Lake Don Pedro Owners Association

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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

Andrea Walker

Phone

2098522312

Tax Period

2024-07-01 to 2025-06-30

Lake Don Pedro Owners Association, founded in 1968, is a small nonprofit that reported $518K in total revenue in fiscal year 2024. Expenses of $488K left a modest 6% surplus.

Mission

The Association's primary purpose is to maintain, repair and replace common area property on behalf of its 3,120 members.

Program Service Accomplishments

Program 1

IRC Section 501(c)(7) is not required to complete this.

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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 $429,568

Program Service Revenue $0

Investment Income $21,390

Other Revenue $66,866

TOTAL REVENUE $517,824

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $488,128

TOTAL EXPENSES $488,128

Year-over-Year Comparison

	2024	2023	Change
Revenue	$517,824	$509,980	+0.0%
Expenses	$488,128	$580,822	-0.2%
Net Income	$29,696	$-70,842	-1.4%

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
Rene Burritt	Secretary	5.00	Officer Director	$0	$0	$0
Andrea Walker	President	5.00	Director	$0	$0	$0
Chris Adams	Director	5.00	Officer Director	$0	$0	$0
Mike Guenther	Vice President	5.00	Officer Director	$0	$0	$0
Laura Diesman	Treasurer	5.00	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	$517,824	$488,128	$1,012,016	$29,696
2023	$400,610	$448,629	$999,781	$-48,019
2021	$340,871	$323,895	$982,594	$16,976
2020	$368,608	$358,899	$908,616	$9,709
2019	$368,743	$384,751	$920,119	$-16,008