Civic Intelligence

Chamber of Commerce of San Luis Obispoinc

EIN 95-1505534 • 501(c)6 • San Luis Obispo, CA

Profile

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.

895 Monterey StreetSan Luis Obispo, CA 93401

n/A

Siviq Scores

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

Liabilities / Assets

88th percentile

0.57x

Higher debt load relative to assets than 88% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

0.74x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

23rd percentile

-3.9%

Higher net margin than 23% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

74th percentile

15%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

21st percentile

-3.2%

Faster revenue growth than 21% of similar nonprofits.

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

Assets

Up

$1,961,356

Up $254,838 (+15%) from 2023

Liabilities

Up

$1,117,061

Up $323,686 (+41%) from 2023

Net Assets

Down

$844,295

Down $68,848 (-7.5%) from 2023

Revenue

Down

$1,501,425

Down $49,938 (-3.2%) from 2023

Expenses

Up

$1,559,620

Up $87,364 (+5.9%) from 2023

Net Income

Down

-$58,195

Down $137,302 (-174%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $476,291Liabilities 2011: $4,444Net Assets 2011: $471,8472011Assets 2012: $639,989Liabilities 2012: $106,730Net Assets 2012: $533,2592012Assets 2013: $1,031,523Liabilities 2013: $334,256Net Assets 2013: $697,2672013Assets 2014: $1,083,188Liabilities 2014: $312,097Net Assets 2014: $771,0912014Assets 2015: $1,131,169Liabilities 2015: $357,511Net Assets 2015: $773,6582015Assets 2016: $1,175,793Liabilities 2016: $317,432Net Assets 2016: $858,3612016Assets 2017: $1,340,593Liabilities 2017: $489,626Net Assets 2017: $850,9672017Assets 2018: $1,219,167Liabilities 2018: $337,984Net Assets 2018: $881,1832018Assets 2019: $1,238,560Liabilities 2019: $352,867Net Assets 2019: $885,6932019Assets 2020: $1,305,238Liabilities 2020: $311,759Net Assets 2020: $993,4792020Assets 2021: $1,362,040Liabilities 2021: $479,017Net Assets 2021: $883,0232021Assets 2022: $1,350,598Liabilities 2022: $513,748Net Assets 2022: $836,8502022Assets 2023: $1,706,518Liabilities 2023: $793,375Net Assets 2023: $913,1432023Assets 2024: $1,961,356Liabilities 2024: $1,117,061Net Assets 2024: $844,2952024

Highlighted filing

2024

Assets$1,961,356
Liabilities$1,117,061
Net Assets$844,295

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,043,908Expenses 2011: $1,063,368Net Income 2011: -$19,4602011Expenses 2012: $1,031,8982012Revenue 2013: $1,297,181Expenses 2013: $1,133,173Net Income 2013: $164,0082013Revenue 2014: $1,179,190Expenses 2014: $1,105,366Net Income 2014: $73,8242014Revenue 2015: $1,240,904Expenses 2015: $1,236,536Net Income 2015: $4,3682015Revenue 2016: $1,345,763Expenses 2016: $1,258,634Net Income 2016: $87,1292016Revenue 2017: $1,409,128Expenses 2017: $1,411,270Net Income 2017: -$2,1422017Revenue 2018: $1,644,941Expenses 2018: $1,609,457Net Income 2018: $35,4842018Revenue 2019: $1,611,649Expenses 2019: $1,609,709Net Income 2019: $1,9402019Revenue 2020: $1,466,368Expenses 2020: $1,365,214Net Income 2020: $101,1542020Revenue 2021: $1,378,406Expenses 2021: $1,209,961Net Income 2021: $168,4452021Revenue 2022: $1,459,486Expenses 2022: $1,443,900Net Income 2022: $15,5862022Revenue 2023: $1,551,363Expenses 2023: $1,472,256Net Income 2023: $79,1072023Revenue 2024: $1,501,425Expenses 2024: $1,559,620Net Income 2024: -$58,1952024

Highlighted filing

2024

Revenue$1,501,425
Expenses$1,559,620
Net Income-$58,195

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$1.12$0.84$1.50$1.56$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.79$0.91$1.55$1.47$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.51$0.84$1.46$1.44$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.48$0.88$1.38$1.21$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.31$0.99$1.47$1.37$0.10
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.35$0.89$1.61$1.61$0.00
2018Summary only. Only limited summary data is available for this year.$1.22$0.34$0.88$1.64$1.61$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.49$0.85$1.41$1.41$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.32$0.86$1.35$1.26$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.36$0.77$1.24$1.24$0.00
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.31$0.77$1.18$1.11$0.07
2013Summary only. Only limited summary data is available for this year.$1.03$0.33$0.70$1.30$1.13$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.11$0.53$1.03
2011Summary only. Only limited summary data is available for this year.$0.48$0.00$0.47$1.04$1.06$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 1, 2025
Return Version
2024v5.2
Gross Receipts
$1,501,425
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$741,992$453,734▼ $288,258
Investments in Publicly Traded Securities-$351,246-
Land, Buildings, and Equipment, Net$299,755$292,656▼ $7,099
Accounts Receivable$191,083$166,343▼ $24,740
Other Notes and Loans Receivable, Net$237,928$145,846▼ $92,082
Prepaid Expenses and Deferred Charges$18,333$70,703▲ $52,370
Cash and Non-Interest-Bearing Accounts$300$300→ $0
Investments Other Securities$-95,372$-96,519▼ $1,147
Total Assets$1,533,401$1,961,356▲ $427,955
Other Assets Total$139,382$577,047▲ $437,665
Liabilities
Other Liabilities$145,041$577,047▲ $432,006
Deferred Revenue$335,572$363,172▲ $27,600
Accounts Payable and Accrued Expenses$140,644$174,324▲ $33,680
Mortgage Notes Payable Secured by Investment Property$17,112$2,518▼ $14,594
Total Liabilities$638,369$1,117,061▲ $478,692
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$895,032$844,295▼ $50,737
Total Net Assets Fund Balance$895,032$844,295▼ $50,737
Total Liabilities and Net Assets / Fund Balance$1,533,401$1,961,356▲ $427,955

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$263,452$123,512$386,964
Equipment$29,204$87,199$116,403
Other Assets Org$577,047--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James DantonaCEOFT$151,000$17,732$168,732
Revenue and Support

Revenue Composition

Contributions and Grants
$522,102
Program Service Revenue
$971,908
Investment Income
$7,415
Other Revenue
$0
Change in Net Assets
$-58,195
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$939,554
Other Expenses$620,066
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$680,835
Current Officers, Directors, Trustees, and Key Employees---$168,732
Occupancy---$147,338
Insurance---$83,255
Payroll Taxes---$68,218
Fees for Services Other---$65,490
Information Technology---$55,534
All Other Expenses---$39,269
Office Expenses---$27,059
Pension Plan Contributions---$21,769
Depreciation Depletion---$17,050
Conferences and Meetings---$16,088
Fees for Services Accounting---$9,650
Other Expenses---$4,886
Interest---$629
Fees for Services Legal---$330
Total Functional Expenses$0$0$0$1,559,620
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability - Lt$475,295
Lease Liability - Current$101,752
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has an unlimited number of members that pay dues.

Form 990, Part VI, Section A, Line 7A

The members vote in annually the board of directors

Form 990, Part VI, Section A, Line 7B

Member elect the board and also would have to approve any significant changes in the organization structure or activities.

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

Form 990 is reviewed by the ceo, treasurer and committees as designated by the board

Form 990, Part VI, Section B, Line 12C

Every volunteer on a committee/task force/board of directors reviews and signs a conflict of interest statement annually. They are also reminded at monthly meetings, when appropriate, to disclose potential conflicts of interest.

Form 990, Part VI, Section B, Line 15

Peer salary survey, reviewed by executive committee, reviewed & approved by the board.

Form 990, Part VI, Section C, Line 19

Documents are posted on the website and/or available upon request

Filing and Contact Details

Filer

Filer Name
Chamber of Commerce of
EIN
95-1505534
Phone
8057812777
Address
895 MONTEREY STREET, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
Jim Dantona
Title
President/CEO
Phone
8057812777
Signed
2025-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Dantona
Formed
1905
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
21
Employees
21
Volunteers
138

Preparer

Firm
Glenn Burdette
Address
1150 PALM STREET, SAN LUIS OBISPO, CA 93401
Preparer
Mical W Bovee CPA
Phone
8055441441
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Current year change in subsidiary -1,147.

Financial Statement Notes

PART X, LINE 2:

For the year ended december 31, 2024, management of the chamber is not aware of any material uncertain tax positions to be acccounted for in the consolidated financial statements under the principles of the income taxes topic of the fasb asc. The chamber recognizes interest and penalties, if any, related to income tax expense.

Raw XML AppendixShowing 400 of 536 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0TO 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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IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN LUIS OBISPO
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01905
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01501425
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
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IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt055534
IRS990/InsuranceGrp/TotalAmt083255
IRS990/InterestGrp/TotalAmt0629
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IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0522102
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt017112
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02518
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IRS990/NetAssetsOrFundBalancesEOYAmt0844295
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt013498
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0895032
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0844295
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0147338
IRS990/OfficeExpensesGrp/TotalAmt027059
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
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IRS990/OtherAssetsTotalGrp/BOYAmt0139382
IRS990/OtherAssetsTotalGrp/EOYAmt0577047
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IRS990/OtherExpensesGrp/Desc0PROGRAMS/SPECIAL PROJEC
IRS990/OtherExpensesGrp/Desc1STAFF EXPENSE
IRS990/OtherExpensesGrp/Desc2MANAGEMENT EXPENSES
IRS990/OtherExpensesGrp/Desc3COUNTY PROPERTY TAXES
IRS990/OtherExpensesGrp/TotalAmt0118464
IRS990/OtherExpensesGrp/TotalAmt123583
IRS990/OtherExpensesGrp/TotalAmt211441
IRS990/OtherExpensesGrp/TotalAmt34886
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt068218
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018333
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt070703
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IRS990/ProgramServiceRevenueGrp/BusinessCd1541610
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IRS990/ProgSrvcAccomActy2Grp/Desc0ANNUAL DINNER-ANNUAL INSTALLATION OF THE BOARD ABOUT 400 PEOPLE ATTEND
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0101752
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1475295
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITY - CURRENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LEASE LIABILITY - LT
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FOR THE YEAR ENDED DECEMBER 31, 2024, MANAGEMENT OF THE CHAMBER IS NOT AWARE OF ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE ACCCOUNTED FOR IN THE CONSOLIDATED FINANCIAL STATEMENTS UNDER THE PRINCIPLES OF THE INCOME TAXES TOPIC OF THE FASB ASC. THE CHAMBER RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO INCOME TAX EXPENSE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0577047
IRS990ScheduleD/TotalLiabilityAmt0577047
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt07000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JAMES DANTONA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00

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