LAKE FOREST COMMUNITY ASSOCIATION (EIN 952577595) - 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

JEFFREY NELSON

Phone

9497687261

Tax Period

2020-01-01 to 2020-12-31

LAKE FOREST COMMUNITY ASSOCIATION, founded in 1968, is a community nonprofit in the Housing & Shelter sector that reported $3.5M in total revenue in fiscal year 2020. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $3.1M left a modest 11% surplus.

Mission

SEE STATEMENT 10

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,453,456

Investment Income $35,905

Other Revenue $8,780

TOTAL REVENUE $3,498,141

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,107,061

Fundraising Expenses $0

Program Expenses $2,697,872

Other Expenses $2,014,931

TOTAL EXPENSES $3,121,992

Year-over-Year Comparison

	2020	2019	Change
Revenue	$3,498,141	$4,456,217	-0.2%
Expenses	$3,121,992	$4,188,648	-0.3%
Net Income	$376,149	$267,569	+0.4%

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

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
ANNE BREUER	SECRETARY	2.00	Officer Director	$0	$0	$0
KRISTIN ELDRED	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID GLICK	VICE-PRESIDE	4.00	Officer Director	$0	$0	$0
JEFF MIYAOKA	TREASURER	2.00	Officer Director	$0	$0	$0
JEFFREY NELSON	PRESIDENT	4.00	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
2020	$3,498,141	$3,121,992	$6,694,922	$376,149
2019	$4,456,217	$4,188,648	$6,213,663	$267,569
2018	$3,546,748	$3,740,956	$5,814,663	$-194,208

LAKE FOREST COMMUNITY ASSOCIATION