LEE COUNTY CHAMBER OF COMMERCE INC (EIN 581851517) - 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

1990

Legal Domicile

Principal Officer

LISA DAVIS

Phone

2297592422

Tax Period

2024-07-01 to 2025-06-30

LEE COUNTY CHAMBER OF COMMERCE INC, founded in 1990, is a small nonprofit that reported $398K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $386K left a modest 3% surplus.

Mission

ADVANCE THE ECONOMIC, CIVIC, AND CULTURAL GROWTH IN THE COMMUNITY, TO ENHANCE THE QUALITY OF LIFE, AND TO WORK CONTINUOUSLY TO IMPROVE LEE COUNTY AS A DESIRABLE PLACE TO LIVE AND CONDUCT BUSINESS.

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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 $264,904

Program Service Revenue $121,276

Investment Income $12,066

Other Revenue $0

TOTAL REVENUE $398,246

Expense Breakdown

Grants Paid $0

Salaries & Benefits $283,472

Fundraising Expenses $86,674

Other Expenses $102,663

TOTAL EXPENSES $386,135

Year-over-Year Comparison

	2024	2023	Change
Revenue	$398,246	$346,865	+0.1%
Expenses	$386,135	$326,246	+0.2%
Net Income	$12,111	$20,619	-0.4%

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
LISA DAVIS	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
2025	$398,246	$386,135	$470,219	$12,111
2024	$346,865	$326,246	$458,108	$20,619
2023	$361,644	$314,634	$439,759	$47,010
2022	$320,022	$287,423	$392,583	$32,599
2021	$356,980	$317,296	$360,197	$39,684
2020	$339,058	$338,241	$321,229	$817
2019	$349,835	$341,412	$319,594	$8,423
2018	$341,133	$335,993	$310,715	$5,140

LEE COUNTY CHAMBER OF COMMERCE INC