TREMONT WEST DEVELOPMENT CORP (EIN 237029247) - 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

1969

Legal Domicile

Principal Officer

JULIE DAHLHAUSEN

Phone

2165750920

Tax Period

2024-07-01 to 2025-06-30

TREMONT WEST DEVELOPMENT CORP, founded in 1969, is a community nonprofit in the Community Improvement sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $204K, a strong 17% operating margin.

Mission

TREMONT WEST DEVELOPMENT CORP SERVES TREMONT BY ORGANIZING AN INCLUSIVE COMMUNITY, BUILDING A UNIFIED NEIGHBORHOOD, AND PROMOTING A UNIQUE DESTINATION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $615,166

Program Service Revenue $135,973

Investment Income $267,703

Other Revenue $166,899

TOTAL REVENUE $1,185,741

Expense Breakdown

Grants Paid $0

Salaries & Benefits $419,821

Fundraising Expenses $54,677

Program Expenses $749,011

Other Expenses $561,588

TOTAL EXPENSES $981,409

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,185,741	$866,737	+0.4%
Expenses	$981,409	$944,440	+0.0%
Net Income	$204,332	$-77,703	-3.6%

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

$82,000

Total Directors

$82,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE DAHLHAUSEN	EXECUTIVE DI	40.00	Officer Director	$82,000	$0	$82,000
BARBARA ANDELMAN	BOARD MEMBER	3.00	Director	$0	$0	$0
CAROLYN BENTLEY	SECRETARY	6.00	Officer Director	$0	$0	$0
FRED CALATRELLO	BOARD MEMBER	3.00	Director	$0	$0	$0
DAN COTTER	BOARD MEMBER	3.00	Director	$0	$0	$0
JAMIE DECLET	BOARD MEMBER	3.00	Director	$0	$0	$0
JONATHAN GREEVER	BOARD MEMBER	3.00	Director	$0	$0	$0
DAN IMFELD	TREASURER	6.00	Officer Director	$0	$0	$0
JOHN JACKSON	BOARD MEMBER	3.00	Director	$0	$0	$0
SEAN MISHAK	BOARD MEMBER	3.00	Director	$0	$0	$0
KATE O'NEIL	2ND VICE PRE	6.00	Officer Director	$0	$0	$0
SERONICA POWELL	1ST VICE PRE	6.00	Officer Director	$0	$0	$0
DEBORAH SMITH	BOARD MEMBER	3.00	Director	$0	$0	$0
RICH SOSENKO	BOARD MEMBER	3.00	Director	$0	$0	$0
TOM TOSUKSRI	PRESIDENT	6.00	Officer 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	$1,185,741	$981,409	$1,808,887	$204,332
2024	$866,737	$944,440	$1,668,402	$-77,703
2023	$779,471	$942,347	$1,697,628	$-162,876
2022	$914,189	$802,097	$1,649,152	$112,092
2021	$858,783	$821,797	$1,507,868	$36,986
2020	$897,111	$1,149,567	$1,400,015	$-252,456
2019	$889,888	$995,836	$1,541,034	$-105,948

TREMONT WEST DEVELOPMENT CORP