LAKE WILDWOOD ASSOCIATION (EIN 941706164) - 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

1968

Legal Domicile

Principal Officer

CHRISTOPHER BOYD

Phone

5304321152

Tax Period

2024-06-01 to 2025-05-31

LAKE WILDWOOD ASSOCIATION, founded in 1968, is a mid-sized nonprofit in the Community Improvement sector that reported $14.8M in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.6M, a strong 18% operating margin.

Mission

THE ORGANIZATION IS A 2,845-LOT CALIFORNIA COMMUNITY ASSOCIATION THAT MAINTAINS, REPAIRS, AND REPLACES COMMON AREA PROPERTY AND PROVIDES RECREATIONAL FACILITIES (PRIMARILY A LAKE AND AN 18-HOLE GOLF COURSE) 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 $0

Program Service Revenue $13,095,266

Investment Income $570,495

Other Revenue $1,136,468

TOTAL REVENUE $14,802,229

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,184,612

Fundraising Expenses $0

Program Expenses $8,015,332

Other Expenses $7,024,561

TOTAL EXPENSES $12,209,173

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,802,229	$11,164,651	+0.3%
Expenses	$12,209,173	$11,941,066	+0.0%
Net Income	$2,593,056	$-776,415	-4.3%

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

178

Volunteers

125

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

$167,868

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DON PAULUS	PRESIDENT	3.00	Officer Director	$0	$0	$0
JOE METZLER	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
BELINDA METZLER	TREASURER	3.00	Officer Director	$0	$0	$0
MIKE KELLEY	SECRETARY	3.00	Officer Director	$0	$0	$0
CHARLES ANDERSON	DIRECTOR	3.00	Director	$0	$0	$0
JEFF PETERS	DIRECTOR	3.00	Director	$0	$0	$0
JIM TASA	DIRECTOR	3.00	Director	$0	$0	$0
JIM SCADUTO	DIRECTOR	3.00	Director	$0	$0	$0
ROBERT RICHARDSON THRU 112024	GENERAL MANAGER	50.00	Key Emp	$167,469	$399	$167,868
WILLIAM HAMILTON	DIRECTOR OF AGRONOMY	50.00	Highest	$148,453	$29,348	$177,801

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	$14,802,229	$12,209,173	$35,499,581	$2,593,056
2024	$11,164,651	$11,941,066	$33,400,469	$-776,415
2023	$9,899,244	$12,987,739	$30,123,049	$-3,088,495
2022	$8,953,678	$9,435,617	$30,720,187	$-481,939
2021	$10,083,332	$9,367,947	$28,726,746	$715,385
2020	$10,619,700	$8,143,216	$26,587,557	$2,476,484
2019	$10,596,922	$9,184,261	$24,111,062	$1,412,661
2018	$9,176,896	$9,332,823	$22,147,159	$-155,927

LAKE WILDWOOD ASSOCIATION