	$0	$0
Sonya Lenihan	President	2.00	Officer Director	$0	$0	$0
Sonia Host	Vice President	2.00	Officer Director	$0	$0	$0
Sevelia Johnson	Treasurer	2.00	Officer Director	$0	$0	$0
Monette Roseberry	Secretary	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	$275,704	$344,044	$277,789	$-68,340
2023	$290,947	$755,628	$484,542	$-464,681