GREATER OCONOMOWOC AREA CHAMBER OF COMMERCE INC (EIN 391127512) - 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

1976

Legal Domicile

Principal Officer

RICH GAFFNEY

Phone

2625672666

Tax Period

2024-01-01 to 2024-12-31

GREATER OCONOMOWOC AREA CHAMBER OF COMMERCE INC, founded in 1976, is a small nonprofit that reported $267K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $256K left a modest 4% surplus.

Mission

TO PROMOTE THE CITY OF OCONOMOWOC AND PROVIDE ITS BUSINESSES WITH ONGOING SUPPORT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $85,791

Program Service Revenue $133,462

Investment Income $14,740

Other Revenue $33,114

TOTAL REVENUE $267,107

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $156,968

Fundraising Expenses $0

Other Expenses $93,989

TOTAL EXPENSES $255,957

Year-over-Year Comparison

	2024	2023	Change
Revenue	$267,107	$219,607	+0.2%
Expenses	$255,957	$203,169	+0.3%
Net Income	$11,150	$16,438	-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

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

$74,383

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICH GAFFNEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
CURT DOWNES	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
JENNIFER WALKOWIAK	SECRETARY	1.00	Officer Director	$0	$0	$0
JEREMY KLANG	TREASURER	1.00	Officer Director	$0	$0	$0
JEFF MCCARTHY	PAST-PRESIDENT	1.00	Officer Director	$0	$0	$0
KYLA STEFAN	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA HUNLEY	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN BRENDEL	DIRECTOR	1.00	Director	$0	$0	$0
BETHANY FROST	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE BALDA	DIRECTOR	1.00	Director	$0	$0	$0
BOB JAWORSKI	DIRECTOR	1.00	Director	$0	$0	$0
BOB DUFFY	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN PAGENKOPF	DIRECTOR	1.00	Director	$0	$0	$0
JEFF WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA MIELING	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL SONSALLA	EXECUTIVE DIRECTOR - PART YEAR	40.00	Officer	$44,614	$0	$44,614
JALENE SAUER	EXECUTIVE DIRECTOR	40.00	Officer	$29,769	$0	$29,769

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	$267,107	$255,957	$346,105	$11,150
2023	$219,607	$203,169	$302,593	$16,438
2022	$203,495	$181,430	$298,353	$22,065
2021	$171,823	$179,653	$278,574	$-7,830
2020	$168,867	$173,526	$299,287	$-4,659
2019	$180,972	$175,256	$289,973	$5,716
2018	$181,854	$159,571	$289,713	$22,283

GREATER OCONOMOWOC AREA CHAMBER OF COMMERCE INC