OCONEE COUNTY CHAMBER OF COMMERCE (EIN 581516645) - 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

1978

Legal Domicile

Principal Officer

COURTNEY BERNARDI

Phone

7067697947

Tax Period

2023-01-01 to 2023-12-31

OCONEE COUNTY CHAMBER OF COMMERCE, founded in 1978, is a small nonprofit that reported $468K in total revenue in fiscal year 2023. The organization ran a surplus of $172K, a strong 37% operating margin.

Mission

TO PROMOTE LOCAL BUSINESS AND ECONOMIC DEVELOPMENT IN THE COUNTY.

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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 $218,137

Program Service Revenue $73,478

Investment Income $4,807

Other Revenue $171,616

TOTAL REVENUE $468,038

Expense Breakdown

Grants Paid $9,307

Salaries & Benefits $226,986

Fundraising Expenses $17,858

Other Expenses $59,722

TOTAL EXPENSES $296,015

Year-over-Year Comparison

	2023	2022	Change
Revenue	$468,038	$458,532	+0.0%
Expenses	$296,015	$296,824	0.0%
Net Income	$172,023	$161,708	+0.1%

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

300

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

$155,154

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY PARRISH	CHAIRMAN	2.00	Officer Director	$0	$0	$0
BRAD TUCKER	CHAIR-ELECT	2.00	Officer Director	$0	$0	$0
PAIGE FULLER	TREASURER	2.00	Officer Director	$0	$0	$0
MICHAEL GILL	SECRETARY	2.00	Officer Director	$0	$0	$0
LORIE PETERSON	AT-LARGE	2.00	Officer Director	$0	$0	$0
STUART COFER	IMMEDIATE PA	2.00	Officer Director	$0	$0	$0
COURTNEY BERNARDI	PRESIDENT	40.00	Officer	$101,507	$0	$101,507
CHRISTY TERRELL	BOARD MEMBER	2.00	Director	$0	$0	$0
ROBBIE BECK	BOARD MEMBER	2.00	Director	$0	$0	$0
DONOVAN GOWDIE	BOARD MEMBER	2.00	Director	$0	$0	$0
MARVIN NUNNALLY	BOARD MEMBER	2.00	Director	$0	$0	$0
BETTY WALTON	BOARD MEMBER	2.00	Director	$0	$0	$0
DUTCH GUEST	BOARD MEMBER	2.00	Director	$0	$0	$0
ASHLEY STEWART	BOARD MEMBER	2.00	Director	$0	$0	$0
CHARLIE UPCHURCH	BOARD MEMBER	2.00	Director	$0	$0	$0
JARED CLARK	BOARD MEMBER	2.00	Director	$0	$0	$0
ROBERT JAHN	BOARD MEMBER	2.00	Director	$0	$0	$0
KIRK MCCLELLAN	BOARD MEMBER	2.00	Director	$0	$0	$0
FARRAH SINCLAIR	BOARD MEMBER	2.00	Director	$0	$0	$0
ANDREA REESE	DIRECTOR OF	40.00	Officer	$53,647	$0	$53,647

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	$468,038	$296,015	$1,174,948	$172,023
2022	$458,532	$296,824	$998,475	$161,708
2021	$413,254	$268,048	$803,065	$145,206
2020	$377,943	$307,809	$677,294	$70,134
2019	$395,371	$321,719	$572,291	$73,652
2018	$302,602	$271,855	$543,663	$30,747

OCONEE COUNTY CHAMBER OF COMMERCE