HELENA AREA CHAMBER OF COMMERCE (EIN 810145987) - 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

1890

Legal Domicile

Principal Officer

CALLIE ASCHIM

Phone

4064424120

Tax Period

2023-01-01 to 2023-12-31

HELENA AREA CHAMBER OF COMMERCE, founded in 1890, is a small nonprofit that reported $809K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum.

Mission

THE HELENA AREA CHAMBER OF COMMERCE PROVIDES INFORMATION AND RESOURCES ABOUT THE CITY, ASSISTS LOCAL RESIDENTS WITH SEMINARS, AND PROMOTES CONVENTIONS, TOURISM, AND CIVIC PRIDE.

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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 $477,687

Program Service Revenue $331,137

Investment Income $11

Other Revenue $0

TOTAL REVENUE $808,835

Expense Breakdown

Grants Paid $0

Salaries & Benefits $414,057

Fundraising Expenses $0

Other Expenses $449,739

TOTAL EXPENSES $863,796

Year-over-Year Comparison

	2023	2022	Change
Revenue	$808,835	$654,722	+0.2%
Expenses	$863,796	$781,027	+0.1%
Net Income	$-54,961	$-126,305	-0.6%

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

N/A

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

$288,993

Key Employees

$100,377

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CALLIE ASCHIM	PRESIDENT/CEO	40.00	Director Key Emp Highest	$100,377	$0	$100,377
SANDY BAUMAN	DIRECTOR	0.00	Director	$0	$0	$0
ASHLEY DEVERNEIRO	TREASURER	0.00	Director	$0	$0	$0
TRAVIS BRAZILL	DIRECTOR	0.00	Director	$0	$0	$0
MICHAEL BROWN	DIRECTOR	0.00	Director	$0	$0	$0
JASON DAVIS	DIRECTOR	0.00	Director	$0	$0	$0
PAT DRYNAN	DIRECTOR	0.00	Director	$0	$0	$0
JOHN HILTON	DIRECTOR	0.00	Director	$0	$0	$0
CRAIG JENNESKENS	DIRECTOR	0.00	Director	$0	$0	$0
WADE JOHNSON	DIRECTOR	0.00	Director	$0	$0	$0
LISA KELLEY	DIRECTOR	0.00	Director	$0	$0	$0
ROSS MARTY	DIRECTOR	0.00	Director	$0	$0	$0
KELLY MCDERMOTT	DIRECTOR	0.00	Director	$0	$0	$0
STEVE MERGENTHALER	DIRECTOR	0.00	Director	$0	$0	$0
JOE MITCHELL	DIRECTOR	0.00	Director	$0	$0	$0
SCOTT MURPHY	DIRECTOR	0.00	Director	$0	$0	$0
SCOTT PATTON	DIRECTOR	0.00	Director	$0	$0	$0
LUKE SOPER	DIRECTOR	0.00	Director	$0	$0	$0
ANITA FASBENDER	BOARD CHAIR	0.00	Director	$0	$0	$0
NICK FOX	CHAIR ELECT	0.00	Director	$0	$0	$0
RONDA MCMILLAN	PAST CHAIR	0.00	Director	$0	$0	$0
DAN RISPENS	EX - OFFICIO	0.00	Director	$0	$0	$0
ANDY HUNTHAUSEN	EX - OFFICIO	0.00	Director	$0	$0	$0
REX WELTZ	EX - OFFICIO	0.00	Director	$0	$0	$0
CARLOS JOAQUIN	EX - OFFICIO	0.00	Director	$0	$0	$0
JOHN CECH	EX - OFFICIO	0.00	Director	$0	$0	$0
RENEA DORVALL	EX - OFFICIO	0.00	Director	$0	$0	$0
WES FEIST	EX - OFFICIO	0.00	Director	$0	$0	$0
SEAN LOGAN	EX - OFFICIO	0.00	Director	$0	$0	$0
BRIAN OBERT	EX - OFFICIOEX - OFFICIO	0.00	Director	$0	$0	$0
MCKINLEY WINKLE	VICE PRESIDENT	40.00	Director	$69,087	$0	$69,087
TAYLOR NICKOVICH	OFFICE MANAGER	20.00	Director	$0	$0	$0
KIRSIN CHANEY	COMMUNICATIONS MANAGER	20.00	Director	$45,348	$0	$45,348
KATIE NICHOLS	EVENTS & MARKETING DIRECOT	40.00	Director	$61,510	$0	$61,510
BOBBIE FORAN	BOOKKEEPER	10.00	Director	$12,671	$0	$12,671

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	$808,835	$863,796	$93,261	$-54,961
2022	$654,722	$781,027	$149,708	$-126,305
2021	$647,884	$716,484	$235,945	$-68,600
2020	$903,915	$797,177	$235,645	$106,738
2019	$737,189	$802,398	$181,495	$-65,209
2019	$737,189	$802,398	$181,495	$-65,209
2018	$794,324	$723,185	$250,077	$71,139

HELENA AREA CHAMBER OF COMMERCE