DOWNTOWN BERKELEY ASSOCIATION (EIN 943107356) - 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

1990

Legal Domicile

Phone

5105492230

Tax Period

2024-01-01 to 2024-12-31

DOWNTOWN BERKELEY ASSOCIATION, founded in 1990, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2024.

Mission

The Downtown Berkeley Association works to strengthen the Downtown as a vibrant and welcoming urban destination for arts, culture, and commerce through effective advocacy, prmotion and direct services.

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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 $2,016,889

Program Service Revenue $82,391

Investment Income $20,191

Other Revenue $0

TOTAL REVENUE $2,119,471

Expense Breakdown

Grants Paid $0

Salaries & Benefits $314,914

Fundraising Expenses $42,157

Other Expenses $1,884,924

TOTAL EXPENSES $2,199,838

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,119,471	$2,163,846	0.0%
Expenses	$2,199,838	$2,085,574	+0.1%
Net Income	$-80,367	$78,272	-2.0%

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
TAI YU	Vice President	1.00	Officer Director	$0	$0	$0
CALLEENE EAGAN	Director	1.00	Director	$0	$0	$0
JOSH COSTELLO	Director	1.00	Director	$0	$0	$0
ALBERT CHAN	Executive Dir.	1.00	Director	$0	$0	$0
YOSHIKA HEDBERG	Director	1.00	Director	$0	$0	$0
MARIA SCHELL HASSID	Director	1.00	Director	$0	$0	$0
WANGMO DIXEY	Director	1.00	Director	$0	$0	$0
DAVID MASENTEN	Director	1.00	Director	$0	$0	$0
WENDY HILLIS	Treasurer	1.00	Director	$0	$0	$0
DAVID SHAMSZAD	Director	1.00	Director	$0	$0	$0
LAKISH LAKIREDDY	Director	1.00	Director	$0	$0	$0
AMIR MASSIH	President	1.00	Director	$0	$0	$0
AMY MURRAY	Director	1.00	Director	$0	$0	$0
JORDAN STEPHENS	Director	1.00	Director	$0	$0	$0
MARK RHOADES	Director	1.00	Director	$0	$0	$0
BETH ROESSNER	Director	1.00	Director	$0	$0	$0
GRANT SHOAF	Director	1.00	Director	$0	$0	$0
ADAM STEMMLER	Director	1.00	Director	$0	$0	$0
NIGEL SUSSMAN	Director	1.00	Director	$0	$0	$0
TOM PARRISH	Director	1.00	Director	$0	$0	$0
JOHN CANER	CEO	45.00		$0	$0	$0
LOWELL M JERVIS	VITALITY DIRECTOR	40.00		$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	$2,119,471	$2,199,838	$971,763	$-80,367
2023	$2,163,846	$2,085,574	$941,501	$78,272
2022	$1,696,087	$1,822,179	$954,283	$-126,092
2021	$1,669,401	$1,775,390	$821,624	$-105,989
2020	$1,702,984	$1,619,708	$1,227,435	$83,276
2019	$1,703,681	$1,728,972	$990,014	$-25,291
2018	$1,931,863	$1,477,242	$1,027,291	$454,621

DOWNTOWN BERKELEY ASSOCIATION