Westerville Junior Chamber of Commerce

EIN: 316059514

Westerville, OH

Total Revenue
$306,483
Total Expenses
$334,846
Total Assets
$573,451
Net Assets
$498,240
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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
1948
Legal Domicile
OH
Principal Officer
Jim Peterfish
Phone
6147257219
Tax Period
2024-05-01 to 2025-04-30

Westerville Junior Chamber of Commerce, founded in 1948, is a small nonprofit that reported $306K in total revenue in fiscal year 2024.

Mission

Promoting the general welfare of the City of Westerville, Ohio by giving attention to public improvements and all that relates to the betterment thereof, and the convenience and comfort of the residents thereof, encouraging social intercourse among its members and doing any and all things necessary or incident thereto.

Program Service Accomplishments

Program 1
Expenses: $334,846 Revenue: $306,483

Pool operated for the use of the community. Numerous people served.

Program 2

N/A

Program 3

N/A

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $304,068
Investment Income $14
Other Revenue $2,401
TOTAL REVENUE $306,483

Expense Breakdown

Grants Paid $0
Salaries & Benefits $163,084
Fundraising Expenses $0
Program Expenses $334,846
Other Expenses $171,762
TOTAL EXPENSES $334,846

Year-over-Year Comparison

2024 2023 Change
Revenue $306,483 $299,944 +0.0%
Expenses $334,846 $330,546 +0.0%
Net Income $-28,363 $-30,602 -0.1%
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

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Governance

Voting Members
11
Independent Members
11
Employees
46
Volunteers
15

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
4
$0
Total Directors
11
$16,511
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jim Peterfish President 1.50
Officer Director
$0 $0 $0
Carri LaBeir Vice President 1.50
Officer Director
$0 $0 $0
Jen White Secretary 1.50
Officer Director
$0 $0 $0
Sam Smith Treasurer 1.50
Officer Director
$0 $0 $0
Lena Morgan Trustee 22.75
Director
$0 $0 $15,797
Rebecca DeSutter Trustee 1.50
Director
$0 $0 $0
Lily Blake Trustee 1.50
Director
$0 $0 $0
Calvin Higdon Trustee 1.50
Director
$0 $0 $280
Ben Mantenieks Trustee 1.50
Director
$0 $0 $0
Megan Wion Trustee 1.50
Director
$0 $0 $0
Hunter Grannum Trustee 1.50
Director
$0 $0 $434
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
2026 No data No data No data No data
2025 $306,483 $334,846 $573,451 $-28,363
2024 $299,944 $330,546 $604,154 $-30,602
2023 $290,625 $311,001 $631,635 $-20,376
2022 $252,635 $272,059 $657,215 $-19,424
2021 $272,189 $216,660 $695,264 $55,529
2020 $227,431 $224,609 $564,768 $2,822
2019 $204,505 $199,531 $555,392 $4,974
2018 $186,383 $206,827 $549,090 $-20,444
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