SANTA MARIA PHILHARMONIC SOCIETY (EIN 770288378) - 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

1995

Legal Domicile

Principal Officer

THOMAS V APKARIAN JR

Phone

8059250412

Tax Period

2023-07-01 to 2024-06-30

SANTA MARIA PHILHARMONIC SOCIETY, founded in 1995, is a small nonprofit in the Unknown sector that reported $283K in total revenue in fiscal year 2023. Revenue fell 48% from the prior year — a significant decline worth monitoring. Expenses of $351K exceeded revenue, resulting in a 24% operating deficit.

Mission

TO PROVIDE MUSICAL CONCERTS FOR THE GENERAL PUBLIC

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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 $244,837

Program Service Revenue $0

Investment Income $89

Other Revenue $37,631

TOTAL REVENUE $282,557

Expense Breakdown

Grants Paid $0

Salaries & Benefits $210,375

Fundraising Expenses $4,561

Program Expenses $261,255

Other Expenses $136,963

TOTAL EXPENSES $351,083

Year-over-Year Comparison

	2023	2022	Change
Revenue	$282,557	$545,163	-0.5%
Expenses	$351,083	$352,701	0.0%
Net Income	$-68,526	$192,462	-1.4%

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

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
PHILIP MORRIS	DIRECTOR	10.00	Director	$0	$0	$0
JUDY HEARN	DIRECTOR	10.00	Director	$0	$0	$0
CAROL HOUCHENS	ADVISORS TO THE BOARD	10.00	Director	$0	$0	$0
ROBERT DICKERSON	ADVISORS TO THE BOARD	10.00	Director	$0	$0	$0
PHILIP HAMER	DIRECTOR	10.00	Director	$0	$0	$0
NORMAN HARDY	DIRECTOR	10.00	Director	$0	$0	$0
PHILIP F SINCO	DIRECTOR	10.00	Director	$0	$0	$0
THOMAS V APKARIAN JR CPA	TREASURER	20.00	Officer	$0	$0	$0
LESLIE MOSSON	SECRETARY	20.00	Officer	$0	$0	$0
SANDRA DICKERSON	PRESIDENT	10.00	Officer	$0	$0	$0
CLIFF SOLOMON	VICE PRESIDENT	10.00	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	No data	No data	No data	No data
2024	$282,557	$351,083	$203,080	$-68,526
2023	$545,163	$352,701	$271,606	$192,462
2022	$279,466	$279,824	$79,214	$-358
2021	$191,245	$127,108	$106,427	$64,137
2020	$198,803	$221,063	$42,290	$-22,260
2019	$215,853	$203,158	$38,954	$12,695

SANTA MARIA PHILHARMONIC SOCIETY