San Ramon Chamber of Commerce

EIN: 942900201

San Ramon, CA

Total Revenue
$285,285
Total Expenses
$258,842
Total Assets
$31,575
Net Assets
$31,575
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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
1984
Legal Domicile
CA
Tax Period
2023-01-01 to 2023-12-31

San Ramon Chamber of Commerce, founded in 1984, is a small nonprofit that reported $285K in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $259K left a modest 9% surplus.

Mission

To promote economic vitality of business in the City of San Ramon.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $121,214
Program Service Revenue $97,381
Investment Income $0
Other Revenue $66,690
TOTAL REVENUE $285,285

Expense Breakdown

Grants Paid $0
Salaries & Benefits $154,136
Fundraising Expenses $0
Program Expenses $209,783
Other Expenses $104,706
TOTAL EXPENSES $258,842

Year-over-Year Comparison

2023 2022 Change
Revenue $285,285 $212,621 +0.3%
Expenses $258,842 $245,812 +0.1%
Net Income $26,443 $-33,191 -1.8%
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

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Governance

Voting Members
16
Independent Members
16
Employees
3
Volunteers
16

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
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Ilana Samuels Secretary and Board Member 5.00
Director
$0 $0 $0
Steven Spedowfski Board Member 5.00
Director
$0 $0 $0
Monica Magee Board Member 5.00
Director
$0 $0 $0
Angie Toussaint Billingsly Board Member 5.00
Director
$0 $0 $0
Anita Miller Board Member 5.00
Director
$0 $0 $0
Sarah Yoell Board Member 5.00
Director
$0 $0 $0
Denton Carlson Board Member 5.00
Director
$0 $0 $0
Annestelle Maes Membership Chair and Board Me 5.00
Director
$0 $0 $0
Ashar Ahmed Board Member 5.00
Director
$0 $0 $0
Valerie Howard Board Member 5.00
Director
$0 $0 $0
Robert Downum Public Policy Chair and Bd Me 5.00
Director
$0 $0 $0
Terry Koehne Board Member 5.00
Director
$0 $0 $0
Mary Hanson Board Member 5.00
Director
$0 $0 $0
Mino Sastry Chairman of the Board 5.00
Officer Director
$0 $0 $0
Greg Starnes Treasurer and Board Member 5.00
Officer Director
$0 $0 $0
Heidi Kenniston-Lee President and CEO 40.00
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
2024 No data No data No data No data
2023 $285,285 $258,842 $31,575 $26,443
2022 $212,621 $245,812 $5,132 $-33,191
2021 $253,978 $249,181 $53,735 $4,797
2020 $218,703 $257,962 $75,390 $-39,259
2019 $262,300 $267,087 $82,991 $-4,787
2018 $267,178 $254,046 $86,566 $13,132
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