BURLINGTON WEST BURLINGTON AREA CHAMBER OF COMMERCE (EIN 420161630) - 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

1920

Legal Domicile

Principal Officer

AMY O'BRIEN

Phone

3197526365

Tax Period

2024-01-01 to 2024-12-31

BURLINGTON WEST BURLINGTON AREA CHAMBER OF COMMERCE, founded in 1920, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $1.3M left a modest 5% surplus.

Mission

WORKING TOGETHER TO PROMOTE BUSINESS, ECONOMIC DEVELOPMENT, EMPLOYMENT OPPORTUNITIES, GOVT ADVOCACY, EDUCATIONAL EXCELLENCE AND QUALITY OF LIFE

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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 $867,888

Program Service Revenue $398,978

Investment Income $27,561

Other Revenue $112,534

TOTAL REVENUE $1,406,961

Expense Breakdown

Grants Paid $58,800

Salaries & Benefits $570,815

Fundraising Expenses $27,346

Other Expenses $707,636

TOTAL EXPENSES $1,337,251

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,406,961	$1,224,851	+0.1%
Expenses	$1,337,251	$1,185,871	+0.1%
Net Income	$69,710	$38,980	+0.8%

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

$240,321

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DELLA D SCHMIDT LEFT 2024	PRESIDENT	12.00	Officer	$22,038	$4,628	$78,087
MARY BETH SANCHEZ LEFT 2024	CFO	21.00	Officer	$12,599	$1,863	$26,092
AMY O'BRIEN	PRESIDENT	12.00	Officer	$15,363	$257	$51,466
CRYSTAL JOLIN	CFO	21.00	Officer	$41,960	$3,984	$84,676
MELINDA BICKEL	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
CRAIG SMITH	CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
TIM LUNDGREN	PAST - CHAIR	1.00	Officer Director	$0	$0	$0
CHERYL PLANK	TREASURER	1.00	Officer Director	$0	$0	$0
LIZ ROSS	DIRECTOR	1.00	Director	$0	$0	$0
SARA HECOX	DIRECTOR	1.00	Director	$0	$0	$0
JOANNA SCHNEDEN	DIRECTOR	1.00	Director	$0	$0	$0
ANN BROTHERSON	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA SCHWENKER	DIRECTOR	1.00	Director	$0	$0	$0
JEFF BURKHART	DIRECTOR	1.00	Director	$0	$0	$0
TONY DIEWOLD	DIRECTOR	1.00	Director	$0	$0	$0
JEFF EBBING	DIRECTOR	1.00	Director	$0	$0	$0
KYLE GUGELER	DIRECTOR	1.00	Director	$0	$0	$0
JIM JENNISON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL YOST	DIRECTOR	1.00	Director	$0	$0	$0
JOE JOLIN LEFT 2024	PAST - CHAIR	1.00	Officer Director	$0	$0	$0
GINA CRABTREE LEFT 2024	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE KOZLOWSKI LEFT 2024	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE BROWN LEFT 2024	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON UPTON LEFT 2024	DIRECTOR	1.00	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	$1,406,961	$1,337,251	$2,044,140	$69,710
2023	$1,224,851	$1,185,871	$2,008,461	$38,980
2022	$1,563,701	$1,423,192	$1,860,299	$140,509
2021	$1,529,023	$1,442,137	$1,651,964	$86,886
2020	$1,088,476	$1,028,757	$1,557,453	$59,719
2019	$1,282,638	$1,217,885	$1,491,421	$64,753
2018	$1,004,610	$969,342	$1,524,110	$35,268

BURLINGTON WEST BURLINGTON AREA CHAMBER OF COMMERCE