The Chevron Recreation Association

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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

1993

Legal Domicile

Principal Officer

Jim Bonwell

Phone

9258424248

Tax Period

2023-01-01 to 2023-12-31

The Chevron Recreation Association, founded in 1993, is a micro nonprofit that reported $6 in total revenue in fiscal year 2023. Revenue fell 50% from the prior year — a significant decline worth monitoring.

Mission

TO PROMOTE, FOSTER, ADVANCE, AND MAINTAIN A SPIRIT OF FRATERNITY AND FELLOWSHIP AMONG ITS MEMBERS. TO PROVIDE FOR AND ADVANCE THE INTERESTS OF ITS MEMBERS BY MEANS OF THE CONDUCT, DIRECTLY OR INDIRECTLY OF RECREATIONAL, SOCIAL AND EDUCATIONAL ACTIVITIES. TO PROVIDE CONVENIENT AND ECONOMICAL ACCESS TO SPORTING, MUSIC, THEATER AND OTHER RECREATIONAL ACTIVITIES.

Program Service Accomplishments

Program 1

TO PROMOTE, FOSTER, ADVANCE, AND MAINTAIN A SPIRIT OF FRATERNITY AND FELLOWSHIP AMONG ITS MEMBERS. TO PROVIDE FOR AND ADVANCE THE INTERESTS OF ITS MEMBERS BY MEANS OF THE CONDUCT, DIRECTLY OR...

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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 $0

Program Service Revenue $0

Investment Income $6

Other Revenue $0

TOTAL REVENUE $6

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6	$12	-0.5%
Expenses	N/A	$60	-1.0%
Net Income	N/A	$-48	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

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	Role	Reportable Comp	Other Comp	Total
JIM BONWELL	PRESIDENT	Officer	$0	$0	$0
KAREN HOM	TREASURER	Officer	$0	$0	$0
ERIKA LONG	SECRETARY	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
2023	$6	No data	No data	No data
2022	$12	$60	$12,708	$-48
2021	$9,610	No data	$12,756	No data
2020	$-7,513	No data	$3,146	No data