LAKE MERRITT UPTOWN ASSOCIATION

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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

2008

Legal Domicile

Principal Officer

SARA DE LA RIVA

Phone

5102381122

Tax Period

2024-01-01 to 2024-12-31

LAKE MERRITT UPTOWN ASSOCIATION, founded in 2008, is a community nonprofit in the Community Improvement sector that reported $2.6M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $2.3M left a modest 12% surplus.

Mission

THE LAKE MERRITT - UPTOWN DISTRICT ASSOCIATION IS A COMMUNITY BENEFIT DISTRICT (CBD) MANAGEMENT CORPORATION COMMITTED TO REVITALIZING OAKLAND'S HISTORIC DOWNTOWN BY MAINTAINING CLEANLINESS AND ORDER IN THE PUBLIC RIGHTS-OF-WAY, IMPROVING DISTRICT IDENTITY, FOSTERING CULTURAL OPPORTUNITIES, CREATING AND MAINTAINING NEW PUBLIC SPACES, AND ADVOCATING ON BEHALF OF THE DISTRICT STAKEHOLDERS.

Program Service Accomplishments

Program 1

Expenses: $881,606 Revenue: $2,550,459

ADMINISTRATION OF DISTRICT ASSESSMENT REVENUE, OVERSIGHT OF SERVICE DELIVERY, ORGANIZATIONAL CAPACITY - BUILDING

Program 2

Expenses: $613,866

MAINTENANCE OF PUBLIC RIGHTS-OF-WAY

Program 3

Expenses: $596,820

SECURITY

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,906,608

Investment Income $3,518

Other Revenue $643,851

TOTAL REVENUE $2,553,977

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,092,292

Other Expenses $2,253,830

TOTAL EXPENSES $2,253,830

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,553,977	$1,956,659	+0.3%
Expenses	$2,253,830	$1,923,616	+0.2%
Net Income	$300,147	$33,043	+8.1%

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
DEBORAH BOYER	BOARD MEMBER	1.00	Director	$0	$0	$0
KIM BARDAKIAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RUTH SIMON	BOARD MEMBER	1.00	Director	$0	$0	$0
SARA DE LA RIVA	PRESIDENT	1.00	Officer Director	$0	$0	$0
GREGOR THIBODEAUX	BOARD MEMBER	1.00	Director	$0	$0	$0
TEDERAL GLOVER	BOARD MEMBER	1.00	Director	$0	$0	$0
DENISE PINKSTON	BOARD MEMBER	1.00	Director	$0	$0	$0
NICOLE PRICE	SECRETARY	1.00	Officer Director	$0	$0	$0
DON ROGERS	BOARD MEMBER	1.00	Director	$0	$0	$0
SEUNG-YEN HONG	BOARD MEMBER	1.00	Director	$0	$0	$0
RAMSEY WRIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
LUCAS HELLER	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE SNIDER	EXECUTIVE DIRECTOR	20.00	Officer	$0	$0	$0
TORI DECKER	OPERATIONS DIRECTOR	20.00	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
2024	$2,553,977	$2,253,830	$457,769	$300,147
2023	$1,956,659	$1,923,616	$157,622	$33,043
2022	$1,683,574	$1,804,487	$124,579	$-120,913
2021	$1,716,923	$1,630,050	$245,492	$86,873
2020	$1,602,932	$1,500,389	$158,620	$102,543
2019	$1,482,124	$1,460,138	$56,077	$21,986
2018	$1,236,670	$1,283,746	$34,091	$-47,076