Montgomery Kings Mill Homeowners Association Inc (EIN 770650186) - 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

2004

Legal Domicile

Principal Officer

Greg Goodwin

Phone

2816077701

Tax Period

2023-01-01 to 2023-12-31

Montgomery Kings Mill Homeowners Association Inc, founded in 2004, is a small nonprofit in the Community Improvement sector that reported $654K in total revenue in fiscal year 2023. The organization ran a surplus of $214K, a strong 33% operating margin.

Mission

Provide streetlights, landscape maintenance, maintain parks & rec areas; maintain swimming pool; provide part time security patrol services - all for the benefit of 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 $553,135

Investment Income $12,784

Other Revenue $88,097

TOTAL REVENUE $654,016

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $304,911

Other Expenses $440,112

TOTAL EXPENSES $440,112

Year-over-Year Comparison

	2023	2022	Change
Revenue	$654,016	$626,159	+0.0%
Expenses	$440,112	$471,814	-0.1%
Net Income	$213,904	$154,345	+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

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
Greg Goodwin	President	2.00	Officer Director	$0	$0	$0
Tara Brock	Co-Vice Pres	2.00	Officer Director	$0	$0	$0
Leslie Threadgill	Co-Vice Pres.	2.00	Officer Director	$0	$0	$0
Larry Jones	Treasurer	2.00	Officer Director	$0	$0	$0
Candace Hebert	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
2024	No data	No data	No data	No data
2023	$654,016	$440,112	$1,855,255	$213,904
2022	$626,159	$471,814	$1,465,374	$154,345
2021	$634,313	$284,257	$1,218,147	$350,056
2020	$628,609	$495,372	$949,627	$133,237
2019	$719,265	$528,080	$826,153	$191,185
2018	$552,053	$493,237	$1,179,261	$58,816

Montgomery Kings Mill Homeowners Association Inc