YOUTH ORCHESTRAS OF FRESNO (EIN 770410410) - 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

CARMELA SOSA

Phone

5595126694

Tax Period

2024-07-01 to 2025-06-30

YOUTH ORCHESTRAS OF FRESNO, founded in 1995, is a small nonprofit in the Arts, Culture & Humanities sector that reported $998K in total revenue in fiscal year 2024. Revenue surged 55% from the prior year, signaling strong growth momentum. Expenses of $910K left a modest 9% surplus.

Mission

We cultivate musical excellence and a spirit of cooperation in young musicians throughout California's Central Valley. We are committed to principles of access and excellence, and strive for comprehensive inclusiveness. We approach racial and cultural equity by providing resources that allow and encourage young musicians to participate on an equitable footing with one another. We seek to privilege all youth equally.

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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 $525,550

Program Service Revenue $458,639

Investment Income $9,901

Other Revenue $3,652

TOTAL REVENUE $997,742

Expense Breakdown

Grants Paid $154,243

Salaries & Benefits $254,757

Fundraising Expenses $0

Program Expenses $866,318

Other Expenses $501,064

TOTAL EXPENSES $910,064

Year-over-Year Comparison

	2024	2023	Change
Revenue	$997,742	$644,070	+0.5%
Expenses	$910,064	$699,271	+0.3%
Net Income	$87,678	$-55,201	-2.6%

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

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

$84,692

Total Directors

$14,692

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHERINE T MARCHESE	Executive Dir.	40.00	Officer	$70,000	$0	$70,000
JULIE S HAN	Treasurer	5.00	Officer Director	$14,692	$0	$14,692
LILI GOISHI-BESSEY	Director	1.00	Director	$0	$0	$0
KAREN HAU	Director	1.00	Director	$0	$0	$0
JOANN HALLUM	Director	1.00	Director	$0	$0	$0
MARIA BRIGGS	Secretary	1.00	Officer Director	$0	$0	$0
KRISTY SUN	Director	1.00	Director	$0	$0	$0
JESSI FIERRO	Director	1.00	Director	$0	$0	$0
YAN JIANG	Director	1.00	Director	$0	$0	$0
MARTA OBLER	Director	1.00	Director	$0	$0	$0
GERALD PALLADINO	Director	1.00	Director	$0	$0	$0
DERRICK PECKHAM	Vice President	1.00	Officer Director	$0	$0	$0
SARAH KROEKER	Director	1.00	Director	$0	$0	$0
CARMELA SOSA	President	5.00	Officer Director	$0	$0	$0
KATHRYN WHITEHOUSE	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	$997,742	$910,064	$401,981	$87,678
2024	$644,070	$699,271	$375,834	$-55,201
2023	$581,797	$508,015	$379,406	$73,782
2022	$417,374	$401,242	$245,488	$16,132
2021	$250,659	$147,731	$233,378	$102,928
2021	$250,659	$144,862	$235,526	$105,797
2020	$266,649	$213,953	$140,844	$52,696
2019	$531,557	$563,061	$73,732	$-31,504
2018	$525,782	$499,507	$105,234	$26,275

YOUTH ORCHESTRAS OF FRESNO