THE BAKERSFIELD SYMPHONY ORCHESTRA ENDOWMENT FOUNDATION (EIN 770329309) - 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

1993

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

THE BAKERSFIELD SYMPHONY ORCHESTRA ENDOWMENT FOUNDATION, founded in 1993, is a small nonprofit that reported $191K in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $61K, a strong 32% operating margin.

Mission

TO PROMOTE MUSICAL AWARENESS THROUGH THE BAKERSFIELD SYMPHONY ORCHESTRA

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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 $120,000

Program Service Revenue $0

Investment Income $71,351

Other Revenue $0

TOTAL REVENUE $191,351

Expense Breakdown

Grants Paid $110,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $110,000

Other Expenses $20,226

TOTAL EXPENSES $130,226

Year-over-Year Comparison

	2023	2022	Change
Revenue	$191,351	$137,034	+0.4%
Expenses	$130,226	$147,773	-0.1%
Net Income	$61,125	$-10,739	-6.7%

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

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	Role	Reportable Comp	Other Comp	Total
JAMES A BELL	President	Officer Director	$0	$0	$0
MICHAEL CHERTOK	Director	Director	$0	$0	$0
NEIL WALKER	Director	Director	$0	$0	$0
MATTHEW MALERICH	Director	Director	$0	$0	$0
CHRIS HAMILTON	Director	Director	$0	$0	$0
NANCY OEHLER	Secretary/Treas	Officer Director	$0	$0	$0
REBECCA BROOKS	Director	Director	$0	$0	$0
BRYAN BURROW	Director	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	No data	No data	No data	No data
2024	$191,351	$130,226	$2,725,517	$61,125
2023	$137,034	$147,773	$2,432,101	$-10,739
2022	$323,035	$227,930	$2,312,205	$95,105
2021	$340,687	$74,656	$2,511,609	$266,031
2020	$275,555	$104,111	$2,117,282	$171,444
2020	$165,088	$103,936	$2,006,968	$61,152
2019	$188,661	$31,933	$1,715,439	$156,728

THE BAKERSFIELD SYMPHONY ORCHESTRA ENDOWMENT FOUNDATION