THE SANTA BARBARA CHORAL SOCIETY (EIN 770032197) - 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

1983

Legal Domicile

Principal Officer

CLAUDIA SCOTT

Phone

8059656577

Tax Period

2024-07-01 to 2025-06-30

THE SANTA BARBARA CHORAL SOCIETY, founded in 1983, is a small nonprofit that reported $247K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $277K exceeded revenue, resulting in a 12% operating deficit.

Mission

WE CELEBRATE THE JOY OF LIVE CHORAL MUSIC BY PERFORMING EXCEPTIONAL CLASSICAL MASTERPIECES AND DIVERSE, MODERN WORKS FOR THE WIDEST POSSIBLE AUDIENCE.

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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 $197,643

Program Service Revenue $25,718

Investment Income $22,604

Other Revenue $1,178

TOTAL REVENUE $247,143

Expense Breakdown

Grants Paid $0

Salaries & Benefits $75,930

Fundraising Expenses $5,032

Program Expenses $235,689

Other Expenses $200,862

TOTAL EXPENSES $276,792

Year-over-Year Comparison

	2024	2023	Change
Revenue	$247,143	$275,948	-0.1%
Expenses	$276,792	$340,234	-0.2%
Net Income	$-29,649	$-64,286	-0.5%

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

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
CLAUDIA SCOTT	PRESIDENT	15.00	Officer Director	$0	$0	$0
DEBORAH ROSIQUE	SECRETARY	5.00	Officer Director	$0	$0	$0
JODY DOLAN HOLEHOUSE	TREASURER	10.00	Officer Director	$0	$0	$0
LAWRENCE SCHECTER	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN RENEHAN	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL HACKETT	DIRECTOR	2.00	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	$247,143	$276,792	$605,065	$-29,649
2024	$275,948	$340,234	$589,664	$-64,286
2023	$371,313	$474,014	$669,637	$-102,701
2022	$287,321	$273,571	$738,872	$13,750
2021	$283,104	$118,151	$779,193	$164,953
2020	$232,219	$213,303	$529,951	$18,916
2019	$208,623	$252,130	$503,139	$-43,507
2018	$462,046	$238,364	$528,243	$223,682

THE SANTA BARBARA CHORAL SOCIETY