CARLTON WOODS PROPERTIES INC (EIN 863531075) - 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

2023

Legal Domicile

Principal Officer

LYN MADDOX

Phone

2818635800

Tax Period

2023-09-01 to 2024-08-31

CARLTON WOODS PROPERTIES INC, founded in 2023, is a small nonprofit in the Recreation & Sports sector that reported $682K in total revenue in fiscal year 2023. Revenue surged 68% from the prior year, signaling strong growth momentum. Expenses of $2.7M exceeded revenue, resulting in a 298% operating deficit.

Mission

CARLTON WOODS PROPERTIES, INC., A 501(C)(2) (THE "HOLDING CORPORATION"), FOR REAL ESTATE PURCHASED BY CW OPERATING COMPANY, INC. DBA THE CLUB AT CARLTON WOODS.

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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 $0

Investment Income $0

Other Revenue $681,733

TOTAL REVENUE $681,733

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,710,015

TOTAL EXPENSES $2,710,015

Year-over-Year Comparison

	2023	2022	Change
Revenue	$681,733	$405,700	+0.7%
Expenses	$2,710,015	$405,700	+5.7%
Net Income	$-2,028,282	$0	N/A

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

N/A

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
LYN MADDOX	PRESIDENT	2.00	Officer Director	$0	$0	$0
JASON FRAZER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
BECKY BAYLESS	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	$681,733	$2,710,015	$34,130,879	$-2,028,282
2023	$405,700	$405,700	$24,510,499	No data

CARLTON WOODS PROPERTIES INC