Belvedere Lagoon Property Owners A… - Form 990 Financial Data

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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

1956

Legal Domicile

Phone

4153829483

Tax Period

2025-01-01 to 2025-12-31

Belvedere Lagoon Property Owners Association, founded in 1956, is a small nonprofit that reported $705K in total revenue in fiscal year 2025. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $677K left a modest 4% surplus.

Mission

Maintenance of lagoon and water quality.

Program Service Accomplishments

Program 1

Expenses: $468,009

Maintenance of lagoon and water quality.

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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 (2025)

Revenue Breakdown

Contributions & Grants $658,883

Program Service Revenue $0

Investment Income $18,332

Other Revenue $27,833

TOTAL REVENUE $705,048

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $468,009

Other Expenses $677,270

TOTAL EXPENSES $677,270

Year-over-Year Comparison

	2025	2024	Change
Revenue	$705,048	$510,681	+0.4%
Expenses	$677,270	$559,570	+0.2%
Net Income	$27,778	$-48,889	-1.6%

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

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
Larry Stoehr	Vice President	5.00	Officer Director	$0	$0	$0
David Sandrich	Director	5.00	Director	$0	$0	$0
Lisa Mathews	Director	5.00	Director	$0	$0	$0
David Parquet	Director	5.00	Director	$0	$0	$0
Kirsten Hoefer	Director	5.00	Director	$0	$0	$0
David Smith	Director	5.00	Director	$0	$0	$0
Paw Andersen	Director	5.00	Director	$0	$0	$0
Ken Johnson	President	5.00	Officer Director	$0	$0	$0
Neil Rudolph	Treasurer	5.00	Officer 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	$705,048	$677,270	$606,362	$27,778
2024	$510,681	$559,570	$474,156	$-48,889
2023	$244,965	$481,725	$503,998	$-236,760
2022	$331,849	$346,706	$535,220	$-14,857
2021	$434,125	$316,993	$452,035	$117,132
2020	$434,055	$525,226	$329,233	$-91,171
2019	$432,396	$412,121	$414,282	$20,275
2018	$438,790	$390,547	$406,163	$48,243

Belvedere Lagoon Property Owners Association