FRIENDS OF LEVITT PAVILION SAN JOSE (EIN 813110711) - 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

2016

Legal Domicile

Principal Officer

Laura Wolford

Phone

4087995594

Tax Period

2024-01-01 to 2024-12-31

FRIENDS OF LEVITT PAVILION SAN JOSE, founded in 2016, is a small nonprofit in the Arts, Culture & Humanities sector that reported $230K in total revenue in fiscal year 2024. Expenses of $212K left a modest 8% surplus.

Mission

Friends of Levitt Pavilion San Jose was formed for the purpose of presenting performing arts experiences accessible to everyone. The mission of FLPSJ is to inspire and build community through music concerts which are free of charge to the public. We will produce an annual concert services of at least 50 performances featuring artists of exceptional quality. All concerts will be free admission, providing access to the performing arts to everyone, regardless of economic circumstance.

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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 $50,169

Program Service Revenue $180,271

Investment Income $0

Other Revenue $0

TOTAL REVENUE $230,440

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $170,417

Other Expenses $212,062

TOTAL EXPENSES $212,062

Year-over-Year Comparison

	2024	2023	Change
Revenue	$230,440	$229,634	+0.0%
Expenses	$212,062	$210,918	+0.0%
Net Income	$18,378	$18,716	0.0%

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

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
Richard Holden	Member at Large	10	Director	$0	$0	$0
Philip Maresca	President	10	Officer	$0	$0	$0
Emma Lloyd	Secretary	10	Officer	$0	$0	$0
Laura Wolford	Treasurer	10	Officer	$0	$0	$0
Michelle Dreyband	Vice Chair	10	Officer	$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	$230,440	$212,062	$36,211	$18,378
2023	$225,754	$247,107	$17,833	$-21,353

FRIENDS OF LEVITT PAVILION SAN JOSE