YAVAPAI SYMPHONY ASSOCIATION INC (EIN 237087588) - 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

1967

Legal Domicile

Phone

9287764255

Tax Period

2023-07-01 to 2024-06-30

YAVAPAI SYMPHONY ASSOCIATION INC, founded in 1967, is a small nonprofit that reported $206K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $235K exceeded revenue, resulting in a 14% operating deficit.

Mission

CULTURAL/EDUCATIONAL PRESENTATION OF LIVE PERFORMANCES

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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 $54,934

Program Service Revenue $122,912

Investment Income $25,864

Other Revenue $2,116

TOTAL REVENUE $205,826

Expense Breakdown

Grants Paid $0

Salaries & Benefits $23,588

Fundraising Expenses $0

Program Expenses $194,440

Other Expenses $211,443

TOTAL EXPENSES $235,031

Year-over-Year Comparison

	2023	2022	Change
Revenue	$205,826	$263,649	-0.2%
Expenses	$235,031	$321,417	-0.3%
Net Income	$-29,205	$-57,768	-0.5%

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

N/A

Employees

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
CHIP SHAY	Vice President	4.00	Director	$0	$0	$0
JOHN BARTON	Director	2.00	Director	$0	$0	$0
DAVID WHITMAN	Director	2.00	Director	$0	$0	$0
GERRE CARLEY	Secretary	2.00	Director	$0	$0	$0
BRENT BOND	Treasurer	10.00	Officer Director	$0	$0	$0
MARTIN TREMBLY	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	$205,826	$235,031	$539,577	$-29,205
2023	$263,649	$321,417	$560,691	$-57,768
2022	$251,868	$204,923	$617,608	$46,945
2021	$50,909	$81,303	$601,105	$-30,394
2020	$143,375	$242,367	$593,752	$-98,992
2019	$271,471	$305,555	$641,665	$-34,084

YAVAPAI SYMPHONY ASSOCIATION INC