STEINWAY SOCIETY - THE BAY AREA (EIN 770442110) - 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

KATHY YOU WILSON

Phone

4082956500

Tax Period

2023-07-01 to 2024-06-30

STEINWAY SOCIETY - THE BAY AREA, founded in 1995, is a small nonprofit in the Arts, Culture & Humanities sector that reported $144K in total revenue in fiscal year 2023. Revenue fell 55% from the prior year — a significant decline worth monitoring. Expenses of $179K exceeded revenue, resulting in a 24% operating deficit.

Mission

THE ORGANIZATION PRESENTS A SERIES OF CLASSICAL PIANO CONCERTS FEATURING INTERNATIONAL AWARD-WINNING PIANISTS, AS WELL AS A COMMUNITY OUTREACH AND IN-SCHOOL PROGRAM.

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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 $76,640

Program Service Revenue $66,827

Investment Income $533

Other Revenue $0

TOTAL REVENUE $144,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $8,486

Program Expenses $160,932

Other Expenses $178,785

TOTAL EXPENSES $178,785

Year-over-Year Comparison

	2023	2022	Change
Revenue	$144,000	$319,377	-0.5%
Expenses	$178,785	$206,484	-0.1%
Net Income	$-34,785	$112,893	-1.3%

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
KATHY YOU WILSON	President/Sec	4.00	Officer Director	$0	$0	$0
Moca Takahashi	Director	0.50	Director	$0	$0	$0
NANCY DAGGETT JENSEN	ARTISTIC DIR.	4.00	Officer Director	$0	$0	$0
Jinye Wang	Director	0.50	Director	$0	$0	$0
BARTON LANE MD	Director	0.50	Director	$0	$0	$0
Ophir Horowitz	Director	0.50	Director	$0	$0	$0
Shrley Wong	Treasurer	1.00	Officer Director	$0	$0	$0
Judy Lo	Director	0.50	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	$144,000	$178,785	$227,051	$-34,785
2023	$319,377	$206,484	$288,789	$112,893
2022	$145,748	$112,831	$136,793	$32,917
2021	$95,930	$90,276	$101,573	$5,654
2020	$178,215	$145,546	$97,309	$32,669
2019	$159,157	$156,825	$93,768	$2,332

STEINWAY SOCIETY - THE BAY AREA