Westerville Area Chamber of Commerce (EIN 310737083) - 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

1967

Legal Domicile

Principal Officer

Anthony LaNasa

Phone

6148828917

Tax Period

2023-01-01 to 2023-12-31

Westerville Area Chamber of Commerce, founded in 1967, is a small nonprofit that reported $508K in total revenue in fiscal year 2023. Expenses of $477K left a modest 6% surplus.

Mission

ESTABLISHMENT AND DEVELOPMENT OF ACTIVE LEADERSHIP IN THE COMMUNITY ON BEHALF OF ITS MEMBERS AND AREA

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $275,517

Program Service Revenue $72,393

Investment Income $15,934

Other Revenue $144,548

TOTAL REVENUE $508,392

Expense Breakdown

Grants Paid $0

Salaries & Benefits $350,996

Fundraising Expenses $0

Program Expenses $378,564

Other Expenses $125,766

TOTAL EXPENSES $476,762

Year-over-Year Comparison

	2023	2022	Change
Revenue	$508,392	$471,744	+0.1%
Expenses	$476,762	$454,175	+0.0%
Net Income	$31,630	$17,569	+0.8%

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

275

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

$120,369

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Janet Tressler-Davis	President & CEO	50.0	Key Emp	$120,369	$0	$120,369
Amy Balster	Board Chair	2.0	Officer Director	$0	$0	$0
Mark Smolik	Chair Elect	10.0	Officer Director	$0	$0	$0
Eric Stolly	Vice Chair	5.0	Officer Director	$0	$0	$0
AJ Prnicipe	Vice Chair	5.0	Officer Director	$0	$0	$0
Tony LaNasa	Treasurer	8.0	Officer Director	$0	$0	$0
Polly Clavijo	Past Chair	2.0	Officer Director	$0	$0	$0
Dina Shultz	Past Chair	2.0	Officer Director	$0	$0	$0
Rita Bassiet	Trustee	1.0	Director	$0	$0	$0
Jen Blaser	Trustee	1.0	Director	$0	$0	$0
Angie Bridges	Trustee	1.0	Director	$0	$0	$0
John Comerford	Trustee	1.0	Director	$0	$0	$0
Sharon DeLay	Trustee	1.0	Director	$0	$0	$0
David Dziedzicki	Trustee	1.0	Director	$0	$0	$0
Dale Ganobsik	Trustee	1.0	Director	$0	$0	$0
Paul Hammer	Trustee	1.0	Director	$0	$0	$0
Tom Harris	Trustee	1.0	Director	$0	$0	$0
Skip Ivery	Trustee	1.0	Director	$0	$0	$0
Don LaFollette	Trustee	1.0	Director	$0	$0	$0
Phil Nussdorfer	Trustee	1.0	Director	$0	$0	$0
Laura Stimmel	Trustee	1.0	Director	$0	$0	$0
Chuck Woodson	Trustee	1.0	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	$508,392	$476,762	$868,833	$31,630
2022	$471,744	$454,175	$804,008	$17,569
2021	$526,817	$368,517	$768,024	$158,300
2020	$367,599	$321,141	$605,950	$46,458
2019	$503,364	$472,923	$556,724	$30,441
2018	$463,268	$463,093	$525,607	$175

Westerville Area Chamber of Commerce