Sonoma Speaker Series

EIN: 814625504 501(c)(3) Education

Sonoma, CA

Total Revenue
$291,452
Total Expenses
$140,140
Total Assets
$379,912
Net Assets
$379,646
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2016
Legal Domicile
CA
Principal Officer
Kathy Witkowicki
Phone
7076968378
Tax Period
2024-01-01 to 2024-12-31

Sonoma Speaker Series, founded in 2016, is a small nonprofit in the Education sector that reported $291K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $151K, a strong 52% operating margin.

Mission

To foster community education through presentation of non-partisan public lectures on the arts, inspirational individuals and topics, and current events.

Program Service Accomplishments

Program 1
Expenses: $134,948 Revenue: $120,602

We are pleased to say that The Sonoma Speaker Series has hit its stride! We have been selling out every event, and usually have a waiting list. Our e-blasts now go out to approximately 5,000 people...

Read more

We are pleased to say that The Sonoma Speaker Series has hit its stride! We have been selling out every event, and usually have a waiting list. Our e-blasts now go out to approximately 5,000 people, and the guests come from Sonoma, Marin, and Napa counties.We continue to develop our Board of Directors, and added three new members in 2024. One of those is Dr. David McCuan, Chair of the Political Science Department at Sonoma State University. David is now taking on the role of on-stage interviewer for some of our more political speakers. In addition to McCuan, we also added Ken Wayne. Ken spent the last 32 years at KTVU and KRON 4 TV, working his way up to becoming the main anchor for the evening news. He's interviewed countless political leaders, entertainers, and other news makers, and now conducts interviews for our organization. And lastly, Liz Jenks has joined our Board. Liz built a thriving business, leading a team of 1,000 independent consultants who generated over $4 million in product sales annually. She has also conducted speaking engagements at women's conferences educating women on conscious consumerism.All of our 2024 speakers were top-notch. We started with Anthony Ray Hinton, who survived 30 years on Alabama's death row for a crime he didn't commit, then hosted Marie Yovanovitch, former US Ambassador to Ukraine. In April, NFL player Fred Warner took the stage, captain of our beloved San Francisco 49ers. He was followed by Andrew Yang, founder of the Forward Party, who ran for President of the United States in 2020. Dr. Adam Gazzaley taught us how the brain works and how to avoid getting distracted. Then Carl Bernstein, co-author of All the President's Men, shared how he and Bob Woodward broke the Watergate story in the Washington Post, leading to the resignation of President Richard Nixon. We rounded out the year with Ana Homayoun, author, academic advisor, and career development expert specializing in teens and tweens.Our audiences love the events, our volunteers are well-trained and happy in their jobs, our board members are engaged, and each play a pivotal role in the program's success...and as a Speaker Series, we are trending upward as we continue to attract more well-known and accomplished speakers!

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $166,198
Program Service Revenue $120,602
Investment Income $2,336
Other Revenue $2,316
TOTAL REVENUE $291,452

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $134,948
Other Expenses $140,140
TOTAL EXPENSES $140,140

Year-over-Year Comparison

2024 2023 Change
Revenue $291,452 $225,648 +0.3%
Expenses $140,140 $80,290 +0.7%
Net Income $151,312 $145,358 +0.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
32

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
3
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kathy Witkowicki President 20.00
Officer Director
$0 $0 $0
Joelle Smith Director 1.00
Director
$0 $0 $0
Jennifer Rochlin Treasurer 2.00
Officer Director
$0 $0 $0
Robert Smith Secretary 1.00
Officer Director
$0 $0 $0
Ken Wayne Director 1.00
Director
$0 $0 $0
David Bolling Director 2.00
Director
$0 $0 $0
Laura Zimmerman Director 2.00
Director
$0 $0 $0
Liz Jenks Director 1.00
Director
$0 $0 $0
David McCuan Director 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
2024 $291,452 $140,140 $379,912 $151,312
2023 $225,648 $80,290 $228,855 $145,358
Explore More Nonprofits
Top 100 Nonprofits in California Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare Sonoma Speaker Series with other nonprofits in California and across the country.