GREATER TULARE CHAMBER TRUST

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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

1965

Legal Domicile

Phone

5596861547

Tax Period

2024-10-01 to 2025-09-30

GREATER TULARE CHAMBER TRUST, founded in 1965, is a micro nonprofit that reported $65K in total revenue in fiscal year 2024. The organization ran a surplus of $48K, a strong 74% operating margin.

Mission

ADVANCE THE PUBLIC WELFARE OF THE CITY OF TULARE THROUGH GRANTS AND LOANS

Program Service Accomplishments

Program 1

Expenses: $10,000 Revenue: $43,163

ADVANCE THE PUBLIC WELFARE OF THE CITY OF TULARE THROUGH GRANTS AND LOANS

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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 $43,163

Investment Income $22,160

Other Revenue $0

TOTAL REVENUE $65,323

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,000

Other Expenses $7,108

TOTAL EXPENSES $17,108

Year-over-Year Comparison

	2024	2023	Change
Revenue	$65,323	$64,684	+0.0%
Expenses	$17,108	$7,222	+1.4%
Net Income	$48,215	$57,462	-0.2%

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

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	Role	Reportable Comp	Other Comp	Total
MARC LIMAS	Chairman	Officer Director	$0	$0	$0
MIKE WATSON	Secretary	Officer Director	$0	$0	$0
LE ANN HAKL	Trustee	Director	$0	$0	$0
CRAIG VEJVODA	Trustee	Director	$0	$0	$0
KELSEY JONES	Trustee	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
2025	$65,323	$17,108	$1,341,521	$48,215
2024	$64,684	$7,222	$1,293,786	$57,462
2023	$52,013	$17,543	$1,236,239	$34,470
2022	$9,819	$31,808	$1,201,854	$-21,989
2021	$8,572	$221,556	$1,223,843	$-212,984
2020	$14,890	$31,349	$1,436,831	$-16,459
2019	$53,063	$62,391	$1,453,286	$-9,328
2018	$26,122	$25,678	$1,462,134	$444