PALO ALTO CHAMBER ORCHESTRA (EIN 941656715) - 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

1966

Legal Domicile

Principal Officer

MAGGIE TAN

Phone

6508563848

Tax Period

2023-07-01 to 2024-06-30

PALO ALTO CHAMBER ORCHESTRA, founded in 1966, is a small nonprofit in the Arts, Culture & Humanities sector that reported $471K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $525K exceeded revenue, resulting in a 11% operating deficit.

Mission

TO PROMOTE CLASSICAL MUSIC APPRECIATION AMOUNG YOUNG PEOPLE THROUGH LESSONS, WORKSHOPS AND PERFORMANCES

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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 $187,348

Program Service Revenue $256,902

Investment Income $11,293

Other Revenue $15,359

TOTAL REVENUE $470,902

Expense Breakdown

Grants Paid $0

Salaries & Benefits $266,734

Fundraising Expenses $0

Program Expenses $107,509

Other Expenses $257,788

TOTAL EXPENSES $524,522

Year-over-Year Comparison

	2023	2022	Change
Revenue	$470,902	$378,046	+0.2%
Expenses	$524,522	$470,727	+0.1%
Net Income	$-53,620	$-92,681	-0.4%

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

200

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
ALLYSON SPENCE	CO-PRESIDENT	15.00	Officer Director	$0	$0	$0
DAFNA ZUR	CO-PRESIDENT	1.00	Officer Director	$0	$0	$0
JEN GLOSS	SECRETARY	3.00	Officer Director	$0	$0	$0
MAGGIE TAN	TREASURER	8.00	Officer Director	$0	$0	$0
KAOFU LAI	FINANCE COMMITTEE	2.00	Director	$0	$0	$0
AMY KUAN	FINANCE COMMITTEE	1.00	Director	$0	$0	$0
MERAV ARDITI	OUTREACH COMMITTEE	2.00	Director	$0	$0	$0
LISA LAANE	FUNDRAISING COMMITTEE	1.00	Director	$0	$0	$0
CAROL YANG	OUTREACH COMMITTEE	10.00	Director	$0	$0	$0
PETYA HRISTOVA	FUNDRAISING COMMITTEE	1.00	Director	$0	$0	$0
SELINA MAK	OUTREACH COMMITTEE	1.00	Director	$0	$0	$0
SHARON NG	OUTREACH COMMITTEE	3.00	Director	$0	$0	$0
DANIEL SCHWARZ	OUTREACH COMMITTEE	2.00	Director	$0	$0	$0
VANJA DOUGLAS	FUNDRAISING COMMITTEE	3.00	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	No data	No data	No data	No data
2024	$470,902	$524,522	$756,368	$-53,620
2023	$378,046	$470,727	$898,602	$-92,681
2022	$470,110	$519,169	$831,571	$-49,059
2021	$523,281	$391,279	$1,036,177	$132,002
2020	$339,943	$364,375	$800,907	$-24,432
2019	$533,235	$425,740	$822,493	$107,495
2018	$724,223	$760,148	$670,263	$-35,925

PALO ALTO CHAMBER ORCHESTRA