GREATER MENIFEE VALLEY CHAMBER OF COMMERCE (EIN 953029259) - 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

1977

Legal Domicile

Principal Officer

KATIE LUNA

Phone

9516721991

Tax Period

2025-01-01 to 2025-12-31

GREATER MENIFEE VALLEY CHAMBER OF COMMERCE, founded in 1977, is a small nonprofit that reported $435K in total revenue in fiscal year 2025. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $90K, a strong 21% operating margin.

Mission

THE PRIMARY MISSION OF THE ORGANIZATION IS TO PROMOTE BUSINESS WITHIN THE MENIFEE VALLEY AREA.

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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 (2025)

Revenue Breakdown

Contributions & Grants $125,834

Program Service Revenue $309,336

Investment Income $0

Other Revenue $0

TOTAL REVENUE $435,170

Expense Breakdown

Grants Paid $0

Salaries & Benefits $166,310

Fundraising Expenses $0

Other Expenses $92,757

TOTAL EXPENSES $344,836

Year-over-Year Comparison

	2025	2024	Change
Revenue	$435,170	$310,793	+0.4%
Expenses	$344,836	$179,913	+0.9%
Net Income	$90,334	$130,880	-0.3%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSE SIMMS	PAST CHAIRPERSON	001.00	Officer Director	$0	$0	$0
VICKI CARPENTER	CHAIRPERSON	002.00	Officer Director	$0	$0	$0
ELAINE BARTOLOME	VICE CHAIR	002.00	Officer Director	$0	$0	$0
JUSTIN METOYER	SECOND VICE CHAIR	002.00	Officer Director	$0	$0	$0
BARBIE RAY	SECRETARY	002.00	Officer Director	$0	$0	$0
SHAUN BROCK	TREASURER	002.00	Officer Director	$0	$0	$0
PHIL DERNER	DIRECTOR	001.00	Officer Director	$0	$0	$0
LAURA PETERSEN	DIRECTOR	002.00	Officer Director	$0	$0	$0
JORGE ZEPEDA	DIRECTOR	002.00	Officer Director	$0	$0	$0
VINCENT GARRETT	DIRECTOR	002.00	Officer Director	$0	$0	$0
STACY HARTFIELD	DIRECTOR	002.00	Officer Director	$0	$0	$0
ROBERT WALTON	DIRECTOR	002.00	Officer Director	$0	$0	$0
KAYLA CHARTERS	DIRECTOR	001.00	Officer Director	$0	$0	$0
ARMANDO VILLA	DIRECTOR	001.00	Officer Director	$0	$0	$0
JONATHAN PAEDES	DIECTOR	001.00	Officer Director	$0	$0	$0
ROBERT FREDERICK	DIRECTOR	001.00	Officer Director	$0	$0	$0
KAREN NOLAN	DIRECTOR	001.00	Officer Director	$0	$0	$0
KATIE LUNA	PRESIDENT AND CEO	040.00	Key Emp Highest	$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	$435,170	$344,836	$245,365	$90,334
2024	$310,793	$188,024	$152,325	$122,769
2023	$187,280	$205,327	$18,415	$-18,047
2022	$292,020	$347,225	$33,999	$-55,205
2021	$226,514	$194,287	$85,061	$32,227
2020	$238,297	$209,020	$52,835	$29,277
2019	$265,167	$257,121	$19,690	$8,046
2018	$208,591	$200,768	$11,279	$7,823

GREATER MENIFEE VALLEY CHAMBER OF COMMERCE