SWISS AVENUE HISTORIC DISTRICT ASSN (EIN 751593064) - 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

1977

Legal Domicile

Principal Officer

Bob Bracken

Phone

2144782810

Tax Period

2024-09-01 to 2025-08-31

SWISS AVENUE HISTORIC DISTRICT ASSN, founded in 1977, is a small nonprofit that reported $120K in total revenue in fiscal year 2024.

Mission

THE ASSOCIATION IS ORGANIZED FOR PURPOSES OF THE PROMOTION OF SOCIAL WELFARE AND CIVIC BETTERMENT INCLUDING EDUCATION AND SUPPORT OF HISTORIC DISTRICTS.

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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 $30,013

Program Service Revenue $0

Investment Income $2,890

Other Revenue $86,823

TOTAL REVENUE $119,726

Expense Breakdown

Grants Paid $5,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $102,348

Other Expenses $124,185

TOTAL EXPENSES $129,435

Year-over-Year Comparison

	2024	2023	Change
Revenue	$119,726	$112,361	+0.1%
Expenses	$129,435	$114,014	+0.1%
Net Income	$-9,709	$-1,653	+4.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Roger Carroll	DIRECTOR	2	Director	$0	$0	$0
Larry Offutt	DIRECTOR	2	Director	$0	$0	$0
Bob Cox	DIRECTOR	2	Director	$0	$0	$0
Diane Brumbelow	DIRECTOR	2	Director	$0	$0	$0
Kevin Rodgers	DIRECTOR	2	Director	$0	$0	$0
Debby Rodgers	DIRECTOR	2	Director	$0	$0	$0
Wayne Noble	DIRECTOR	2	Director	$0	$0	$0
Nancy Phillips	DIRECTOR	2	Director	$0	$0	$0
Cameron Kinvig	DIRECTOR	2	Director	$0	$0	$0
Craig Rekerdres	DIRECTOR	2	Director	$0	$0	$0
Ross Gage	DIRECTOR	2	Director	$0	$0	$0
David Dean	DIRECTOR	2	Director	$0	$0	$0
Bill Heathcott	DIRECTOR	2	Director	$0	$0	$0
Davis Prescott	DIRECTOR	2	Director	$0	$0	$0
Elizabeth Mast	DIRECTOR	2	Director	$0	$0	$0
Chris Kelsey	DIRECTOR	2	Director	$0	$0	$0
Tim Howells	DIRECTOR	2	Director	$0	$0	$0
Alex Gandara-Morgan	Alternate At Large Director	2	Director	$0	$0	$0
Marianne Howells	Alternate At Large Director	2	Director	$0	$0	$0
Paul Hartman	Alternate At Large Director	2.00	Director	$0	$0	$0
Eric Pederson	Alternate At Large Director	2	Director	$0	$0	$0
Natalie Kinvig	PARLIAMENTARIAN	2	Officer	$0	$0	$0
Bob Bracken	PRESIDENT	15	Officer	$0	$0	$0
Marc Joseph	VICE PRESIDENT	10	Officer	$0	$0	$0
Jeff Gordon	TREASURER	10	Officer	$0	$0	$0
Jean Dean	SECRETARY	5	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	$119,726	$129,435	$209,202	$-9,709
2024	$112,361	$114,014	$218,911	$-1,653
2023	$166,140	$84,321	$225,037	$81,819

SWISS AVENUE HISTORIC DISTRICT ASSN