CHAMBERS OF COMMERCE ALLIANCE OF VENTURA & SANTA BARBARA COUNTIES (EIN 261270040) - 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

2007

Legal Domicile

Phone

8059252403

Tax Period

2023-01-01 to 2023-12-31

CHAMBERS OF COMMERCE ALLIANCE OF VENTURA & SANTA BARBARA COUNTIES, founded in 2007, is a micro nonprofit in the Community Improvement sector that reported $32K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $7K, a strong 22% operating margin.

Mission

Develop public policy positions and advocate on behalf of the participating Chambers of Commerce

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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 $28,000

Program Service Revenue $3,950

Investment Income $0

Other Revenue $0

TOTAL REVENUE $31,950

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,771

Other Expenses $24,771

TOTAL EXPENSES $24,771

Year-over-Year Comparison

	2023	2022	Change
Revenue	$31,950	$33,975	-0.1%
Expenses	$24,771	$23,909	+0.0%
Net Income	$7,179	$10,066	-0.3%

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

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
John Marquez	Vice Chair	2.00	Officer Director	$0	$0	$0
Danielle Borja	Secretary	2.00	Officer Director	$0	$0	$0
Jim Dantona	Chair	2.00	Officer Director	$0	$0	$0
Glenn Morris	Treasurer	2.00	Officer Director	$0	$0	$0
Stephanie Caldwell	Director	2.00	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
2023	$31,950	$24,771	$19,538	$7,179

CHAMBERS OF COMMERCE ALLIANCE OF VENTURA & SANTA BARBARA COUNTIES