Whittier Uptown Association (EIN 952130029) - 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

1954

Legal Domicile

Tax Period

2024-01-01 to 2024-12-31

Whittier Uptown Association, founded in 1954, is a small nonprofit that reported $306K in total revenue in fiscal year 2024. Expenses of $264K left a modest 14% surplus.

Mission

To promote the businesses in the uptown 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 (2024)

Revenue Breakdown

Contributions & Grants $135,869

Program Service Revenue $170,204

Investment Income $0

Other Revenue $9

TOTAL REVENUE $306,082

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,769

Fundraising Expenses $0

Program Expenses $104,332

Other Expenses $258,864

TOTAL EXPENSES $263,633

Year-over-Year Comparison

	2024	2023	Change
Revenue	$306,082	$306,082	N/A
Expenses	$263,633	$263,593	+0.0%
Net Income	$42,449	$42,489	0.0%

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	Role	Reportable Comp	Other Comp	Total
Justin Tippon	Director	Officer Director	$0	$0	$0
Fabio Treasurer	Treasurer	Officer Director	$0	$0	$0
Rick Gonzalez	President	Officer Director	$0	$0	$0
Ernie Avila	Vice President	Officer Director	$0	$0	$0
Annie Ustayan	Director	Officer Director	$0	$0	$0
Linda Garrido	Director	Officer	$0	$0	$0
David Rodriguez	Director	Officer	$0	$0	$0
Leslie Mendoza	Secretary	Officer	$0	$0	$0
Sandy Nunez	Director	Officer	$0	$0	$0
Steven Obregon	Director	Officer	$0	$0	$0
Lucy Spencer	Director	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	$306,082	$263,633	$182,012	$42,449
2023	$221,829	$221,644	$140,495	$185
2022	$255,096	$198,796	$138,361	$56,300
2021	$181,470	$148,564	$82,508	$32,906
2020	$177,467	$140,228	$49,778	$37,239
2019	$263,094	$263,681	$10,993	$-587
2018	$241,693	$277,523	$14,014	$-35,830

Whittier Uptown Association