SANTA ROSA SYMPHONY LEAGUE

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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

Phone

7075228786

Tax Period

2023-07-01 to 2024-06-30

SANTA ROSA SYMPHONY LEAGUE is a micro nonprofit in the Arts, Culture & Humanities sector that reported $26K in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $36K exceeded revenue, resulting in a 37% operating deficit.

Mission

PROMOTE APPRECIATION OF SYMPHONIC MUSIC THROUGH SUPPORT OF THE SANTA ROSA SYMPHONY ASSOCIATION

Program Service Accomplishments

Program 1

Expenses: $35,891

TO RAISE FUNDS FOR THE SANTA ROSA SYMPHONY ASSOCIATION THROUGH ACTIVITES AND FUNDRAISING EVENTS, THEREBY DEVELOPING AND PROMOTING THE ART OF SYMPHONY TO THE GENERAL PUBLIC.

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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 $1,810

Program Service Revenue $2,840

Investment Income $0

Other Revenue $21,757

TOTAL REVENUE $26,407

Expense Breakdown

Grants Paid $30,375

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,891

Other Expenses $5,735

TOTAL EXPENSES $36,110

Year-over-Year Comparison

	2023	2022	Change
Revenue	$26,407	$35,575	-0.3%
Expenses	$36,110	$37,847	0.0%
Net Income	$-9,703	$-2,272	+3.3%

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
ELIZABETH KERN	Secretary	1.00	Director	$0	$0	$0
JACKIE REINHARDT	VP MEMBERSHIP	0.00	Director	$0	$0	$0
LAURIE HALL	Treasurer	0.00	Director	$0	$0	$0
JULIE WILKINSON	President	0.00	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
2024	$26,407	$36,110	$14,829	$-9,703
2023	$35,575	$37,847	$24,532	$-2,272
2022	$60,442	$45,559	$26,804	$14,883
2021	$24,455	$43,408	$11,921	$-18,953
2020	$26,249	$42,783	$30,873	$-16,534
2019	$42,471	$29,642	$47,408	$12,829