CINCINNATI USA REGIONAL CHAMBER FOUNDATION (EIN 237089617) - 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

1970

Legal Domicile

Principal Officer

BRENDON CULL

Phone

5135793100

Tax Period

2023-01-01 to 2023-12-31

CINCINNATI USA REGIONAL CHAMBER FOUNDATION, founded in 1970, is a community nonprofit in the Community Improvement sector that reported $6.8M in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $6.5M left a modest 5% surplus.

Mission

TO RECEIVE AND DISTRIBUTE CHARITABLE FUNDS TO SUPPORT THE STRATEGIC PRIORITIES OF THE CINCINNATI USA REGIONAL CHAMBER, ITS SUBSIDIARIES, PARTNERS, AND OTHER EFFORTS FOCUSED ON, BUT NOT LIMITED TO, ECONOMIC DEVELOPMENT AND GROWTH INITIATIVES, INCLUSION AND EQUITY, AND REGIONAL GROWTH, INCLUDING EFFORTS TO LESSEN THE BURDEN ON LOCAL GOVERNMENTS AND TO CREATE JOBS TO COMBAT COMMUNITY DETERIORATION AND REDUCE RACIAL TENSION AND PREJUDICE.

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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 $6,488,492

Program Service Revenue $383,501

Investment Income $51,795

Other Revenue $-86,760

TOTAL REVENUE $6,837,028

Expense Breakdown

Grants Paid $6,239,855

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,264,514

Other Expenses $277,820

TOTAL EXPENSES $6,517,675

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,837,028	$9,148,460	-0.3%
Expenses	$6,517,675	$10,104,104	-0.4%
Net Income	$319,353	$-955,644	-1.3%

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

$1,286,975

Total Directors

$1,286,975

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES ZIMMERMAN	CHAIR	2.00	Officer Director	$0	$0	$0
MICHELLE DOLL-SPEISER	ASSISTANT TREASURER (JANUARY-AUGUST 4TH)	2.00	Officer Director	$0	$14,326	$439,327
CHRISTOPHER CHE	SECRETARY	2.00	Officer Director	$0	$0	$0
BRENDON CULL	ASSISTANT SECRETARY/PRESIDENT	2.00	Officer Director	$0	$37,730	$495,058
JILL MEYER	PRESIDENT (JAN-MAY 15TH)	2.00	Officer Director	$0	$24,231	$352,590
WHITNEY ECKERT	TREASURER	2.00	Officer Director	$0	$0	$0
WARREN WEBER	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DAVID STEVENS	ASSISTANT TREASURER	10.00	Director	$0	$0	$0
ALEX DERKSON	MEMBER	2.00	Director	$0	$0	$0
PATRICK DOLLE	MEMBER	2.00	Director	$0	$0	$0
BARBARA HAUSER	MEMBER	2.00	Director	$0	$0	$0
CAROLYN MICHELI	MEMBER	2.00	Director	$0	$0	$0
BARB SMITH	MEMBER	2.00	Director	$0	$0	$0
DANIELLE WILSON	MEMBER	2.00	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
2024	No data	No data	No data	No data
2023	$6,837,028	$6,517,675	$5,640,491	$319,353
2022	$9,148,460	$10,104,104	$5,121,644	$-955,644
2021	$8,994,630	$8,038,724	$5,241,564	$955,906
2020	$8,703,410	$6,506,762	$4,270,215	$2,196,648
2019	$5,666,081	$5,771,355	$2,563,868	$-105,274
2018	$4,164,438	$2,430,102	$2,361,829	$1,734,336

CINCINNATI USA REGIONAL CHAMBER FOUNDATION