OLDHAM CHAMBER & ECONOMIC DEVELOPMENT INC (EIN 611243293) - 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

1963

Legal Domicile

Principal Officer

DAVID BIZIANES

Phone

5022221635

Tax Period

2023-07-01 to 2024-06-30

OLDHAM CHAMBER & ECONOMIC DEVELOPMENT INC, founded in 1963, is a small nonprofit that reported $500K in total revenue in fiscal year 2023.

Mission

THE ORGANIZATION STRIVES TO BE THE "GO TO ORGANIZATION FOR BUSINESS NETWORKING, BUSINESS EXPANSION, PROFESSIONAL DEVELOPMENT AND COMMUNITY RELATIONSHIPS. MEMEBERSHIP PARTICIPATION HELPS TO INCREASE THE AWARENESS OF ECONOMIC GROWTH IN OLDHAM COUNTY,

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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 $400,900

Program Service Revenue $97,199

Investment Income $1,778

Other Revenue $0

TOTAL REVENUE $499,877

Expense Breakdown

Grants Paid $0

Salaries & Benefits $335,599

Fundraising Expenses $0

Program Expenses $439,376

Other Expenses $158,212

TOTAL EXPENSES $493,811

Year-over-Year Comparison

	2023	2022	Change
Revenue	$499,877	$520,728	0.0%
Expenses	$493,811	$433,715	+0.1%
Net Income	$6,066	$87,013	-0.9%

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

N/A

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

$86,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE WILSON	CHAIRMAN	2.00	Director	$0	$0	$0
ZACK VAN ZANT	VICE CHAIR ECON DEV	4.00	Officer Director	$0	$0	$0
PETER DELVALLE	VICE CHAIR MEMBERSHIP SERV	2.00	Director	$0	$0	$0
CLINT KAHO	BOARD MEMBER	2.00	Director	$0	$0	$0
FELISHA DOWDY	BOARD MEMBER	2.00	Director	$0	$0	$0
GARY HARDY	BOARD MEMBER	2.00	Director	$0	$0	$0
BRETT GREGORY	BOARD MEMBER	2.00	Director	$0	$0	$0
JASON RADFORD	BOARD MEMBER	2.00	Director	$0	$0	$0
JASON MORGAN	BOARD MEMBER	2.00	Director	$0	$0	$0
STEVE HEGGIE	BOARD MEMBER	2.00	Director	$0	$0	$0
LAURA TAPP	SECRETARY / TREASURER	2.00	Officer Director	$0	$0	$0
CARLIE PEYTON	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRIS JOHNSON	INCOMING CHAIR	2.00	Director	$0	$0	$0
DR NANCY THEISS	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID BIZIANES	EXECUTIVE DIRECTOR	40.00	Officer	$86,000	$0	$86,000

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	$499,877	$493,811	$126,005	$6,066
2022	$454,895	$371,336	$167,145	$83,559
2021	$389,037	$292,420	$171,402	$96,617
2020	$345,982	$356,847	$137,190	$-10,865
2019	$372,452	$368,204	$379,404	$4,248

OLDHAM CHAMBER & ECONOMIC DEVELOPMENT INC