BETHESDA CHEVY CHASE CHAMBER OF COMMERCE (EIN 520545799) - 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

1926

Legal Domicile

Principal Officer

ALLIE WILLIAMS

Phone

3016524900

Tax Period

2023-01-01 to 2023-12-31

BETHESDA CHEVY CHASE CHAMBER OF COMMERCE, founded in 1926, is a small nonprofit that reported $643K in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $603K left a modest 6% surplus.

Mission

TO BUILD AN ENVIRONMENT THAT ENCOURAGES BUSINESS TO GROW AND PROSPER WITHIN A THRIVING GREATER BETHESDA COMMUNITY.

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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 $0

Program Service Revenue $635,793

Investment Income $7,449

Other Revenue $0

TOTAL REVENUE $643,242

Expense Breakdown

Grants Paid $0

Salaries & Benefits $341,734

Fundraising Expenses $0

Other Expenses $261,752

TOTAL EXPENSES $603,486

Year-over-Year Comparison

	2023	2022	Change
Revenue	$643,242	$465,377	+0.4%
Expenses	$603,486	$480,580	+0.3%
Net Income	$39,756	$-15,203	-3.6%

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

$158,138

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDY FRASER	CHAIR	5.00	Officer Director	$0	$0	$0
MONIQUE SANFUENTES	CHAIR ELECT	5.00	Officer Director	$0	$0	$0
RUSSELL LACEY	IMMEDIATE PAST CHAIR	2.00	Officer Director	$0	$0	$0
ANGELA JUVELIS	VP FINANCE	2.00	Officer Director	$0	$0	$0
ELLEN COREN	VP GOVERNMENT RELATIONS	2.00	Officer Director	$0	$0	$0
BRENDAN MCKAY	VP AT LARGE	2.00	Officer Director	$0	$0	$0
DUSHANTI PEIRIS	VP AT LARGE	2.00	Officer Director	$0	$0	$0
ANDY SHULMAN	VP AT LARGE	2.00	Officer Director	$0	$0	$0
MIKE NEARY	GENERAL COUNCIL	2.00	Officer Director	$0	$0	$0
LISA SIEGEL	VP INFORMATION	2.00	Officer Director	$0	$0	$0
VERELYN GIBBS WATSON	COMMUNICATIONS	2.00	Officer Director	$0	$0	$0
CHARILE ATWELL	VP MEMBERSHIP	2.00	Officer Director	$0	$0	$0
SUMINDI PEIRIS	DIRECTOR	1.00	Director	$0	$0	$0
TODD BORENSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID CHILD	DIRECTOR	1.00	Director	$0	$0	$0
JENN COURSEN	DIRECTOR	1.00	Director	$0	$0	$0
APOORVA GANDHI	DIRECTOR	1.00	Director	$0	$0	$0
NANCY GUERRA	DIRECTOR	1.00	Director	$0	$0	$0
LAWRENCE KOTCHEK	DIRECTOR	1.00	Director	$0	$0	$0
SEAN MAKULOWICH	DIRECTOR	1.00	Director	$0	$0	$0
MARY BETH MERRIN	DIRECTOR	1.00	Director	$0	$0	$0
JENNY MIHALIDIS	DIRECTOR	1.00	Director	$0	$0	$0
ADAM MURPHY	DIRECTOR	1.00	Director	$0	$0	$0
MYLENE ORTIZ LUIS	DIRECTOR	1.00	Director	$0	$0	$0
ERIN PICKRELL	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS RAINES	DIRECTOR	1.00	Director	$0	$0	$0
AYANA ROCKETT	DIRECTOR	1.00	Director	$0	$0	$0
JULIE SCHUMACHER	DIRECTOR	1.00	Director	$0	$0	$0
AARON SLAUGHTER	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG SMALL	DIRECTOR	1.00	Director	$0	$0	$0
GARY UNTERBERG	DIRECTOR	1.00	Director	$0	$0	$0
AMIT VERMA	DIRECTOR	1.00	Director	$0	$0	$0
KRIS WARNER	DIRECTOR	1.00	Director	$0	$0	$0
ALLIE WILLIAMS	PRESIDENT & CEO	40.00	Officer	$158,138	$0	$158,138

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	No data	No data	No data	No data
2023	$643,242	$603,486	$335,406	$39,756
2022	$465,377	$480,580	$293,383	$-15,203
2021	$511,890	$242,136	$370,505	$269,754
2021	$406,738	$477,510	$344,863	$-70,772
2020	$431,848	$448,289	$134,971	$-16,441
2019	$443,218	$495,521	$151,946	$-52,303
2018	$499,282	$510,330	$183,552	$-11,048

BETHESDA CHEVY CHASE CHAMBER OF COMMERCE