HISTORIC SONORA CHAMBER OF COMMERCE (EIN 912071302) - 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

2000

Legal Domicile

Principal Officer

KATIE DUNN

Phone

2096944008

Tax Period

2018-01-01 to 2018-12-31

HISTORIC SONORA CHAMBER OF COMMERCE, founded in 2000, is a micro nonprofit in the Community Improvement sector that reported $95K in total revenue in fiscal year 2018. The organization ran a surplus of $49K, a strong 52% operating margin.

Mission

TO PROMOTE BUSINESS ACTIVITY

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $20,710

Investment Income $19

Other Revenue $74,576

TOTAL REVENUE $95,305

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $46,001

TOTAL EXPENSES $46,001

Year-over-Year Comparison

	2018	2017	Change
Revenue	$95,305	N/A	N/A
Expenses	$46,001	N/A	N/A
Net Income	$49,304	N/A	N/A

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRYAN ADCOX	Executive Dir.	2.00	Officer Director	$0	$0	$0
TIFFANY PHILLIPS	Director	2.00	Director	$0	$0	$0
SHEALA WILKINSON	Director	2.00	Director	$0	$0	$0
ANDEE HOUSER	Vice President	2.00	Officer Director	$0	$0	$0
STACY TITUS	Director	2.00	Director	$0	$0	$0
KELLY SMITH	Director	2.00	Director	$0	$0	$0
DONA WILLIAMS	Vice President	2.00	Officer Director	$0	$0	$0
SUSAN CARLSON	Director	2.00	Director	$0	$0	$0
GAIL PEDRICK	Director	2.00	Director	$0	$0	$0
NANCY WHITE	Director	2.00	Director	$0	$0	$0
LAURIE LEHMANN	Secretary	2.00	Officer Director	$0	$0	$0
ROBERT HAWKS	Treasurer	2.00	Officer Director	$0	$0	$0
JUDY GROSSMAN	Director	2.00	Director	$0	$0	$0
KATIE DUNN	President	2.00	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
2018	$95,305	$46,001	$118,064	$49,304

HISTORIC SONORA CHAMBER OF COMMERCE