WALNUT CREEK CHAMBER FOUNDATION

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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

2001

Legal Domicile

Phone

9259342007

Tax Period

2022-04-01 to 2023-03-31

WALNUT CREEK CHAMBER FOUNDATION, founded in 2001, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $293K in total revenue in fiscal year 2022. Revenue surged 909% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE FUNDING, RESOURCES, AND OTHER SUPPORT FOR PROGRAMS DESIGNED TO FOSTER THE DEVELOPMENT OF LEADERS AND LEADERSHIP QUALITIES, INCLUDING BUT NOT LIMITED TO LEADERSHIP TRAINING AND MENTORSHIPS; AND TO PROVIDE LEADERSHIP RESOURCES TO NON-PROFIT GROUPS, PUBLIC OFFICES, AND OTHERS.

Program Service Accomplishments

Program 1

Expenses: $207,468

EAST BAY WOMENS CONFERENCE:THE EAST BAY WOMENS CONFERENCE IS A PREMIER ONE-DAY CONFERENCE WITH THE MISSION TO INSPIRE AND EMPOWER WOMEN FROM ALL WALKS OF LIFE. THIS CONFERENCE INCLUDES PRESENTATIONS FROM INSPIRING KEYNOTE SPEAKERS, BOOK SIGNINGS, NETWORKING OPPORTUNITIES, AND SO MUCH MORE.

Program 2

Expenses: $60,338

PROGRAM LEADERSHIP:LEADERSHIP CONTRA COSTA WAS CREATED TO IDENTIFY AND PROMOTE THE SKILLS AS A CURRENT OR FUTURE LEADER, ENHANCE THE PARTICIPANT'S KNOWLEDGE OF THE CONTRA COSTA REGION, EXPAND...

PROGRAM LEADERSHIP:LEADERSHIP CONTRA COSTA WAS CREATED TO IDENTIFY AND PROMOTE THE SKILLS AS A CURRENT OR FUTURE LEADER, ENHANCE THE PARTICIPANT'S KNOWLEDGE OF THE CONTRA COSTA REGION, EXPAND INVOLVEMENT IN COMMUNITY AFFAIRS AND INCREASE COMMUNICATION AMONG THE MOST ACTIVE AND INVOLVED MEMBERS OF THIS COMMUNITY.

Program 3

Expenses: $2,351

ECONOMIC DEVELOPMENT:ECONOMIC DEVELOPMENT IS THE CREATION OF WEALTH IN WHICH COMMUNITY BENEFITS ARE CREATED. THERE ARE ONLY THREE APPROACHES USED TO ENHANCE LOCAL ECONOMIC DEVELOPMENT. THEY ARE...

ECONOMIC DEVELOPMENT:ECONOMIC DEVELOPMENT IS THE CREATION OF WEALTH IN WHICH COMMUNITY BENEFITS ARE CREATED. THERE ARE ONLY THREE APPROACHES USED TO ENHANCE LOCAL ECONOMIC DEVELOPMENT. THEY ARE: BUSINESS ATTRACTION, RETENTION AND EXPANSION - ENHANCING EXISTING BUSINESSES. THESE PROGRAMS ARE IN ASSOCIATION WITH THE CITY OF WALNUT CREEK IN THE DEVELOPMENT OF AN ECONOMIC DEVELOPMENT ACTION PLAN.THE ECONOMIC DEVELOPMENT ACTION PLAN INCLUDES DESIGNING, AND IMPLEMENTING ECONOMIC DEVELOPMENT STRATEGIES, AS WELL AS ACTING AS A KEY LIAISON BETWEEN PUBLIC AND PRIVATE SECTORS AND THE COMMUNITY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $292,882

Investment Income $0

Other Revenue $0

TOTAL REVENUE $292,882

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $271,430

Other Expenses $288,601

TOTAL EXPENSES $288,601

Year-over-Year Comparison

	2022	2021	Change
Revenue	$292,882	$29,024	+9.1%
Expenses	$288,601	$3,183	+89.7%
Net Income	$4,281	$25,841	-0.8%

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

N/A

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
BOB LINSCHEID	President & CEO	1.00	Officer Director	$0	$0	$0
PEGGY WHITE	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT POWER	BOARD MEMBER	1.00	Director	$0	$0	$0
DAWN LOPSHIRE	BOARD MEMBER	1.00	Director	$0	$0	$0
ED DEL BECCARO	BOARD CHAIR	1.00	Director	$0	$0	$0
LESLIE DAWSON	Treasurer	1.00	Officer Director	$0	$0	$0
MARGOT STANFORD	BOARD MEMBER	1.00	Director	$0	$0	$0
MATT GUICHARD	BOARD MEMBER	1.00	Director	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$292,882	$288,601	$43,308	$4,281