GREATER ONTARIO CONVENTION AND VISITORS (EIN 462838964) - 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

2013

Legal Domicile

Principal Officer

DAVID JEFFERIS

Phone

9099373000

Tax Period

2023-07-01 to 2024-06-30

GREATER ONTARIO CONVENTION AND VISITORS, founded in 2013, is a community nonprofit in the Community Improvement sector that reported $5.3M in total revenue in fiscal year 2023. Revenue surged 43% from the prior year, signaling strong growth momentum. Expenses of $4.9M left a modest 8% surplus.

Mission

THE GREATER ONTARIO CONVENTION AND VISITORS BUREAU WAS FORMED TO PROMOTE GREATER ONTARIO AREA TOURISM AND IMPROVE THE CONDITION OF THE TOURISM BUSINESS ENVIRONMENT THROUGH THE DEVELOPMENT AND OPERATION OF THE TOURISM IMPROVEMENT DISTRICT KNOWN AS THE GREATER ONTARIO TOURISM MARKETING DISTRICT "GOTMD" PURSUANT TO THE PROVISIONS OF THE GOTMD'S MANAGEMENT DISTRICT PLAN, AND OTHER BOARD APPROVED PROGRAMS AND INITIATIVES.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $19,645

Program Service Revenue $5,323,961

Investment Income $0

Other Revenue $0

TOTAL REVENUE $5,343,606

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,212,580

Other Expenses $4,925,170

TOTAL EXPENSES $4,925,170

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,343,606	$3,729,066	+0.4%
Expenses	$4,925,170	$4,843,247	+0.0%
Net Income	$418,436	$-1,114,181	-1.4%

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

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
MARC SMITH	VICE PRESIDENT/MANAGER	1.00	Officer Director	$0	$0	$0
AMY DELGADILLO	MANAGER	1.00	Director	$0	$0	$0
BASSAM SHAHIN	MANAGER	1.00	Director	$0	$0	$0
SCOTT OCHOA	MANAGER	1.00	Director	$0	$0	$0
RICHARD GARCIA	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL KROUSE	PRESIDENT/CEO	1.00	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
2025	No data	No data	No data	No data
2024	$5,343,606	$4,925,170	$762,750	$418,436

GREATER ONTARIO CONVENTION AND VISITORS