MONTICELLO JEFFERSON COUNTY CHAMBER OF COMMERCE INC (EIN 590812041) - 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

1985

Legal Domicile

Principal Officer

Amy McDaniel

Phone

8509975552

Tax Period

2022-10-01 to 2023-09-30

MONTICELLO JEFFERSON COUNTY CHAMBER OF COMMERCE INC, founded in 1985, is a small nonprofit that reported $143K in total revenue in fiscal year 2022. Revenue decreased 19% compared to the prior year.

Mission

OUR MISSION IS TO BE THE FRONTLINE ADVOCATE FOR THE BUSINESS COMMUNITY. WE WILL SUPPORT ACTIVITIES THAT ENCOURAGE GROWTH AND PROSPERITY, WHILE PROTECTING OUR NATURAL, HISTORIC AND CULTURAL RESOURCES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $52,205

Program Service Revenue $8,137

Investment Income $2

Other Revenue $82,782

TOTAL REVENUE $143,126

Expense Breakdown

Grants Paid $2,664

Salaries & Benefits $88,217

Fundraising Expenses $0

Other Expenses $60,817

TOTAL EXPENSES $151,698

Year-over-Year Comparison

	2022	2021	Change
Revenue	$143,126	$176,449	-0.2%
Expenses	$151,698	$135,634	+0.1%
Net Income	$-8,572	$40,815	-1.2%

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

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
ROGER CHAMPION	PRESIDENT	2.00	Officer	$0	$0	$0
FLOYD FAGLIE	VICE PRESIDENT	1.00	Officer	$0	$0	$0
DORI COLLINS	TREASURER	1.00	Officer	$0	$0	$0
LYNETTE SIRMON	SECRETARY	1.00	Officer	$0	$0	$0
TAMI LESTER	PAST PRESIDENT	1.00	Officer	$0	$0	$0
EYDIE TRIQUET	DIRECTOR	1.00	Director	$0	$0	$0
BOB DAVISON	DIRECTOR	1.00	Director	$0	$0	$0
MICHELE ARCENEAUX	DIRECTOR	1.00	Director	$0	$0	$0
SONJA BROCK	DIRECTOR	1.00	Director	$0	$0	$0
JULIUS HACKETT	DIRECTOR	1.00	Director	$0	$0	$0
SEAN GRAY	DIRECTOR	1.00	Director	$0	$0	$0
DANNY COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
BUCK BIRD	DIRECTOR	1.00	Director	$0	$0	$0
RON CICHON	DIRECTOR	1.00	Director	$0	$0	$0
GERI ANN DRIGGERS	DIRECTOR	1.00	Director	$0	$0	$0
PAT INMON	DIRECTOR	1.00	Director	$0	$0	$0
GLORIA COX	NON-VOTING DIRECTOR	1.00		$0	$0	$0
CHRIS TUTEN	NON-VOTING DIRECTOR	1.00		$0	$0	$0
SEAN VICKERS	DIRECTOR	1.00	Director	$0	$0	$0
KATRINA RICHARDSON	EXECUTIVE DIRECTOR	40.00	Highest	$49,444	$0	$49,444

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
2023	$143,126	$151,698	$117,001	$-8,572
2022	$176,449	$135,634	$147,108	$40,815
2021	$170,696	$130,301	$100,078	$40,395

MONTICELLO JEFFERSON COUNTY CHAMBER OF COMMERCE INC