GREATER UTICA CHAMBER OF COMMERCE (EIN 150476330) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1896

Legal Domicile

Principal Officer

KARI PULEO

Phone

3157243151

Tax Period

2024-01-01 to 2024-12-31

GREATER UTICA CHAMBER OF COMMERCE, founded in 1896, is a small nonprofit that reported $483K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $80K, a strong 17% operating margin.

Mission

MEMBERSHIP ACTIVITIES- MAINTAIN A CLIMATE WHICH ENCOURAGES AND ASSISTS BUSINESSES TO LOCATE, GROW AND PROSPER IN THE MOHAWK VALLEY OF NEW YORK STATE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $94,199

Program Service Revenue $285,763

Investment Income $9,072

Other Revenue $93,747

TOTAL REVENUE $482,781

Expense Breakdown

Grants Paid $0

Salaries & Benefits $267,545

Fundraising Expenses $0

Program Expenses $263,935

Other Expenses $135,106

TOTAL EXPENSES $402,651

Year-over-Year Comparison

	2024	2023	Change
Revenue	$482,781	$401,656	+0.2%
Expenses	$402,651	$369,568	+0.1%
Net Income	$80,130	$32,088	+1.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$77,617

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KARI PULEO	EXECUTIVE DI	N/A	Officer	$77,617	$0	$77,617
SABRINA ARCURI	DIRECTOR	N/A	Director	$0	$0	$0
MICHAEL BUSHARDT	DIRECTOR	N/A	Director	$0	$0	$0
DEREK CROSSMAN	COUNCIL CHAI	N/A	Director	$0	$0	$0
ELIS DELIA	DIRECTOR	N/A	Director	$0	$0	$0
RICHARD FOX	COUNCIL CHAI	N/A	Director	$0	$0	$0
JULIAN GALIMO	SECRETARY	N/A	Officer Director	$0	$0	$0
MICHAEL GIGLIOTTI	DIRECTOR	N/A	Director	$0	$0	$0
LISA GREEN	DIRECTOR	N/A	Director	$0	$0	$0
GABRIEL HAGE	DIRECTOR	N/A	Director	$0	$0	$0
ARICCA LEWIS	TREASURER	N/A	Officer Director	$0	$0	$0
BRIAN LOUGHLIN	ASST. TREASU	N/A	Officer Director	$0	$0	$0
CHRIS LAWRENCE	DIRECTOR	N/A	Director	$0	$0	$0
ERIC MACDIARMID	DIRECTOR	N/A	Director	$0	$0	$0
DOMINICK MANFREDO	VICE CHAIR	N/A	Officer Director	$0	$0	$0
SONIA MARTINEZ	DIRECTOR	N/A	Director	$0	$0	$0
MORGAN MIELNICKI	DIRECTOR	N/A	Director	$0	$0	$0
GEORGE MITCHELL	DIRECTOR	N/A	Director	$0	$0	$0
TRACY PAGE	CHAIR	N/A	Officer Director	$0	$0	$0
TINA PAVLOT	COUNCIL CHAI	N/A	Director	$0	$0	$0
ANA ROSADO	DIRECTOR	N/A	Director	$0	$0	$0
STEPHEN TURNBULL	VICE CHAIR	N/A	Officer Director	$0	$0	$0
WAYNE WESTERVELT	DIRECTOR	N/A	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	$482,781	$402,651	$411,222	$80,130
2023	$401,656	$369,568	$307,276	$32,088
2022	$425,860	$360,280	$254,645	$65,580
2021	$371,365	$298,360	$197,162	$73,005
2020	$242,346	$253,352	$121,731	$-11,006
2019	$275,993	$295,542	$131,488	$-19,549
2018	$296,111	$297,353	$164,472	$-1,242

GREATER UTICA CHAMBER OF COMMERCE