DANA POINT RESORTS ASSOCIATION INC DBA VISIT DANA POINT (EIN 812239789) - 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

2016

Legal Domicile

Phone

9497239914

Tax Period

2025-01-01 to 2025-06-30

DANA POINT RESORTS ASSOCIATION INC DBA VISIT DANA POINT, founded in 2016, is a small nonprofit in the Community Improvement sector that reported $872K in total revenue in fiscal year 2025. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $802K left a modest 8% surplus.

Mission

TO CARRY OUT THE OBJECTIVES OF DEVELOPING DANA POINT'S VISITOR ECONOMY, INCLUDING BUT NOT LIMITED TO, MARKETING THE TBID(DANA POINT TOURISM BUSINESS IMPROVEMENT DISTRICT)HOTELS THROUGH MEETINGS AND GROUP INITIATIVES, TOURISM RELATED RESEARCH AND PLANNING, PROVIDING VISITOR SERVICES AND INFORMATION, MANAGING THE TOURISM BRAND AND WORKING WITH STAKEHOLDERS TO LEVERAGE THE BRAND TO ATTRACT VISITORS TO DANA POINT.

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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 $0

Program Service Revenue $872,019

Investment Income $0

Other Revenue $0

TOTAL REVENUE $872,019

Expense Breakdown

Grants Paid $0

Salaries & Benefits $272,424

Fundraising Expenses $0

Program Expenses $760,445

Other Expenses $529,413

TOTAL EXPENSES $801,837

Year-over-Year Comparison

	2025	2024	Change
Revenue	$872,019	$1,824,462	-0.5%
Expenses	$801,837	$1,714,653	-0.5%
Net Income	$70,182	$109,809	-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

$76,063

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER JOHNSTON	Executive Dir.	40.00	Officer	$76,063	$0	$76,063
GEORGE MUNZ	Chairman	1.00	Officer Director	$0	$0	$0
BEN LY	DIR AT LARGE	1.00	Director	$0	$0	$0
KELLY STEWARD	Vice Chairman	1.00	Officer Director	$0	$0	$0
DANA UNZUETA	Treasurer	1.00	Officer Director	$0	$0	$0
DANIEL ADER	Secretary	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
2025	$872,019	$801,837	$1,559,178	$70,182
2024	No data	No data	No data	No data
2023	$1,575,767	$1,575,767	$1,394,409	No data
2022	$1,686,083	$1,686,083	$836,081	No data
2021	$928,967	$928,967	$663,858	No data
2020	$1,307,188	$1,307,188	$526,943	No data
2019	$1,892,592	$1,892,592	$599,825	No data
2018	$1,379,489	$1,379,489	$354,344	No data

DANA POINT RESORTS ASSOCIATION INC DBA VISIT DANA POINT