COTTLEVILLE WELDON SPRING CHAMBER (EIN 752992817) - 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

2002

Legal Domicile

Principal Officer

JENNA WHITMORE

Tax Period

2023-01-01 to 2023-12-31

COTTLEVILLE WELDON SPRING CHAMBER, founded in 2002, is a small nonprofit in the Community Improvement sector that reported $392K in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $76K, a strong 19% operating margin.

Mission

COMMUNITY BUSINESS ORGANIZATION

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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 $370,233

Program Service Revenue $0

Investment Income $100

Other Revenue $21,709

TOTAL REVENUE $392,042

Expense Breakdown

Grants Paid $0

Salaries & Benefits $173,212

Fundraising Expenses $0

Other Expenses $143,113

TOTAL EXPENSES $316,325

Year-over-Year Comparison

	2023	2022	Change
Revenue	$392,042	$309,610	+0.3%
Expenses	$316,325	$279,755	+0.1%
Net Income	$75,717	$29,855	+1.5%

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

Total Directors

$83,055

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WENDY BERRY	EXECUTIVE DIRECTOR	40.00	Director Highest	$83,055	$0	$83,055
JULIO MENDEZ	TREASURER	5.00	Officer Director	$0	$0	$0
KYLE GAINES	SECRETARY	5.00	Officer Director	$0	$0	$0
JACOB SCHMUCKER	VICE PRESIDENT	5.00	Officer	$0	$0	$0
JENNA WHITMORE	PRESIDENT	10.00	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	No data	No data	No data	No data
2023	$392,042	$316,325	$512,888	$75,717
2022	$309,610	$279,755	$503,166	$29,855
2021	$230,962	$194,236	$491,967	$36,726
2020	$147,520	$155,116	$185,414	$-7,596
2019	$197,234	$167,681	$92,698	$29,553

COTTLEVILLE WELDON SPRING CHAMBER