Lake Shastina Property Owners Association (EIN 952757587) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

William Bullington

Phone

5304712020

Tax Period

2024-07-01 to 2025-06-30

Lake Shastina Property Owners Association, founded in 1968, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $1.6M exceeded revenue, resulting in a 20% operating deficit.

Mission

The organization is responsible to maintain, repair and replace the common area, including paved roads, for a 3,017 lot community association.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $861,592

Program Service Revenue $324,250

Investment Income $133,432

Other Revenue $0

TOTAL REVENUE $1,319,274

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,916

Fundraising Expenses $0

Program Expenses $1,117,616

Other Expenses $1,558,221

TOTAL EXPENSES $1,586,137

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,319,274	$1,150,547	+0.1%
Expenses	$1,586,137	$1,135,884	+0.4%
Net Income	$-266,863	$14,663	-19.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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
Robert Shelton	General Manager	40.00		$27,916	$0	$27,916
William Bullington	President	10.00	Officer Director	$0	$0	$0
Rachel Strawn	Secretary	10.00	Officer Director	$0	$0	$0
Kasha Hemesi	Vice President	10.00	Officer Director	$0	$0	$0
Scott Yancy	Treasurer	10.00	Officer Director	$0	$0	$0
Chris Pappas	Director	10.00	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	$1,319,274	$1,586,137	$4,669,564	$-266,863
2024	No data	No data	No data	No data
2023	$1,209,796	$1,270,840	$4,783,399	$-61,044
2022	$1,233,671	$1,272,857	$5,045,196	$-39,186
2021	$961,127	$1,143,186	$4,550,324	$-182,059
2020	$1,257,545	$1,142,328	$4,609,227	$115,217
2019	$1,318,269	$1,186,815	$4,108,026	$131,454

Lake Shastina Property Owners Association