UPTOWN WHITTIER IMPROVEMENT ASSOCIATION (EIN 301013308) - 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

2017

Legal Domicile

Principal Officer

DAVID GONZALEZ

Phone

5626869165

Tax Period

2022-12-01 to 2023-11-30

UPTOWN WHITTIER IMPROVEMENT ASSOCIATION, founded in 2017, is a small nonprofit in the Community Improvement sector that reported $471K in total revenue in fiscal year 2022. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $184K, a strong 39% operating margin.

Mission

IMPROVE SIDEWALK OPERATIONS, DISTRICT IDENTITY, PROGRAM MANAGEMENT/CORP. OPERATIONS, & LAND USE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $470,971

Investment Income $0

Other Revenue $0

TOTAL REVENUE $470,971

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $201,725

Other Expenses $287,080

TOTAL EXPENSES $287,080

Year-over-Year Comparison

	2022	2021	Change
Revenue	$470,971	$593,959	-0.2%
Expenses	$287,080	$292,728	0.0%
Net Income	$183,891	$301,231	-0.4%

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
MELINDA PINA	PRESIDENT	2.00	Officer Director	$0	$0	$0
FRANK RINALDI	DIRECTOR	2.00	Director	$0	$0	$0
VIRGINIA BALL	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JAMES DUNKELMAN	TREASURER	2.00	Officer Director	$0	$0	$0
KATIE GALVIN-SURBTOVIC	SECRETARY	2.00	Officer Director	$0	$0	$0
TRESE CHILDS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID GONZALEZ	DIRECTOR	1.00	Director	$0	$0	$0
DEBRA LEGAN	DIRECTOR	1.00	Director	$0	$0	$0
JOSE MONTES	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL MORALES	DIRECTOR	1.00	Director	$0	$0	$0
JASON MORENO	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN ORTIZ	DIRECTOR	1.00	Director	$0	$0	$0
MILT PATE	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
PAUL WHITE	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$470,971	$287,080	$1,129,352	$183,891
2022	$593,959	$292,728	$945,461	$301,231
2021	$475,046	$331,025	$644,230	$144,021
2020	$430,804	$368,821	$500,209	$61,983
2019	$489,769	$319,258	$438,226	$170,511
2018	$465,832	$198,117	$267,715	$267,715

UPTOWN WHITTIER IMPROVEMENT ASSOCIATION