SAN LUIS OBISPO SYMPHONY INC (EIN 952493144) - 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

1961

Legal Domicile

Phone

8055433533

Tax Period

2023-07-01 to 2024-06-30

SAN LUIS OBISPO SYMPHONY INC, founded in 1961, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.0M in total revenue in fiscal year 2023. Revenue surged 61% from the prior year, signaling strong growth momentum. Expenses of $951K left a modest 7% surplus.

Mission

THE PURPOSE OF THE SAN LUIS OBISPO SYMPHONY IS TO SUPPORT AN OUTSTANDING COMMUNITY ORCHESTRA, TO FOSTER SYMPHONIC AND CHAMBER MUSIC EDUCATION, AND TO CONTRIBUTE TO THE CULTURAL AND ECONOMIC VITALITY OF THE CENTRAL COAST 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 (2023)

Revenue Breakdown

Contributions & Grants $538,640

Program Service Revenue $273,852

Investment Income $0

Other Revenue $210,902

TOTAL REVENUE $1,023,394

Expense Breakdown

Grants Paid $0

Salaries & Benefits $638,369

Fundraising Expenses $108,929

Program Expenses $683,721

Other Expenses $312,754

TOTAL EXPENSES $951,123

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,023,394	$633,862	+0.6%
Expenses	$951,123	$1,130,168	-0.2%
Net Income	$72,271	$-496,306	-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

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

$2,221

Total Directors

$187,163

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEWELL ANDREW	Director	40.00	Director	$97,850	$0	$97,850
CEMENTINA SABALBORO RACHEL	Executive Dir.	40.00	Director	$89,313	$0	$89,313
HOFFMAN JESSICA	Treasurer	6.00	Officer	$2,221	$0	$2,221
WALKER JIM	Secretary	0.00	Director	$0	$0	$0
PODELL STEFAN	Secretary	0.00	Director	$0	$0	$0
SHOWER ANITA	Secretary	0.00	Director	$0	$0	$0
SWANSON CLIFTON	President	0.00	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	$1,023,394	$951,123	$742,053	$72,271
2023	$633,862	$1,130,168	$777,335	$-496,306
2022	$571,202	$627,536	$908,804	$-56,334
2021	$720,469	$549,830	$1,071,751	$170,639
2020	$865,249	$1,022,524	$1,024,514	$-157,275
2019	$820,739	$1,063,500	$1,032,028	$-242,761
2018	$1,010,050	$1,190,500	$1,249,914	$-180,450

SAN LUIS OBISPO SYMPHONY INC