EUREKA SYMPHONY (EIN 050546860) - 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

2003

Legal Domicile

Principal Officer

NANCY STEPHENSON

Phone

7074413818

Tax Period

2024-07-01 to 2025-06-30

EUREKA SYMPHONY, founded in 2003, is a small nonprofit in the Arts, Culture & Humanities sector that reported $366K in total revenue in fiscal year 2024.

Mission

THE EUREKA SYMPHONY IS A COMMUNITY ORCHESTRA PROVIDING QUALITY MUSIC, PERFORMED, SUPPORTED AND APPRECIATED BY ALL AGES, BRINGING ENRICHMENT TO THE MUSICIANS AND THE COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $118,167

Program Service Revenue $204,433

Investment Income $23,483

Other Revenue $19,970

TOTAL REVENUE $366,053

Expense Breakdown

Grants Paid $0

Salaries & Benefits $136,157

Fundraising Expenses $3,030

Program Expenses $344,577

Other Expenses $258,739

TOTAL EXPENSES $394,896

Year-over-Year Comparison

	2024	2023	Change
Revenue	$366,053	$362,922	+0.0%
Expenses	$394,896	$344,047	+0.1%
Net Income	$-28,843	$18,875	-2.5%

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

N/A

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

$40,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH MORRISON	DIRECTOR	3.00	Officer Director	$0	$0	$0
KRISTIE GHISETTI	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
STEPHANIE PERRETT	RECORDING SECRETARY	2.00	Officer Director	$0	$0	$0
JANET LUZZI	TREASURER	10.00	Officer Director	$0	$0	$0
FRED TEMPAS	DIRECTOR	2.00	Director	$0	$0	$0
STEVE COLE	DIRECTOR	2.00	Director	$0	$0	$0
CAROL JACOBSON	ARTISTIC DIRECTOR/CONDUCTOR	25.00	Director	$40,000	$0	$40,000
LAURIE TAKAO	DIRECTOR	2.00	Director	$0	$0	$0
VANESSA KIBBE	DIRECTOR	2.00	Director	$0	$0	$0
KEENAN POOL	PRESIDENT	2.00	Director	$0	$0	$0
JOHN ASH	DIRECTOR	2.00	Director	$0	$0	$0
MACIE BOUGHTON	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL MOSKALY	DIRECTOR	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
2025	$366,053	$394,896	$716,997	$-28,843
2024	$362,922	$344,047	$651,538	$18,875
2023	$307,645	$327,958	$613,040	$-20,313
2022	$286,725	$267,027	$584,868	$19,698
2021	$97,676	$108,626	$599,205	$-10,950
2020	$251,823	$237,767	$482,148	$14,056
2019	$273,089	$255,328	$571,458	$17,761

EUREKA SYMPHONY