OLD TOWN BUSINESS AND PROFESSIONAL ASSOCIATION (EIN 541578493) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

TRAE LAMOND

Phone

7037393820

Tax Period

2022-01-01 to 2022-12-31

OLD TOWN BUSINESS AND PROFESSIONAL ASSOCIATION, founded in 2007, is a small nonprofit that reported $220K in total revenue in fiscal year 2022. The organization ran a surplus of $109K, a strong 50% operating margin.

Mission

TOWN BUSINESS IS THE COMMON VOICE FOR ALL BUSINESSES EAST OF ALEXANDRIA'S UNION STATION TO THE POTOMAC RIVER. ITS PURPOSE IS TO PROVIDE ACTIVATION, ADVOCACY, AND NETWORKING OPPORTUNITIES FOR ITS MEMBERS AND TO PROMOTE OLD TOWN ALEXANDRIA AS A PROGRESSIVE BUSINESS DISTRICT.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $140,000

Program Service Revenue $80,296

Investment Income $0

Other Revenue $0

TOTAL REVENUE $220,296

Expense Breakdown

Grants Paid $0

Salaries & Benefits $37,810

Fundraising Expenses $0

Other Expenses $73,111

TOTAL EXPENSES $110,921

Year-over-Year Comparison

	2022	2021	Change
Revenue	$220,296	N/A	N/A
Expenses	$110,921	N/A	N/A
Net Income	$109,375	$0	N/A

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

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

$37,810

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY RUTHERFORD	PRESIDENT	3.00	Officer Director	$0	$0	$0
SCOTT SHAW	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
TRAE LAMOND	TREASURER	6.00	Officer Director	$0	$0	$0
VICTORIA VERGASON	SECRETARY	3.00	Officer Director	$0	$0	$0
CHARLOTTE HALL	MANAGING DIRECTOR OF THE ORGANIZATION	40.00	Officer	$31,318	$6,492	$37,810

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
2022	$220,296	$110,921	$117,290	$109,375

OLD TOWN BUSINESS AND PROFESSIONAL ASSOCIATION