ORCHESTRA SANTA MONICA ASSOCIATION (EIN 460914435) - 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

2012

Legal Domicile

Principal Officer

CINDY BANDEL

Phone

3105257618

Tax Period

2024-07-01 to 2025-06-30

ORCHESTRA SANTA MONICA ASSOCIATION, founded in 2012, is a small nonprofit in the Arts, Culture & Humanities sector that reported $329K in total revenue in fiscal year 2024. Revenue surged 60% from the prior year, signaling strong growth momentum. Expenses of $317K left a modest 4% surplus.

Mission

TO PLAN, PRODUCE, AND PERFORM 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 (2024)

Revenue Breakdown

Contributions & Grants $287,496

Program Service Revenue $41,315

Investment Income $312

Other Revenue $0

TOTAL REVENUE $329,123

Expense Breakdown

Grants Paid $0

Salaries & Benefits $193,146

Fundraising Expenses $963

Program Expenses $264,837

Other Expenses $123,822

TOTAL EXPENSES $316,968

Year-over-Year Comparison

	2024	2023	Change
Revenue	$329,123	$205,949	+0.6%
Expenses	$316,968	$277,878	+0.1%
Net Income	$12,155	$-71,929	-1.2%

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

126

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

$21,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRED SCHOLDER	PRESIDENT	1.00	Officer Director	$0	$0	$0
ALI MOGHAREI	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DEE MENZIES	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
GEORGE COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
ELISA WARFORD	DIRECTOR	1.00	Director	$0	$0	$0
MIMI YU	TREASURER	1.00	Officer Director	$0	$0	$0
RAYMOND KNAPP	SECRETARY	1.00	Officer Director	$0	$0	$0
PATRICIA JOHNSTON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HOULDSWORTH	ASSISTANT SECRETARY	1.00	Officer Director	$0	$0	$0
CINDY BANDEL	EXECUTIVE DIRECTOR	20.00	Officer	$0	$0	$0
ROGER KALIA	MUSIC DIRECTOR	8.00	Officer	$21,500	$0	$21,500

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	$329,123	$316,968	$87,111	$12,155
2024	$205,949	$277,878	$70,809	$-71,929
2023	$357,114	$241,220	$142,275	$115,894

ORCHESTRA SANTA MONICA ASSOCIATION