VALRICO FISHHAWK CHAMBER INC (EIN 461231414) - 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

2015

Legal Domicile

Principal Officer

PATTI SUTHERLAND

Phone

8134384123

Tax Period

2023-11-01 to 2024-10-31

VALRICO FISHHAWK CHAMBER INC, founded in 2015, is a small nonprofit in the Community Improvement sector that reported $216K in total revenue in fiscal year 2023. Expenses of $199K left a modest 8% surplus.

Mission

TO SERVE OUR BUSINESS COMMUNITY AS THE PREEMINENT CATALYST FOR GROWTH AND IMPROVEMENT TO HOME-BASED, STORE-FRONT, AND VIRTUAL BUSINESSES BASED IN OUR AREA. TO GIVE THE RESIDENTS IN OUR COMMUNITY A RECOGNIZED AND PERSUASIVE VOICE TO AID IN ENHANCING AND MAINTAINING THE QUALITY OF LIFE IN THE VALRICO AND FISHHAWK COMMUNITIES AS EXPRESSED BY THE THOSE RESIDENTS IN OUR 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 (2023)

Revenue Breakdown

Contributions & Grants $101,693

Program Service Revenue $113,057

Investment Income $1,090

Other Revenue $0

TOTAL REVENUE $215,840

Expense Breakdown

Grants Paid $26,320

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $158,076

Other Expenses $172,540

TOTAL EXPENSES $198,860

Year-over-Year Comparison

	2023	2022	Change
Revenue	$215,840	N/A	N/A
Expenses	$198,860	N/A	N/A
Net Income	$16,980	N/A	N/A

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

N/A

Volunteers

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
HEIDI EDGERTON	TREASURER	Officer	$0	$0	$0
ERICA JOURDAIN	VICE PRESIDE	Officer	$0	$0	$0
ANGIE KAGEY	SECRETARY	Officer	$0	$0	$0
JERRY ROTHSTEIN	CHR OF THE B	Officer	$0	$0	$0
PATTI SUTHERLAND	PRESIDENT	Officer	$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	$215,840	$198,860	$75,133	$16,980

VALRICO FISHHAWK CHAMBER INC