SAN BUENAVENTURA SYMPHONY INCORPORATED (EIN 770417189) - 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

1996

Legal Domicile

Principal Officer

Laura Mihalka

Phone

8054848000

Tax Period

2025-01-01 to 2025-12-31

SAN BUENAVENTURA SYMPHONY INCORPORATED, founded in 1996, is a small nonprofit in the Arts, Culture & Humanities sector that reported $681K in total revenue in fiscal year 2025. Revenue surged 330% from the prior year, signaling strong growth momentum. The organization ran a surplus of $432K, a strong 63% operating margin.

Mission

To provide a high quality venue for talented young performers in Ventura County.

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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 (2025)

Revenue Breakdown

Contributions & Grants $538,654

Program Service Revenue $0

Investment Income $141,870

Other Revenue $0

TOTAL REVENUE $680,524

Expense Breakdown

Grants Paid $0

Salaries & Benefits $75,355

Fundraising Expenses $0

Program Expenses $248,712

Other Expenses $173,357

TOTAL EXPENSES $248,712

Year-over-Year Comparison

	2025	2024	Change
Revenue	$680,524	$158,407	+3.3%
Expenses	$248,712	$266,178	-0.1%
Net Income	$431,812	$-107,771	-5.0%

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

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
Karen Nelson	President	1.00	Director	$0	$0	$0
Patricia Lathrop-McPherson	Treasurer	1.00	Director	$0	$0	$0
Ted Lucas	Secretary	1.00	Director	$0	$0	$0
Miriam Arichea	Director	1.00	Director	$0	$0	$0
Alexa Constantine	Director	1.00	Director	$0	$0	$0
Nancy Sieh	Director	1.00	Director	$0	$0	$0
Steve Perren	Director	1.00	Director	$0	$0	$0
Louis Lofquist	Director	1.00	Director	$0	$0	$0
Bruce Walker	Director	1.00	Director	$0	$0	$0
Henning Ottsen Emeritus	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	$680,524	$248,712	$2,490,505	$431,812
2024	$158,407	$266,178	$2,061,278	$-107,771
2023	$44,809	$268,854	$2,169,086	$-224,045
2022	$145,921	$285,649	$2,390,285	$-139,728
2021	$133,535	$192,280	$2,530,012	$-58,745
2020	$1,185,420	$129,594	$2,588,757	$1,055,826
2019	$253,331	$196,217	$1,237,129	$57,114
2019	$244,370	$196,217	$1,532,930	$48,153
2018	$1,424,831	$132,994	$1,363,474	$1,291,837
2018	$1,241,372	$132,994	$1,180,015	$1,108,378

SAN BUENAVENTURA SYMPHONY INCORPORATED