OAK MEADOWS COMMUNITY ASSOCIATION (EIN 852075311) - 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

2020

Legal Domicile

Principal Officer

LACEY BROWN

Phone

8622706540

Tax Period

2023-01-01 to 2023-12-31

OAK MEADOWS COMMUNITY ASSOCIATION, founded in 2020, is a small nonprofit in the Housing & Shelter sector that reported $289K in total revenue in fiscal year 2023. The organization ran a surplus of $59K, a strong 21% operating margin.

Mission

The Association was established to own and maintain land as a manufactured home community with the goal of a permanently affordable, safe, and stable environment in which its current and future members shall live as residents.

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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 $1,200

Program Service Revenue $279,368

Investment Income $4,527

Other Revenue $3,458

TOTAL REVENUE $288,553

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $221,775

Other Expenses $229,353

TOTAL EXPENSES $229,353

Year-over-Year Comparison

	2023	2022	Change
Revenue	$288,553	$285,724	+0.0%
Expenses	$229,353	$216,536	+0.1%
Net Income	$59,200	$69,188	-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
TIM KIDD	PRESIDENT	3.00	Officer Director	$0	$0	$0
LUZ MARCELO	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
LACEY BROWN	TREASURER	3.00	Officer Director	$0	$0	$0
KATRINA BLAKE	OPERATIONS MANAGER	3.00	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
2023	$288,553	$229,353	$2,466,756	$59,200
2022	$285,724	$216,536	$2,445,527	$69,188
2021	$281,638	$241,471	$2,412,561	$40,167
2020	$44,445	$55,214	$2,395,415	$-10,769

OAK MEADOWS COMMUNITY ASSOCIATION