SCOTTSDALE SYMPHONIC ORCHESTRA (EIN 932501577) - 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

2023

Legal Domicile

Phone

4809555776

Tax Period

2024-07-01 to 2025-06-30

SCOTTSDALE SYMPHONIC ORCHESTRA, founded in 2023, is a small nonprofit in the Arts, Culture & Humanities sector that reported $125K in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $26K, a strong 20% operating margin.

Mission

To transform lives by providing musicians and classical music audiences in Scottsdale and the surrounding communities equal access to a full, vibrant creative life.

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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 $28,310

Program Service Revenue $96,254

Investment Income $0

Other Revenue $487

TOTAL REVENUE $125,051

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,479

Program Expenses $88,916

Other Expenses $99,534

TOTAL EXPENSES $99,534

Year-over-Year Comparison

	2024	2023	Change
Revenue	$125,051	$92,408	+0.4%
Expenses	$99,534	$78,329	+0.3%
Net Income	$25,517	$14,079	+0.8%

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

150

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
DENISE WILSON	President	14.00	Officer Director	$0	$0	$0
HEATHER VAN BEEK	Secretary	8.00	Officer Director	$0	$0	$0
JOAN HEITZINGER	Treasurer	8.00	Officer Director	$0	$0	$0
AL PARK	Vice President	6.00	Officer Director	$0	$0	$0
ADAM SCHAY	Director	6.00	Director	$0	$0	$0
STEPHEN HEALY	Director	6.00	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	$125,051	$99,534	$40,382	$25,517
2024	$92,408	$78,329	$19,180	$14,079

SCOTTSDALE SYMPHONIC ORCHESTRA