Civic Intelligence

Greater Bartow Chamber of Commerce Inc

EIN 59-0156353 • 501(c)6 • Bartow, FL

Profile

The greater bartow chamber of commerce exists to promote business and economic development for the benefit of the bartow community.

510 N Broadway AveBartow, FL 33830-3918

www.bartowchamber.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

66th percentile

0.03x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.03x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

68th percentile

10%

Higher net margin than 68% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

90th percentile

$55,362

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 16.4% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

76th percentile

15%

Faster asset growth than 76% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

8.9%

Faster revenue growth than 65% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$278,961

Up $37,195 (+15%) from 2023

Liabilities

Up

$9,587

Up $3,100 (+48%) from 2023

Net Assets

Up

$269,374

Up $34,095 (+14%) from 2023

Revenue

Up

$336,598

Up $27,386 (+8.9%) from 2023

Expenses

Up

$302,503

Up $28,699 (+10%) from 2023

Net Income

Down

$34,095

Down $1,313 (-3.7%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $140,844Liabilities 2010: $32,630Net Assets 2010: $108,2142010Assets 2011: $136,981Liabilities 2011: $20,031Net Assets 2011: $116,9502011Assets 2012: $60,596Liabilities 2012: $24,495Net Assets 2012: $36,1012012Assets 2013: $49,195Liabilities 2013: $35,468Net Assets 2013: $13,7272013Assets 2014: $51,708Liabilities 2014: $23,880Net Assets 2014: $27,8282014Assets 2015: $59,817Liabilities 2015: $24,480Net Assets 2015: $35,3372015Assets 2016: $76,571Liabilities 2016: $17,634Net Assets 2016: $58,9372016Assets 2017: $87,284Liabilities 2017: $28,055Net Assets 2017: $59,2292017Assets 2018: $84,679Liabilities 2018: $22,154Net Assets 2018: $62,5252018Assets 2019: $59,936Liabilities 2019: $21,510Net Assets 2019: $38,4262019Assets 2020: $117,797Liabilities 2020: $4,420Net Assets 2020: $113,3772020Assets 2021: $140,250Liabilities 2021: $22,968Net Assets 2021: $117,2822021Assets 2022: $203,886Liabilities 2022: $4,015Net Assets 2022: $199,8712022Assets 2023: $241,766Liabilities 2023: $6,487Net Assets 2023: $235,2792023Assets 2024: $278,961Liabilities 2024: $9,587Net Assets 2024: $269,3742024

Highlighted filing

2024

Assets$278,961
Liabilities$9,587
Net Assets$269,374

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $470,1092010Expenses 2011: $458,2042011Expenses 2012: $462,5912012Revenue 2013: $420,170Expenses 2013: $442,544Net Income 2013: -$22,3742013Revenue 2014: $481,637Expenses 2014: $467,536Net Income 2014: $14,1012014Revenue 2015: $435,060Expenses 2015: $427,551Net Income 2015: $7,5092015Revenue 2016: $462,260Expenses 2016: $438,660Net Income 2016: $23,6002016Revenue 2017: $410,787Expenses 2017: $410,495Net Income 2017: $2922017Revenue 2018: $422,059Expenses 2018: $418,763Net Income 2018: $3,2962018Revenue 2019: $342,021Expenses 2019: $366,120Net Income 2019: -$24,0992019Revenue 2020: $246,457Expenses 2020: $171,506Net Income 2020: $74,9512020Revenue 2021: $272,171Expenses 2021: $268,266Net Income 2021: $3,9052021Revenue 2022: $311,010Expenses 2022: $228,421Net Income 2022: $82,5892022Revenue 2023: $309,212Expenses 2023: $273,804Net Income 2023: $35,4082023Revenue 2024: $336,598Expenses 2024: $302,503Net Income 2024: $34,0952024

Highlighted filing

2024

Revenue$336,598
Expenses$302,503
Net Income$34,095

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.10$2.69$3.37$3.03$0.34
2023Detailed filing. Detailed filing data is available for this year.$2.42$0.06$2.35$3.09$2.74$0.35
2022Detailed filing. Detailed filing data is available for this year.$2.04$0.04$2.00$3.11$2.28$0.83
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.23$1.17$2.72$2.68$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.04$1.13$2.46$1.72$0.75
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.22$0.38$3.42$3.66$0.24
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.22$0.63$4.22$4.19$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.28$0.59$4.11$4.10$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.77$0.18$0.59$4.62$4.39$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.24$0.35$4.35$4.28$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.24$0.28$4.82$4.68$0.14
2013Detailed filing. Detailed filing data is available for this year.$0.49$0.35$0.14$4.20$4.43$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.24$0.36$4.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.20$1.17$4.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.33$1.08$4.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 21, 2025
Return Version
2024v5.2
Gross Receipts
$341,808
Mission and Program Overview

Mission

The greater bartow chamber of commerce

The greater bartow chamber of commerce exists to promote business and economic development for the benefit of the bartow community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$235,279$269,374▲ $34,095
Cash and Non-Interest-Bearing Accounts$166,142$184,839▲ $18,697
Land, Buildings, and Equipment, Net$39,784$56,465▲ $16,681
Savings and Temporary Cash Investments$35,840$37,657▲ $1,817
Total Assets$241,766$278,961▲ $37,195
Liabilities
Other Liabilities$6,487$9,587▲ $3,100
Total Liabilities$6,487$9,587▲ $3,100
Net Assets / Fund Balance
Total Net Assets Fund Balance$235,279$269,374▲ $34,095
Total Liabilities and Net Assets / Fund Balance$241,766$278,961▲ $37,195

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$56,465$49,888$106,353
Equipment$0$66,556$66,556
Land$0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Virginia CondelloExecutive DirectorFT$55,362$55,362

Board Members and Trustees

NameTitle
Jennie WalkerIncoming President
Michell GithensPast President
John HelmsPresident
Beth LuckettDirector
Jennie Cooper BakerDirector
Jennifer HallDirector
Karen KerrDirector
Marie WilmotDirector
Morgan OdumDirector
Rick BernardDirector
Rusty MusicDirector
Stefan KatzarasDirector
Stephen WalkerDirector
Tony SmithDirector
Tracy KimbroughDirector
Wendy HallDirector
Sean ParkerEx-officio
Carla MeeksVP Economic & Community Development
Shannon MedleyVP Leadership
Amy SummerlinVP Membership
Nohnnie LevinVP Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$146,394
Program Service Revenue
$168,939
Investment Income
$2,349
Other Revenue
$18,916
All Other Contributions
$44,945
Change in Net Assets
$34,095
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$182,372
Salaries, Compensation, and Employee Benefits$120,131
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$0$111,461$0$111,461
Travel$28,707$3,609$0$32,316
Office Expenses$5,776$25,869$0$31,645
Other Expenses$21,955$0$0$21,955
Information Technology$0$17,003$0$17,003
Occupancy$0$13,205$0$13,205
Payroll Taxes$0$8,670$0$8,670
Insurance$0$6,737$0$6,737
Fees for Services Accounting$0$5,500$0$5,500
Depreciation Depletion$0$2,087$0$2,087
Conferences and Meetings$1,164$0$0$1,164
Advertising$0$824$0$824
Total Functional Expenses$107,538$194,965$0$302,503
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,511
Fundraising Direct Expenses$5,210
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Scramble$15,511$15,511$2,166$13,345
Total Events$15,511$15,511$5,210$10,301
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Bankcard Payable$7,524
Payroll Withholdings$2,063
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Greater Bartow Chamber of Commerce Inc
EIN
59-0156353
Phone
8635337125
Address
510 N BROADWAY AVE, BARTOW, FL 33830-3918

Signing Officer

Name
Michelle Helms
Title
Executive Director
Phone
8635337125
Signed
2025-08-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Helms
Formed
1959
Legal Domicile
Fl
Voting Board Members
22
Independent Board Members
22
Employees
3
Volunteers
20

Preparer

Firm
Brinton Fairchild LLC
Address
1720 S FLORIDA AVE STE 1, LAKELAND, FL 33803
Preparer
Benjamin M Fairchild
Phone
8636877777
Supplemental Narrative

Additional Explanations

Pt VI, Line 12C

The reputation of the greater bartow chamber of commerce is a direct reflection of the business conduct of all who work for it. Accordingly, all greater bartow chamber of commerce employees have an obligation to conduct business within guidelines that prohibit actual or potential conflicts ofinterest.actual or potential conflicts of interest exist when an employee is in a position to influence a decision that may result in personal gain for that employee or for any other person as a result of the greater bartow chamber of commerce business dealings. To protect and enhance our reputation, the chamber requires that all employees be guided by the highest standard of conduct in their business contacts and relationships. The following examples have been indicative of involvement in a conflict of interest that violates chamber policy: serving as an employee, officer, director or consultant for a supplier of materials or services or competition of the chamber. Accepting gifts, entertainment, or anything of value from any current or prospective customers/member, client, supplier of materials or services or competitor of the chamber, other than minor christmas or holiday gifts, occasional meals and/or entertainment of a nominal nature. It is important to avoid not only any situation that is an obvious conflict of interst such as those listed above, but also any situation that might give the appearance of being a conflict of interest. Failure to report any questionable item and/or obtain prior written approval may have serious consequences up to and including termination and legal action. Questions concerning this subject should be addressed with the executive director.

Pt XII, Line 1

Modified cash basis is used to prepare the form 990.

Pt VI, Line 11B

The greater bartow chamber of commerce, inc. Executive board of directors is presented a copy of the tax form 990 for their review prior to filing with the irs. After their review and all questions are answered, the form 990 is filed according to the irs instructions.

Pt VI, Line 19

The organization makes its governing documents, conflict of interestpolicy and financial statements available to the public in a printed form upon request.

Pt VI, Line 15A

The greater bartow chamber of commerce finance committee determines the compensation package for the executive director. The discussion of said compensation package is set out in the official board minutes. The executive director then makes all decisions on compensation for other chamber employees and contract laborers. The documentation and recordkeeping are kept by the executive director in the chamber office. The use of data for comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organazations is used in all compensation decisions.

Pt VI, Line 15B

Same as part vi, line 15a.

Raw XML AppendixShowing 400 of 555 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2INCOMING PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP LEADERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP ECONOMIC & COMMUNITY DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
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