Oakmont Village Association (EIN 941659086) - 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

1964

Legal Domicile

Principal Officer

Tom Kendrick

Phone

7075391611

Tax Period

2024-01-01 to 2024-12-31

Oakmont Village Association, founded in 1964, is a community nonprofit in the Recreation & Sports sector that reported $6.9M in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $6.2M left a modest 9% surplus.

Mission

THE ORGANIZATION MAINTAINS, REPAIRS AND REPLACES ITS COMMON AREA PROPERTY ON BEHALF OF ITS APPROXIMATELY 4,500 MEMBERS ALONG WITH PROVIDING SOCIAL AND RECREATIONAL ACTIVITIES FOR ITS 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 (2024)

Revenue Breakdown

Contributions & Grants $6,531,201

Program Service Revenue $0

Investment Income $238,520

Other Revenue $111,808

TOTAL REVENUE $6,881,529

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,866,043

Fundraising Expenses $0

Other Expenses $4,367,049

TOTAL EXPENSES $6,233,092

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,881,529	$5,722,774	+0.2%
Expenses	$6,233,092	$5,598,836	+0.1%
Net Income	$648,437	$123,938	+4.2%

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

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
Heidi Klyn	President	5.00	Officer Director	$0	$0	$0
Steve Spillman	Vice President	5.00	Officer Director	$0	$0	$0
Jess Marzak	Secretary	5.00	Officer Director	$0	$0	$0
Mark Randol	Director	5.00	Director	$0	$0	$0
Olga Ydrogo	Director	5.00	Director	$0	$0	$0
Matt Oliver	Director	5.00	Director	$0	$0	$0
Jerry Gladstone	Director	5.00	Director	$0	$0	$0
Tom Kendrick	Treasurer	5.00	Officer	$0	$0	$0
Christel Antone	General Manager	45.00		$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	$6,881,529	$6,233,092	$14,976,078	$648,437
2023	$5,722,774	$5,598,836	$14,508,782	$123,938
2022	$6,000,022	$6,043,519	$14,086,006	$-43,497
2021	$5,359,599	$5,193,840	$13,786,467	$165,759
2020	$5,430,190	$3,913,829	$14,045,372	$1,516,361
2019	$4,007,359	$4,011,471	$13,359,696	$-4,112
2018	$3,965,250	$3,247,903	$11,771,611	$717,347

Oakmont Village Association