San Diego Master Chorale (EIN 237451291) - 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

1975

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

San Diego Master Chorale, founded in 1975, is a small nonprofit that reported $473K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $459K left a modest 3% surplus.

Mission

MISSION: We connect all people to the joy of professional-caliber live choral music and enrich lives by sharing what we have in commonour voice.

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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 $374,282

Program Service Revenue $91,111

Investment Income $5,150

Other Revenue $2,515

TOTAL REVENUE $473,058

Expense Breakdown

Grants Paid $0

Salaries & Benefits $299,562

Fundraising Expenses $65,181

Program Expenses $315,295

Other Expenses $159,164

TOTAL EXPENSES $458,726

Year-over-Year Comparison

	2023	2022	Change
Revenue	$473,058	$405,247	+0.2%
Expenses	$458,726	$404,676	+0.1%
Net Income	$14,332	$571	+24.1%

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

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
Jen Rogers	Ex Dir	50.00	Highest	$125,545	$0	$125,545
Rob Taylor	Director	0.50	Director	$0	$0	$0
Ronly Schlenk	Director	0.50	Director	$0	$0	$0
Alison Bloomfield Meyer	Director	0.50	Director	$0	$0	$0
Peter Gach	Director	0.50	Director	$0	$0	$0
Thomas Amilien	Direct	0.50	Director	$0	$0	$0
Julie Ames	Director	0.50	Director	$0	$0	$0
Christopher Moreno	Director	0.50	Director	$0	$0	$0
Meri Rogoff	Director	0.50	Director	$0	$0	$0
Julie Ann Sih	President	25.00	Officer Director	$0	$0	$0
Jane Baker	Secretary	2.00	Officer Director	$0	$0	$0
James Shelley	Treasurer	2.00	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	$473,058	$458,726	$307,944	$14,332
2023	$420,247	$401,868	$283,366	$18,379
2023	$405,247	$404,676	$280,558	$571
2022	$315,206	$193,081	$262,935	$122,125

San Diego Master Chorale