SOUTHERN ARIZONA SYMPHONY ORCHESTRA

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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

1979

Legal Domicile

Phone

5208250538

Tax Period

2024-05-01 to 2025-04-30

SOUTHERN ARIZONA SYMPHONY ORCHESTRA, founded in 1979, is a small nonprofit that reported $482K in total revenue in fiscal year 2024. Revenue surged 105% from the prior year, signaling strong growth momentum. The organization ran a surplus of $100K, a strong 21% operating margin.

Mission

TO PROVIDE QUALITY MEMORABLE INSTRUMENTAL MUSIC TO AUDIENCES AT AN AFFORDABLE PRICE.

Program Service Accomplishments

Program 1

Expenses: $353,005 Revenue: $247,480

PROVIDED MEMORABLE INSTRUMENTAL AND CHORAL PERFORMANCES TO AUDIENCES, PREDOMINANTLY IN SOUTHERN ARIZONA, AT AN AFFORDABLE TICKET PRICE

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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 $200,168

Program Service Revenue $246,419

Investment Income $35,442

Other Revenue $0

TOTAL REVENUE $482,029

Expense Breakdown

Grants Paid $0

Salaries & Benefits $53,267

Fundraising Expenses $4,630

Program Expenses $353,005

Other Expenses $328,580

TOTAL EXPENSES $381,847

Year-over-Year Comparison

	2024	2023	Change
Revenue	$482,029	$235,364	+1.0%
Expenses	$381,847	$215,927	+0.8%
Net Income	$100,182	$19,437	+4.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINUS LERNER	1ST VICE-PRESIDENT	45.00	Officer Director	$0	$0	$0
TIM SECOMB	2ND VICE-PRESIDENT	5.00	Officer Director	$0	$0	$0
NANCY ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
DORIS MEDLICOTT	DIRECTOR	1.00	Director	$0	$0	$0
TODD WIENER	PRESIDENT	10.00	Officer Director	$0	$0	$0
TIM LIU	TREASURER	4.00	Officer Director	$0	$0	$0
JENNIFER SCHNEIDER	DIRECTOR	1.00	Director	$0	$0	$0
PAULA KLEIN	DIRECTOR	1.00	Director	$0	$0	$0
DEANNA SCHROER	PARLIAMENTARIAN	1.00	Director	$0	$0	$0
MARK NELSON	DIRECTOR	1.00	Director	$0	$0	$0
PEGGY ANDERSON	SECRETARY	3.00	Officer Director	$0	$0	$0
GABE BARREDA	OPERATIONS MANAGER	4.00	Officer Director	$0	$0	$0
MINDI ACOSTA	GENERAL MANAGER	4.00	Officer Director	$0	$0	$0
STEPHEN BEECHER	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA CRIPPS	TREASURER	1.00	Officer Director	$0	$0	$0
ERIC HOLM	DIRECTOR	1.00	Director	$0	$0	$0
MIKE PADILLA	DIRECTOR	1.00	Director	$0	$0	$0
JILL BISHOP	DIRECTOR	1.00	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	$482,029	$381,847	$1,216,997	$100,182
2024	$235,364	$215,927	$978,690	$19,437
2023	$241,172	$222,055	$668,754	$19,117
2022	$291,028	$160,100	$636,209	$130,928
2021	$513,617	$106,547	$510,781	$407,070
2020	$248,927	$251,877	$103,911	$-2,950
2019	$242,901	$207,688	$101,161	$35,213