San Jose Chamber Orchestra

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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

1991

Legal Domicile

Principal Officer

Angela Shillace

Phone

4084459092

Tax Period

2023-07-01 to 2024-06-30

Mission

The mission of the San Jose Chamber Orchestra (SJCO) is to share exciting, though-provoking, and vibrant Music by contemporary and time-honored composers reflecting the cultural diversity of our everchanging community, and to support and inspire the next generation of musicians and audiences. SJCO embraces the

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

The purpose of the San Jose Chamber Orchestra is to promote the art of classical music and educate the community about music.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	N/A	N/A

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

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
Barbara Day Turner	Music Director-Conductor	20.00	Director	$0	$0	$0
Walter Pierce Hammon	President	1.00	Officer Director	$0	$0	$0
Reinhard Wolter	Treasurer	1.00	Officer Director	$0	$0	$0
George Duran	Vice President	1.00	Officer Director	$0	$0	$0
Karen Navas	Secretary	1.00	Officer Director	$0	$0	$0
Angela Schillace	Executive 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
2024	No data	No data	No data	No data
2023	$559,813	$557,420	$243,480	$2,393
2023	$522,717	$567,002	$211,390	$-44,285
2022	$532,024	$400,822	$320,646	$131,202
2021	$367,585	$324,831	$264,402	$42,754
2021	$523,488	$319,331	$357,605	$204,157
2020	$466,020	$440,340	$225,558	$25,680
2019	$482,068	$450,763	$122,805	$31,305
2018	$425,286	$425,055	$115,044	$231