GREATER BARTOW CHAMBER OF COMMERCE INC

EIN: 590156353

BARTOW, FL

Total Revenue
$295,012
Total Expenses
$310,269
Total Assets
$265,249
Net Assets
$254,117
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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
1959
Legal Domicile
FL
Principal Officer
MICHELLE HELMS
Phone
8635337125
Tax Period
2025-01-01 to 2025-12-31

GREATER BARTOW CHAMBER OF COMMERCE INC, founded in 1959, is a small nonprofit that reported $295K in total revenue in fiscal year 2025. Revenue decreased 12% compared to the prior year.

Mission

THE GREATER BARTOW CHAMBER OF COMMERCE EXISTS TO PROMOTE BUSINESS AND ECONOMIC DEVELOPMENT FOR THE BENEFIT OF THE BARTOW COMMUNITY.

Program Service Accomplishments

Program 1

THE CHAMBER CONDUCTED ITS ANNUAL YOUTH VILLA CLASSIC, HELD ITS ANNUAL MEETING AND AUCTION, TASTE OF AGRICULTURE, MAYORS PRAYER BREAKFAST, FUN THURSDAY, DIVERSITY LUNCHEON, SPIRIT OF BARTOW, BARTOW...

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THE CHAMBER CONDUCTED ITS ANNUAL YOUTH VILLA CLASSIC, HELD ITS ANNUAL MEETING AND AUCTION, TASTE OF AGRICULTURE, MAYORS PRAYER BREAKFAST, FUN THURSDAY, DIVERSITY LUNCHEON, SPIRIT OF BARTOW, BARTOW TEACHER OF THE YEAR, AND FESTIVAL OF WREATHS. OVER 10,000 INDIVIDUALS PARTICIPATED IN THESE EVENTS.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $109,522
Program Service Revenue $160,640
Investment Income $900
Other Revenue $23,950
TOTAL REVENUE $295,012

Expense Breakdown

Grants Paid $0
Salaries & Benefits $159,498
Fundraising Expenses $0
Other Expenses $150,771
TOTAL EXPENSES $310,269

Year-over-Year Comparison

2025 2024 Change
Revenue $295,012 $336,598 -0.1%
Expenses $310,269 $302,503 +0.0%
Net Income $-15,257 $34,095 -1.4%
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

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Governance

Voting Members
25
Independent Members
25
Employees
4
Volunteers
20

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
8
$69,550
Total Directors
25
$69,550
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHELLE HELMS EXECUTIVE DIRECTOR 40.00
Officer Director
$69,550 $0 $69,550
RUSTY MUSIC DIRECTOR 1.00
Director
$0 $0 $0
WENDY HALL DIRECTOR 1.00
Director
$0 $0 $0
STEPHEN WALKER DIRECTOR 1.00
Director
$0 $0 $0
RICK BERNARD DIRECTOR 1.00
Director
$0 $0 $0
MORGAN ODUM DIRECTOR 1.00
Director
$0 $0 $0
KAREN KERR DIRECTOR 1.00
Director
$0 $0 $0
JENNIFER HALL DIRECTOR 1.00
Director
$0 $0 $0
TONY SMITH DIRECTOR 1.00
Director
$0 $0 $0
BETH LUCKETT DIRECTOR 1.00
Director
$0 $0 $0
STEFAN KATZARAS DIRECTOR 1.00
Director
$0 $0 $0
ANGELA WALDEN DIRECTOR 1.00
Director
$0 $0 $0
CRAIG BURKE DIRECTOR 1.00
Director
$0 $0 $0
ELAINE PEARCE-ZUEHLSDORF DIRECTOR 1.00
Director
$0 $0 $0
JHONOY JOHNSON DIRECTOR 1.00
Director
$0 $0 $0
NATHAN REGISTER DIRECTOR 1.00
Director
$0 $0 $0
ELLIE WHITHALL EX OFFICIO (NON-VOTING) 1.00
Director
$0 $0 $0
SEAN PARKER EX OFFICIO (VOTING) 1.00
Director
$0 $0 $0
AMY SUMMERLIN INCOMING PRESIDENT 1.00
Officer Director
$0 $0 $0
JENNIE BAKER VP MEMBERSHIP 1.00
Officer Director
$0 $0 $0
MARIE WILMOT VP LEADERSHIP 1.00
Officer Director
$0 $0 $0
SHANNON MEDLEY VP TREASURER 1.00
Officer Director
$0 $0 $0
CARLA MEEKS VP ECONOMIC & COMMUNITY DEVELOPMENT 1.00
Officer Director
$0 $0 $0
JOHN HELMS PAST PRESIDENT 1.00
Officer Director
$0 $0 $0
JENNIE WALKER PRESIDENT 1.00
Officer 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
2025 $295,012 $310,269 $265,249 $-15,257
2024 $336,598 $302,503 $278,961 $34,095
2023 $309,212 $273,804 $241,766 $35,408
2022 $311,010 $228,421 $203,886 $82,589
2021 $272,171 $268,266 $140,250 $3,905
2020 $246,457 $171,506 $117,797 $74,951
2019 $342,021 $366,120 $59,936 $-24,099
2018 $422,059 $418,763 $84,679 $3,296
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