GREATER CONEJO VALLEY CHAMBER OF COMMERCE (EIN 952248326) - 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

1967

Legal Domicile

Principal Officer

DANIELLE BORJA

Phone

8053700035

Tax Period

2023-01-01 to 2023-12-31

GREATER CONEJO VALLEY CHAMBER OF COMMERCE, founded in 1967, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023.

Mission

MEMBERSHIP,ONLINE MEMBERSHIP DIRECTORY, NETWORKING OPPORTUNITIES,EDUCATION,EVENTS AND OTHER ECONOMIC DEVELOPMENT ACTIVITIES.

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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 $813,465

Program Service Revenue $457,033

Investment Income $24,406

Other Revenue $3,450

TOTAL REVENUE $1,298,354

Expense Breakdown

Grants Paid $0

Salaries & Benefits $780,957

Fundraising Expenses $0

Other Expenses $543,382

TOTAL EXPENSES $1,324,339

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,298,354	$1,333,175	0.0%
Expenses	$1,324,339	$1,324,905	0.0%
Net Income	$-25,985	$8,270	-4.1%

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

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

$162,400

Total Directors

$162,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIELLE BORJA	PRESIDENT	30.00	Officer Director	$162,400	$0	$162,400
ED SAHAKIAN	CHAIR	3.00	Officer Director	$0	$0	$0
JILL HANEY	CHAIR EMERIT	3.00	Officer Director	$0	$0	$0
MATT MIDURA	SECRETARY	3.00	Officer Director	$0	$0	$0
EVA GOMEZ	TREASURER	3.00	Officer Director	$0	$0	$0
JAKE DEMIRCHYAN	DIRECTOR AT	3.00	Officer Director	$0	$0	$0
LISA SAFAEINILI	DIRECTOR AT	3.00	Officer Director	$0	$0	$0
RONDI GUTHRIE	DIRECTOR AT	3.00	Officer Director	$0	$0	$0
DIANNE MCKAY	DIRECTOR AT	3.00	Officer Director	$0	$0	$0
DEBBIE ADRIAN	MEMBER AT LA	1.00	Director	$0	$0	$0
LEANNE ALVA	MEMBER AT LA	1.00	Director	$0	$0	$0
MARIA CAMACHO	MEMBER AT LA	1.00	Director	$0	$0	$0
TOM COHEN	MEMBER AT LA	1.00	Director	$0	$0	$0
MARJA CROSS	MEMBER AT LA	1.00	Director	$0	$0	$0
ELIZABETH DIRTZ	MEMBER AT LA	1.00	Director	$0	$0	$0
MICHAEL DUTRA	MEMBER AT LA	1.00	Director	$0	$0	$0
KINSIE FLAME	MEMBER AT LA	1.00	Director	$0	$0	$0
RICK GIBSON	MEMBER AT LA	1.00	Director	$0	$0	$0
VIKAS KAUSHIK	MEMBER AT LA	1.00	Director	$0	$0	$0
WILLIAM KOEHLER	MEMBER AT LA	1.00	Director	$0	$0	$0
RUBEN MACIEL	MEMBER AT LA	1.00	Director	$0	$0	$0
ANDREA MCCLELLAN	MEMBER AT LA	1.00	Director	$0	$0	$0
MICHELLE MENZEL	MEMBER AT LA	1.00	Director	$0	$0	$0
LUCIA MINAYA	MEMBER AT LA	1.00	Director	$0	$0	$0
MARK ORTGIES	MEMBER AT LA	1.00	Director	$0	$0	$0
RUDY PEREIRA	MEMBER AT LA	1.00	Director	$0	$0	$0
NIKI RICHARDSON	MEMBER AT LA	1.00	Director	$0	$0	$0
GABRIELLA SHERMAN MD	MEMBER AT LA	1.00	Director	$0	$0	$0
RYAN VAN OMMEREN	MEMBER AT LA	1.00	Director	$0	$0	$0
OFELIA FLORES	CFO	40.00	Highest	$103,489	$0	$103,489
HEATHER MACAULAY	VP COMM PART	40.00	Highest	$103,881	$0	$103,881

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	$1,298,354	$1,324,339	$1,239,599	$-25,985
2022	$1,333,175	$1,324,905	$1,186,585	$8,270
2021	$1,312,509	$1,165,216	$1,315,137	$147,293
2020	$1,021,138	$1,139,516	$1,145,524	$-118,378
2019	$1,502,034	$1,596,480	$1,283,604	$-94,446
2018	$1,431,819	$1,356,476	$1,161,774	$75,343

GREATER CONEJO VALLEY CHAMBER OF COMMERCE