Laurel District Association (EIN 364582184) - 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

2005

Legal Domicile

Principal Officer

Daniel Swafford

Phone

5104527392

Tax Period

2025-01-01 to 2025-12-31

Laurel District Association, founded in 2005, is a small nonprofit in the Community Improvement sector that reported $609K in total revenue in fiscal year 2025. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $542K left a modest 11% surplus.

Mission

Promote improved neighborhoods through community oversight, development and activities.

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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 (2025)

Revenue Breakdown

Contributions & Grants $467,959

Program Service Revenue $131,811

Investment Income $8,739

Other Revenue $75

TOTAL REVENUE $608,584

Expense Breakdown

Grants Paid $0

Salaries & Benefits $79,342

Fundraising Expenses $0

Program Expenses $500,486

Other Expenses $463,008

TOTAL EXPENSES $542,350

Year-over-Year Comparison

	2025	2024	Change
Revenue	$608,584	$468,876	+0.3%
Expenses	$542,350	$493,548	+0.1%
Net Income	$66,234	$-24,672	-3.7%

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

200

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

$51,662

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Daniel Swafford	Executive Dir.	20.00	Officer	$51,662	$0	$51,662
Jain Williams	President	0.50	Officer Director	$0	$0	$0
Joanne Wong-Lam	Secretary	0.50	Officer Director	$0	$0	$0
Dorothy Okamoto	Treasurer	0.50	Officer Director	$0	$0	$0
Alysia Gritz	Board Member	0.50	Director	$0	$0	$0
Lorie Mata	Board Member	0.50	Director	$0	$0	$0
Kao Saelee	Board Member	0.50	Director	$0	$0	$0
Danny Tomasello	Board Member	0.50	Director	$0	$0	$0
Zinzi Zareef	Board Member	0.50	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
2025	$608,584	$542,350	$275,351	$66,234
2024	No data	No data	No data	No data
2023	$428,549	$421,562	$220,681	$6,987
2022	$334,850	$328,814	$219,066	$6,036
2021	$244,998	$183,459	$213,030	$61,539
2020	$269,310	$193,682	$154,491	$75,628
2019	$215,734	$208,221	$78,288	$7,513
2018	$224,868	$224,320	$70,775	$548

Laurel District Association