GREATER SUMMERVILLEDORCHESTER COUN (EIN 570516439) - 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

Principal Officer

RITA BERRY

Phone

8438732931

Tax Period

2024-01-01 to 2024-12-31

GREATER SUMMERVILLEDORCHESTER COUN is a small nonprofit that reported $850K in total revenue in fiscal year 2024. Expenses of $800K left a modest 6% surplus.

Mission

THE CHAMBER REPRESENTS AND SERVES THE BUSINESS 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 (2024)

Revenue Breakdown

Contributions & Grants $360,257

Program Service Revenue $227,139

Investment Income $6,940

Other Revenue $255,844

TOTAL REVENUE $850,180

Expense Breakdown

Grants Paid $0

Salaries & Benefits $391,761

Fundraising Expenses $183,739

Other Expenses $408,495

TOTAL EXPENSES $800,256

Year-over-Year Comparison

	2024	2023	Change
Revenue	$850,180	$837,796	+0.0%
Expenses	$800,256	$841,389	0.0%
Net Income	$49,924	$-3,593	-14.9%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEN HENRY L TAYLOR RET	DIRECTOR	N/A	Director	$0	$0	$0
KELLY ALFREDS	DIRECTOR	N/A	Director	$0	$0	$0
PATRICK BOSSE	DIRECTOR	N/A	Director	$0	$0	$0
MARSHALL CONNOR	IMMEDIATE PA	N/A	Director	$0	$0	$0
STEVE DONIGER	DIRECTOR	N/A	Director	$0	$0	$0
KEVIN GRAHAM	DIRECTOR	N/A	Director	$0	$0	$0
JACK GRIFFITH	DIRECTOR	N/A	Director	$0	$0	$0
WILL HELMLY	DIRECTOR	N/A	Director	$0	$0	$0
CHRIS KAHLER	CHAIR ELECT	N/A	Director	$0	$0	$0
JILL NICHOLAS	DIRECTOR	N/A	Director	$0	$0	$0
KAY PHILLIPS	DIRECTOR	N/A	Director	$0	$0	$0
AMANDA REDICK	DIRECTOR	N/A	Director	$0	$0	$0
JASON RUSSO	VICE CHAIR	N/A	Director	$0	$0	$0
TARA SMITH	DIRECTOR	N/A	Director	$0	$0	$0
JESSI SCHULER	DIRECTOR	N/A	Director	$0	$0	$0
GREG SHULER	VICE CHAIR	N/A	Director	$0	$0	$0
DON SMITH	VICE CHAIR	N/A	Director	$0	$0	$0
JOHN M TRULUCK	DIRECTOR	N/A	Director	$0	$0	$0
MICHAEL WOOD	CHAIR	N/A	Director	$0	$0	$0
MELISSA WRIGHT	VICE CHAIR	N/A	Director	$0	$0	$0
RITA BERRY	PRESIDENT &	N/A	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	$850,180	$800,256	$866,779	$49,924
2023	$837,796	$841,389	$888,140	$-3,593
2022	$697,591	$760,144	$891,272	$-62,553
2021	$844,605	$708,388	$952,171	$136,217
2020	$649,592	$668,339	$859,423	$-18,747
2019	$743,754	$783,527	$898,784	$-39,773
2018	$708,308	$706,286	$934,947	$2,022

GREATER SUMMERVILLEDORCHESTER COUN