Westerville Junior Chamber of Commerce (EIN 316059514) - 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

1948

Legal Domicile

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

Community Service and Enrichment.

🔒

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 (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

🔒

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

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

$16,511

Key Employees

Highest Compensated

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
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

Westerville Junior Chamber of Commerce