Lakeside Chamber of Commerce (EIN 952673663) - 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

1955

Legal Domicile

Phone

6195611031

Tax Period

2023-07-01 to 2024-06-30

Lakeside Chamber of Commerce, founded in 1955, is a small nonprofit that reported $326K in total revenue in fiscal year 2023. The organization ran a surplus of $54K, a strong 17% operating margin.

Mission

Support member growth. Support community activities that encourage local investment.

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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 $182,865

Program Service Revenue $135,537

Investment Income $7,581

Other Revenue $0

TOTAL REVENUE $325,983

Expense Breakdown

Grants Paid $0

Salaries & Benefits $135,884

Fundraising Expenses $0

Other Expenses $135,804

TOTAL EXPENSES $271,688

Year-over-Year Comparison

	2023	2022	Change
Revenue	$325,983	$302,731	+0.1%
Expenses	$271,688	$251,343	+0.1%
Net Income	$54,295	$51,388	+0.1%

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

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
Joel Scalzitti	Director	Officer Director	$0	$0	$0
Frank Hilliker	Chairman	Officer Director	$0	$0	$0
Marshall Dick	Director	Director	$0	$0	$0
Doug Rains	Finances	Officer Director	$0	$0	$0
Talia Flagan	Director	Director	$0	$0	$0
Mike Anderson	Director	Director	$0	$0	$0
Peter Carrillo	Director	Director	$0	$0	$0
Lara Hoefer Moir	Director	Director	$0	$0	$0
Joe Hamilton	Director	Director	$0	$0	$0
Laurie Egan-Hedley	2nd Vice Chair	Officer Director	$0	$0	$0
Bonnie LaChappa	Director	Director	$0	$0	$0
Jen McGrath	Director	Director	$0	$0	$0
Cristobal Sanchez	Director	Director	$0	$0	$0
Steve Menefee	1st Vice Chair	Officer Director	$0	$0	$0
Raj Zalavadiya	Director	Director	$0	$0	$0
Victor Tongco	Director	Director	$0	$0	$0
Shawn Worst	Director	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	No data	No data	No data	No data
2024	$325,983	$271,688	$288,005	$54,295
2023	$302,731	$251,343	$234,180	$51,388
2022	$262,636	$221,243	$182,175	$41,393

Lakeside Chamber of Commerce