SUN VALLEY SUMMER SYMPHONY INC

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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

1985

Legal Domicile

Principal Officer

DEREK DEAN

Phone

2086225607

Tax Period

2024-11-01 to 2025-10-31

SUN VALLEY SUMMER SYMPHONY INC, founded in 1985, is a community nonprofit in the Arts, Culture & Humanities sector that reported $5.4M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $5.2M left a modest 4% surplus.

Mission

TO ENRICH, INSPIRE, AND INSTILL IN OUR COMMUNITY A LIFELONG LOVE OF CLASSICAL MUSIC THROUGH EXTRAORIDNARY, FREE CONCERTS AND EDUCATION PROGRAMS.

Program Service Accomplishments

Program 1

Expenses: $2,608,590

SUMMER SEASON: EACH SUMMER, THE ORGANIZATION BRINGS MUSICIANS AND GUEST ARTISTS TO SUN VALLEY TO PRESENT A SERIES OF CLASSICAL MUSIC CONCERTS. OVER 100 MUSICIANS FORM THE FESTIVAL ORCHESTRA, LED BY MUSIC DIRECTOR ALASDAIR NEALE. THE CONCERTS ARE PRESENTED AT THE SUN VALLEY PAVILION. ALL CONCERTS - EXCEPT THE FUNDRAISING GALA - ARE PRESENTED FREE OF CHARGE TO THE PUBLIC. EACH SUMMER, OVER 50,000 PEOPLE ATTEND UP TO 15 FREE CONCERTS.

Program 2

Expenses: $772,800 Revenue: $61,765

EDUCATION: THE FESTIVAL'S MUSIC INSTITUTE RUNS MUSIC EDUCATION PROGRAMS DURING THE SCHOOL YEAR IN CONJUNCTION WITH LOCAL PUBLIC SCHOOLS AND, IN ADDITION, RUNS TWO SUMMER CAMPS DURING THE FESTIVAL'S SUMMER SEASON. SCHOOL-YEAR PROGRAMS SERVE STUDENTS IN LOCAL PUBLIC AND PRIVATE ELEMENTARY, MIDDLE, AND HIGH SCHOOLS IN PARTNERSHIP WITH MUSIC TEACHERS IN THESE SCHOOLS. THE MUSIC INSTITUTE OFFERS COMPREHENSIVE MUSIC EDUCATION INCLUDING MUSIC THEORY AND ENSEMBLE AND INDIVIDUAL INSTRUCTION. THE SUMMER PROGRAMS OFFER MUSIC EDUCATION FOR CHILDREN IN GRADES 2-12 IN A ONE-WEEK PROGRAM, AND FOR ADVANCED STUDENTS IN A TWO-WEEK ADVANCED CHAMBER PROGRAM. ALL SUMMER PROGRAMS INVOLVE MUSICIANS FROM THE FESTIVAL ORCHESTRA, AS WELL AS GUEST ARTISTS.

Program 3

Expenses: $360,163

WINTER SEASON: THE MUSIC FESTIVAL PRESENTS A WINTER CONCERT SERIES IN FEBRUARY OR MARCH. PAST FESTIVALS HAVE PRESENTED THREE OR FOUR CONCERTS - ALL FREE OF CHARGE- WITH PERFORMERS INCLUDING MUSICIANS...

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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 $4,781,034

Program Service Revenue $61,765

Investment Income $753,974

Other Revenue $-163,339

TOTAL REVENUE $5,433,434

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,038,006

Fundraising Expenses $985,767

Program Expenses $3,741,553

Other Expenses $3,162,116

TOTAL EXPENSES $5,200,122

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,433,434	$4,760,667	+0.1%
Expenses	$5,200,122	$5,155,584	+0.0%
Net Income	$233,312	$-394,917	-1.6%

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

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

$352,136

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK MILLER	PRESIDENT	1.20	Officer Director	$0	$0	$0
VICKY ROGERS	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
WENDY WEBB	TREASURER	0.70	Officer Director	$0	$0	$0
DAN DUNN	SECRETARY	0.90	Officer Director	$0	$0	$0
LYNN FITZSIMMONS	DIRECTOR	0.50	Director	$0	$0	$0
JEAN-FRANCOIS HEITZ	DIRECTOR	0.50	Director	$0	$0	$0
KITTY HILLMAN	DIRECTOR	0.50	Director	$0	$0	$0
JOAN LAMB	DIRECTOR	0.50	Director	$0	$0	$0
GREG LINDSTROM	DIRECTOR	0.50	Director	$0	$0	$0
LISA MAYER	DIRECTOR	0.50	Director	$0	$0	$0
PRESTON SARGENT	DIRECTOR	0.50	Director	$0	$0	$0
GAIL SEVERN	DIRECTOR	0.50	Director	$0	$0	$0
JULIE SIEGEL	DIRECTOR	0.50	Director	$0	$0	$0
JANE SPRINGMAN	DIRECTOR	0.50	Director	$0	$0	$0
ED ZANDER	DIRECTOR	0.50	Director	$0	$0	$0
PETER ZIEGLER	DIRECTOR	0.50	Director	$0	$0	$0
CYNTHIA CRANMER HULL	DIRECTOR	0.50	Director	$0	$0	$0
DEREK DEAN	EXECUTIVE DIRECTOR	40.00	Officer	$336,788	$15,348	$352,136

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	$5,433,434	$5,200,122	$25,600,934	$233,312
2024	$4,760,667	$5,155,584	$23,094,558	$-394,917
2023	$5,896,340	$4,710,978	$20,629,529	$1,185,362
2022	$4,744,222	$4,416,686	$19,283,043	$327,536
2021	$4,964,216	$3,791,234	$21,678,504	$1,172,982
2020	$3,230,212	$3,905,869	$18,025,713	$-675,657
2019	$4,050,134	$4,023,589	$18,638,550	$26,545
2018	$3,670,191	$3,735,772	$17,882,643	$-65,581