SANTA ROSA SYMPHONY ASSOCIATION (EIN 946134075) - 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

1928

Legal Domicile

Principal Officer

ANDREW BRADFORD

Phone

7075467097

Tax Period

2024-07-01 to 2025-06-30

SANTA ROSA SYMPHONY ASSOCIATION, founded in 1928, is a community nonprofit in the Arts, Culture & Humanities sector that reported $6.0M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $5.3M left a modest 12% surplus.

Mission

THE PROMOTION OF THE ART OF SYMPHONY MUSIC THROUGH CLASSICAL MUSIC PERFORMANCES, OUTREACH, AND MUSIC EDUCATION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,524,332

Program Service Revenue $1,996,378

Investment Income $1,455,510

Other Revenue $704

TOTAL REVENUE $5,976,924

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,477,447

Fundraising Expenses $387,576

Program Expenses $4,147,480

Other Expenses $1,775,091

TOTAL EXPENSES $5,252,538

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,976,924	$5,400,189	+0.1%
Expenses	$5,252,538	$4,939,017	+0.1%
Net Income	$724,386	$461,172	+0.6%

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

317

Volunteers

107

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

$268,435

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVEN BROWN	CHAIRMAN	2.00	Officer Director	$0	$0	$0
GARTH BIXLER	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
JACQUES SCHLUMBERGER	SECRETARY	2.00	Officer Director	$0	$0	$0
SEAN PRYDEN	TREASURER	2.00	Officer Director	$0	$0	$0
ANN MARIE MCGEE	DIRECTOR	2.00	Director	$0	$0	$0
BETTY FERRIS	DIRECTOR	2.00	Director	$0	$0	$0
BRYAN CORYELL	DIRECTOR	2.00	Director	$0	$0	$0
CAROLYN COYMAN	DIRECTOR	2.00	Director	$0	$0	$0
CORINNE BYRD	IMMEDIATE PAST CHAIRMAN	2.00	Director	$0	$0	$0
DAVID STARE	DIRECTOR	2.00	Director	$0	$0	$0
HALLIE BEACHAM	DIRECTOR	2.00	Director	$0	$0	$0
IRENE SOHM	DIRECTOR	2.00	Director	$0	$0	$0
JACK DUPRE	DIRECTOR	2.00	Director	$0	$0	$0
JAMEI HASWELL	DIRECTOR	2.00	Director	$0	$0	$0
JUDY CHEN	DIRECTOR	2.00	Director	$0	$0	$0
KEITH HILEN	DIRECTOR	2.00	Director	$0	$0	$0
MADELEINE GUNDERSON	DIRECTOR	2.00	Director	$0	$0	$0
MARILYN CHIOTTI - START 924	LEAGUE REPRESENTATIVE	2.00	Director	$0	$0	$0
MARK DIERKHISING	DIRECTOR	2.00	Director	$0	$0	$0
MARK JACOBSON	DIRECTOR	2.00	Director	$0	$0	$0
MARK STEVENS	DIRECTOR	2.00	Director	$0	$0	$0
NANCY DOYLE	DIRECTOR	2.00	Director	$0	$0	$0
NANCY HALL	DIRECTOR	2.00	Director	$0	$0	$0
NANCY NOVAK	DIRECTOR	2.00	Director	$0	$0	$0
PAM RANKIN - START 125	DIRECTOR	2.00	Director	$0	$0	$0
PAT CASKEY	DIRECTOR	2.00	Director	$0	$0	$0
PAUL SWENSON	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT GLEESON	DIRECTOR	2.00	Director	$0	$0	$0
SARA KOZEL	DIRECTOR	2.00	Director	$0	$0	$0
SHARI DEMARIS	DIRECTOR	2.00	Director	$0	$0	$0
SHARON BECKMAN	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN ADAMS - START 125	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN DZIEZA	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN JETTE	ORCHESTRA REPRESENTATIVE	2.00	Director	$0	$0	$0
SUZANNE CHASALOW - START 125	ORCHESTRA REPRESENTATIVE	2.00	Director	$0	$0	$0
VALERIE MARSHALL	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW BRADFORD	PRESIDENT & CEO	40.00	Officer	$183,276	$16,417	$199,693
ANGELA PHAN	MANAGER OF FINANCE & ADMIN	40.00	Officer	$62,680	$6,062	$68,742
TIMOTHY BESWICK	DIRECTOR OF ARTISTIC OPERA	40.00	Highest	$108,598	$26,961	$135,559

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	$5,976,924	$5,252,538	$27,664,622	$724,386
2024	$5,400,189	$4,939,017	$25,708,757	$461,172
2023	$5,023,798	$4,757,935	$24,360,739	$265,863
2022	$6,302,463	$4,840,611	$23,001,628	$1,461,852
2021	$3,928,278	$3,067,448	$23,441,331	$860,830
2020	$4,405,912	$3,754,002	$20,189,940	$651,910
2019	$4,729,805	$4,049,629	$19,579,822	$680,176
2018	$4,615,550	$4,353,463	$18,655,836	$262,087

SANTA ROSA SYMPHONY ASSOCIATION