SAN JOSE DOWNTOWN PROPERTY OWNERS' ASSOCIATION (EIN 261218705) - 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

BRIAN KURTZ

Phone

4082791775

Tax Period

2024-07-01 to 2025-06-30

SAN JOSE DOWNTOWN PROPERTY OWNERS' ASSOCIATION, founded in 2007, is a community nonprofit in the Community Improvement sector that reported $6.2M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE ENHANCED CLEANING, AMBASSADOR AND IMAGE ENHANCEMENT SERVICES (CONTINUED ON SCH. O) RESULTING IN IMPROVED VITALITY AND INCREASED PROPERTY VALUES IN DOWNTOWN SAN JOSE.

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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 $411,109

Program Service Revenue $5,755,122

Investment Income $0

Other Revenue $0

TOTAL REVENUE $6,166,231

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $6,283,611

TOTAL EXPENSES $6,283,611

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,166,231	$5,576,449	+0.1%
Expenses	$6,283,611	$5,536,018	+0.1%
Net Income	$-117,380	$40,431	-3.9%

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
CHRIS FREISE	PRESIDENT	3.00	Officer Director	$0	$0	$0
BLAGE ZELALICH	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
TED MCMAHON	TREASURER	3.00	Officer Director	$0	$0	$0
DAN PHAN	SECRETARY	2.00	Officer Director	$0	$0	$0
BENJAMIN EGGE	DIRECTOR	0.30	Director	$0	$0	$0
JULIE GARCIA	DIRECTOR	1.00	Director	$0	$0	$0
KRIS HERRERA	DIRECTOR	0.30	Director	$0	$0	$0
JOHN RISTOW	DIRECTOR	0.30	Director	$0	$0	$0
WOLFRAM SCHNEIDER -TO FEB 2025	DIRECTOR	0.30	Director	$0	$0	$0
JOHN SOUTHWELL	DIRECTOR	0.30	Director	$0	$0	$0
JOSH BURROUGHS -FR NOV 2024	DIRECTOR	3.00	Director	$0	$0	$0
ALEX STETTINSKI	EXECUTIVE DIRECTOR	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
2025	$6,166,231	$6,283,611	$1,551,579	$-117,380
2024	$5,576,449	$5,536,018	$1,473,119	$40,431
2023	$5,007,614	$5,039,161	$1,619,035	$-31,547
2022	$3,688,582	$3,704,495	$1,387,967	$-15,913
2021	$3,589,944	$3,875,384	$1,462,456	$-285,440
2020	$3,621,314	$3,464,136	$1,880,499	$157,178
2019	$3,474,330	$3,240,967	$1,320,248	$233,363
2018	$3,626,819	$3,658,845	$1,140,825	$-32,026

SAN JOSE DOWNTOWN PROPERTY OWNERS' ASSOCIATION