Westbrook Lakes Homeowners Association (EIN 912156447) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Phone

9729602800

Tax Period

2025-01-01 to 2025-12-31

Westbrook Lakes Homeowners Association, founded in 2001, is a small nonprofit in the Housing & Shelter sector that reported $250K in total revenue in fiscal year 2025. Expenses of $218K left a modest 13% surplus.

Mission

TO MAINTAIN COMMON AREAS, ESPLANADES, REC/PARK AREA AND LANDSCAPING - ALL BENEFITING THE ENTIRE COMMUNITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $231,527

Investment Income $1,315

Other Revenue $16,714

TOTAL REVENUE $249,556

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $161,877

Other Expenses $218,352

TOTAL EXPENSES $218,352

Year-over-Year Comparison

	2025	2024	Change
Revenue	$249,556	$236,456	+0.1%
Expenses	$218,352	$219,120	0.0%
Net Income	$31,204	$17,336	+0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Kyle Rouch	President	2.00	Officer Director	$0	$0	$0
Morley Lee	VP	2.00	Officer Director	$0	$0	$0
Jill Penn	Secretary	2.00	Officer Director	$0	$0	$0
Adriana Usubillaga	Treasurer	2.00	Officer Director	$0	$0	$0
Derek E Dexter	Board Member	2.00	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
2025	$249,556	$218,352	$206,622	$31,204
2024	$236,456	$219,120	$168,592	$17,336
2023	No data	No data	No data	No data
2022	$201,578	$202,366	$184,187	$-788
2021	$216,807	$211,499	$191,978	$5,308
2020	$206,667	$172,079	$189,340	$34,588

Westbrook Lakes Homeowners Association