PLEASANTON DOWNTOWN 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

1979

Legal Domicile

Phone

9254842199

Tax Period

2023-01-01 to 2023-12-31

PLEASANTON DOWNTOWN ASSOCIATION, founded in 1979, is a small nonprofit that reported $360K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $332K left a modest 8% surplus.

Mission

THE MISSION OF THE PLEASANTON DOWNTOWN ASSOCIATION IS TO PROMOTE THE ECONOMIC VITALITY AND HOMETOWN CHARACTER OF THE PLEASANTON DOWNTOWN BUSINESS DISTRICT.

Program Service Accomplishments

Program 1

Expenses: $229,442

THE ASSOCIATION SECURED FOR ITS MEMBER MERCHANTS THE BENEFIT OF A UNIFIED EFFORT FOR THE PROMOTION OF TRADE AND COMMERCE. IT ALSO PROMOTES AND MARKETS THE BUSINESS INTERESTS OF THE PLEASANTON...

THE ASSOCIATION SECURED FOR ITS MEMBER MERCHANTS THE BENEFIT OF A UNIFIED EFFORT FOR THE PROMOTION OF TRADE AND COMMERCE. IT ALSO PROMOTES AND MARKETS THE BUSINESS INTERESTS OF THE PLEASANTON DOWNTOWN BUSINESS DISTRICT.

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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 $186,214

Program Service Revenue $20,505

Investment Income $0

Other Revenue $153,292

TOTAL REVENUE $360,011

Expense Breakdown

Grants Paid $0

Salaries & Benefits $159,243

Fundraising Expenses $15,812

Program Expenses $229,442

Other Expenses $172,858

TOTAL EXPENSES $332,101

Year-over-Year Comparison

	2023	2022	Change
Revenue	$360,011	$436,119	-0.2%
Expenses	$332,101	$336,806	0.0%
Net Income	$27,910	$99,313	-0.7%

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

N/A

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
BRYAN BOWERS	PAST PRES	1.00	Director	$0	$0	$0
RANDALL BROWN	President	2.00	Officer Director	$0	$0	$0
SARAH SCHAEFER	Director	1.00	Director	$0	$0	$0
BOB HERZOG	Director	1.00	Director	$0	$0	$0
KATHY NARUM	Treasurer	1.00	Officer Director	$0	$0	$0
ANGEL MOORE	PRES ELECT	1.00	Director	$0	$0	$0
CHRIS BERATLIS	Secretary	1.00	Officer Director	$0	$0	$0
JUDY WHEELER	Director	1.00	Director	$0	$0	$0
RYAN BROWN	Director	1.00	Director	$0	$0	$0
CATHY DENHAM	Director	1.00	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	$360,011	$332,101	$258,298	$27,910
2022	$436,119	$336,806	$225,635	$99,313
2021	$340,641	$245,086	$99,069	$95,555
2020	$222,529	$259,241	$30,767	$-36,712
2019	$491,168	$464,722	$96,537	$26,446
2018	$431,425	$447,921	$37,030	$-16,496