FOX CITIES CHAMBER OF COMMERCE AND INDUSTRY INC (EIN 391248133) - 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

BECKY BARTOSZEK

Phone

9207347101

Tax Period

2025-01-01 to 2025-12-31

FOX CITIES CHAMBER OF COMMERCE AND INDUSTRY INC, founded in 1976, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2025.

Mission

TO PROMOTE THE COMMERCIAL, INDUSTRIAL & CIVIC INTERESTS OF THE FOX CITIES METROPOLITAN AREA

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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 (2025)

Revenue Breakdown

Contributions & Grants $441,114

Program Service Revenue $1,179,050

Investment Income $13,743

Other Revenue $354,257

TOTAL REVENUE $1,988,164

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,470,651

Fundraising Expenses $16,213

Other Expenses $644,523

TOTAL EXPENSES $2,115,174

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,988,164	$1,872,832	+0.1%
Expenses	$2,115,174	$1,967,774	+0.1%
Net Income	$-127,010	$-94,942	+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

850

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

$499,875

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BECKY BARTOSZEK	PRESIDENT/CE	40.00	Officer	$310,000	$0	$310,000
TOM LEHR	EXECUTIVE VP	40.00	Officer	$189,875	$0	$189,875
JEFF AMSTUTZ	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY BAEHMAN	DIRECTOR	1.00	Director	$0	$0	$0
RYAN BATLEY	DIRECTOR	1.00	Director	$0	$0	$0
PAUL BECK	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL BERGMANN	DIRECTOR	1.00	Director	$0	$0	$0
CHAD BOSTICK	DIRECTOR	1.00	Director	$0	$0	$0
LAURIE CARTER	DIRECTOR	1.00	Director	$0	$0	$0
CHAKLA DAVIS	EXECUTIVE CO	1.00	Director	$0	$0	$0
LYNN DETTERMAN	EXECUTIVE CO	1.00	Director	$0	$0	$0
PETE DULCAMARA	DIRECTOR	1.00	Director	$0	$0	$0
KRISTINE GROHOLSKI	DIRECTOR	1.00	Director	$0	$0	$0
GREG HARTJES	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT KRUEGER	INCOMING CHA	1.00	Officer Director	$0	$0	$0
MAYOR JANE LANG	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER LANTER	DIRECTOR	1.00	Director	$0	$0	$0
LAURA MANLEY-MISPAGEL	DIRECTOR	1.00	Director	$0	$0	$0
STEVE MILLER	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MICHAEL RICHART	DIRECTOR	1.00	Director	$0	$0	$0
NORI ROCHON	DIRECTOR	1.00	Director	$0	$0	$0
BILL RYAN	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT SHEPPARD	DIRECTOR	1.00	Director	$0	$0	$0
GREG SOFRA	DIRECTOR	1.00	Director	$0	$0	$0
BRAD WERNER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
KURT WOLFGRAM	DIRECTOR	1.00	Director	$0	$0	$0
MAYOR JAKE WOODFORD	DIRECTOR	1.00	Director	$0	$0	$0
TROY YOUNGBAUER	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE ZAK	TREASURER	1.00	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
2025	$1,988,164	$2,115,174	$1,606,421	$-127,010
2024	$1,872,832	$1,967,774	$1,728,241	$-94,942
2023	$1,877,110	$2,007,963	$1,658,776	$-130,853
2022	$1,781,328	$1,834,047	$1,760,523	$-52,719
2021	$1,555,467	$1,568,334	$1,843,075	$-12,867
2021	$421,756	$615,138	$1,635,916	$-193,382
2020	$1,706,000	$1,839,205	$1,947,343	$-133,205
2019	$1,715,241	$2,030,253	$2,163,949	$-315,012
2018	$2,499,267	$2,223,919	$2,447,077	$275,348

FOX CITIES CHAMBER OF COMMERCE AND INDUSTRY INC