SUMNER MAIN STREET 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

2021

Legal Domicile

Principal Officer

NICOLE WILSEY

Phone

2538914260

Tax Period

2023-01-01 to 2023-12-31

Mission

COMBINING EFFORTS OF LOCAL BUSINESSES TO ENHANCE AND NURTURE AN INVITING ATMOSPHERE FOR CIVIC, SOCIAL AND ECONOMIC ACTIVITY.

Program Service Accomplishments

Program 1

SUMNER MAIN STREET'S PROGRAMS ARE MISSIONS OF ORGANIZATION, PROMOTION, AND DESIGN AND ECONOMIC VITALITY.

Program 2

VARIOUS COMMUNITY EVENTS.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$252,777	-1.0%
Expenses	N/A	$138,791	-1.0%
Net Income	N/A	$113,986	N/A

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
KEVIN CROWDER	TREASURER	N/A	Officer Director	$0	$0	$0
ALYX HICKEY	DIRECTOR	N/A	Director	$0	$0	$0
RAIMEY ISELIN	DIRECTOR	N/A	Director	$0	$0	$0
ASHLEY KREBS	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
MANDY MEYER	DIRECTOR	N/A	Director	$0	$0	$0
ANNE VANLIEROP	DIRECTOR	N/A	Director	$0	$0	$0
NICOLE WILSEY	BOARD PRESID	N/A	Officer Director	$0	$0	$0
JENNIFER BARKHURST	SECRETARY	N/A	Officer	$0	$0	$0
JEREMY MAUCK	EXECUTIVE DI	N/A	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	No data	No data	No data	No data
2023	No data	No data	$266,160	No data
2022	$252,777	$138,791	$262,456	$113,986
2021	$212,880	$65,798	$147,082	$147,082