COACHELLA VALLEY SYMPHONY (EIN 330481383) - 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

1992

Legal Domicile

Principal Officer

ELISA M LINDLEY MD

Phone

7603602222

Tax Period

2023-07-01 to 2024-06-30

COACHELLA VALLEY SYMPHONY, founded in 1992, is a small nonprofit that reported $201K in total revenue in fiscal year 2023.

Mission

TO PERPETUATE LIVE SYMPHONIC MUSIC TO ENHANCE THE CULTURE TECTURE OF THE DEAERT COMMUNITY

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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 $194,219

Program Service Revenue $0

Investment Income $7,097

Other Revenue $0

TOTAL REVENUE $201,316

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $166,325

Other Expenses $196,290

TOTAL EXPENSES $196,290

Year-over-Year Comparison

	2023	2022	Change
Revenue	$201,316	N/A	N/A
Expenses	$196,290	N/A	N/A
Net Income	$5,026	N/A	N/A

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
ELISA M LINDLEY MD	Chairman	5.00	Director	$0	$0	$0
SANDRA SHULZ	President	5.00	Director	$0	$0	$0
DEAN C RATHBUN SR	Treasurer	5.00	Director	$0	$0	$0
BARBARA KAUFMAN	Vice President	5.00	Director	$0	$0	$0
DEBORAH COX	Director	5.00	Director	$0	$0	$0
RICHARD OLSEN	Director	5.00	Director	$0	$0	$0
MARY ANN XAVIER	Chairman	5.00	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	$201,316	$196,290	$105,607	$5,026
2022	$104,837	$116,436	$100,593	$-11,599
2021	$62,208	$40,788	$130,029	$21,420
2020	$110,948	$145,269	$90,831	$-34,321
2019	$252,956	$271,893	$113,297	$-18,937
2018	$218,256	$193,207	$130,492	$25,049

COACHELLA VALLEY SYMPHONY