GREATER FORT MYERS BEACH AREA CHAMBER OF COMMERCE INC (EIN 590868976) - 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

1983

Legal Domicile

Principal Officer

JACQUELYN LISZAK

Phone

2394547500

Tax Period

2024-01-01 to 2024-12-31

GREATER FORT MYERS BEACH AREA CHAMBER OF COMMERCE INC, founded in 1983, is a small nonprofit that reported $779K in total revenue in fiscal year 2024. Revenue surged 158% from the prior year, signaling strong growth momentum. The organization ran a surplus of $367K, a strong 47% operating margin.

Mission

PROMOTE FORT MYERS BEACH BUSINESS COMMUNITY.

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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 $770,773

Program Service Revenue $0

Investment Income $18,429

Other Revenue $-10,057

TOTAL REVENUE $779,145

Expense Breakdown

Grants Paid $0

Salaries & Benefits $167,541

Fundraising Expenses $0

Other Expenses $244,754

TOTAL EXPENSES $412,295

Year-over-Year Comparison

	2024	2023	Change
Revenue	$779,145	$301,897	+1.6%
Expenses	$412,295	$227,949	+0.8%
Net Income	$366,850	$73,948	+4.0%

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

$65,437

Total Directors

$65,437

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACQUELYN LISZAK	PRESIDENT, CEO	40.00	Officer Director	$65,437	$0	$65,437
CHUCK BODENHAFER	ADVISORY BOARD MEMBER	4.00	Director	$0	$0	$0
TINA TYLER	DIRECTOR	4.00	Director	$0	$0	$0
DAVID MILLER	ADVISORY BOARD MEMBER	4.00	Director	$0	$0	$0
HALEY FLETCHER	DIRECTOR	4.00	Director	$0	$0	$0
JOHN GAVIN	CHAIR EMERITUS	4.00	Officer Director	$0	$0	$0
ROBERT KISABETH	DIRECTOR	4.00	Director	$0	$0	$0
PAM FLAHERTY	DIRECTOR	4.00	Director	$0	$0	$0
ROLAND CLAYTON	CHAIRMAN	4.00	Officer Director	$0	$0	$0
BILL BEHRENS	VICE CHAIR, MEMBERSHIP/SEC	4.00	Officer Director	$0	$0	$0
TIM LALOR	ADVISORY BOARD MEMBER	4.00	Director	$0	$0	$0
GAIL LANGNER	VICE CHAIR, BUS. DEV. & EV	4.00	Officer Director	$0	$0	$0
KAREN SWANBECK	DIRECTOR	4.00	Director	$0	$0	$0
BRIAN PODLASEK	BOARD MEMBER	4.00	Director	$0	$0	$0
KATHY STEFANSKI	BOARD MEMBER/TREASURER	4.00	Officer Director	$0	$0	$0
BOB BEVILLE	VICE CHAIR	4.00	Officer Director	$0	$0	$0
ERIN ATWOOD	ADVISORY BOARD MEMBER	4.00	Director	$0	$0	$0
CHRIS MOSTEIRO	ADVISORY BOARD MEMBER	4.00	Director	$0	$0	$0
MATT FULTZ	ADVISORY BOARD MEMBER	4.00	Director	$0	$0	$0
JIM LAMBETH	ADVISORY BOARD MEMBER	4.00	Director	$0	$0	$0
DR OWEN FEENEY	ADVISORY BOARD MEMBER	4.00	Director	$0	$0	$0
ERIC TIBBS	ADVISORY BOARD MEMBER	4.00	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	$779,145	$412,295	$700,432	$366,850
2023	$301,897	$227,949	$296,082	$73,948
2022	$256,587	$253,155	$203,958	$3,432
2021	$251,422	$275,328	$216,292	$-23,906
2020	$224,178	$243,284	$234,001	$-19,106
2019	$293,757	$267,775	$128,647	$25,982
2018	$302,949	$239,411	$140,156	$63,538

GREATER FORT MYERS BEACH AREA CHAMBER OF COMMERCE INC