Tomoka Heights Activities Organization
Nonprofit profile at a glance
- EIN
- 593066936
- IRS 990-EZ coverage
- 2019–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2018
- Location
- Lake Placid, FL, USA
- Phone
- 8634651478
- Rating
- 75
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Homeowners & Tenants Associations
Reported finances
- Revenue
- $34,734
- Expenses
- $41,869
- Assets
- $57,349
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
5 people listed
People named in this filing
- WENDY DEAN (CHAIRMAN)
- JOE BRETT (1ST VICE CHA)
- LINDA DRUMM (2ND VICE CHA)
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 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Promote the general welfare of all tomoka residents (605 residents). Plan, promote and manage social activities. Recommend rules and regulations conserning the use of all tomoka heights common area and amenities fund and acquire furniture, fixtures and equipment to improve the utility of tomoka heights common areas and amenities.
What it reported doing in 2025
Provided furniture, fixtures, equipment and decorations for clubhouse and common areas
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- 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 - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 80
- Transparency & Controls: 82
- Sustainability: 33
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 86.2%; rating input score 86
- Program expense ratio: 71.5%; rating input score 71
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -20.5%; rating input score 21; 21st percentile among comparable filings
- Total-asset coverage ratio: 1.37; rating input score 56; 56th 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: -2.4% per year; rating input score 0; 41st percentile among comparable filings
- Revenue growth: -4.1% per year; rating input score 0; 36th percentile among comparable filings
- Asset growth: 5.3% per year; rating input score 100; 57th percentile among comparable filings
Details
- Where the money goes: 86.2% of revenue deployed · 71.5% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $30K in reported program spending
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 2 filed schedules
- Filing history: 7 filing years from 2019 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- 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.
- High — Sustainability: Operating margin scored 21/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 56/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.