THE HISTORIC COCOA VILLAGE ASSOCIATION INC (EIN 593019206) - 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

1995

Legal Domicile

Principal Officer

EMMA FITZPATRICK

Phone

3216336211

Tax Period

2019-01-01 to 2019-12-31

THE HISTORIC COCOA VILLAGE ASSOCIATION INC, founded in 1995, is a micro nonprofit that reported $90K in total revenue in fiscal year 2019. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $17K, a strong 19% operating margin.

Mission

FORMULATE AND EXECUTE GROUP ACTIVITIES TO IMPROVE THE BUSINESS CLIMATE OF THE LOCAL COCOA VILLAGE MERCHANTS, WHO ARE MEMBERS OF THE ASSOCIATION.

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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 $1,727

Program Service Revenue $0

Investment Income $0

Other Revenue $88,320

TOTAL REVENUE $90,047

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $72,787

TOTAL EXPENSES $72,787

Year-over-Year Comparison

	2019	2018	Change
Revenue	$90,047	$110,088	-0.2%
Expenses	$72,787	$103,832	-0.3%
Net Income	$17,260	$6,256	+1.8%

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
JANNE ETZ	PRESIDENT	010.00	Officer	$0	$0	$0
EMMA FITZPATRICK	VICE PRESIDENT	005.00	Officer	$0	$0	$0
LAURIE BARTUCCIO	TREASURER	005.00	Officer	$0	$0	$0
NANCY ELLIOTT	SECRETARY	005.00	Officer	$0	$0	$0
PAM SHAIA	DIRECTOR	005.00	Officer	$0	$0	$0
PAUL HILL	DIRECTOR	005.00	Officer	$0	$0	$0
BRAD WHITMORE	DIRECTOR	005.00	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
2019	$90,047	$72,787	No data	$17,260
2018	$110,088	$103,832	$28,673	$6,256

THE HISTORIC COCOA VILLAGE ASSOCIATION INC