Civic Intelligence

Santa Maria Valley Chamber of Commerce

EIN 95-1191765 • 501(c)6 • Santa Maria, CA

View Organization Page

Profile

Provide opportunities for business community

614 South BroadwaySanta Maria, CA 93454

santamaria.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

64th percentile

0.24x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

36th percentile

0.08x

Higher debt load relative to revenue than 36% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

32nd percentile

-0.5%

Higher net margin than 32% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

54th percentile

$150,000

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

24th percentile

-3.5%

Faster asset growth than 24% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-4.3%

Faster revenue growth than 22% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$840,517

Down $30,539 (-3.5%) from 2023

Liabilities

Down

$205,482

Down $16,808 (-7.6%) from 2023

Net Assets

Down

$635,035

Down $13,731 (-2.1%) from 2023

Operations
Liabilities / Revenue36th percentileNet Margin32nd percentile

Revenue

Down

$2,647,006

Down $120,154 (-4.3%) from 2023

Expenses

Up

$2,660,737

Up $40,070 (+1.5%) from 2023

Net Income

Down

-$13,731

Down $160,224 (-109%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $401,019Liabilities 2011: $12,860Net Assets 2011: $388,1592011Assets 2012: $441,276Liabilities 2012: $8,544Net Assets 2012: $432,7322012Assets 2013: $451,182Liabilities 2013: $3,841Net Assets 2013: $447,3412013Assets 2014: $255,156Liabilities 2014: $0Net Assets 2014: $255,1562014Assets 2015: $202,415Liabilities 2015: $0Net Assets 2015: $202,4152015Assets 2016: $308,085Liabilities 2016: $86,881Net Assets 2016: $221,2042016Assets 2017: $214,456Liabilities 2017: $74,571Net Assets 2017: $139,8852017Assets 2018: $300,383Liabilities 2018: $97,069Net Assets 2018: $203,3142018Assets 2019: $353,721Liabilities 2019: $90,381Net Assets 2019: $263,3402019Assets 2020: $589,124Liabilities 2020: $222,546Net Assets 2020: $366,5782020Assets 2021: $510,526Liabilities 2021: $208,080Net Assets 2021: $302,4462021Assets 2022: $676,817Liabilities 2022: $152,994Net Assets 2022: $523,8232022Assets 2023: $871,056Liabilities 2023: $222,290Net Assets 2023: $648,7662023Assets 2024: $840,517Liabilities 2024: $205,482Net Assets 2024: $635,0352024

Highlighted filing

2024

Assets$840,517
Liabilities$205,482
Net Assets$635,035
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,039,159Expenses 2011: $1,009,773Net Income 2011: $29,3862011Revenue 2012: $990,250Expenses 2012: $945,677Net Income 2012: $44,5732012Revenue 2013: $1,017,357Expenses 2013: $1,002,748Net Income 2013: $14,6092013Revenue 2014: $970,370Expenses 2014: $1,162,555Net Income 2014: -$192,1852014Revenue 2015: $1,030,060Expenses 2015: $1,082,801Net Income 2015: -$52,7412015Revenue 2016: $1,346,890Expenses 2016: $1,315,402Net Income 2016: $31,4882016Revenue 2017: $1,927,586Expenses 2017: $2,008,905Net Income 2017: -$81,3192017Revenue 2018: $2,196,171Expenses 2018: $2,136,409Net Income 2018: $59,7622018Revenue 2019: $2,270,745Expenses 2019: $2,210,719Net Income 2019: $60,0262019Revenue 2020: $2,180,403Expenses 2020: $2,077,165Net Income 2020: $103,2382020Revenue 2021: $1,864,471Expenses 2021: $1,928,603Net Income 2021: -$64,1322021Revenue 2022: $2,449,753Expenses 2022: $2,228,376Net Income 2022: $221,3772022Revenue 2023: $2,767,160Expenses 2023: $2,620,667Net Income 2023: $146,4932023Revenue 2024: $2,647,006Expenses 2024: $2,660,737Net Income 2024: -$13,7312024

Highlighted filing

2024

Revenue$2,647,006
Expenses$2,660,737
Net Income-$13,731
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$840,517
Liabilities
$205,482
Net assets
$635,035
Revenue
$2,647,006
Expenses
$2,660,737
Net income
-$13,731
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.84$0.21$0.64$2.65$2.66$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.22$0.65$2.77$2.62$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.15$0.52$2.45$2.23$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.51$0.21$0.30$1.86$1.93$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.22$0.37$2.18$2.08$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.35$0.09$0.26$2.27$2.21$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.10$0.20$2.20$2.14$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.21$0.07$0.14$1.93$2.01$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.31$0.09$0.22$1.35$1.32$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$1.03$1.08$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.97$1.16$0.19
2013Summary only. Only limited summary data is available for this year.$0.45$0.00$0.45$1.02$1.00$0.01
2012Summary only. Only limited summary data is available for this year.$0.44$0.01$0.43$0.99$0.95$0.04
2011Summary only. Only limited summary data is available for this year.$0.40$0.01$0.39$1.04$1.01$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$2,647,006
Mission and Program Overview

Mission

Provide opportunities for business community

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$746,844$716,004▼ $30,840
Accounts Receivable$94,780$96,174▲ $1,394
Land, Buildings, and Equipment, Net$11,021$12,961▲ $1,940
Prepaid Expenses and Deferred Charges$14,800$12,750▼ $2,050
Inventories for Sale or Use$3,361$2,378▼ $983
Cash and Non-Interest-Bearing Accounts$250$250→ $0
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$871,056$840,517▼ $30,539
Other Assets Total-$0-
Liabilities
Other Liabilities$157,965$139,832▼ $18,133
Accounts Payable and Accrued Expenses$64,325$65,650▲ $1,325
Total Liabilities$222,290$205,482▼ $16,808
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$259,203$369,074▲ $109,871
Net Assets With Donor Restrictions$389,563$265,961▼ $123,602
Total Net Assets Fund Balance$648,766$635,035▼ $13,731
Total Liabilities and Net Assets / Fund Balance$871,056$840,517▼ $30,539

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,348$76,563$77,911
Buildings$10,002$54,134$64,136
Leasehold Improvements$1,048$56,965$58,013
Other Land Buildings$563$25,538$26,101
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Glenn MorrisPresident & CEOFT$150,000$150,000

Board Members and Trustees

NameTitle
Nancy CrawfordChairman Elect
Sandra DickersonPast Chairman
Dave MerlotVice Chairman
Ryan SwackVice Chairman
Antonio GarciaDirector
Dominick BarryDirector
Donna DenhamDirector
Dr Eric SauersDirector
Dr Kevin WalthersDirector
Emily KittsDirector
Gina GluyasDirector
Jason BuchananDirector
Jeff BuckinghamDirector
Joshua SahagunDirector
Kelsi FizgeraldDirector
Micaela BuchananDirector
Paul CookDirector
Shannon SeifertDirector
Sue AndersenDirector
Sylvia PalaciosDirector
Tere ParedesDirector
Terri OneschuckDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$2,184,835
Program Service Revenue
$450,753
Investment Income
$3,419
Other Revenue
$7,999
All Other Contributions
$2,184,835
Change in Net Assets
$-13,731
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,623,719
Salaries, Compensation, and Employee Benefits$1,037,018
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$661,723--$661,723
All Other Expenses$365,703--$365,703
Other Employee Benefits$150,578--$150,578
Current Officers, Directors, Trustees, and Key Employees---$150,000
Other Expenses$117,627--$117,627
Payroll Taxes$74,717--$74,717
Advertising$57,454--$57,454
Travel$33,078--$33,078
Occupancy$32,654--$32,654
Insurance$9,717--$9,717
Depreciation Depletion$4,183--$4,183
Total Functional Expenses$2,510,737$0$0$2,660,737
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Economic injury disaster loan$97,025
Compensated Absences$42,807
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“Available upon request”

Filing and Contact Details

Filer

Filer Name
Santa Maria Valley Chamber of Commerce
EIN
95-1191765
Phone
8059252403
Address
614 SOUTH BROADWAY, SANTA MARIA, CA 93454

Signing Officer

Name
Michael Boyer
Title
President & CEO
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
1968
Legal Domicile
CA
Voting Board Members
22
Independent Board Members
0
Employees
11

Preparer

Firm
Moss Levy & Hartzheim LLP
Address
2400 Professional Parkway Suite 205, Santa Maria, CA 93455
Preparer
Travis Hole CPA
Phone
8059252579
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Other program services 4: to develop a comprehensive strategy that supports tourism by enhancing employment, the local economy and the tax base”

Form 990, Part IX, Line 24E

“: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“BANK FEES: Column (A) - Total = $11670; Column (B) - Program Services = $11670; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“BOARD OF DIRECTORS: Column (A) - Total = $1134; Column (B) - Program Services = $1134; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“BUILDING & GROUNDS: Column (A) - Total = $6038; Column (B) - Program Services = $6038; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“BUSINESS ATTRACTION: Column (A) - Total = $2692; Column (B) - Program Services = $2692; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“COMMITTEE : Column (A) - Total = $5538; Column (B) - Program Services = $5538; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“DUES AND SUBSCRIPTIONS: Column (A) - Total = $69615; Column (B) - Program Services = $69615; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“EDUCATION: Column (A) - Total = $6025; Column (B) - Program Services = $6025; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“EQUIPMENT MAINTENANCE: Column (A) - Total = $8043; Column (B) - Program Services = $8043; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“FACILITY MAINTENANCE: Column (A) - Total = $1800; Column (B) - Program Services = $1800; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“FOUNDATION SUPPORT: Column (A) - Total = $6500; Column (B) - Program Services = $6500; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“MARKETING COLLATERAL : Column (A) - Total = $11281; Column (B) - Program Services = $11281; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“MEMBER SUPPLIES: Column (A) - Total = $1456; Column (B) - Program Services = $1456; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“MILEAGE : Column (A) - Total = $10676; Column (B) - Program Services = $10676; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“POSTAGE AND SHIPPING: Column (A) - Total = $5380; Column (B) - Program Services = $5380; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“PRODUCT SALES: Column (A) - Total = $2674; Column (B) - Program Services = $2674; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“PROFESSIONAL SERVICES: Column (A) - Total = $90440; Column (B) - Program Services = $90440; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“PROPERTY TAX: Column (A) - Total = $1960; Column (B) - Program Services = $1960; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“PUBLIC RELATIONS: Column (A) - Total = $8715; Column (B) - Program Services = $8715; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“PUBLICATIONS : Column (A) - Total = $44927; Column (B) - Program Services = $44927; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Sponsorships : Column (A) - Total = $21239; Column (B) - Program Services = $21239; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“STAFF APPRECIATION: Column (A) - Total = $6322; Column (B) - Program Services = $6322; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“STAFF MEALS : Column (A) - Total = $11527; Column (B) - Program Services = $11527; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Supplies: Column (A) - Total = $5604; Column (B) - Program Services = $5604; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“TELEPHONE : Column (A) - Total = $19095; Column (B) - Program Services = $19095; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“UTILITIES: Column (A) - Total = $5352; Column (B) - Program Services = $5352; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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