CHAMBER OF COMMERCE OF SAN LUIS OBISO INC (EIN 951505534) - 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

1905

Legal Domicile

Principal Officer

JIM DANTONA

Phone

8057812777

Tax Period

2023-07-01 to 2023-12-31

CHAMBER OF COMMERCE OF SAN LUIS OBISO INC, founded in 1905, is a small nonprofit that reported $722K in total revenue in fiscal year 2023. Revenue fell 53% from the prior year — a significant decline worth monitoring.

Mission

TO PROMOTE THE ECONOMIC AND COMMUNITY WELL-BEING OF SAN LUIS OBISPO VIA PROGRAMS AND PROJECTS TO EDUCATE THE PUBLIC, PROVIDE CREATIVE BUSINESS LEADERSHIP AND FACILIATE EFFECTIVE COORDINATION IN SOLVING COMMUNITY PROBLEMS AND INITIATING CONSTRUCTIVE ACTION.

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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 $269,244

Program Service Revenue $446,775

Investment Income $6,450

Other Revenue $0

TOTAL REVENUE $722,469

Expense Breakdown

Grants Paid $0

Salaries & Benefits $488,396

Fundraising Expenses $0

Other Expenses $260,733

TOTAL EXPENSES $749,129

Year-over-Year Comparison

	2023	2022	Change
Revenue	$722,469	$1,551,363	-0.5%
Expenses	$749,129	$1,472,256	-0.5%
Net Income	$-26,660	$79,107	-1.3%

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

138

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

$172,604

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LIZ SUMMER	CHAIR	2.50	Officer Director	$0	$0	$0
LEBREN HARRIS	PAST CHAIR	2.50	Officer Director	$0	$0	$0
DAVE JUHNKE	SECRETARY	2.50	Officer Director	$0	$0	$0
LEIGH WOOLPERT	TREASURER	2.50	Officer Director	$0	$0	$0
JOE BENSON	MEMBER	2.50	Director	$0	$0	$0
BRAD BRECHWALD	MEMBER	2.50	Director	$0	$0	$0
JEFF BUCKINGHAM	MEMBER	2.50	Director	$0	$0	$0
MICHAEL CHEN	MEMBER	2.50	Director	$0	$0	$0
KELLY DONOHUE	MEMBER	2.50	Director	$0	$0	$0
TIM DOSSA	MEMBER	2.50	Director	$0	$0	$0
BRYAN IDLER	MEMBER	2.50	Director	$0	$0	$0
COURTNEY KIENOW	MEMBER	2.50	Director	$0	$0	$0
JUNE MCIVOR	MEMBER	2.50	Director	$0	$0	$0
BRENDAN MORRIS	MEMBER	2.50	Director	$0	$0	$0
LAURA MULLEN	MEMBER	2.50	Director	$0	$0	$0
AASIM SAJJAD	MEMBER	2.50	Director	$0	$0	$0
LEANN STANDISH	MEMBER	2.50	Director	$0	$0	$0
JILL STEARNS	MEMBER	2.50	Director	$0	$0	$0
MAGGIE TORRES	MEMBER	2.50	Director	$0	$0	$0
VAL VAZ	MEMBER	2.50	Director	$0	$0	$0
WENDY WENDT	MEMBER	2.50	Director	$0	$0	$0
JAMES DANTONA	CEO	40.00	Officer	$163,731	$8,873	$172,604

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	$1,551,363	$1,472,256	$1,706,518	$79,107
2023	$722,469	$749,129	$1,533,401	$-26,660
2022	$1,459,486	$1,443,900	$1,350,598	$15,586
2021	$1,378,406	$1,209,961	$1,362,040	$168,445
2020	$1,466,368	$1,365,214	$1,305,238	$101,154
2019	$1,611,649	$1,609,709	$1,238,560	$1,940

CHAMBER OF COMMERCE OF SAN LUIS OBISO INC