HISTORIC DOWNTOWN PLANO ASSOC (EIN 260806614) - 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

2007

Legal Domicile

Principal Officer

MIRNA LYNCH

Tax Period

2017-10-01 to 2018-09-30

HISTORIC DOWNTOWN PLANO ASSOC, founded in 2007, is a small nonprofit that reported $340K in total revenue in fiscal year 2017. Revenue surged 70% from the prior year, signaling strong growth momentum.

Mission

ADVOCACY EDUCATION AND PROMOTION OF DOWNTOWN PLANOS HISTORY HERITAGE AND CULTURE

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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 (2017)

Revenue Breakdown

Contributions & Grants $339,778

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $339,778

Expense Breakdown

Grants Paid $8,057

Salaries & Benefits $0

Fundraising Expenses $166,773

Program Expenses $86,212

Other Expenses $330,603

TOTAL EXPENSES $338,660

Year-over-Year Comparison

	2017	2016	Change
Revenue	$339,778	$200,372	+0.7%
Expenses	$338,660	$191,767	+0.8%
Net Income	$1,118	$8,605	-0.9%

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
JEFF BERGUS	PRESIDENT	10.00	Officer	$0	$0	$0
LAURIE HOLGATE	TREASURER	10.00	Officer	$0	$0	$0
BONNIE SHEA	SECRETARY	10.00	Officer	$0	$0	$0
NATHAN SHEA	VICE PRESIDENT	10.00	Officer	$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
2018	$339,778	$338,660	$59,105	$1,118

HISTORIC DOWNTOWN PLANO ASSOC