MONTANA AVENUE MERCHANT ASSOCIATION (EIN 204367137) - 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

2006

Legal Domicile

Principal Officer

KARA TAUB

Phone

3103955599

Tax Period

2023-12-01 to 2024-11-30

MONTANA AVENUE MERCHANT ASSOCIATION, founded in 2006, is a micro nonprofit in the Community Improvement sector that reported $84K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $15K, a strong 18% operating margin.

Mission

TO PROMOTE BUSINESS AND COMMERCE WITHIN THE SANTA MONICA MONTANA AVENUE BUSINESS IMPROVEMENT DISTRICT.

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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 $104,329

Program Service Revenue $0

Investment Income $6

Other Revenue $-20,562

TOTAL REVENUE $83,773

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,002

Fundraising Expenses $0

Program Expenses $61,806

Other Expenses $53,714

TOTAL EXPENSES $68,716

Year-over-Year Comparison

	2023	2022	Change
Revenue	$83,773	$103,853	-0.2%
Expenses	$68,716	$82,061	-0.2%
Net Income	$15,057	$21,792	-0.3%

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

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

$1,750

Total Directors

$1,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KARA TAUB	Treasurer	10.00	Officer Director	$1,750	$0	$1,750
DAVID KIANMAHD	Chairman	2.00	Director	$0	$0	$0
MICHELLE KELLY	Vice CHAIR	2.00	Director	$0	$0	$0
BRANDON CLARK	Secretary	2.00	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	No data	No data	No data	No data
2024	$83,773	$68,716	$151,237	$15,057
2023	$103,853	$82,061	$136,180	$21,792
2022	$134,383	$157,923	$114,389	$-23,540
2021	$89,846	$81,968	$137,929	$7,878
2020	$179,142	$76,051	$130,051	$103,091
2019	$21,376	$177,079	$26,960	$-155,703
2018	$103,264	$77,733	$182,663	$25,531

MONTANA AVENUE MERCHANT ASSOCIATION