Novato Downtown Old Town Business Association (EIN 680435487) - 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

2000

Legal Domicile

Principal Officer

Stephanie Koehler

Phone

4155996880

Tax Period

2025-01-01 to 2025-12-31

Novato Downtown Old Town Business Association, founded in 2000, is a small nonprofit in the Community Improvement sector that reported $259K in total revenue in fiscal year 2025.

Mission

Over 400 business owners in the business district of Downtown Novato organize special events and promotional activities in the Novato Business Downtown Area throughout the year in order to draw residents and tourists to the shopping areas.

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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 (2025)

Revenue Breakdown

Contributions & Grants $134,371

Program Service Revenue $124,287

Investment Income $13

Other Revenue $0

TOTAL REVENUE $258,671

Expense Breakdown

Grants Paid $0

Salaries & Benefits $90,697

Fundraising Expenses $0

Other Expenses $186,090

TOTAL EXPENSES $276,787

Year-over-Year Comparison

	2025	2024	Change
Revenue	$258,671	$258,312	+0.0%
Expenses	$276,787	$287,944	0.0%
Net Income	$-18,116	$-29,632	-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

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
John Christman	Vice President	0.00	Director	$0	$0	$0
Shannon Wood-Gallegos	Treasurer	0.00	Director	$0	$0	$0
Rob Sundberg	President & CEO	2.00	Director	$0	$0	$0
Stephanie Koehler	Executive Dir.	40.00	Director	$0	$0	$0
Marueen Gallagher	Director	2.00	Director	$0	$0	$0
Michael Atkinson	Director	2.00	Officer	$0	$0	$0
Amy Stickling	Director	2.00	Officer	$0	$0	$0
Tief Gibbs	Secretary	2.00	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	$258,671	$276,787	$7,028	$-18,116
2024	$258,312	$287,944	$25,123	$-29,632
2023	$214,559	$230,239	$54,774	$-15,680
2022	$211,939	$190,577	$70,393	$21,362

Novato Downtown Old Town Business Association