VISIT HUNTINGTON BEACH (EIN 330368191) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

JOHN URDI

Phone

7149693492

Tax Period

2024-07-01 to 2025-06-30

VISIT HUNTINGTON BEACH, founded in 1989, is a mid-sized nonprofit that reported $10.3M in total revenue in fiscal year 2024. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 20% operating margin.

Mission

TO PROMOTE THE COMMON INTERESTS OF THE VISITOR - SERVING BUSINESSES IN HUNTINGTON BEACH, CA.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $10,089,227

Investment Income $122,800

Other Revenue $66,696

TOTAL REVENUE $10,278,723

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,756,285

Fundraising Expenses $0

Other Expenses $5,491,118

TOTAL EXPENSES $8,247,403

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,278,723	$6,992,473	+0.5%
Expenses	$8,247,403	$7,223,651	+0.1%
Net Income	$2,031,320	$-231,178	-9.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$343,778

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUSTIN SIMPSON	CHAIR	3.00	Officer Director	$0	$0	$0
TODD SZILAGYI	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
JANIS MANTINI	SECRETARY	1.00	Officer Director	$0	$0	$0
SHEIK SATTAUR	TREASURER	1.00	Officer Director	$0	$0	$0
JON BENSON	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
PAULETTE FISCHER	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
PAUL MADDISON	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
JENNIFER WILLIAMS	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER DEGUZMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
BRETT BARNES	BOARD MEMBER	1.00	Director	$0	$0	$0
MEG BERNARDO	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBBIE KILLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
DAWN MCCORMACK	BOARD MEMBER	1.00	Director	$0	$0	$0
DEAN TORRENCE	BOARD MEMBER	1.00	Director	$0	$0	$0
PETER TOWNEND	BOARD MEMBER	1.00	Director	$0	$0	$0
VIPE DESAI	BOARD MEMBER	1.00	Director	$0	$0	$0
MARISA UNVERT	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM MCGRATH	BOARD MEMBER	1.00	Director	$0	$0	$0
DUKE DUFRESNE	BOARD MEMBER	1.00	Director	$0	$0	$0
KRISTI MCKNIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN VILLA	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLY MILLER	PRESIDENT AND CEO	40.00	Officer	$288,114	$55,664	$343,778
OMARK HOLMES	CHIEF MARKETING OFFICER	40.00	Highest	$200,832	$27,113	$227,945
NICOLE LLIDO	VP, ADMINISTRATION & COMMU	40.00	Highest	$141,470	$19,305	$160,775
KIMBERLY DUNNEGAN	DIRECTOR OF NATIONAL ACCOU	40.00	Highest	$112,750	$28,232	$140,982
JOHN TODORA	DIRECTOR OF NATIONAL ACCOU	40.00	Highest	$125,134	$17,727	$142,861
MICHELLE DEVINE	VP OF SALES	40.00	Highest	$181,645	$29,843	$211,488

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	$10,278,723	$8,247,403	$10,521,046	$2,031,320
2024	$6,992,473	$7,223,651	$8,507,713	$-231,178
2022	$6,124,993	$5,002,562	$6,606,069	$1,122,431
2021	$3,724,387	$2,773,182	$4,814,527	$951,205
2020	$4,601,229	$4,801,518	$3,740,581	$-200,289
2018	$5,307,909	$4,509,652	$4,104,336	$798,257

VISIT HUNTINGTON BEACH