SANTA MONICA YOUTH ORCHESTRA (EIN 465733574) - 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

2014

Legal Domicile

Principal Officer

SHABNAM FASA

Phone

3109853439

Tax Period

2023-07-01 to 2024-06-30

SANTA MONICA YOUTH ORCHESTRA, founded in 2014, is a small nonprofit in the Arts, Culture & Humanities sector that reported $355K in total revenue in fiscal year 2023. Expenses of $413K exceeded revenue, resulting in a 16% operating deficit.

Mission

PROVIDE TUITION FREE MUSIC EDUCATION TO APPROXIMATELY 200 YOUNG PEOPLE IN LOS ANGELES COUNTY THROUGH WEEKLY REHEARSALS AND MUSIC CAMPS

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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 $349,064

Program Service Revenue $0

Investment Income $6,340

Other Revenue $0

TOTAL REVENUE $355,404

Expense Breakdown

Grants Paid $0

Salaries & Benefits $339,514

Fundraising Expenses $0

Program Expenses $293,408

Other Expenses $73,306

TOTAL EXPENSES $412,820

Year-over-Year Comparison

	2023	2022	Change
Revenue	$355,404	$356,647	0.0%
Expenses	$412,820	$375,899	+0.1%
Net Income	$-57,416	$-19,252	+2.0%

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

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

$3,938

Total Directors

$3,938

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIUS REDER CARLSON	CO-FOUNDER/SECRETARY	7.00	Officer Director	$3,938	$0	$3,938
SHABNAM FASA	EXECUTIVE DIRECTOR	40.00	Highest	$85,378	$0	$85,378
CARON PELLETIER	PRESIDENT	5.00	Officer Director	$0	$0	$0
WARDA AGSOUS	TREASURER	7.00	Officer Director	$0	$0	$0
JULIA CARNAHAN	BOAED MEMBER	5.00	Director	$0	$0	$0
SAUL FRIEDGOOD	BOARD MEMBER	5.00	Director	$0	$0	$0
SUSAN JAIN	BOARD MEMBER	5.00	Director	$0	$0	$0
BEN WARDROP	BOARD MEMBER	5.00	Director	$0	$0	$0
ARASH SADAT	BOARD MEMBER	5.00	Director	$0	$0	$0
STACY McCLENDON	BOARD MEMBER	5.00	Director	$0	$0	$0
JEAN MIAO	BOARD MEMBER	5.00	Director	$0	$0	$0
DEBORAH BOGEN	FOUNDING CHAIR EMERITUS	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	No data	No data	No data	No data
2024	$355,404	$412,820	$389,132	$-57,416
2023	$356,647	$375,899	$448,383	$-19,252
2022	$362,734	$399,885	$389,220	$-37,151
2021	$348,513	$263,051	$376,029	$85,462
2020	$352,111	$332,889	$286,580	$19,222

SANTA MONICA YOUTH ORCHESTRA