THE DISTRICT MGMT ASSOC OF THE CROUSE MARSHALL BUSINESS IMPROVEMENT DISTRICT (EIN 050533961) - 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

2002

Legal Domicile

Principal Officer

JERRY DELLAS

Phone

3154757244

Tax Period

2023-07-01 to 2024-06-30

THE DISTRICT MGMT ASSOC OF THE CROUSE MARSHALL BUSINESS IMPROVEMENT DISTRICT, founded in 2002, is a small nonprofit in the Community Improvement sector that reported $142K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $126K left a modest 11% surplus.

Mission

TO PROVIDE, OPERATE AND MAINTAIN DISTRICT IMPROVEMENTS, TO PROMOTE AND ENHANCE THE DISTRICT AND PROVIDE SECURITY FOR THE PUBLIC, AS WELL AS TO PROVIDE CLEANING AND MAINTENANCE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $137,921

Investment Income $738

Other Revenue $3,300

TOTAL REVENUE $141,959

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $104,510

Other Expenses $125,988

TOTAL EXPENSES $125,988

Year-over-Year Comparison

	2023	2022	Change
Revenue	$141,959	$126,491	+0.1%
Expenses	$125,988	$121,805	+0.0%
Net Income	$15,971	$4,686	+2.4%

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

Employees

N/A

Volunteers

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
JERRY DELLAS	PRESIDENT	1.00	Officer Director	$0	$0	$0
NATHAN BLISS	BOARD MEMBER	0.50	Director	$0	$0	$0
CYDNEY JOHNSON	BOARD MEMBER	0.50	Director	$0	$0	$0
GREG LOH	BOARD MEMBER	0.50	Director	$0	$0	$0
PETER SALA	SECRETARY	0.50	Officer Director	$0	$0	$0
JOHN M VAVALO	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
JOSEPH FETTER	BOARD MEMBER	0.50	Director	$0	$0	$0
TARA VENDITTI	TREASURER	1.00	Officer Director	$0	$0	$0
SEAN BARRON	BOARD MEMBER	0.50	Director	$0	$0	$0
ARCHIE POTAMIANOS	BOARD MEMBER	0.50	Director	$0	$0	$0
STAN CHEN	BOARD MEMBER	0.50	Director	$0	$0	$0
BRIANCA HILL	BOARD MEMBER	0.50	Director	$0	$0	$0
HON COREY WILLIAMS	BOARD MEMBER	0.50	Director	$0	$0	$0
STEPHEN C THEOBALD	BOARD MEMBER	0.50	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	No data	No data	No data	No data
2024	$141,959	$125,988	$84,919	$15,971
2023	$126,491	$121,805	$108,771	$4,686
2022	$96,003	$97,205	$93,440	$-1,202
2021	$98,078	$99,823	$78,570	$-1,745
2020	$97,400	$95,863	$95,957	$1,537
2019	$79,822	$77,768	$91,074	$2,054
2018	$79,092	$84,580	$78,811	$-5,488

THE DISTRICT MGMT ASSOC OF THE CROUSE MARSHALL BUSINESS IMPROVEMENT DISTRICT