Lakeside at Berkely Homeowners Association
Nonprofit profile at a glance
- EIN
- 270012023
- IRS 990-EZ coverage
- 2021–2021
- Forms available
- Form 990-EZ 2021
- Location
- Bayville, NJ, USA
- Phone
- 7326748255
- Rating
- 60
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $7,330
- Expenses
- $6,828
- Assets
- $5,309
Source: IRS Form 990-EZ. Selected filing: tax year 2021. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- TARA TRANENDLY (PRESIDENT)
People named in this filing
- TARA TRANENDLY (PRESIDENT)
- JAMIE D'AURIA (TREASURER)
- ALECIA OLSZEEWSKI (SECRETARY)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2021. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide maintenance for homeowners organization
Operating model
- Revenue model
- Donor-supported. 100% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 50
- Transparency & Controls: 82
- Sustainability: 40
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 49.1%; rating input score 49
- Program expense ratio: 52.7%; rating input score 53
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 6.8%; rating input score 50; 50th percentile among comparable filings
- Total-asset coverage ratio: 0.78; rating input score 33; 33rd percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 49.1% of revenue deployed · 52.7% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $4K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 2 filed schedules
- Contacts: How to reach this organization
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 49/100.
- Review — Financial Efficiency: Program expense ratio scored 53/100.
- Review — Sustainability: Operating margin scored 50/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 33/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.