GREATER DAYTON APARTMENT ASSOCIATION (EIN 311001575) - 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

1981

Legal Domicile

Principal Officer

JO WISE

Phone

9372931170

Tax Period

2024-01-01 to 2024-12-31

GREATER DAYTON APARTMENT ASSOCIATION, founded in 1981, is a small nonprofit that reported $399K in total revenue in fiscal year 2024. Expenses of $368K left a modest 8% surplus.

Mission

CONNECTING AND ADVANCING THE MULTI-FAMILY INDUSTRY THROUGH PARTNERSHIPS, EDUCATION, AND ADVOCACY.

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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 $0

Program Service Revenue $381,970

Investment Income $3,243

Other Revenue $13,828

TOTAL REVENUE $399,041

Expense Breakdown

Grants Paid $0

Salaries & Benefits $170,792

Fundraising Expenses $0

Other Expenses $196,864

TOTAL EXPENSES $367,656

Year-over-Year Comparison

	2024	2023	Change
Revenue	$399,041	$388,205	+0.0%
Expenses	$367,656	$369,078	0.0%
Net Income	$31,385	$19,127	+0.6%

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

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

$70,716

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAMMY TRACE-TANNER	BOARD MEMBER	2.00	Director	$0	$0	$0
PAULA FLEENER	BOARD MEMBER	2.00	Director	$0	$0	$0
SHAM REDDY	BOARD MEMBER	2.00	Director	$0	$0	$0
KARLA KNOX-GORDON	BOARD MEMBER	2.00	Director	$0	$0	$0
JACQUES BROSE	BOARD MEMBER	2.00	Director	$0	$0	$0
LARRY LASKLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
JENNIFER HOLP	PRESIDENT	8.00	Officer Director	$0	$0	$0
CRYSTAL HAWKEY	SECRETARY	4.00	Officer Director	$0	$0	$0
ANNA SEXTON	BOARD MEMBER	2.00	Director	$0	$0	$0
BARBARA HARGRAVES	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
LISA BERMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
KAYDE FITZPATRICK	BOARD MEMBER	2.00	Director	$0	$0	$0
DONNIE HALL	TREASURER	4.00	Officer Director	$0	$0	$0
JEREMY TURNER	BOARD MEMBER	2.00	Director	$0	$0	$0
ANGELE SHADE	BOARD MEMBER	2.00	Director	$0	$0	$0
JESSICA DELANEY	BOARD MEMBER	2.00	Director	$0	$0	$0
JO WISE	EXECUTIVE DIRECTOR	40.00	Officer	$70,716	$0	$70,716

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	$399,041	$367,656	$429,809	$31,385
2023	$388,205	$369,078	$536,016	$19,127
2022	$350,029	$329,267	$351,693	$20,762
2021	$328,426	$307,547	$330,775	$20,879
2020	$268,783	$253,877	$310,483	$14,906
2019	$318,012	$307,232	$295,638	$10,780
2018	$315,780	$316,414	$382,994	$-634

GREATER DAYTON APARTMENT ASSOCIATION