PETALUMA AREA CHAMBER OF COMMERCE (EIN 940764460) - 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

1906

Legal Domicile

Principal Officer

ONITA PELLEGRINI

Phone

7077622785

Tax Period

2024-07-01 to 2025-06-30

PETALUMA AREA CHAMBER OF COMMERCE, founded in 1906, is a small nonprofit that reported $304K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $51K, a strong 17% operating margin.

Mission

THE PETALUMA CHAMBER IS AN ASSOCIATION OF BUSINESSES AND PROFESSIONALS WORKING TOGETHER WITH A COMMITTMENT TO SUPPORT AND IMPROVE A HEALTHY BUSINESS COMMUNITY TO ENHANCE THE QUALITY OF LIFE IN THE GREATER PETALUMA AREA.

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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 $6,760

Program Service Revenue $295,477

Investment Income $1,496

Other Revenue $0

TOTAL REVENUE $303,733

Expense Breakdown

Grants Paid $0

Salaries & Benefits $152,457

Fundraising Expenses $0

Other Expenses $100,646

TOTAL EXPENSES $253,103

Year-over-Year Comparison

	2024	2023	Change
Revenue	$303,733	$324,344	-0.1%
Expenses	$253,103	$318,047	-0.2%
Net Income	$50,630	$6,297	+7.0%

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

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

$85,665

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ONITA PELLEGRINI	EXECUTIVE DI	40.00	Officer	$80,000	$5,665	$85,665
GABRIELLA AMBROSI	DIRECTOR	1.00	Director	$0	$0	$0
CHAD COSTA	DIRECTOR	1.00	Director	$0	$0	$0
WARREN DRANIT	DIRECTOR	1.00	Director	$0	$0	$0
CLAIRE FIRESTONE	DIRECTOR	1.00	Director	$0	$0	$0
ALLEN JAFFE	DIRECTOR	1.00	Director	$0	$0	$0
W THOM KNUDSON	DIRECTOR	1.00	Director	$0	$0	$0
WAYNE LEACH	DIRECTOR	1.00	Director	$0	$0	$0
TODD MENDOZA	TREASURER	2.00	Officer Director	$0	$0	$0
BRIAN MILLER	DIRECTOR	1.00	Director	$0	$0	$0
LISA MOORE	SECOND VICE	2.00	Officer Director	$0	$0	$0
JANINE OSWALT	DIRECTOR	1.00	Director	$0	$0	$0
MARY ROUALDES	FIRST VICE P	2.00	Officer Director	$0	$0	$0
KATHLEEN STAFFORD	PRESIDENT	2.00	Officer Director	$0	$0	$0
KATHERINE WELLS	IMMEDIATE PA	1.00	Officer 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	$303,733	$253,103	$166,151	$50,630
2024	$324,344	$318,047	$165,817	$6,297
2023	$273,647	$292,087	$164,212	$-18,440
2022	$237,500	$225,660	$177,496	$11,840
2021	$256,175	$136,892	$244,894	$119,283
2020	$281,291	$272,591	$96,109	$8,700
2019	$298,297	$337,781	$63,532	$-39,484

PETALUMA AREA CHAMBER OF COMMERCE