MOUNTAIN BROOK CHAMBER OF COMMERCE INC (EIN 631209543) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

DAWSON HORTON CPA

Phone

2058713779

Tax Period

2023-10-01 to 2024-09-30

MOUNTAIN BROOK CHAMBER OF COMMERCE INC, founded in 1997, is a small nonprofit in the Community Improvement sector that reported $325K in total revenue in fiscal year 2017. The organization ran a surplus of $82K, a strong 25% operating margin.

Mission

TO PROMOTE MEMBERSHIP AND BUSINESS IN THE MOUNTAIN BROOK COMMUNITY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $168,000

Program Service Revenue $215,477

Investment Income $31,902

Other Revenue $0

TOTAL REVENUE $415,379

Expense Breakdown

Grants Paid $0

Salaries & Benefits $232,219

Fundraising Expenses $0

Program Expenses $362,928

Other Expenses $178,213

TOTAL EXPENSES $410,432

Year-over-Year Comparison

	2023	2022	Change
Revenue	$415,379	$355,658	+0.2%
Expenses	$410,432	$351,206	+0.2%
Net Income	$4,947	$4,452	+0.1%

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

$122,496

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH BRASWELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
LADD TUCKER	EXECUTIVE VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KATRINA PORTER	VP BUSINESS DEVELOPMENT	1.00	Officer Director	$0	$0	$0
DAVID FAULKNER	VP GOVERNMENTAL AFFAIRS	1.00	Officer Director	$0	$0	$0
LEIGH HAVER	VP MEMBERSHIP	1.00	Officer Director	$0	$0	$0
KIM MCGUIRE	VP COMMUNITY AFFAIRS	1.00	Officer Director	$0	$0	$0
MARTHA GORHAM	SECRETARY	1.00	Officer Director	$0	$0	$0
DAWSON HORTON	TREASURER	1.00	Officer Director	$0	$0	$0
MILLIE RUDDER	FIRST PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
PAUL DEMARCO	GENERAL COUNSEL	1.00	Director	$0	$0	$0
SAM GASTON	SUSTAINING MEMBER	1.00	Director	$0	$0	$0
GRAHAM SMITH	CITY COUNCIL LIASON	1.00	Director	$0	$0	$0
LEE MALLETTE	JUNIOR BOARD ADVISOR	1.00	Director	$0	$0	$0
VIRGINIA GRISHAM	JUNIOR BOARD LIASON	1.00	Director	$0	$0	$0
WILMER POYNOR	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
DUSTIN DEW	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
GINA HARRIS	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
KIMBERLY JACKSON	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
KNOX RICHARDSON	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
TATE DAVIS	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
LAUREL BASSETT	CRESTLINE VILLAGE REP	1.00	Director	$0	$0	$0
LIBBY MCGOWAN	ENGLISH VILLAGE REP	1.00	Director	$0	$0	$0
JORGE CASTRO	MOUNTAIN BROOK VILLAGE REP	1.00	Director	$0	$0	$0
MAC MCKIERNAN	MOUNTAIN BROOK PLAZA REP	1.00	Director	$0	$0	$0
EMILY JENSEN	EXECUTIVE DIRECTOR (LEFT JUNE 2024)	40.00	Officer	$122,496	$0	$122,496
LIZZIE MAYMON	EXECUTIVE DIRECTOR	40.00	Officer	$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	$415,379	$410,432	$1,025,088	$4,947
2023	$355,658	$351,206	$989,868	$4,452
2022	$326,268	$316,223	$969,740	$10,045
2021	$307,020	$259,223	$954,979	$47,797
2020	$291,809	$244,175	$897,679	$47,634
2019	$329,149	$249,716	$840,005	$79,433
2018	$324,868	$242,960	$755,304	$81,908

MOUNTAIN BROOK CHAMBER OF COMMERCE INC