CARLSBAD VILLAGE BUSINESS ASSOCIATION (EIN 330468211) - 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

1994

Legal Domicile

Principal Officer

ZAC MARKHAM

Phone

7604537076

Tax Period

2024-01-01 to 2024-12-31

CARLSBAD VILLAGE BUSINESS ASSOCIATION, founded in 1994, is a small nonprofit that reported $378K in total revenue in fiscal year 2024. Revenue decreased 20% compared to the prior year. Expenses of $361K left a modest 5% surplus.

Mission

TO LEAD THE CONTINUAL IMPROVEMENT OF CARLSBAD VILLAGE MAKING IT THE PREMIER GATHERING PLACE IN NORTH COUNTY SAN DIEGO.

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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 $75,213

Program Service Revenue $274,178

Investment Income $29

Other Revenue $28,620

TOTAL REVENUE $378,040

Expense Breakdown

Grants Paid $0

Salaries & Benefits $204,077

Fundraising Expenses $122,213

Program Expenses $121,376

Other Expenses $156,606

TOTAL EXPENSES $360,683

Year-over-Year Comparison

	2024	2023	Change
Revenue	$378,040	$471,893	-0.2%
Expenses	$360,683	$473,349	-0.2%
Net Income	$17,357	$-1,456	-12.9%

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

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

$105,852

Total Directors

$105,852

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ZAC MARKHAM	CHAIRMAN	5.00	Officer Director	$0	$0	$0
HEIDI WILLES	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JENNA DOTSON	SECRETARY	2.00	Officer Director	$0	$0	$0
FUMI MATSUBARA	DIRECTOR	2.00	Director	$0	$0	$0
SAMANTHA DEAN-FAUCE	DIRECTOR	2.00	Director	$0	$0	$0
SHAWNTA FLEMING	DIRECTOR	2.00	Director	$0	$0	$0
ROSEMARY ESHELMAN	DIRECTOR	2.00	Director	$0	$0	$0
KENNY REYES	TREASURER	2.00	Officer Director	$0	$0	$0
CHRISTINE DAVIS	EXECUTIVE DIRECTOR	40.00	Officer Director	$96,016	$9,836	$105,852

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	$378,040	$360,683	$149,187	$17,357
2023	$415,732	$402,290	$157,800	$13,442
2023	$471,893	$473,349	$163,035	$-1,456
2022	$495,250	$423,127	$208,279	$72,123
2021	$424,080	$344,196	$139,291	$79,884
2020	$131,656	$194,628	$68,583	$-62,972
2019	$233,781	$248,095	$64,234	$-14,314
2018	$235,692	$212,949	$95,915	$22,743

CARLSBAD VILLAGE BUSINESS ASSOCIATION