STOCKTON SYMPHONY ASSOCIATION INC (EIN 941462758) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1926

Legal Domicile

Principal Officer

ARTHUR SCOTT WATKINS

Phone

2099510196

Tax Period

2024-07-01 to 2025-06-30

STOCKTON SYMPHONY ASSOCIATION INC, founded in 1926, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.4M in total revenue in fiscal year 2024. Expenses of $1.7M exceeded revenue, resulting in a 18% operating deficit.

Mission

TO INSPIRE JOY AND TO BUILD COMMUNITY THROUGH THE MAGIC OF MUSIC.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $983,385

Program Service Revenue $296,808

Investment Income $101,303

Other Revenue $31,500

TOTAL REVENUE $1,412,996

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,089,604

Fundraising Expenses $120,124

Program Expenses $1,067,152

Other Expenses $583,850

TOTAL EXPENSES $1,673,454

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,412,996	$1,446,054	0.0%
Expenses	$1,673,454	$1,689,919	0.0%
Net Income	$-260,458	$-243,865	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

224

Volunteers

N/A

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

$128,101

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA J BLOUNT	EDUCATION CO-CHAIR	2.00	Officer Director	$0	$0	$0
PHEON DAVISON	EDUCATION CO-CHAIR	2.00	Officer Director	$0	$0	$0
F J JOE DIETRICH IV	MEMBER	4.00	Director	$0	$0	$0
JOSEPH FENECK	MEMBER	2.00	Director	$0	$0	$0
SUSANNE GHIDONI	MEMBER	4.00	Director	$0	$0	$0
NICOLE GOEHRING	MEMBER	2.00	Director	$0	$0	$0
KATHY HART	GOVERNANCE CHAIR	10.00	Officer Director	$0	$0	$0
DOUGLAS HUNT	FINANCE CHAIR	10.00	Officer Director	$0	$0	$0
AKILAH JEFFERY	MEMBER	2.00	Director	$0	$0	$0
LISA BLANCO JIMENEZ	MEMBER	2.00	Director	$0	$0	$0
ELIZABETH KIM	SECRETARY	10.00	Officer Director	$0	$0	$0
VELMA LIM	PRESIDENT	10.00	Officer Director	$0	$0	$0
CECILIA MORAN	MEMBER	2.00	Director	$0	$0	$0
JAMES MORRIS	MEMBER	2.00	Director	$0	$0	$0
BILL RUSSELL	MEMBER	2.00	Director	$0	$0	$0
ROGER SITKIN	MEMBER	2.00	Director	$0	$0	$0
JOE SUBLETT	MEMBER	4.00	Director	$0	$0	$0
NIKO TORRES	TREASURER	10.00	Officer Director	$0	$0	$0
BARBARA MATERS	MEMBER	2.00	Director	$0	$0	$0
PETER WITTE	MEMBER	2.00	Director	$0	$0	$0
ARTHUR SCOTT WATKINS	CEO	40.00	Officer	$119,148	$8,953	$128,101

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	$1,412,996	$1,673,454	$1,140,324	$-260,458
2024	No data	No data	No data	No data
2023	$1,759,930	$1,510,950	$1,800,269	$248,980
2022	$1,221,425	$1,505,205	$1,669,399	$-283,780
2021	$1,360,657	$847,214	$2,360,154	$513,443
2020	$1,370,806	$1,210,148	$1,699,983	$160,658
2019	$1,277,440	$1,214,666	$1,923,911	$62,774

STOCKTON SYMPHONY ASSOCIATION INC