TAM-O-SHANTER INC (EIN 916068352) - 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

1965

Legal Domicile

Principal Officer

BROOK WALKER

Phone

4257463855

Tax Period

2023-01-01 to 2023-12-31

TAM-O-SHANTER INC, founded in 1965, is a community nonprofit that reported $3.4M in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $3.2M left a modest 4% surplus.

Mission

TAM O'SHANTER, INC. IS A HOMEOWNERS ASSOCIATION ORGANIZED TO PROVIDE FACILITIES MANAGEMENT AND RELATED SERVICES FOR THE BENEFIT OF OUR MEMBERS.

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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 $2,835,323

Investment Income $29,658

Other Revenue $504,028

TOTAL REVENUE $3,369,009

Expense Breakdown

Grants Paid $0

Salaries & Benefits $992,739

Fundraising Expenses $0

Other Expenses $2,233,124

TOTAL EXPENSES $3,225,863

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,369,009	$2,580,005	+0.3%
Expenses	$3,225,863	$2,678,058	+0.2%
Net Income	$143,146	$-98,053	-2.5%

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

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
MIGUEL AGUALLO	MULLIGANS DE	40.00	Highest	$128,629	$0	$128,629
THOMAS FRETS	GENERAL MANA	40.00	Highest	$114,873	$0	$114,873
ADAM MURTAUGH	GOLF COURSE	40.00	Highest	$104,416	$0	$104,416
JUSTIN JOHANSEN	MULLIGANS DE	40.00	Highest	$100,398	$0	$100,398
MATT AITKEN	DIRECTOR	0.50	Director	$0	$0	$0
MIKE BESSENYEY	DIRECTOR	0.50	Director	$0	$0	$0
REBECCA CAMPBELL	DIRECTOR	0.50	Director	$0	$0	$0
RICK CRATE	DIRECTOR	0.50	Director	$0	$0	$0
KAREN REED	DIRECTOR	0.50	Director	$0	$0	$0
BLAKE THOENSEN	DIRECTOR	0.50	Director	$0	$0	$0
TOM TRAHAN	DIRECTOR	0.50	Director	$0	$0	$0
JEFF WELLS	DIRECTOR	0.50	Director	$0	$0	$0
SARAH WRIGHT	DIRECTOR	0.50	Director	$0	$0	$0
MATT DYOR	SECRETARY	0.50	Officer	$0	$0	$0
MARC LAURICELLA	VICE PRESIDE	0.50	Officer	$0	$0	$0
KIM TERHAAR	TREASURER	0.50	Officer	$0	$0	$0
BROOK WALKER	PRESIDENT	0.50	Officer	$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	No data	No data	No data	No data
2023	$3,369,009	$3,225,863	$4,580,449	$143,146
2022	$2,580,005	$2,678,058	$4,348,725	$-98,053
2021	$2,668,336	$2,584,881	$3,954,850	$83,455
2020	$2,513,538	$2,386,711	$3,813,017	$126,827
2019	$2,838,997	$2,314,306	$3,799,424	$524,691
2018	$2,361,596	$2,364,256	$3,370,197	$-2,660

TAM-O-SHANTER INC