SAN JUAN SYMPHONY (EIN 237414147) - 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

1989

Legal Domicile

Principal Officer

Steve Kiely

Phone

9703829753

Tax Period

2023-07-01 to 2024-06-30

SAN JUAN SYMPHONY, founded in 1989, is a small nonprofit that reported $643K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $586K left a modest 9% surplus.

Mission

The San Juan Symphony is an innovative regional orchestra that contributes to the cultural enrichment of the diverse communities of the Four Corners area with inspiring live performances and creative, collaborative efforts.

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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 $393,753

Program Service Revenue $235,168

Investment Income $13,623

Other Revenue $0

TOTAL REVENUE $642,544

Expense Breakdown

Grants Paid $0

Salaries & Benefits $110,161

Fundraising Expenses $40,025

Program Expenses $468,109

Other Expenses $475,640

TOTAL EXPENSES $585,801

Year-over-Year Comparison

	2023	2022	Change
Revenue	$642,544	$477,377	+0.3%
Expenses	$585,801	$446,673	+0.3%
Net Income	$56,743	$30,704	+0.8%

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

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
Chandra Stubbs	Executive Director	45	Highest	$62,500	$0	$62,500
Allen Lyon	Director	1	Director	$0	$0	$0
Monica Leaming	Director	1	Director	$0	$0	$0
Scott Michlin	Director	1	Director	$0	$0	$0
Carol Schmudde	Director	1	Director	$0	$0	$0
Tom Taylor	Director	1	Director	$0	$0	$0
Shelly Walchak	Director	1	Director	$0	$0	$0
Steve Kiely	Director	1	Director	$0	$0	$0
Karren Morrison	Director	1	Director	$0	$0	$0
Cynthia Rapp Sandhu	Director	1	Director	$0	$0	$0
Alicia Romero	Director	1	Director	$0	$0	$0
Brian Wagner	Director	1	Director	$0	$0	$0
Nancy Stoffer	President	1	Officer	$0	$0	$0
Wendy Grant	Secretary	1	Officer	$0	$0	$0
Janice Sheftel	Treasurer	1	Officer	$0	$0	$0
Sara Michaels	Vice President	1	Officer	$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	$642,544	$585,801	$365,142	$56,743
2023	$477,377	$446,673	$314,275	$30,704
2023	$477,377	$446,673	$314,275	$30,704
2022	$450,004	$325,422	$232,682	$124,582
2021	$250,918	$251,633	$113,067	$-715
2020	$326,191	$315,266	$114,332	$10,925
2019	$363,360	$337,512	$103,251	$25,848

SAN JUAN SYMPHONY