Montrose Shopping Park Association (EIN 954353942) - 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

1968

Legal Domicile

Phone

8185410699

Tax Period

2023-01-01 to 2023-12-31

Montrose Shopping Park Association, founded in 1968, is a small nonprofit in the Community Improvement sector that reported $507K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $469K left a modest 7% surplus.

Mission

THE ASSOCIATION ACTIVELY PROMOTES THE TRADE INTERESTS OF ITS MEMBERS, WHO ALL HAVE BUSINESSES WITHIN THE CITY OF MONTROSE, CA.

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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 $152,650

Program Service Revenue $352,607

Investment Income $0

Other Revenue $1,500

TOTAL REVENUE $506,757

Expense Breakdown

Grants Paid $17,057

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $384,075

Other Expenses $452,440

TOTAL EXPENSES $469,497

Year-over-Year Comparison

	2023	2022	Change
Revenue	$506,757	$458,746	+0.1%
Expenses	$469,497	$433,607	+0.1%
Net Income	$37,260	$25,139	+0.5%

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

N/A

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
Kim Kelly	Secretary	4.00	Director	$0	$0	$0
Gigi Garcia	Vice President	4.00	Director	$0	$0	$0
Connor Sboczak-Grayson	Treasurer	4.00	Director	$0	$0	$0
Andre Ordubegian	President	4.00	Director	$0	$0	$0
Maureen Palacios	BOARD MEMBER	4.00	Director	$0	$0	$0
Mark Pedersen	Board Member	4.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$506,757	$469,497	$206,097	$37,260
2022	$458,746	$433,607	$168,837	$25,139
2021	$374,146	$366,092	$143,698	$8,054
2020	$324,631	$287,735	$135,644	$36,896
2019	$540,719	$537,347	$98,748	$3,372
2018	$506,669	$528,545	$95,376	$-21,876

Montrose Shopping Park Association