SOUTH COAST SYMPHONY (EIN 330721401) - 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

Legal Domicile

Principal Officer

RONALD JAGNER

Phone

7147318079

Tax Period

2023-09-01 to 2024-08-31

SOUTH COAST SYMPHONY is a small nonprofit in the Arts, Culture & Humanities sector that reported $234K in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $354K exceeded revenue, resulting in a 51% operating deficit.

Mission

FOUNDED IN 1996, THE SOUTH COAST SYMPHONY, THE UNSTUFFY SYMPHONY, IS A RESIDENT ORCHESTRA FOR SOUTH ORANGE COUNTY. THE SEVENTY MEMBER SYMPHONY SERVICES SOUTH ORANGE COUNTY'S FIFTEEN DIVERSE COMMUNITIES WITH A PROFESSIONAL, ACCESSIBLE AND AFFORDABLE SYMPHONIC MUSICAL EXPERIENCE. THE SYMPHONY'S ECLECTIC PROGRAMMING IS DESIGNED TO ENTERTAIN AND EDUCATE WHILE ALSO ATTRACTING A WHOLE NEW GENERATION OF PATRONS. THE SYMPHONY PERFORMS A WIDER VARIERTY OF ORCHESTRAL LITERATURE FROM THE CLASSICS AND OPERA TO LIGHT CLASSICS, BROADWAY AND POPS. THE SYMPHONY'S EDUCATIONAL OUTREACH PROGRAMS, KONCERTS FOR THE KIDS AND YOUNG STARS OF THE FUTURE ARE AN INTERGRAL PART OF OUR MISSION TO PROVIDE CULTURAL OPPORTUNITIES AND EXPERIENCES FOR OUR YOUTH.

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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 $175,101

Program Service Revenue $59,104

Investment Income $204

Other Revenue $0

TOTAL REVENUE $234,409

Expense Breakdown

Grants Paid $0

Salaries & Benefits $164,952

Fundraising Expenses $15,766

Program Expenses $325,966

Other Expenses $189,314

TOTAL EXPENSES $354,266

Year-over-Year Comparison

	2023	2022	Change
Revenue	$234,409	$343,902	-0.3%
Expenses	$354,266	$338,075	+0.0%
Net Income	$-119,857	$5,827	-21.6%

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

$23,332

Total Directors

$23,332

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARRY SILVERMAN	CEO	20.00	Officer Director	$23,332	$0	$23,332
BEN BARTH	CFO AND TREA	4.00	Officer Director	$0	$0	$0
KRISTEN BOLD	SOIREES MUSI	2.00	Director	$0	$0	$0
GAIL FOOR	BOARD DEVELO	4.00	Director	$0	$0	$0
RONALD JAGNER	PRESIDENT/EN	5.00	Officer Director	$0	$0	$0
JOHN KENDRIK	DIRECTOR	4.00	Director	$0	$0	$0
MIKE NIEDRINGHAUS	DIRECTOR	5.00	Director	$0	$0	$0
WANDA ORTIZ	SECRETARY	5.00	Officer Director	$0	$0	$0
MILLARD ROTH	VICE PRESIDE	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	$234,409	$354,266	$53,463	$-119,857
2023	$343,902	$338,075	$169,258	$5,827
2022	$249,213	$292,545	$160,476	$-43,332
2020	$289,047	$198,169	$156,078	$90,878
2019	$223,201	$246,755	$90,200	$-23,554
2018	$225,805	$223,252	$88,754	$2,553

SOUTH COAST SYMPHONY