DOWNTOWN OAKLAND ASSOCIATION

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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

2008

Legal Domicile

Principal Officer

MICHAEL GUERRA

Phone

5102381122

Tax Period

2023-01-01 to 2023-12-31

DOWNTOWN OAKLAND ASSOCIATION, founded in 2008, is a community nonprofit in the Community Improvement sector that reported $3.0M in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $2.8M left a modest 7% surplus.

Mission

THE DOWNTOWN OAKLAND ASSOCIATION IS A COMMUNITY BENEFIT DISTRICT (CBD) MANAGEMENT CORPORATION COMMITTED TO REVITALIZING OAKLAND'S HISTORIC DOWNTOWN BY MAINTAINING CLEANLINESS AND ORDER IN THE PUBLIC RIGHTS-OF-WAY, IMPROVING DISTRICT IDENTITY, FOSTERING CULTURAL OPPORTUNITIES, CREATING AND MAINTAINING NEW PUBLIC SPACES, AND ADVOCATING ON BEHALF OF THE DISTRICT STAKEHOLDERS.

Program Service Accomplishments

Program 1

Expenses: $945,373 Revenue: $2,470,158

ADMINISTRATION OF DISTRICT ASSESSMENT REVENUE, OVERSIGHT OF SERVICE DELIVERY, ORGANIZATIONAL CAPACITY-BUILDING

Program 2

Expenses: $848,899

MAINTENANCE OF PUBLIC RIGHTS-OF-WAY

Program 3

Expenses: $854,535

SECURITY SERVICES IN THE PUBLIC RIGHTS-OF-WAY

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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 $570,697

Program Service Revenue $2,240,250

Investment Income $6,788

Other Revenue $229,908

TOTAL REVENUE $3,047,643

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,648,807

Other Expenses $2,833,940

TOTAL EXPENSES $2,833,940

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,047,643	$2,522,286	+0.2%
Expenses	$2,833,940	$2,517,903	+0.1%
Net Income	$213,703	$4,383	+47.8%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE GUERRA	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMIE FLAHERTY-EVANS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CARMEN BENJAMIN	SECRETARY	1.00	Officer Director	$0	$0	$0
COURTNEY BELANGER	TREASURER	1.00	Officer Director	$0	$0	$0
KURTIS HANSON	BOARD MEMBER	1.00	Director	$0	$0	$0
GREG PASQUALI	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM GOODMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ADAM CHALL	BOARD MEMBER	1.00	Director	$0	$0	$0
DURELL COLEMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ANTHONY SEVERO	BOARD MEMBER	1.00	Director	$0	$0	$0
MATT KLIMERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
TAMIRA TWILIE	BOARD MEMBER	1.00	Director	$0	$0	$0
CORTT DUNLAP	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE SNIDER	EXECUTIVE DIRECTOR	20.00	Officer	$0	$0	$0
TORI DECKER	OPERATIONS DIRECTOR	20.00	Officer	$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	$3,047,643	$2,833,940	$692,271	$213,703
2022	$2,522,286	$2,517,903	$341,334	$4,383
2021	$2,508,545	$2,321,694	$422,844	$186,851
2020	$2,036,676	$1,899,889	$235,993	$136,787
2019	$1,959,097	$1,922,365	$99,206	$36,732
2018	$1,095,329	$1,157,669	$62,474	$-62,340