Orange County Chamber of Commerce (EIN 540887311) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Phone

5406725216

Tax Period

2024-01-01 to 2024-12-31

ORANGE COUNTY CHAMBER OF COMMERCE is a small nonprofit that reported $239K in total revenue in fiscal year 2018. Expenses of $229K left a modest 4% surplus.

Mission

Promote the Orange County Business Community

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $188,435

Investment Income $1,334

Other Revenue $24,685

TOTAL REVENUE $214,454

Expense Breakdown

Grants Paid $0

Salaries & Benefits $75,503

Fundraising Expenses $0

Other Expenses $132,139

TOTAL EXPENSES $207,642

Year-over-Year Comparison

	2024	2023	Change
Revenue	$214,454	$200,637	+0.1%
Expenses	$207,642	$163,448	+0.3%
Net Income	$6,812	$37,189	-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

Total Directors

$52,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Judi Cooper	Executive Dir.	40.00	Director	$52,000	$0	$52,000
Joe Clontz	Director	2.00	Director	$0	$0	$0
Karen Dee Dee Graves	Director	2.00	Director	$0	$0	$0
Gregg John	Treasurer	2.00	Officer Director	$0	$0	$0
Lauren Cotton	President	2.00	Officer Director	$0	$0	$0
Patrick McAloon	Director	2.00	Director	$0	$0	$0
Patty Talley	Director	2.00	Director	$0	$0	$0
Dani Rivera	Secretary	2.00	Officer Director	$0	$0	$0
Evelyn Prichett Jackson	Director	2.00	Director	$0	$0	$0
Yvette Ruiz	Director	2.00	Director	$0	$0	$0
Robert Lookabill	Vice President	2.00	Officer Director	$0	$0	$0
Crystal Dudley	Director	2.00	Director	$0	$0	$0
Jessica Thompson	Director	2.00	Director	$0	$0	$0
Stephanie Hensley	Director	2.00	Director	$0	$0	$0
Debbie Jackson	Director	2.00	Director	$0	$0	$0
Melissa Conley	Director	2.00	Director	$0	$0	$0
Charles Reinhold	Director	2.00	Director	$0	$0	$0
Denise Thompson	Director	2.00	Director	$0	$0	$0
Sherrie Page	Director	2.00	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	$214,454	$207,642	$163,249	$6,812
2023	$200,637	$163,448	$157,704	$37,189
2019	$209,651	$218,135	$31,593	$-8,484
2018	$239,137	$229,180	$52,266	$9,957

Orange County Chamber of Commerce