CHARLOTTE COUNTY CHAMBER OF COMMERCE INC (EIN 591149738) - 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

1966

Legal Domicile

Principal Officer

JAMES COALWELL

Phone

9416272222

Tax Period

2024-10-01 to 2025-09-30

CHARLOTTE COUNTY CHAMBER OF COMMERCE INC, founded in 1966, is a small nonprofit that reported $603K in total revenue in fiscal year 2024.

Mission

THE CHARLOTTE COUNTY CHAMBER OF COMMERCE IS ORGANIZED TO ADVANCE THE PROSPERITY AND GENERAL WELFARE OF ITS BUSINESS MEMBERS AND THE COMMUNITY THEY SERVE.

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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 $0

Program Service Revenue $534,434

Investment Income $17,345

Other Revenue $51,004

TOTAL REVENUE $602,783

Expense Breakdown

Grants Paid $0

Salaries & Benefits $345,439

Fundraising Expenses $0

Program Expenses $545,321

Other Expenses $282,783

TOTAL EXPENSES $628,222

Year-over-Year Comparison

	2024	2023	Change
Revenue	$602,783	$571,929	+0.1%
Expenses	$628,222	$574,730	+0.1%
Net Income	$-25,439	$-2,801	+8.1%

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

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
DONNA BARRETT	LEADERSHIP D	2.00	Director	$0	$0	$0
ROSA BENGHITT	SECRETARY	2.00	Officer Director	$0	$0	$0
CRISTIN BEVERLEY	VP-MEMBERSHI	2.00	Officer Director	$0	$0	$0
PERI BLUEMER	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA CLINE	DIRECTOR	2.00	Director	$0	$0	$0
JAMES COALWELL	PRESIDENT	2.00	Officer Director	$0	$0	$0
TERESA DA COSTA	TREASURER	2.00	Officer Director	$0	$0	$0
MICHAEL EHRAT	PRES-ELECT	2.00	Officer Director	$0	$0	$0
HECTOR FLORES	EX-OFFICIO N	2.00	Director	$0	$0	$0
SHAWN GILSTAD	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN GRAHAM	IMMED PAST P	2.00	Officer Director	$0	$0	$0
CRAIG HOLT	DIRECTOR	2.00	Director	$0	$0	$0
DORI HOLTVOIGHT	DIRECTOR	2.00	Director	$0	$0	$0
JAMI JOANNES	DIRECTOR	2.00	Director	$0	$0	$0
JOHN LECLAIR	NON-VOTING D	2.00	Director	$0	$0	$0
MIKE MARTIN	DIRECTOR	2.00	Director	$0	$0	$0
ANGIE MATTHIESSEN	DIRECTOR	2.00	Director	$0	$0	$0
JILL MCCRORY	DIRECTOR	2.00	Director	$0	$0	$0
STACEY MEYER	DIRECTOR	2.00	Director	$0	$0	$0
KALEY MILLER	NON-VOTING D	2.00	Director	$0	$0	$0
KATHERINE PAYNE	DIRECTOR	2.00	Director	$0	$0	$0
NATALIE PROCTOR	DIRECTOR	2.00	Director	$0	$0	$0
KRIS PROUDFOOT	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA REICHERT	NON-VOTING D	2.00	Director	$0	$0	$0
JESSICA RHEA	VP-LEADERSHI	2.00	Officer Director	$0	$0	$0
KAY TRACEY	EX-OFFFICIO	2.00	Director	$0	$0	$0
NICK WORDEN	DIRECTOR	2.00	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
2025	$602,783	$628,222	$965,176	$-25,439
2024	$571,929	$574,730	$979,215	$-2,801
2023	$600,367	$521,451	$931,293	$78,916
2022	$509,883	$472,194	$849,380	$37,689
2021	$482,726	$425,077	$785,428	$57,649
2020	$467,664	$458,886	$725,765	$8,778
2019	$480,945	$501,205	$736,913	$-20,260

CHARLOTTE COUNTY CHAMBER OF COMMERCE INC