Sacramento Choral Society & Orchestra (EIN 943259903) - 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

1996

Legal Domicile

Principal Officer

James McCormick

Phone

9165369065

Tax Period

2023-09-01 to 2024-08-31

Sacramento Choral Society & Orchestra, founded in 1996, is a small nonprofit in the Arts, Culture & Humanities sector that reported $604K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum.

Mission

To provide world-class choral orchestral music for the people of the Greater Sacramento region and beyond.

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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 $317,197

Program Service Revenue $264,608

Investment Income $3,524

Other Revenue $18,946

TOTAL REVENUE $604,275

Expense Breakdown

Grants Paid $0

Salaries & Benefits $100,478

Fundraising Expenses $10,080

Program Expenses $507,993

Other Expenses $493,751

TOTAL EXPENSES $594,229

Year-over-Year Comparison

	2023	2022	Change
Revenue	$604,275	$457,023	+0.3%
Expenses	$594,229	$565,343	+0.1%
Net Income	$10,046	$-108,320	-1.1%

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

Volunteers

140

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

$95,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James McCormick	President & CEO	40.00	Officer	$55,000	$0	$55,000
Donald Kendrick	Artistic Dir	10.00	Officer	$40,000	$0	$40,000
Rani Pettis	Chair	1.00	Officer Director	$0	$0	$0
Melissa Votaw	Development	1.00	Director	$0	$0	$0
Hayley Graves	Governance	1.00	Director	$0	$0	$0
Tery Baldwin	Secretary	1.00	Officer Director	$0	$0	$0
Maria Stefanou	Treasurer	1.00	Officer Director	$0	$0	$0
Amanda Johnson	Development Chr	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
2024	$604,275	$594,229	$427,632	$10,046
2023	$457,023	$565,343	$392,659	$-108,320
2022	$438,162	$418,078	$477,626	$20,084
2021	$335,060	$181,460	$455,041	$153,600
2020	$397,576	$349,090	$294,259	$48,486
2019	$943,970	$940,974	$254,527	$2,996
2018	$542,026	$534,325	$247,707	$7,701

Sacramento Choral Society & Orchestra