SANTA MONICA SYMPHONY ASSOCIATION

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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

1945

Legal Domicile

Phone

3104899873

Tax Period

2024-08-01 to 2025-07-31

SANTA MONICA SYMPHONY ASSOCIATION, founded in 1945, is a small nonprofit in the Arts, Culture & Humanities sector that reported $210K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Net assets of $786K represent 45 months of operating reserves.

Mission

SUPPORT OF SANTA MONICA SYMPHONY ORCHESTRA.

Program Service Accomplishments

Program 1

Expenses: $195,404

THE SYMPHONY PRODUCED FIVE CONCERTS, FREE TO THE PUBLIC, WITH FULL SYMPHONY ORCHESTRAAND GUEST ARTISTS IN SANTA MONICA. APPROXIMATELY 80 MUSICIANS AND STUDENTSPARTICIPATED WITH AN AUDIENCE OF 4,200.

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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 $215,835

Program Service Revenue $0

Investment Income $9,792

Other Revenue $-15,219

TOTAL REVENUE $210,408

Expense Breakdown

Grants Paid $0

Salaries & Benefits $81,164

Fundraising Expenses $0

Program Expenses $195,404

Other Expenses $145,379

TOTAL EXPENSES $226,543

Year-over-Year Comparison

	2024	2023	Change
Revenue	$210,408	$223,304	-0.1%
Expenses	$226,543	$246,841	-0.1%
Net Income	$-16,135	$-23,537	-0.3%

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

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
KELLY COHEN	DIRECTOR	2.00	Director	$0	$0	$0
TOM LLOYD	Vice President	2.00	Officer Director	$0	$0	$0
REGINALD JACKSON	DIRECTOR	2.00	Director	$0	$0	$0
LILLIAN PONCE DE LEON	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT HAMILTON	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN GREENBERG	DIRECTOR	2.00	Director	$0	$0	$0
JORDAN TETI	Director	2.00	Director	$0	$0	$0
ZENOVIA EDWARDS	Director	2.00	Director	$0	$0	$0
SEAN STACKPOOLE	Director	2.00	Director	$0	$0	$0
ANDREIA MINASIAN	Director	2.00	Director	$0	$0	$0
DAVID BENDETT	President	2.00	Officer Director	$0	$0	$0
PAUL DOLID	Treasurer	40.00	Officer Director	$0	$0	$0
NANCY ROBBINS	Director	2.00	Director	$0	$0	$0
SARAH HANNALLAH	Secretary	2.00	Officer Director	$0	$0	$0
JENAY ROOT	Director	2.00	Director	$0	$0	$0
ROMY TAYLOR	Director	2.00	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	$210,408	$226,543	$788,780	$-16,135
2024	$223,304	$246,841	$753,471	$-23,537
2023	$243,938	$209,748	$728,728	$34,190
2022	$185,811	$148,711	$649,769	$37,100
2021	$122,452	$55,462	$651,675	$66,990
2020	$147,931	$122,812	$514,961	$25,119
2019	$199,540	$171,962	$489,642	$27,578