UNITED CHAMBERS OF COMMERCE OF THE (EIN 953217120) - 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

Tax Period

2023-01-01 to 2023-12-31

UNITED CHAMBERS OF COMMERCE OF THE, founded in 1977, is a small nonprofit that reported $158K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $152K left a modest 4% surplus.

Mission

JOIN 26 CHAMBERS OF THE SAN FERNANDO VALLEY

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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 $157,850

Investment Income $0

Other Revenue $0

TOTAL REVENUE $157,850

Expense Breakdown

Grants Paid $0

Salaries & Benefits $67,249

Fundraising Expenses $0

Program Expenses $144,007

Other Expenses $84,337

TOTAL EXPENSES $151,586

Year-over-Year Comparison

	2023	2022	Change
Revenue	$157,850	$134,072	+0.2%
Expenses	$151,586	$136,570	+0.1%
Net Income	$6,264	$-2,498	-3.5%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIAN JOCZ	EXECUTIVE DIRECTOR	32.00	Highest	$48,340	$0	$48,340
SCOTT KASSNER	CO-CHAIR - GOVERNMENT AFFAIRS	3.50	Officer	$0	$0	$0
RICHARD FISK	CHAIR - GOVERNMENT AFFAIRS	0.00	Officer	$0	$0	$0
ANNIE NEPOMUCENO	CHAIR	5.00	Officer	$0	$0	$0
DIANA WILLIAMS	CO-CHAIR OUTREACH	3.00	Officer	$0	$0	$0
MIKE STAFFORD	CO-CHAIR GOVERNMENT AFFAIRS	3.50	Officer	$0	$0	$0
DAVID PHELPS	REGIONAL DIRECTOR	3.50	Officer	$0	$0	$0
STEPHEN T HOLZER	DIRECTOR AT LARGE	2.00	Officer	$0	$0	$0
FLORINE GOODMAN	SECRETARY	2.00	Officer	$0	$0	$0
JOEL SIMON	CONTROLLER	2.50	Officer	$0	$0	$0
MIKE BENEDETTO	REGIONAL DIRECTOR	3.50	Officer	$0	$0	$0
MARK LEVINSON	CHAIR OUTREACH	3.00	Officer	$0	$0	$0
DALE SUROWITZ	DIRECTOR AT LARGE	1.00	Officer	$0	$0	$0
ARMIDA COLMENARES-STAFFORD	PAST CHAIRMAN	0.00		$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
2024	No data	No data	No data	No data
2023	$157,850	$151,586	$62,048	$6,264
2022	$134,072	$136,570	$55,784	$-2,498
2021	$108,066	$92,587	$58,282	$15,479
2020	$64,868	$79,634	$42,804	$-14,766
2019	$138,054	$150,928	$44,980	$-12,874
2018	$154,331	$133,809	$57,854	$20,522

UNITED CHAMBERS OF COMMERCE OF THE