Sonoma Speaker Series (EIN 814625504) - Form 990 Financial Analysis & Trantor Score

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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

2016

Legal Domicile

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.

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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 (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

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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

Employees

N/A

Volunteers

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
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

Sonoma Speaker Series