UPPER PERKIOMEN VALLEY CHAMBER OF COMMERCE INC (EIN 236427873) - 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

1957

Legal Domicile

Principal Officer

MICHELLE FORSELL ESQ

Phone

2156793336

Tax Period

2024-01-01 to 2024-12-31

UPPER PERKIOMEN VALLEY CHAMBER OF COMMERCE INC, founded in 1957, is a small nonprofit in the Community Improvement sector that reported $243K in total revenue in fiscal year 2024. The organization ran a surplus of $40K, a strong 16% operating margin.

Mission

PROVIDING LEADERSHIP AND VISION TO FOSTER ECONOMIC VITALITY AND ENRICH THE QUALITY OF LIFE IN THE UPPER PERKIOMEN VALLEY.

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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 $0

Program Service Revenue $241,982

Investment Income $1,381

Other Revenue $0

TOTAL REVENUE $243,363

Expense Breakdown

Grants Paid $0

Salaries & Benefits $106,793

Fundraising Expenses $0

Other Expenses $96,445

TOTAL EXPENSES $203,238

Year-over-Year Comparison

	2024	2023	Change
Revenue	$243,363	$232,181	+0.0%
Expenses	$203,238	$217,095	-0.1%
Net Income	$40,125	$15,086	+1.7%

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

125

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

$47,849

Total Directors

$47,849

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM DETWILER	IMMEDIATE PA	1.00	Officer Director	$0	$0	$0
SCOTT ORZEHOSKI	TREASURER	1.00	Officer Director	$0	$0	$0
KIM LICATA	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHELLE FORSELL ESQ	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
DENNIS PFLEIGER	IMMEDIATE PA	1.00	Officer Director	$0	$0	$0
ALLYN J ROCHE EDD	DIRECTOR	1.00	Director	$0	$0	$0
ED BUCHINSKI	DIRECTOR	1.00	Director	$0	$0	$0
CORY BURKHART	2ND VICE CHA	1.00	Director	$0	$0	$0
JANE GEORGE	DIRECTOR	1.00	Director	$0	$0	$0
HARRISON KAUFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
MARK DEVEY	1ST VICE CHA	1.00	Director	$0	$0	$0
ROBERT MCCARTY JR	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA DIEHL	DIRECTOR	1.00	Officer Director	$0	$0	$0
LEANNE ENGLE	EXECUTIVE DI	26.00	Officer Director	$44,624	$0	$47,849
BETH BIELH	DIRECTOR	1.00	Officer Director	$0	$0	$0
ROBERT CARPENTER	DIRECTOR	1.00	Officer 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
2024	$243,363	$203,238	$191,008	$40,125
2023	$232,181	$217,095	$154,852	$15,086
2022	$199,855	$217,369	$146,097	$-17,514
2021	$257,931	$197,249	$166,672	$60,682
2020	$153,142	$148,191	$101,809	$4,951
2019	$190,966	$181,564	$117,201	$9,402
2018	$182,268	$177,735	$88,089	$4,533

UPPER PERKIOMEN VALLEY CHAMBER OF COMMERCE INC