COACHELLA VALLEY SYMPHONY

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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

2024-07-01 to 2025-06-30

COACHELLA VALLEY SYMPHONY, founded in 1992, is a small nonprofit that reported $311K in total revenue in fiscal year 2024. Revenue surged 55% from the prior year, signaling strong growth momentum. The organization ran a surplus of $130K, a strong 42% operating margin.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $143,156 Revenue: $260,394

TO PERPETUATE LIVE SYMPHONIC MUSIC AND TO ENHANCE THE CULTURAL TEXTURE OF THE DESERT 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 (2024)

Revenue Breakdown

Contributions & Grants $260,374

Program Service Revenue $0

Investment Income $50,949

Other Revenue $0

TOTAL REVENUE $311,323

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $143,156

Other Expenses $181,195

TOTAL EXPENSES $181,195

Year-over-Year Comparison

	2024	2023	Change
Revenue	$311,323	$201,316	+0.5%
Expenses	$181,195	$196,290	-0.1%
Net Income	$130,128	$5,026	+24.9%

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	Director	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

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	$311,323	$181,195	$242,197	$130,128
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