BELMONT SHORE BUSINESS ASSOCIATION (EIN 956091699) - 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

1948

Legal Domicile

Principal Officer

DAVID SHLEMMER

Phone

5624343066

Tax Period

2024-10-01 to 2025-09-30

BELMONT SHORE BUSINESS ASSOCIATION, founded in 1948, is a small nonprofit that reported $491K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

PROMOTIONAL ACTIVITES BENEFITTING BUSINESS ORGANIZATIONS AND RESIDENTIAL COMMUNITIES OF THE BELMONT SHORE DISTRICT OF LONG BEACH 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 (2024)

Revenue Breakdown

Contributions & Grants $253,036

Program Service Revenue $238,328

Investment Income $41

Other Revenue $0

TOTAL REVENUE $491,405

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $435,969

Other Expenses $488,989

TOTAL EXPENSES $488,989

Year-over-Year Comparison

	2024	2023	Change
Revenue	$491,405	$426,852	+0.2%
Expenses	$488,989	$451,613	+0.1%
Net Income	$2,416	$-24,761	-1.1%

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

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
ERIC JOHNSON	TREASURER	N/A	Officer	$0	$0	$0
MARIA LEYESA	VP PROMOTION	N/A	Officer	$0	$0	$0
MATT PETERSON	PRESIDENT	N/A	Officer	$0	$0	$0
DAVID SHLEMMER	VP FINANCE	N/A	Officer	$0	$0	$0
AARON TOFANI	SECRETARY	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
2025	$491,405	$488,989	No data	$2,416
2024	$426,852	$451,613	No data	$-24,761
2023	$383,349	$451,037	No data	$-67,688
2022	$206,215	$221,953	$52,238	$-15,738
2021	$206,061	$186,150	$67,976	$19,911
2020	$184,693	$175,456	$48,065	$9,237
2019	$370,865	$389,773	$38,828	$-18,908
2018	$378,702	$367,596	$57,736	$11,106

BELMONT SHORE BUSINESS ASSOCIATION