DAVIE COUNTY CHAMBER OF COMMERCE (EIN 581314401) - 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

1977

Legal Domicile

Principal Officer

CAROLINE MOSER

Phone

3367513304

Tax Period

2024-01-01 to 2024-12-31

DAVIE COUNTY CHAMBER OF COMMERCE, founded in 1977, is a small nonprofit that reported $392K in total revenue in fiscal year 2024. Expenses of $368K left a modest 6% surplus.

Mission

TO ADVANCE THE ECONOMIC AND CIVIC INTERESTS OF THE BUSINESS COMMUNINITY IN DAVIE COUNTY, NC AND TO PROVIDE SERVICES FOR CHAMBER MEMBERS.

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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 $282,112

Program Service Revenue $32,975

Investment Income $6,831

Other Revenue $69,836

TOTAL REVENUE $391,754

Expense Breakdown

Grants Paid $80,000

Salaries & Benefits $174,192

Fundraising Expenses $0

Other Expenses $113,373

TOTAL EXPENSES $367,565

Year-over-Year Comparison

	2024	2023	Change
Revenue	$391,754	$404,784	0.0%
Expenses	$367,565	$357,060	+0.0%
Net Income	$24,189	$47,724	-0.5%

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

$61,000

Total Directors

$61,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLINE MOSER	PRESIDENT & SECRETARY	40.00	Officer Director	$61,000	$0	$61,000
BRANDON JAMES	CHAIRMAN ELECT	0.00	Officer Director	$0	$0	$0
ALYSE WOOLDRIDGE	DIRECTOR	0.00	Director	$0	$0	$0
ALLISON CARR	PAST CHAIRMAN	0.00	Officer Director	$0	$0	$0
JAY KIMURA	DIRECTOR	0.00	Director	$0	$0	$0
MICHELLE YOUNTS	CHAIRMAN	0.00	Officer Director	$0	$0	$0
KIMBERLY MYERS	DIRECTOR	0.00	Director	$0	$0	$0
ADAM RIDENHOUR	DIRECTOR	0.00	Director	$0	$0	$0
KEITH BECK	DIRECTOR	0.00	Director	$0	$0	$0
THOMAS JOHNSON	DIRECTOR	0.00	Director	$0	$0	$0
NATHAN BROYLES	DIRECTOR	0.00	Director	$0	$0	$0
RICK DONATHAN	DIRECTOR	0.00	Director	$0	$0	$0
SARA-ANNE BELL	TREASURER	0.00	Officer Director	$0	$0	$0
BOBBI JO JACOBS	DIRECTOR	0.00	Director	$0	$0	$0
ALI HARTMAN	DIRECTOR	0.00	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	$391,754	$367,565	$586,729	$24,189
2023	$404,784	$357,060	$562,540	$47,724
2022	$334,526	$330,536	$514,816	$3,990
2021	$305,344	$307,121	$510,826	$-1,777
2020	$293,587	$301,825	$512,603	$-8,238
2019	$329,977	$293,741	$520,841	$36,236
2018	$295,702	$298,444	$484,606	$-2,742

DAVIE COUNTY CHAMBER OF COMMERCE