SOUTHERN CALIFORNIA SCHOOL BAND AND ORCHESTRA ASSOCIATION (EIN 952500091) - 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

1969

Legal Domicile

Phone

7609185804

Tax Period

2024-07-01 to 2025-06-30

SOUTHERN CALIFORNIA SCHOOL BAND AND ORCHESTRA ASSOCIATION, founded in 1969, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.4M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $1.3M left a modest 12% surplus.

Mission

TO SUPPORT THE TEACHING OF INSTRUMENTAL MUSIC AT ALL GRADE LEVELS IN SOUTHERN CALIFORNIA BY PROVIDING EDUCATIONAL GUIDANCE AND EXPERTISE TO MUSIC EDUCATORS AND STUDENTS. WE ACCOMPLISH THIS THROUGH CONFERENCES/CLINICS, FESTIVAL/FIELD CHAMPIONSHIPS, PARADES, HONOR GROUPS, CONCERTS FOR STUDENTS IN SOUTHERN CALIFORNIA.

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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 $108,375

Program Service Revenue $1,323,981

Investment Income $110

Other Revenue $0

TOTAL REVENUE $1,432,466

Expense Breakdown

Grants Paid $5,150

Salaries & Benefits $81,048

Fundraising Expenses $0

Program Expenses $1,165,734

Other Expenses $1,173,903

TOTAL EXPENSES $1,260,101

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,432,466	$1,260,521	+0.1%
Expenses	$1,260,101	$1,219,075	+0.0%
Net Income	$172,365	$41,446	+3.2%

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

100

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
TOM PLUNKETT	VP-AWARDS	2.00	Director	$0	$0	$0
AMI GARVIN	VP FESTIVALS	2.00	Director	$0	$0	$0
ZACHARY CHRISTY	Vice President	3.00	Officer Director	$0	$0	$0
RAUL GUERRERO	VP-PARADE ADJ	3.00	Director	$0	$0	$0
DUANE OTANI	Treasurer	3.00	Officer Director	$0	$0	$0
SCOTT DOMINGUES	Secretary	3.00	Officer Director	$0	$0	$0
ERIC SAMSON	VP JAZZ EDUC	2.00	Director	$0	$0	$0
NEIL ANDERSON	VP-FIELD ADJ	2.00	Director	$0	$0	$0
JANET SMITH	VP ELEM EDUCATI	2.00	Director	$0	$0	$0
BRAD HARRIS	VP-HS EDUCATION	2.00	Director	$0	$0	$0
DARNELLA DAVIDSON	VP MEMBERSHIP	2.00	Director	$0	$0	$0
SUSAN WILLMERING	VP-MS EDUCATION	3.00	Director	$0	$0	$0
AMY VILLANOVA	VP-ORCHESTRA ED	3.00	Director	$0	$0	$0
BRITTANY MARTINEZ	VP-PUBLIC INFO	2.00	Director	$0	$0	$0
CATHY OLINGER	President	3.00	Officer Director	$0	$0	$0
BINCINS GARCIA	VP FESTIVALS	2.00	Director	$0	$0	$0
JONATHAN PESKE	VP MUSIC LIST	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	$1,432,466	$1,260,101	$756,567	$172,365
2024	$1,260,521	$1,219,075	$544,332	$41,446
2023	$1,123,860	$1,072,944	$487,120	$50,916
2022	$770,699	$608,640	$425,330	$162,059
2020	$998,890	$971,919	$301,318	$26,971
2019	$1,085,692	$1,137,068	$262,261	$-51,376

SOUTHERN CALIFORNIA SCHOOL BAND AND ORCHESTRA ASSOCIATION