Sedona Symphony (EIN 203371497) - 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

2005

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Sedona Symphony, founded in 2005, is a small nonprofit in the Arts, Culture & Humanities sector that reported $299K in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum.

Mission

The Sedona Symphony is committed to enriching the quality of life of our northern Arizona community through the power of live orchestral music that educates, entertains and inspires.

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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 $204,278

Program Service Revenue $87,481

Investment Income $4,230

Other Revenue $3,410

TOTAL REVENUE $299,399

Expense Breakdown

Grants Paid $0

Salaries & Benefits $162,673

Fundraising Expenses $15,193

Program Expenses $258,258

Other Expenses $141,163

TOTAL EXPENSES $303,836

Year-over-Year Comparison

	2023	2022	Change
Revenue	$299,399	$213,480	+0.4%
Expenses	$303,836	$198,350	+0.5%
Net Income	$-4,437	$15,130	-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

N/A

Employees

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Larry Kane	Director	3.00	Director	$0	$0	$0
Darol Jurn	Director	3.00	Director	$0	$0	$0
John Wichert	Director	3.00	Director	$0	$0	$0
Angela LeFevre	Director	3.00	Director	$0	$0	$0
Carolyn Fisher	Director	3.00	Director	$0	$0	$0
Dean Cathcart	Director	3.00	Director	$0	$0	$0
Margaret Davis	President	10.00	Officer Director	$0	$0	$0
John Martinez	Treasurer	5.00	Officer Director	$0	$0	$0
Kristine Follett	Secretary	5.00	Officer 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	No data	No data	No data	No data
2024	$299,399	$303,836	$226,022	$-4,437
2024	$299,399	$303,836	$226,022	$-4,437
2023	$213,480	$198,350	$236,509	$15,130
2022	$259,250	$265,139	$227,416	$-5,889
2018	$226,158	$155,948	$160,400	$70,210

Sedona Symphony