PENINSULA SYMPHONY ASSOC DBA PENINSULA SYMPHONY ASSOC OF NORTHERN CALIFORNIA (EIN 946106974) - 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

2004

Legal Domicile

Principal Officer

BEN HOLLIN

Phone

6509415291

Tax Period

2022-07-01 to 2023-06-30

PENINSULA SYMPHONY ASSOC DBA PENINSULA SYMPHONY ASSOC OF NORTHERN CALIFORNIA, founded in 2004, is a small nonprofit that reported $713K in total revenue in fiscal year 2022. Revenue surged 23% from the prior year, signaling strong growth momentum. Net assets of $4.1M represent 70 months of operating reserves.

Mission

TO ENRICH THE LIVES OF PEOPLE IN OUR COMMUNITY WITH HIGH-QUALITY MUSICAL PRESENTATIONS AT AFFORDABLE PRICES AND TO PROMOTE MUSIC EDUCATION FOR CHILDREN AND ADULTS

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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 $508,831

Program Service Revenue $79,949

Investment Income $119,077

Other Revenue $4,732

TOTAL REVENUE $712,589

Expense Breakdown

Grants Paid $0

Salaries & Benefits $301,904

Fundraising Expenses $77,161

Program Expenses $492,593

Other Expenses $430,931

TOTAL EXPENSES $732,835

Year-over-Year Comparison

	2022	2021	Change
Revenue	$712,589	$580,454	+0.2%
Expenses	$732,835	$749,615	0.0%
Net Income	$-20,246	$-169,161	-0.9%

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

105

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

$177,542

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN RUSSELL	VICE CHAIR	6.00	Officer Director	$0	$0	$0
RANDY NICKEL	SECRETARY	6.00	Officer Director	$0	$0	$0
BARBARA ERICKSON	TREASURER	6.00	Officer Director	$0	$0	$0
JULIET HAMAK	DIRECTOR	4.00	Director	$0	$0	$0
JEFF WACHTEL	DIRECTOR	4.00	Director	$0	$0	$0
DANIEL CHER	DIRECTOR	4.00	Director	$0	$0	$0
ALEX KUROSAWA	DIRECTOR	4.00	Director	$0	$0	$0
DIANA LLOYD	DIRECTOR	4.00	Director	$0	$0	$0
RON MILLER	BOARD CO-CHAIR	6.00	Officer Director	$0	$0	$0
DEBORAH PASSANISI	DIRECTOR	4.00	Director	$0	$0	$0
KATHERINE BUKSTEIN	DIRECTOR	4.00	Director	$0	$0	$0
BEN HOLLIN	BOARD CO-CHAIR	6.00	Officer Director	$0	$0	$0
CHELSEA CHAMBERS	EXECUTIVE DIRECTOR	40.00	Officer	$81,975	$0	$81,975
MITCHELL KLEIN	MUSIC DIRECTOR	40.00	Officer	$95,567	$0	$95,567

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	$712,589	$732,835	$4,194,849	$-20,246
2022	$580,454	$749,615	$4,000,920	$-169,161
2021	$479,610	$478,756	$4,772,346	$854
2018	$572,079	$587,371	$2,053,784	$-15,292

PENINSULA SYMPHONY ASSOC DBA PENINSULA SYMPHONY ASSOC OF NORTHERN CALIFORNIA