SANTA CRUZ COUNTY SYMPHONY ASSOCIATION INC (EIN 942373284) - 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

1958

Legal Domicile

Principal Officer

GARY REECE

Phone

8314620553

Tax Period

2022-07-01 to 2023-06-30

SANTA CRUZ COUNTY SYMPHONY ASSOCIATION INC, founded in 1958, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.5M in total revenue in fiscal year 2022. Expenses of $1.4M left a modest 7% surplus.

Mission

THE SANTA CRUZ COUNTY SYMPHONY'S MISSION IS TO INSPIRE, EDUCATE AND ENGAGE THROUGH ARTISTIC EXCELLENCE, DISTINCTIVE MUSICAL PERFORMANCES AND VARIED ACTIVITIES THAT CELEBRATE AND ENHANCE THE CULTURAL VIBRANCY OF OUR COMMUNITY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,048,710

Program Service Revenue $362,176

Investment Income $47,445

Other Revenue $31,445

TOTAL REVENUE $1,489,776

Expense Breakdown

Grants Paid $0

Salaries & Benefits $881,250

Fundraising Expenses $3,181

Program Expenses $913,896

Other Expenses $508,379

TOTAL EXPENSES $1,389,629

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,489,776	$1,438,188	+0.0%
Expenses	$1,389,629	$1,322,428	+0.1%
Net Income	$100,147	$115,760	-0.1%

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

225

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA BURROUGHS	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRETT TAYLOR	CHAIR FINANCE	1.00	Officer Director	$0	$0	$0
ROGER KNACKE	CORPORATE SECRETARY	1.00	Officer Director	$0	$0	$0
ANGELA CHESNUT	CO-CHAIR DEVELOPMENT	1.00	Officer Director	$0	$0	$0
DEBORAH BRONSTEIN	VP / CHAIR EDUCATION	1.00	Officer Director	$0	$0	$0
RALPH BOROFF	CHAIR GOVERNANCE	1.00	Officer Director	$0	$0	$0
ANNA HACKENBRACHT	LEAGUE CO-PRESIDENT / DIRE	1.00	Officer Director	$0	$0	$0
MARY ANN ORR	LEAGUE CO-PRESIDENT / DIRE	1.00	Officer Director	$0	$0	$0
RACHEL DANN	DIRECTOR	1.00	Director	$0	$0	$0
MARK CHAMBERS-BRAY	DIRECTOR	1.00	Director	$0	$0	$0
LEE DUFFUS	DIRECTOR	1.00	Director	$0	$0	$0
BOB EDMUND	DIRECTOR	1.00	Director	$0	$0	$0
CATHERINE GILL	DIRECTOR	1.00	Director	$0	$0	$0
VANCE LANDIS-CAREY	DIRECTOR	1.00	Director	$0	$0	$0
RON SEKKEL	DIRECTOR	1.00	Director	$0	$0	$0
JILL STONE	CO-CHAIR DEVELOPMENT	1.00	Officer Director	$0	$0	$0
NANCY VAN NATTA	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW WETSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
LESLEY HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
KENT IMAI	DIRECTOR	1.00	Director	$0	$0	$0
VAL MACKEN	DIRECTOR	1.00	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	No data	No data	No data	No data
2023	$1,489,776	$1,389,629	$1,948,161	$100,147
2022	$1,438,188	$1,322,428	$1,631,170	$115,760
2021	$505,765	$517,987	$1,795,454	$-12,222
2020	$1,442,540	$1,042,947	$1,545,272	$399,593
2019	$1,288,025	$1,260,058	$1,460,204	$27,967
2018	$1,209,023	$1,135,900	$1,448,943	$73,123

SANTA CRUZ COUNTY SYMPHONY ASSOCIATION INC