Civic Intelligence

Jefferson County Chamber of Commmerce Inc

990 • Fiscal year 2019 • EIN 55-0440146

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

PO Box 609Charles 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.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.01x

Higher debt load relative to revenue than 59% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

57th percentile

5.1%

Higher net margin than 57% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

89th percentile

$61,434

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 25.3% of source-year revenue.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

47th percentile

1.3%

Faster asset growth than 47% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

45%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$267,552

Up $3,386 (+1.3%) from 2018

Net Assets

Up

$264,341

Up $3,265 (+1.3%) from 2018

Liabilities

Up

$3,211

Up $121 (+3.9%) from 2018

Revenue

Up

$242,345

Up $75,044 (+45%) from 2018

Expenses

Down

$229,936

Down $1,457 (-0.6%) from 2018

Net Income

Up

$12,409

Up $76,501 (+119%) from 2018

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

2019

Assets$267,552
Liabilities$3,211
Net Assets$264,341

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

2019

Revenue$242,345
Expenses$229,936
Net Income$12,409
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.0
Gross Receipts
$335,621
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$262,800$265,370▲ $2,570
Rtn Earn Endowment Incm Other Fnds$261,076$264,341▲ $3,265
Land, Buildings, and Equipment, Net-$2,181-
Cash and Non-Interest-Bearing Accounts$3$1▼ $2
Total Assets$264,166$267,552▲ $3,386
Other Assets Total$1,363--
Liabilities
Other Liabilities$3,090$3,211▲ $121
Total Liabilities$3,090$3,211▲ $121
Net Assets / Fund Balance
Total Net Assets Fund Balance$261,076$264,341▲ $3,265
Total Liabilities and Net Assets / Fund Balance$264,166$267,552▲ $3,386

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,181$1,984$4,165
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Heather Morgan McintyreExecutive DiFT$61,434$61,434

Board Members and Trustees

NameTitle
Josh HouseholderPresident
Andrew SkinnerDirector
Aneesh SompalliDirector
Christina JohnsonDirector
Judy HockmanDirector
Karissa HorowiczDirector
Kelly WeistDirector
Kim HimesDirector
Laurie OgdenDirector
Mark GravesDirector
Patricia HubbardDirector
Patricia SherwoodDirector
Tara OrndorffDirector
Tripp LoweDirector
Tyler MayhewDirector
Mary ViaEx. Director Eme
Amy PanzarellaPast Preside
Jeanie HamiltonTreasurer
Chris PullerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$70,945
Program Service Revenue
$87,027
Investment Income
$4,308
Other Revenue
$80,065
Change in Net Assets
$12,409
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$140,714
Other Expenses$89,222
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$63,572
Current Officers, Directors, Trustees, and Key Employees---$61,434
Conferences and Meetings---$25,786
Occupancy---$12,500
Payroll Taxes---$9,979
Office Expenses---$5,855
Other Employee Benefits---$5,729
All Other Expenses---$5,241
Fees for Services Accounting---$2,190
Other Expenses---$1,580
Insurance---$885
Depreciation Depletion---$545
Total Functional Expenses$0$0$0$229,936
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$169,802
Fundraising Direct Expenses$93,276
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Arts & Crafts$150,011$150,011$84,695$65,316
Golf Tournament$19,791$19,791$8,581$11,210
Total Events$169,802$169,802$93,276$76,526
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$3,211
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 35% controlled entity
No
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
PO BOX 609, CHARLES TOWN, WV 25414

Signing Officer

Name
Heather Morgan Mcintyre
Title
Executive Director
Phone
3047252055
Signed
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Morgan Mcintyre
Formed
1959
Legal Domicile
Wv
Voting Board Members
18
Independent Board Members
18
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/OfficeExpensesGrp/TotalAmt05855
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01363
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05729
IRS990/OtherExpensesGrp/Desc0LEADERSHIP JEFFERSON
IRS990/OtherExpensesGrp/Desc1SCHOLARSHIPS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3INTERNET EXPENSE
IRS990/OtherExpensesGrp/TotalAmt016872
IRS990/OtherExpensesGrp/TotalAmt110700
IRS990/OtherExpensesGrp/TotalAmt27068
IRS990/OtherExpensesGrp/TotalAmt31580
IRS990/OtherLiabilitiesGrp/BOYAmt03090
IRS990/OtherLiabilitiesGrp/EOYAmt03211
IRS990/OtherRevenueMiscGrp/BusinessCd0813910
IRS990/OtherRevenueMiscGrp/Desc0MISC
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03539
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03539
IRS990/OtherRevenueTotalAmt03539
IRS990/OtherSalariesAndWagesGrp/TotalAmt063572
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt09979
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0HEATHER MORGAN MCINTYRE
IRS990/PriorPeriodAdjustmentsAmt0-9144
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0813910
IRS990/ProgramServiceRevenueGrp/BusinessCd1813910
IRS990/ProgramServiceRevenueGrp/BusinessCd2813910
IRS990/ProgramServiceRevenueGrp/BusinessCd3813910
IRS990/ProgramServiceRevenueGrp/BusinessCd4813910
IRS990/ProgramServiceRevenueGrp/Desc0RECOGNITION BANQUETS
IRS990/ProgramServiceRevenueGrp/Desc1LEADERSHIP JEFFERSON
IRS990/ProgramServiceRevenueGrp/Desc2SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/Desc3MEMBERSHIP MEETINGS
IRS990/ProgramServiceRevenueGrp/Desc4EMAIL BLASTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt028647
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt126241
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt222000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt36419
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt42850
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt028647
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt126241
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt222000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt36419
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42850
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt095143
IRS990/PYInvestmentIncomeAmt0-88880
IRS990/PYOtherExpensesAmt089414
IRS990/PYOtherRevenueAmt085340
IRS990/PYProgramServiceRevenueAmt075698
IRS990/PYRevenuesLessExpensesAmt0-64092
IRS990/PYSalariesCompEmpBnftPaidAmt0141979
IRS990/PYTotalExpensesAmt0231393
IRS990/PYTotalRevenueAmt0167301
IRS990/ReconcilationRevenueExpnssAmt012409
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0261076
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0264341
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0262800
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0265370
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02181
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01984
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04165
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03211
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0P/R & BUS TAX PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02181
IRS990ScheduleD/TotalLiabilityAmt03211
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt093276
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ARTS & CRAFTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0150011
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019791
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0169802
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0150011
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt019791
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0169802
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt076526
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt093276
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt084695
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08581
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/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0264166
IRS990/TotalAssetsEOYAmt0267552
IRS990/TotalAssetsGrp/BOYAmt0264166
IRS990/TotalAssetsGrp/EOYAmt0267552
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt070945
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0229936
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03090
IRS990/TotalLiabilitiesEOYAmt03211
IRS990/TotalLiabilitiesGrp/BOYAmt03090
IRS990/TotalLiabilitiesGrp/EOYAmt03211
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0261076
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0264341
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0870
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0870
IRS990/TotalProgramServiceRevenueAmt087027
IRS990/TotalReportableCompFromOrgAmt061434
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt094874
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0242345
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0264166
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0267552
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0201 E WASHINGTON STREET
IRS990/USAddress/CityNm0CHARLES TOWN
IRS990/USAddress/StateAbbreviationCd0WV
IRS990/USAddress/ZIPCd025414
IRS990/VotingMembersGoverningBodyCnt018

Document Assets

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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
2019Detailed filing. Detailed filing data is available for this year.$2.68$0.03$2.64$2.42$2.30$0.12
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$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