CLAREMONT VILLAGE MARKETING GROUP INC (EIN 475658589) - 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

2015

Legal Domicile

Principal Officer

OLGA FERNANDEZ

Phone

6268339188

Tax Period

2019-01-01 to 2019-12-31

CLAREMONT VILLAGE MARKETING GROUP INC, founded in 2015, is a small nonprofit in the Community Improvement sector that reported $120K in total revenue in fiscal year 2019. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $106K left a modest 12% surplus.

Mission

COALITION OF ACTIVE BUSINESS LEADERS WHO THROUGH GROUP ACTION BRING TOGETHER THEIR COMBINED MARKETING ENERGIES TO HEIGHTEN AWARENESS OF THE CLAREMONT VILLAGE AS A DESTINATION RESULTING IN A MORE VIBRANT VILLAGE WITH MORE PROFITABLE BUSINESSES AS WELL AS COMMUNITY INVOLVEMENT AND ENRICHMENT.

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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 (2019)

Revenue Breakdown

Contributions & Grants $27,546

Program Service Revenue $0

Investment Income $0

Other Revenue $92,536

TOTAL REVENUE $120,082

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,200

Fundraising Expenses $0

Other Expenses $104,511

TOTAL EXPENSES $105,711

Year-over-Year Comparison

	2019	2018	Change
Revenue	$120,082	$90,470	+0.3%
Expenses	$105,711	$66,840	+0.6%
Net Income	$14,371	$23,630	-0.4%

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

182

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

$1,200

Total Directors

$1,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL RODRIGUEZ	TREASURER	5.00	Officer Director	$1,200	$0	$1,200
ANNIKA CORBIN	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN OFSTEDAHL	DIRECTOR	2.00	Director	$0	$0	$0
TERRI RIOJAS	DIRECTOR	2.00	Director	$0	$0	$0
DONNA DANIEL	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH CARR	DIRECTOR	2.00	Director	$0	$0	$0
JOLENE GONZALES	SECRETARY	2.00	Officer Director	$0	$0	$0
OLGA FERNANDEZ	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
2019	$120,082	$105,711	$121,946	$14,371
2018	$90,470	$66,840	$106,437	$23,630

CLAREMONT VILLAGE MARKETING GROUP INC