ALAMEDA WEST LAGOON HOME OWNERS ASSOCIATION (EIN 946132783) - 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

1963

Legal Domicile

Phone

9257433080

Tax Period

2025-01-01 to 2025-12-31

ALAMEDA WEST LAGOON HOME OWNERS ASSOCIATION, founded in 1963, is a small nonprofit that reported $333K in total revenue in fiscal year 2025. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $288K left a modest 13% surplus.

Mission

THE ASSOCIATION'S EXEMPT PURPOSE IS TO PROVIDE FOR MAINTENANCE, REPAIRS AND REPLACEMENTS TO THE COMMON AREA LAGOON.

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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 $0

Program Service Revenue $251,376

Investment Income $71,674

Other Revenue $10,059

TOTAL REVENUE $333,109

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $288,415

TOTAL EXPENSES $288,415

Year-over-Year Comparison

	2025	2024	Change
Revenue	$333,109	$252,308	+0.3%
Expenses	$288,415	$222,998	+0.3%
Net Income	$44,694	$29,310	+0.5%

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

N/A

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
CHANTAL MARTIN	Director	1.00	Director	$0	$0	$0
YVONNE GROCE	Director	1.00	Director	$0	$0	$0
REID MULLEN	Director	1.50	Director	$0	$0	$0
MARILYN BAILEY	Secretary	1.50	Officer Director	$0	$0	$0
MARTHA JIMENEZ-ELLIS	Treasurer	2.00	Officer Director	$0	$0	$0
GEORGE VAN TREECK	Vice President	1.00	Officer Director	$0	$0	$0
JUSTIN PIRIE	President	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	$333,109	$288,415	$1,853,367	$44,694
2024	$252,308	$222,998	$1,701,894	$29,310
2023	$193,562	$144,159	$1,524,712	$49,403
2022	$240,278	$182,370	$1,335,487	$57,908
2021	$181,344	$152,216	$1,223,321	$29,128
2020	$399,790	$376,333	$1,127,045	$23,457

ALAMEDA WEST LAGOON HOME OWNERS ASSOCIATION