La Jolla Village Merchants Associa… - Form 990 Financial Data

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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

2011

Legal Domicile

Phone

8582302725

Tax Period

2023-07-01 to 2024-06-30

La Jolla Village Merchants Association, founded in 2011, is a small nonprofit in the Community Improvement sector that reported $245K in total revenue in fiscal year 2023. Expenses of $273K exceeded revenue, resulting in a 11% operating deficit.

Mission

To enhance the growth and improvement of La Jolla Village area and to bring business to the La Jolla Village area.

Program Service Accomplishments

Program 1

Expenses: $212,665

Operation and management of the La Jolla Village Business Improvement District BID promotes economic growth, promotion, and support while preventing deterioration of the community.

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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 $222,411

Program Service Revenue $20,750

Investment Income $0

Other Revenue $1,751

TOTAL REVENUE $244,912

Expense Breakdown

Grants Paid $0

Salaries & Benefits $136,141

Fundraising Expenses $0

Program Expenses $212,665

Other Expenses $136,431

TOTAL EXPENSES $272,572

Year-over-Year Comparison

	2023	2022	Change
Revenue	$244,912	$245,484	0.0%
Expenses	$272,572	$241,012	+0.1%
Net Income	$-27,660	$4,472	-7.2%

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
Joelyn Cullen	Director	1.00	Director	$0	$0	$0
Katey Longo	Director	1.00	Director	$0	$0	$0
Maddie Mackey	Director	1.00	Director	$0	$0	$0
Japhet Estrada Perez	President	2.00	Officer Director	$0	$0	$0
Bill Podway	Treasurer	2.00	Officer Director	$0	$0	$0
Chad Taggart	Director	1.00	Director	$0	$0	$0
Dr Maddie Wallace	Director	1.00	Director	$0	$0	$0
Amber Anderson	Director	1.00	Director	$0	$0	$0
Morgan Barnes	Vice President	2.00	Officer Director	$0	$0	$0
Dusty Bowder	Director	1.00	Director	$0	$0	$0
Christophe Cevasco	Director	1.00	Director	$0	$0	$0
Andy Fotsch	Director	1.00	Director	$0	$0	$0
Natalia Petrova	Director	1.00	Director	$0	$0	$0
Karen Roque	Director	1.00	Director	$0	$0	$0
Summer Shoemaker	Secretary	2.00	Officer Director	$0	$0	$0
Jodi Rudick	Executive Dir.	40.00	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	No data	No data	No data	No data
2024	$244,912	$272,572	$198,052	$-27,660
2023	$245,484	$241,012	$183,960	$4,472
2022	$203,869	$178,930	$184,811	$24,939
2021	$202,924	$192,357	$143,696	$10,567
2020	$233,548	$207,789	$138,315	$25,759
2019	$286,883	$271,433	$106,054	$15,450

La Jolla Village Merchants Association