BERKELEY CHAMBER OF COMMERCE (EIN 940319490) - 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

1936

Legal Domicile

Phone

5105497000

Tax Period

2022-07-01 to 2023-06-30

BERKELEY CHAMBER OF COMMERCE, founded in 1936, is a small nonprofit that reported $307K in total revenue in fiscal year 2022. Expenses of $273K left a modest 11% surplus.

Mission

Promote business community in the City of Berkeley.

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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 $216,593

Investment Income $19

Other Revenue $90,794

TOTAL REVENUE $307,406

Expense Breakdown

Grants Paid $0

Salaries & Benefits $179,554

Fundraising Expenses $0

Other Expenses $93,790

TOTAL EXPENSES $273,344

Year-over-Year Comparison

	2022	2021	Change
Revenue	$307,406	$321,134	0.0%
Expenses	$273,344	$299,788	-0.1%
Net Income	$34,062	$21,346	+0.6%

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

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
ELIZABETH ROESSNER	CEO	50.00		$86,962	$0	$86,962
ADRIAN LARICK	Director	1.00	Director	$0	$0	$0
FLOY ANDREWS	Director	1.00	Director	$0	$0	$0
LALIT KHANNA	Director	1.00	Director	$0	$0	$0
JOHN CANER	Director	1.00	Director	$0	$0	$0
STEVEN GOLDIN	Director	1.00	Director	$0	$0	$0
FRED FASSETT	Chairman	3.00	Officer Director	$0	$0	$0
GRANT SHOAF	Director	2.00	Director	$0	$0	$0
DIANA GORDON	Director	1.00	Director	$0	$0	$0
JEFFREY ZERWEKH	Director	1.00	Director	$0	$0	$0
STEVE SMITH	Director	1.00	Director	$0	$0	$0
JENNIFER COGLEY	Director	1.00	Director	$0	$0	$0
JENNIFER TANG	Director	1.00	Director	$0	$0	$0
PAUL HAMMOND	Treasurer	2.00	Officer	$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
2023	$307,406	$273,344	$705,380	$34,062
2022	$321,134	$299,788	$695,899	$21,346
2021	$286,798	$279,702	$695,114	$7,096
2020	$289,238	$371,896	$653,560	$-82,658
2019	$347,076	$359,390	$762,997	$-12,314
2018	$433,872	$427,250	$779,488	$6,622

BERKELEY CHAMBER OF COMMERCE