Hollister Downtown Association (EIN 770168743) - 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

Phone

8316368406

Tax Period

2023-01-01 to 2023-12-31

Hollister Downtown Association, founded in 1995, is a small nonprofit that reported $296K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $285K left a modest 4% surplus.

Mission

The organization's mission is to revitalize historic downtown Hollister by facilitating various events that attract people downtown.

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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 (2023)

Revenue Breakdown

Contributions & Grants $120,059

Program Service Revenue $160,479

Investment Income $91

Other Revenue $15,690

TOTAL REVENUE $296,319

Expense Breakdown

Grants Paid $0

Salaries & Benefits $120,067

Fundraising Expenses $0

Program Expenses $124,331

Other Expenses $165,257

TOTAL EXPENSES $285,324

Year-over-Year Comparison

	2023	2022	Change
Revenue	$296,319	$240,127	+0.2%
Expenses	$285,324	$289,840	0.0%
Net Income	$10,995	$-49,713	-1.2%

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

150

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

$66,154

Total Directors

$66,154

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Omar Rosa	President & CEO	40.00	Officer Director	$66,154	$0	$66,154
Gordon Machado	Director	1.00	Director	$0	$0	$0
Daniel Recht	Director	1.00	Officer Director	$0	$0	$0
Kumar Vijayendra	Director	1.00	Officer Director	$0	$0	$0
Chuck Frowein	Vice President	1.00	Director	$0	$0	$0
Joel Esqueda	Director	1.00	Director	$0	$0	$0
Tom Walerius	Director	1.00	Director	$0	$0	$0
Michelle Tartala	Director	1.00	Officer Director	$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	No data	No data	No data	No data
2023	$296,319	$285,324	$192,829	$10,995
2022	$240,127	$289,840	$201,064	$-49,713
2021	$327,682	$276,018	$251,118	$51,664
2020	$173,649	$220,510	$212,419	$-46,861
2019	$300,512	$233,055	$241,405	$67,457
2018	$288,645	$235,186	$160,832	$53,459

Hollister Downtown Association