WEST VALLEY SYMPHONY ASSOCIATION (EIN 237041526) - 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

1968

Legal Domicile

Principal Officer

J CARTER MARSDEN

Phone

6232366781

Tax Period

2022-07-01 to 2023-06-30

WEST VALLEY SYMPHONY ASSOCIATION, founded in 1968, is a small nonprofit that reported $296K in total revenue in fiscal year 2022. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $375K exceeded revenue, resulting in a 27% operating deficit.

Mission

TO SUPPORT A SYMPHONY ORCHESTRA IN SURPRISE AND SURROUNDING AREAS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $151,245

Program Service Revenue $141,222

Investment Income $3,607

Other Revenue $0

TOTAL REVENUE $296,074

Expense Breakdown

Grants Paid $0

Salaries & Benefits $186,204

Fundraising Expenses $0

Program Expenses $360,525

Other Expenses $189,245

TOTAL EXPENSES $375,449

Year-over-Year Comparison

	2022	2021	Change
Revenue	$296,074	$527,665	-0.4%
Expenses	$375,449	$397,607	-0.1%
Net Income	$-79,375	$130,058	-1.6%

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

148

Volunteers

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
BARBARA LASHMET	DIRECTOR	2.00	Director	$0	$0	$0
ANNE LEVIG	SECRETARY	2.00	Officer	$0	$0	$0
EDWIN WILLIAMSON	TREASURER	2.00	Officer	$0	$0	$0
CLAUDIA VASQUEZ	DIRECTOR	2.00	Director	$0	$0	$0
TERRY HAYES	DIRECTOR	2.00	Director	$0	$0	$0
J CARTER MARSDEN	PRESIDENT	10.00	Officer	$0	$0	$0
JERRY GAINES	VICE PRESIDE	2.00	Director	$0	$0	$0
DEROLD GRAVES	DIRECTOR	2.00	Director	$0	$0	$0
MURIEL STONE	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT GORMAN	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$296,074	$375,449	$1,942,343	$-79,375
2022	$527,665	$397,607	$1,889,062	$130,058
2021	$239,357	$199,741	$1,828,749	$39,616
2020	$364,211	$383,951	$1,599,182	$-19,740
2019	$567,814	$384,887	$1,666,419	$182,927
2018	$573,103	$381,248	$1,512,932	$191,855

WEST VALLEY SYMPHONY ASSOCIATION