Santa Barbara Master Chorale (EIN 770055880) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

John RG Fernandez

Phone

6509223993

Tax Period

2024-09-01 to 2025-08-31

Santa Barbara Master Chorale, founded in 1984, is a small nonprofit that reported $371K in total revenue in fiscal year 2024. Revenue surged 387% from the prior year, signaling strong growth momentum. The organization ran a surplus of $287K, a strong 77% operating margin.

Mission

Instruction in and performance of choral music

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $344,989

Program Service Revenue $24,321

Investment Income $1,219

Other Revenue $0

TOTAL REVENUE $370,529

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $83,628

Other Expenses $83,628

TOTAL EXPENSES $83,628

Year-over-Year Comparison

	2024	2023	Change
Revenue	$370,529	$76,132	+3.9%
Expenses	$83,628	$50,514	+0.7%
Net Income	$286,901	$25,618	+10.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

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
John RG Fernandez	President	20.00	Officer Director	$0	$0	$0
Catherine A Runser	Treasurer	5.00	Officer Director	$0	$0	$0
Mary Zurbuchen	Secretary	2.00	Officer Director	$0	$0	$0
Diane Kirkpatrick	Director	1.00	Director	$0	$0	$0
Lee Kirkpatrick	Director	1.00	Director	$0	$0	$0
Dee Harper	Director	10.00	Director	$0	$0	$0
Carol Ann Benson	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
2025	$370,529	$83,628	$320,408	$286,901

Santa Barbara Master Chorale