The Oviedo-Winter Springs Regional Chamber of Commerce (EIN 592222741) - 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

1982

Legal Domicile

Phone

4073656500

Tax Period

2023-01-01 to 2023-12-31

The Oviedo-Winter Springs Regional Chamber of Commerce, founded in 1982, is a small nonprofit that reported $408K in total revenue in fiscal year 2023. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $578K exceeded revenue, resulting in a 42% operating deficit.

Mission

To serve as a platform for enhancing business and community interests in our Central Florida region

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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 (2023)

Revenue Breakdown

Contributions & Grants $175,755

Program Service Revenue $205,975

Investment Income $14,549

Other Revenue $11,950

TOTAL REVENUE $408,229

Expense Breakdown

Grants Paid $0

Salaries & Benefits $237,338

Fundraising Expenses $0

Program Expenses $181,937

Other Expenses $340,666

TOTAL EXPENSES $578,004

Year-over-Year Comparison

	2023	2022	Change
Revenue	$408,229	$727,004	-0.4%
Expenses	$578,004	$564,897	+0.0%
Net Income	$-169,775	$162,107	-2.0%

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

480

Independent Members

480

Employees

Volunteers

150

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
Roxane Ferguson	President & CEO	40.00	Officer Director	$0	$0	$0
Dan Lacich	Director	10.00	Officer Director	$0	$0	$0
Kinsley Elfand	Chairman	10.00	Officer Director	$0	$0	$0
Tony Brooks	Director	6.00	Officer Director	$0	$0	$0
Danny Ramos	Treasurer	6.00	Officer Director	$0	$0	$0
Marianne Joseph	Secretary	10.00	Officer Director	$0	$0	$0
Jason Edwards	Director	3.00	Director	$0	$0	$0
Yesha Patel	Director	3.00	Director	$0	$0	$0
Jeff Gibbs	Director	3.00	Director	$0	$0	$0
Jenelle Ferrer	Director	3.00	Director	$0	$0	$0
Kevin Sorensen	Director	3.00	Director	$0	$0	$0
Cathy Droke	Director	3.00	Director	$0	$0	$0
Jeffrey Chudnow	Director	3.00	Director	$0	$0	$0
Patricia D'Alessandro	Director	3.00	Director	$0	$0	$0
Tavo Mendez	Director	3.00	Director	$0	$0	$0
Bruce Kavenagh	Director	3.00	Director	$0	$0	$0
Vishal Chunilal	Director	3.00	Director	$0	$0	$0
Rick Smith	Director	3.00	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	No data	No data	No data	No data
2023	$408,229	$578,004	$477,889	$-169,775
2022	$727,004	$564,897	$590,352	$162,107
2021	$524,263	$396,739	$424,088	$127,524
2020	$274,728	$263,929	$434,191	$10,799
2019	$425,802	$396,314	$349,394	$29,488

The Oviedo-Winter Springs Regional Chamber of Commerce