THE SAN FRANCISCO CHAMBER OF COMMERCE FOUNDATION (EIN 943114015) - 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

1990

Legal Domicile

Principal Officer

LORI ANN FORKIN

Phone

4153524520

Tax Period

2023-01-01 to 2023-12-31

THE SAN FRANCISCO CHAMBER OF COMMERCE FOUNDATION, founded in 1990, is a community nonprofit in the Unknown sector that reported $5.4M in total revenue in fiscal year 2023. Revenue surged 152% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.3M, a strong 61% operating margin.

Mission

EDUCATION AND EMPLOYMENT DEVELOPMENT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,903,633

Program Service Revenue $266,957

Investment Income $5,867

Other Revenue $228,212

TOTAL REVENUE $5,404,669

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,305,886

Fundraising Expenses $185,511

Program Expenses $1,702,533

Other Expenses $786,219

TOTAL EXPENSES $2,092,105

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,404,669	$2,142,740	+1.5%
Expenses	$2,092,105	$1,690,642	+0.2%
Net Income	$3,312,564	$452,098	+6.3%

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
RODNEY FONG	PRESIDENT	2.00	Officer Director	$0	$0	$0
KATIE FERRICK	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
LORI ANN FORKIN	VP, FINANCE & ADMINISTRATION	2.00	Officer Director	$0	$0	$0
RYAN EVANS	EXECUTIVE DIRECTOR-CICE	40.00	Highest	$190,774	$0	$190,774
DAVID FIKE	BOARD MEMBER	2.00	Director	$0	$0	$0
JASON GELLER	BOARD MEMBER	2.00	Director	$0	$0	$0
LYNN MAHONEY	BOARD MEMBER	2.00	Director	$0	$0	$0
NOA CLARK	BOARD MEMBER	2.00	Director	$0	$0	$0
SCOTT DUNLAP	BOARD MEMBER	2.00	Director	$0	$0	$0
STEPHANIE ISAACSON	BOARD MEMBER	2.00	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	No data	No data	No data	No data
2023	$5,404,669	$2,092,105	$5,184,673	$3,312,564
2022	$2,142,740	$1,690,642	$1,721,541	$452,098
2021	$1,374,004	$1,171,785	$1,116,345	$202,219
2020	$1,356,478	$848,655	$872,354	$507,823
2019	$843,984	$1,345,055	$468,979	$-501,071
2018	$1,955,346	$1,768,200	$858,105	$187,146

THE SAN FRANCISCO CHAMBER OF COMMERCE FOUNDATION