Distribution Management Assoc-Southern California (EIN 330512557) - 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

1990

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Distribution Management Assoc-Southern California, founded in 1990, is a small nonprofit that reported $135K in total revenue in fiscal year 2023. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $22K, a strong 16% operating margin.

Mission

The mission of the organization is to make distribution of goods as efficient as possible. This is accomplished through monthly events with educational speakers for members to attend in order to improve their distribution skills.

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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 $93,924

Program Service Revenue $0

Investment Income $0

Other Revenue $41,391

TOTAL REVENUE $135,315

Expense Breakdown

Grants Paid $0

Salaries & Benefits $37,800

Fundraising Expenses $0

Program Expenses $104,830

Other Expenses $75,378

TOTAL EXPENSES $113,178

Year-over-Year Comparison

	2023	2022	Change
Revenue	$135,315	$93,925	+0.4%
Expenses	$113,178	$79,602	+0.4%
Net Income	$22,137	$14,323	+0.5%

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

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

$37,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kaity Van Amersfort	Executive Director	10.00	Director	$0	$0	$37,800
Justin Humphrey-Ude	Director	5.00	Director	$0	$0	$0
Hannah Peterson	Director	5.00	Director	$0	$0	$0
Adrian Francoz	Director	5.00	Director	$0	$0	$0
Derek Dokter	Director	5.00	Director	$0	$0	$0
Joshua Camerena	Director	5.00	Director	$0	$0	$0
Katrina Johnson	Director	5.00	Director	$0	$0	$0
Amy Tompkins	Director	5.00	Director	$0	$0	$0
Carl Neverman	Director	5.00	Director	$0	$0	$0
Joel Walker	Director	5.00	Director	$0	$0	$0
Megen Flowers	Director	5.00	Director	$0	$0	$0
Kimberly Burnett	Director	5.00	Director	$0	$0	$0
Steve Berger	Director	5.00	Director	$0	$0	$0
Andrew Shepherd	Secretary	10.00	Officer Director	$0	$0	$0
Doug Childers	Treasurer	10.00	Officer Director	$0	$0	$0
Tom Lentz	Vice President	10.00	Officer Director	$0	$0	$0
Brian Foster	President	10.00	Officer 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	$135,315	$113,178	$98,454	$22,137
2022	$93,925	$79,602	$78,897	$14,323
2021	$49,404	$65,654	$65,758	$-16,250
2020	$60,613	$74,910	$82,998	$-14,297
2019	$94,031	$73,648	$53,106	$20,383
2018	$83,321	$78,384	$32,723	$4,937

Distribution Management Assoc-Southern California