Civic Intelligence

Jefferson County Chamber of Commmerce Inc

990 • Fiscal year 2018 • EIN 55-0440146

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

201 E Washington StreetCharles Town, WV 25414

(304) 725-2055

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.01x

Higher debt load relative to assets than 56% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.02x

Higher debt load relative to revenue than 62% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

7th percentile

-38%

Higher net margin than 7% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

89th percentile

$61,208

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 36.6% of source-year revenue.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

17th percentile

-20%

Faster asset growth than 17% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

58th percentile

4.4%

Faster revenue growth than 58% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$264,166

Down $67,633 (-20%) from 2017

Net Assets

Down

$261,076

Down $52,025 (-17%) from 2017

Liabilities

Down

$3,090

Down $15,608 (-83%) from 2017

Revenue

Up

$167,301

Up $7,037 (+4.4%) from 2017

Expenses

Up

$231,393

Up $117,144 (+103%) from 2017

Net Income

Down

-$64,092

Down $110,107 (-239%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $489,645Liabilities 2011: $16,834Net Assets 2011: $472,8112011Assets 2012: $423,626Liabilities 2012: $16,049Net Assets 2012: $407,5772012Assets 2013: $423,060Liabilities 2013: $16,558Net Assets 2013: $406,5022013Assets 2014: $325,272Liabilities 2014: $14,638Net Assets 2014: $310,6342014Assets 2015: $327,766Liabilities 2015: $17,031Net Assets 2015: $310,7352015Assets 2016: $276,334Liabilities 2016: $13,953Net Assets 2016: $262,3812016Assets 2017: $331,799Liabilities 2017: $18,698Net Assets 2017: $313,1012017Assets 2018: $264,166Liabilities 2018: $3,090Net Assets 2018: $261,0762018Assets 2019: $267,552Liabilities 2019: $3,211Net Assets 2019: $264,3412019Assets 2020: $347,761Liabilities 2020: $154,959Net Assets 2020: $192,8022020Assets 2021: $300,410Liabilities 2021: $3,498Net Assets 2021: $296,9122021Assets 2022: $339,540Liabilities 2022: $2,970Net Assets 2022: $336,5702022Assets 2023: $369,858Liabilities 2023: $3,158Net Assets 2023: $366,7002023Assets 2024: $414,573Liabilities 2024: $3,273Net Assets 2024: $411,3002024

Highlighted filing

2018

Assets$264,166
Liabilities$3,090
Net Assets$261,076

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2011: $127,443Expenses 2011: $189,688Net Income 2011: -$62,2452011Revenue 2012: $106,797Expenses 2012: $172,031Net Income 2012: -$65,2342012Revenue 2013: $181,218Expenses 2013: $182,293Net Income 2013: -$1,0752013Revenue 2014: $117,534Expenses 2014: $213,402Net Income 2014: -$95,8682014Revenue 2015: $209,542Expenses 2015: $209,441Net Income 2015: $1012015Revenue 2016: $174,424Expenses 2016: $222,778Net Income 2016: -$48,3542016Revenue 2017: $160,264Expenses 2017: $114,249Net Income 2017: $46,0152017Revenue 2018: $167,301Expenses 2018: $231,393Net Income 2018: -$64,0922018Revenue 2019: $242,345Expenses 2019: $229,936Net Income 2019: $12,4092019Revenue 2020: $114,211Expenses 2020: $183,356Net Income 2020: -$69,1452020Revenue 2021: $279,687Expenses 2021: $175,577Net Income 2021: $104,1102021Revenue 2022: $247,035Expenses 2022: $207,377Net Income 2022: $39,6582022Revenue 2023: $345,474Expenses 2023: $315,187Net Income 2023: $30,2872023Revenue 2024: $385,437Expenses 2024: $340,188Net Income 2024: $45,2492024

Highlighted filing

2018

Revenue$167,301
Expenses$231,393
Net Income-$64,092
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$365,981
Mission and Program Overview

Mission

To promote businesses in jefferson county

To promote a healthy, growing environment in which to promote business in jefferson county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$238,415$262,800▲ $24,385
Rtn Earn Endowment Incm Other Fnds$313,101$261,076▼ $52,025
Land, Buildings, and Equipment, Net$92,670--
Intangible Assets$713--
Cash and Non-Interest-Bearing Accounts$1$3▲ $2
Total Assets$331,799$264,166▼ $67,633
Other Assets Total-$1,363-
Liabilities
Other Liabilities$18,698$3,090▼ $15,608
Total Liabilities$18,698$3,090▼ $15,608
Net Assets / Fund Balance
Total Net Assets Fund Balance$313,101$261,076▼ $52,025
Total Liabilities and Net Assets / Fund Balance$331,799$264,166▼ $67,633

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$1,439$1,439
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Heather Morgan McintyreExecutive DiFT$61,208$61,208

Board Members and Trustees

NameTitle
Aaron HowellPresident
Andrew SkinnerDirector
Chris PullerDirector
Christina JohnsonDirector
Jeanie HamiltonDirector
Jim BoutcherDirector
Judy HockmanDirector
Karissa HorowiczDirector
Mike BushDirector
Patricia HubbardDirector
Sandy SponaugleDirector
Tripp LoweDirector
Mary ViaEx. Director Eme
Amy PanzarellaPast Preside
Tara OrndorffTreasurer
Laurie OgdenVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$95,143
Program Service Revenue
$75,698
Investment Income
$-88,880
Other Revenue
$85,340
Change in Net Assets
$-64,092
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$141,979
Other Expenses$89,414
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$64,523
Current Officers, Directors, Trustees, and Key Employees---$61,208
Conferences and Meetings---$25,797
Occupancy---$12,000
Payroll Taxes---$10,507
Other Employee Benefits---$5,741
All Other Expenses---$4,749
Office Expenses---$4,570
Fees for Services Accounting---$2,570
Other Expenses---$1,392
Insurance---$849
Total Functional Expenses$0$0$0$231,393
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$190,056
Fundraising Direct Expenses$106,270
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Arts & Crafts$168,332$168,332$96,400$71,932
Golf Tournament$21,724$21,724$9,870$11,854
Total Events$190,056$190,056$106,270$83,786
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
P/r & Bus Tax Payable$3,090
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The members elect the members of the governing body. The members do not approve significant decisions or receive any income or distributions.

Form 990, Page 6, Part VI, Line 7A

The members have the right to elect one or all members of the governing body. The members elect the governing body when each term has ended.

Form 990, Page 6, Part VI, Line 11B

The tax return is given to the executive director who reviews the return with the president before the return is filed.

Form 990, Page 6, Part VI, Line 19

When someone from the public requests information, copies are provided and mailed to that individual or business. Otherwise the originals are kept in the executive director's office.

Filing and Contact Details

Filer

Filer Name
Jefferson County Chamber
EIN
55-0440146
Phone
3047252055
Address
201 E WASHINGTON STREET, CHARLES TOWN, WV 25414

Signing Officer

Name
Heather Morgan Mcintyre
Title
Executive Director
Phone
3047252055
Signed
2019-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Morgan Mcintyre
Formed
1959
Legal Domicile
Wv
Voting Board Members
15
Independent Board Members
15
Employees
3

Preparer

Firm
Nichols Dehaven & Assoc Cpas Pllc
Address
31 WILLOW SPRINGS DR SUITE 200, CHARLES TOWN, WV 25414-4886
Preparer
Julie K Dehaven CPA
Phone
3047256525
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IRS990/PrincipalOfficerNm0HEATHER MORGAN MCINTYRE
IRS990/PriorPeriodAdjustmentsAmt012067
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0813910
IRS990/ProgramServiceRevenueGrp/BusinessCd1813910
IRS990/ProgramServiceRevenueGrp/BusinessCd2813910
IRS990/ProgramServiceRevenueGrp/BusinessCd3813910
IRS990/ProgramServiceRevenueGrp/BusinessCd4813910
IRS990/ProgramServiceRevenueGrp/Desc0LEADERSHIP JEFFERSON
IRS990/ProgramServiceRevenueGrp/Desc1RECOGNITION BANQUETS
IRS990/ProgramServiceRevenueGrp/Desc2SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/Desc3MEMBERSHIP MEETINGS
IRS990/ProgramServiceRevenueGrp/Desc4EMAIL BLASTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt026940
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt120952
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt216000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt37189
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt43394
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt026940
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt120952
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt216000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt37189
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt43394
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt071472
IRS990/PYInvestmentIncomeAmt0676
IRS990/PYOtherExpensesAmt040634
IRS990/PYOtherRevenueAmt047866
IRS990/PYProgramServiceRevenueAmt040250
IRS990/PYRevenuesLessExpensesAmt046015
IRS990/PYSalariesCompEmpBnftPaidAmt073615
IRS990/PYTotalExpensesAmt0114249
IRS990/PYTotalRevenueAmt0160264
IRS990/ReconcilationRevenueExpnssAmt0-64092
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0313101
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0261076
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0238415
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0262800
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01439
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01439
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03090
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0P/R & BUS TAX PAYABLE
IRS990ScheduleD/TotalLiabilityAmt03090
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0106270
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ARTS & CRAFTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0168332
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021724
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0190056
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0168332
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021724
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0190056
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt083786
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0106270
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt096400
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09870
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY. THE MEMBERS DO NOT APPROVE SIGNIFICANT DECISIONS OR RECEIVE ANY INCOME OR DISTRIBUTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS HAVE THE RIGHT TO ELECT ONE OR ALL MEMBERS OF THE GOVERNING BODY. THE MEMBERS ELECT THE GOVERNING BODY WHEN EACH TERM HAS ENDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TAX RETURN IS GIVEN TO THE EXECUTIVE DIRECTOR WHO REVIEWS THE RETURN WITH THE PRESIDENT BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WHEN SOMEONE FROM THE PUBLIC REQUESTS INFORMATION, COPIES ARE PROVIDED AND MAILED TO THAT INDIVIDUAL OR BUSINESS. OTHERWISE THE ORIGINALS ARE KEPT IN THE EXECUTIVE DIRECTOR'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WV
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0331799
IRS990/TotalAssetsEOYAmt0264166
IRS990/TotalAssetsGrp/BOYAmt0331799
IRS990/TotalAssetsGrp/EOYAmt0264166
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt095143
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0231393
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt018698
IRS990/TotalLiabilitiesEOYAmt03090
IRS990/TotalLiabilitiesGrp/BOYAmt018698
IRS990/TotalLiabilitiesGrp/EOYAmt03090
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0313101
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0261076
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt01223
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt01223
IRS990/TotalProgramServiceRevenueAmt075698
IRS990/TotalReportableCompFromOrgAmt061208
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-11628
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0167301
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0331799
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0264166
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0201 E WASHINGTON STREET
IRS990/USAddress/CityNm0CHARLES TOWN
IRS990/USAddress/StateAbbreviationCd0WV
IRS990/USAddress/ZIPCd025414
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.JEFFERSONCOUNTYWVCHAMBER.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER MORGAN MCINTYRE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03047252055
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON COUNTY CHAMBER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF COMMERCE INC
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0550440146
ReturnHeader/Filer/PhoneNum03047252055
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 E WASHINGTON STREET
ReturnHeader/Filer/USAddress/CityNm0CHARLES TOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd025414
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BCECE130E84C6CDEC4D4E78F283059A12B35C8A1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E30B30670DCB4418210B74D290BB3D68E680E9F7

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.15$0.03$4.11$3.85$3.40$0.45
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.70$0.03$3.67$3.45$3.15$0.30
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.40$0.03$3.37$2.47$2.07$0.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.03$2.97$2.80$1.76$1.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$1.55$1.93$1.14$1.83$0.69
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$0.03$2.64$2.42$2.30$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.64$0.03$2.61$1.67$2.31$0.64
2017Summary only. Only limited summary data is available for this year.$3.32$0.19$3.13$1.60$1.14$0.46
2016Detailed filing. Detailed filing data is available for this year.$2.76$0.14$2.62$1.74$2.23$0.48
2015Summary only. Only limited summary data is available for this year.$3.28$0.17$3.11$2.10$2.09$0.00
2014Summary only. Only limited summary data is available for this year.$3.25$0.15$3.11$1.18$2.13$0.96
2013Summary only. Only limited summary data is available for this year.$4.23$0.17$4.07$1.81$1.82$0.01
2012Summary only. Only limited summary data is available for this year.$4.24$0.16$4.08$1.07$1.72$0.65
2011Summary only. Only limited summary data is available for this year.$4.90$0.17$4.73$1.27$1.90$0.62
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)6 • <$500k nonprofits