SAN ANTONIO PHILHARMONIC (EIN 473139419) - 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

2015

Legal Domicile

Principal Officer

ROBERTO C TREVINO

Phone

2103890639

Tax Period

2024-07-01 to 2025-06-30

SAN ANTONIO PHILHARMONIC, founded in 2015, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.4M in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. Expenses of $3.2M left a modest 6% surplus.

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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 $2,475,241

Program Service Revenue $883,449

Investment Income $1,548

Other Revenue $3,296

TOTAL REVENUE $3,363,534

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,492,609

Fundraising Expenses $0

Other Expenses $1,684,277

TOTAL EXPENSES $3,176,886

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,363,534	$2,358,982	+0.4%
Expenses	$3,176,886	$2,483,183	+0.3%
Net Income	$186,648	$-124,201	-2.5%

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

184

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
LAUREN EBERHART	BOARD CHAIR	020.00	Officer	$0	$0	$0
ERIKA GONZALEZ	SECRETARY	010.00	Officer	$0	$0	$0
SHOKARA NAKPODIA	TREASURER	010.00	Officer	$0	$0	$0
JESSE BORREGO	MEMBER	010.00	Officer	$0	$0	$0
RICARDO BENAVIDEZ	MEMBER	010.00	Officer	$0	$0	$0
ROBERTO TREVINO	EXECUTIVE DIRECTOR/EX OFFICIO	040.00	Officer	$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	$3,363,534	$3,176,886	$778,023	$186,648
2024	$2,358,982	$2,483,183	$738,592	$-124,201
2022	$1,447,756	$1,090,399	$568,956	$357,357

SAN ANTONIO PHILHARMONIC