MONTGOMERY TOURISM IMPROVEMENT DISTRICT (EIN 993175728) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2024

Legal Domicile

Principal Officer

JAKE KYSER

Phone

3342409298

Tax Period

2025-01-01 to 2025-12-31

MONTGOMERY TOURISM IMPROVEMENT DISTRICT, founded in 2024, is a small nonprofit that reported $238K in total revenue in fiscal year 2024. The organization ran a surplus of $179K, a strong 75% operating margin.

Mission

THE DISTRICT'S MISSION IS TO ASSIST IN INCREASING HOTEL OCCUPANCY, ENHANCE VISITOR SPENDING, AND EXPAND THE GLOBAL REACH OF MONTGOMERY AS A SELF-HELP BUSINESS IMPROVEMENT DISTRICT BY FUNDING TARGETED TOURISM PROMOTION EFFORTS FOR THE BENEFIT OF LODGING BUSINESSES INCLUDED IN THE DISTRICT.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $1,896,607

Program Service Revenue $0

Investment Income $24,293

Other Revenue $0

TOTAL REVENUE $1,920,900

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $922,109

TOTAL EXPENSES $922,109

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,920,900	$238,348	+7.1%
Expenses	$922,109	$59,548	+14.5%
Net Income	$998,791	$178,800	+4.6%

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

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
JAKE KYSER	CHAIR	2.00	Officer Director	$0	$0	$0
JIT PATEL	VICE CHAIR	2.00	Officer Director	$0	$0	$0
RAHUL PATEL	TREASURER	2.00	Officer Director	$0	$0	$0
CHRIS TOWNSLEY	SECRETARY	2.00	Officer Director	$0	$0	$0
DEBBIE BOZEMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
CC CALHOUN	EX-OFFICIO	1.00	Director	$0	$0	$0
ANITA FREEMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MONIQUE LOKEY-ESSIET	BOARD MEMBER	1.00	Director	$0	$0	$0
PINKESH PATEL	BOARD MEMBER	1.00	Director	$0	$0	$0
SHAWN PATEL	BOARD MEMBER	1.00	Director	$0	$0	$0
SHIV PATEL	BOARD MEMBER	1.00	Director	$0	$0	$0
VIC PATEL	BOARD MEMBER	1.00	Director	$0	$0	$0
RON SIMMONS	EXECUTIVE DI	20.00	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	$1,920,900	$922,109	$1,177,591	$998,791
2024	$238,348	$59,548	$178,800	$178,800

MONTGOMERY TOURISM IMPROVEMENT DISTRICT