Harborwalk Property Owners Associa… - Form 990 Financial Data

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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

Phone

4097703395

Tax Period

2023-01-01 to 2023-12-31

Harborwalk Property Owners Association Inc, founded in 2004, is a small nonprofit in the Community Improvement sector that reported $653K in total revenue in fiscal year 2023. Expenses of $603K left a modest 8% surplus.

Mission

To provide for maintenance, preservation, and architectural control of the community, and to promote the health, safety, and welfare of the residents at large.

Program Service Accomplishments

Program 1

Expenses: $551,914

To provide for maintenance, preservation, and architectural control of the community, and to the residents at large.

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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 $650,355

Investment Income $2,950

Other Revenue $0

TOTAL REVENUE $653,305

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $551,914

Other Expenses $603,195

TOTAL EXPENSES $603,195

Year-over-Year Comparison

	2023	2022	Change
Revenue	$653,305	$616,917	+0.1%
Expenses	$603,195	$829,990	-0.3%
Net Income	$50,110	$-213,073	-1.2%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
Peter Oelbaum	President	Officer Director	$0	$0	$0
Mary Gianfriddo	Vice President	Officer Director	$0	$0	$0
David Dunn	Treasurer	Officer Director	$0	$0	$0
Bill Hayes	Director	Director	$0	$0	$0
Diane Nelson	Director	Director	$0	$0	$0
Haythem Dawlett	Director	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	No data	No data	No data	No data
2023	$653,305	$603,195	$222,588	$50,110
2022	$616,917	$829,990	$357,443	$-213,073

Harborwalk Property Owners Association Inc