Lone Oak Community Association Inc (EIN 820553642) - 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

2002

Legal Domicile

Phone

2815790761

Tax Period

2024-01-01 to 2024-12-31

Lone Oak Community Association Inc, founded in 2002, is a small nonprofit in the Housing & Shelter sector that reported $330K in total revenue in fiscal year 2024. Expenses of $309K left a modest 6% surplus.

Mission

Organization for maintaining and improving all common and recreational areas by providing necessary services for the benefit and welfare 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $311,250

Investment Income $4,255

Other Revenue $14,547

TOTAL REVENUE $330,052

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $266,538

Other Expenses $308,615

TOTAL EXPENSES $308,615

Year-over-Year Comparison

	2024	2023	Change
Revenue	$330,052	$319,297	+0.0%
Expenses	$308,615	$299,382	+0.0%
Net Income	$21,437	$19,915	+0.1%

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
Jennifer Kyriacou	Director	2.00	Director	$0	$0	$0
Kisha Faust	President	2.00	Officer Director	$0	$0	$0
Mark Warren	Secretary	2.00	Officer Director	$0	$0	$0
Brian Hart	Vice President	2.00	Officer Director	$0	$0	$0
Gary Dean	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
2024	$330,052	$308,615	$559,159	$21,437
2023	$319,297	$299,382	$531,686	$19,915
2022	$306,672	$285,772	$501,433	$20,900
2021	$287,681	$248,590	$480,409	$39,091
2020	$292,728	$257,041	$440,929	$35,687
2018	$284,709	$310,590	$413,202	$-25,881

Lone Oak Community Association Inc