Swansboro Country Property Owners Assn Co The Management Trust (EIN 941732547) - 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

1969

Legal Domicile

Principal Officer

DENNIS JANCA

Phone

9169853633

Tax Period

2024-03-01 to 2025-02-28

Swansboro Country Property Owners Assn Co The Management Trust, founded in 1969, is a small nonprofit that reported $343K in total revenue in fiscal year 2024. Expenses of $306K left a modest 11% surplus.

Mission

THE ASSOCIATION IS A 695 UNIT HOMEOWNER'S ASSOCIATION RESPONSIBLE FOR MAINTAINING, REPAIRING AND MAKING REPLACEMENTS IN THE COMMON AREAS.

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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 $327,263

Program Service Revenue $0

Investment Income $15,976

Other Revenue $0

TOTAL REVENUE $343,239

Expense Breakdown

Grants Paid $0

Salaries & Benefits $83,392

Fundraising Expenses $0

Program Expenses $149,200

Other Expenses $223,030

TOTAL EXPENSES $306,422

Year-over-Year Comparison

	2024	2023	Change
Revenue	$343,239	$337,065	+0.0%
Expenses	$306,422	$335,827	-0.1%
Net Income	$36,817	$1,238	+28.7%

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

N/A

Volunteers

695

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
DENNIS JANCA	Treasurer	5.00	Officer Director	$0	$0	$0
MEREDITH BLAIN	Secretary	5.00	Officer Director	$0	$0	$0
KAREN PAUL	President	5.00	Officer Director	$0	$0	$0
ROBERT KIRKPATRICK	Vice President	5.00	Officer Director	$0	$0	$0
DAVID DUDLEY	Director	5.00	Officer Director	$0	$0	$0
MELISSA STEVER	Director	5.00	Director	$0	$0	$0
DEVON BEESLEY	Director	0.00	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	$343,239	$306,422	$1,361,870	$36,817
2024	$337,065	$335,827	$1,200,548	$1,238
2023	$439,166	$405,125	$1,111,598	$34,041
2022	$271,222	$358,501	$1,108,770	$-87,279
2021	$337,863	$281,530	$1,166,863	$56,333
2020	$349,017	$274,510	$1,021,037	$74,507
2019	$431,203	$332,835	$869,292	$98,368

Swansboro Country Property Owners Assn Co The Management Trust