Puyallup Sumner Chamber of Commerce (EIN 910375660) - 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

1966

Legal Domicile

Principal Officer

Shellie Willis

Phone

2538456755

Tax Period

2023-01-01 to 2023-12-31

Puyallup Sumner Chamber of Commerce, founded in 1966, is a small nonprofit that reported $805K in total revenue in fiscal year 2023. Expenses of $936K exceeded revenue, resulting in a 16% operating deficit.

Mission

The organization's mission is to foster economic development, provide learning opportunities for members and be a unified voice for business.

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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 $441,972

Program Service Revenue $362,843

Investment Income $0

Other Revenue $0

TOTAL REVENUE $804,815

Expense Breakdown

Grants Paid $0

Salaries & Benefits $480,286

Fundraising Expenses $0

Program Expenses $222,660

Other Expenses $455,715

TOTAL EXPENSES $936,001

Year-over-Year Comparison

	2023	2022	Change
Revenue	$804,815	$774,255	+0.0%
Expenses	$936,001	$813,714	+0.2%
Net Income	$-131,186	$-39,459	+2.3%

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

125

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
Tara Doyle-Enneking	Executive Director	50.00		$151,969	$10,967	$162,936
Shellie Willis	President	2.00	Officer Director	$0	$0	$0
Sloan Clack	Treasurer	2.00	Officer Director	$0	$0	$0
Cameron Roberts	Secretary	2.00	Officer Director	$0	$0	$0
David Montevideo	Vice President	2.00	Officer Director	$0	$0	$0
Luke Korum	Director	1.00	Director	$0	$0	$0
Paul Long	Director	1.00	Director	$0	$0	$0
Justin Jones	Director	1.00	Director	$0	$0	$0
Karissa Thompson	Director	1.00	Director	$0	$0	$0
Ryan Wheaton	Director	1.00	Director	$0	$0	$0
Melanie Egan	Director	1.00	Director	$0	$0	$0
Stephanie Schramm	Director	1.00	Director	$0	$0	$0
Diana Swartz	Director	1.00	Director	$0	$0	$0
Scott Elder	Director	1.00	Director	$0	$0	$0
Michael Dwyer	Director	1.00	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	No data	No data	No data	No data
2023	$804,815	$936,001	$188,407	$-131,186
2022	$774,255	$813,714	$296,594	$-39,459
2021	$816,973	$712,083	$337,414	$104,890
2020	$561,707	$524,921	$236,468	$36,786
2019	$496,925	$485,528	$64,624	$11,397
2018	$411,186	$384,146	$29,747	$27,040

Puyallup Sumner Chamber of Commerce