Roslyn Downtown Association (EIN 204041024) - 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

2005

Legal Domicile

Phone

5096493650

Tax Period

2023-01-01 to 2023-12-31

Roslyn Downtown Association, founded in 2005, is a small nonprofit in the Community Improvement sector that reported $437K in total revenue in fiscal year 2023. Revenue surged 132% from the prior year, signaling strong growth momentum. The organization ran a surplus of $69K, a strong 16% operating margin.

Mission

The mission of the Roslyn Downtown Association is to develop the local economy, honor Roslyn's cultural heritage and market Roslyn's unique community assets.

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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 $480,183

Program Service Revenue $0

Investment Income $1,291

Other Revenue $-44,087

TOTAL REVENUE $437,387

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,712

Fundraising Expenses $0

Program Expenses $368,257

Other Expenses $351,545

TOTAL EXPENSES $368,257

Year-over-Year Comparison

	2023	2022	Change
Revenue	$437,387	$188,511	+1.3%
Expenses	$368,257	$179,097	+1.1%
Net Income	$69,130	$9,414	+6.3%

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

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
John Wyble	Trustee	1.00	Director	$0	$0	$0
Cheri Marusa	President	1.00	Officer Director	$0	$0	$0
Valerie Lunn	Treasurer	1.00	Officer Director	$0	$0	$0
Ed Hewson	Trustee	1.00	Director	$0	$0	$0
Justin Zipperer	Trustee	1.00	Director	$0	$0	$0
Jeri Porter	Trustee	1.00	Director	$0	$0	$0
Gail Dobberthien	Secretary	1.00	Officer Director	$0	$0	$0
Mark Kantor	Trustee	1.00	Director	$0	$0	$0
Jon Scholes	Trustee	1.00	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
2024	No data	No data	No data	No data
2023	$437,387	$368,257	$884,224	$69,130
2022	$188,511	$179,097	$815,740	$9,414
2021	$265,479	$146,459	$807,282	$119,020
2020	$73,335	$3,223,623	$687,184	$-3,150,288
2019	$366,410	$108,583	$3,839,735	$257,827
2018	$1,228,934	$87,469	$3,641,281	$1,141,465

Roslyn Downtown Association