RSM Chamber of Commerce

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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

2018

Legal Domicile

Principal Officer

Sean Autry

Phone

9496673776

Tax Period

2024-01-01 to 2024-12-31

RSM Chamber of Commerce, founded in 2018, is a small nonprofit in the Community Improvement sector that reported $272K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year.

Mission

To promote and enhance the business community of Rancho Santa Margarita by assisting our members through joining, connecting, and growing a vibrant local economy.

Program Service Accomplishments

Program 1

Program services and events promote and enhance the business community of Rancho Santa Margarita by assisting our members through joining, connecting, and growing a vibrant local economy. Current...

Program services and events promote and enhance the business community of Rancho Santa Margarita by assisting our members through joining, connecting, and growing a vibrant local economy. Current programs and events consist of monthly and annual special events, lunch mixers.

Program 2

Annual RanchoFest community event to promote and enhance the business community.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $272,454

Investment Income $0

Other Revenue $0

TOTAL REVENUE $272,454

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $274,550

TOTAL EXPENSES $274,550

Year-over-Year Comparison

	2024	2023	Change
Revenue	$272,454	$336,952	-0.2%
Expenses	$274,550	$307,208	-0.1%
Net Income	$-2,096	$29,744	-1.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sean Autry	President	3.00	Officer Director	$0	$0	$0
Carrie Arneth Miller	Vice President	2.00	Officer Director	$0	$0	$0
Charity Hill	Treasurer	2.00	Officer Director	$0	$0	$0
Kara Foley	Secretary	2.00	Officer Director	$0	$0	$0
Nicole Stanfield	Vice President	2.00	Officer 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	$272,454	$274,550	$112,840	$-2,096
2023	$336,952	$307,208	$100,135	$29,744
2022	$291,929	$295,925	$70,391	$-3,996
2022	$291,929	$308,830	$57,486	$-16,901
2021	$225,230	$203,973	$74,387	$21,257
2019	$210,066	$170,166	$88,901	$39,900