INLAND 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

1995

Legal Domicile

Phone

9512961698

Tax Period

2018-07-01 to 2019-06-30

INLAND VALLEY SYMPHONY, founded in 1995, is a small nonprofit in the Arts, Culture & Humanities sector that reported $214K in total revenue in fiscal year 2018.

Mission

PRIMARY EXEMPT PURPOSE IS TO EDUCATE AND PROMOTE THE APPRECIATION OF MUSIC IN THE TEMECULA VALLEY.

Program Service Accomplishments

Program 1

Expenses: $192,933

IN 2018/2019 THE SYMPHONY HELD 6 CONCERTS FROM OCTOBER 2018 THRU MAY 2019. IT ALSO SPONSORED A YOUTH CONCERTO COMPETITION WHOSE WINNER WAS PRESENTED IN CONCERT WITH THE SYMPHONY. THE SYMPHONY ALSO...

IN 2018/2019 THE SYMPHONY HELD 6 CONCERTS FROM OCTOBER 2018 THRU MAY 2019. IT ALSO SPONSORED A YOUTH CONCERTO COMPETITION WHOSE WINNER WAS PRESENTED IN CONCERT WITH THE SYMPHONY. THE SYMPHONY ALSO PERFORMED THREE CONCERTS FOR THE CITY OF TEMECULA. THE SYMPHONY HAS 65 MUSICIANS PARTICIPATING. OVER 4,500 PEOPLE ATTENDED THE CONCERTS.THE YOUTH SYMPHONY HAD APPROXIMATELY 70 CHILDREN PARTICIPATING. OVER 1,250 PEOPLE ATTENDED THE 5 CONCERT SERIES. THEY ALSO PERFORMED A CONCERT FOR THE CITY OF TEMECULA. THE CHORUS IS COMPRISED OF 55 SINGERS WHO PRESENTED 2 STAND ALONE CONCERTS. THEY ALSO PERFORMED AT TWO OF THE SYMPHONY CONCERTS. 650 PEOPLE ATTENDED THE TWO CHOIR CONCERTS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $124,135

Program Service Revenue $85,799

Investment Income $1

Other Revenue $4,497

TOTAL REVENUE $214,432

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $435

Program Expenses $192,933

Other Expenses $215,796

TOTAL EXPENSES $215,796

Year-over-Year Comparison

	2018	2017	Change
Revenue	$214,432	N/A	N/A
Expenses	$215,796	N/A	N/A
Net Income	$-1,364	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

Employees

N/A

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
JODY NOTTINGHAM	Director	1.00	Director	$0	$0	$0
MARIA CANTRELL	Treasurer	4.00	Officer Director	$0	$0	$0
SUSAN DICKSON	Secretary	1.00	Officer Director	$0	$0	$0
SHARON ROLLINSON	Director	1.00	Director	$0	$0	$0
MARY WILLIAMS	President	1.00	Officer Director	$0	$0	$0
CARRIE TATE-MEYER	Director	1.00	Director	$0	$0	$0
NANCY VANDENBERG	Director	1.00	Director	$0	$0	$0
LISA JOHNSON	Director	1.00	Director	$0	$0	$0
MICHELLE ALMAREZ	Director	1.00	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
2019	$214,432	$215,796	$30,610	$-1,364