Pacific Symphony

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

SEAN SUTTON

Phone

7147555788

Tax Period

2024-07-01 to 2025-06-30

Pacific Symphony, founded in 1980, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $35.7M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.1M, a strong 25% operating margin.

Mission

PACIFIC SYMPHONY, A CORNERSTONE CULTURAL ORGANIZATION SERVING ORANGE COUNTY, REACHES OVER 225,000 INDIVIDUALS ANNUALLY WITH DIVERSE ORCHESTRAL PERFORMANCES, CHAMBER MUSIC, OPERA, CHORAL MUSIC, AND PREMIERES OF NEW WORKS. BROADCASTING 12 CLASSICAL SERIES PERFORMANCES ON KUSC RADIO EXPANDS THE SYMPHONY'S REACH. THROUGH EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS LIKE HEARTSTRINGS, SYMPHONY IN THE CITIES, THE LANTERN FESTIVAL, AND SYMPHONY ON THE GO, TENS OF THOUSANDS OF COMMUNITY MEMBERS GAIN FREE ACCESS TO THE SYMPHONY'S OFFERINGS. PACIFIC SYMPHONY'S COMMITMENT EXTENDS TO MUSIC EDUCATION, PROVIDING ASSEMBLIES IN ELEMENTARY SCHOOLS AND TRAINING OVER 300 MIDDLE AND HIGH SCHOOL STUDENTS YEARLY THROUGH PACIFIC SYMPHONY YOUTH ENSEMBLES.

Program Service Accomplishments

Program 1

Expenses: $12,806,680 Revenue: $6,499,454

CLASSICAL, POPS, FAMILY, SUMMER, AND CONTRACT CONCERTS (INCLUDING AMERICAN BALLET THEATER, PACIFIC CHORALE, SOKA UNIVERSITY, AND OTHER ORGANIZATIONS). APPROXIMATELY 125,000 EXPERIENCES PROVIDED.

Program 2

Expenses: $4,573,703 Revenue: $2,321,177

EDUCATIONAL EVENTS AND COMMUNITY OUTREACH PROGRAMS INCLUDING APPRECIATION OF MUSIC IN SCHOOLS PROGRAMS, SYMPHONY IN THE CITIES, SYMPHONY ON THE GO, YOUTH ORCHESTRA AND OTHERS. APPROXIMATELY 100,000...

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $23,471,541

Program Service Revenue $8,820,631

Investment Income $1,540,301

Other Revenue $1,874,031

TOTAL REVENUE $35,706,504

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,437,829

Fundraising Expenses $2,068,824

Program Expenses $17,380,383

Other Expenses $12,187,595

TOTAL EXPENSES $26,625,424

Year-over-Year Comparison

	2024	2023	Change
Revenue	$35,706,504	$26,399,188	+0.4%
Expenses	$26,625,424	$23,767,089	+0.1%
Net Income	$9,081,080	$2,632,099	+2.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

426

Volunteers

1400

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

$607,653

Total Directors

$399,432

Key Employees

$1,453,042

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARL ST CLAIR	MUSIC DIRECTOR	40.0	Key Emp	$448,340	$14,907	$463,247
JOHN FORSYTE	PRESIDENT	40.0	Officer Director	$363,158	$36,274	$399,432
EMILY RANKIN	VP OF DEVELOPMENT	40.0	Key Emp	$225,553	$15,364	$240,917
DENNIS KIM	CONCERT MASTER	10.0	Key Emp	$216,912	$14,520	$231,432
SEAN SUTTON	EVP & COO	40.0	Officer	$187,279	$20,942	$208,221
NIKKI CRABTREE-PALLEY	SR DIRECTOR OF MAJOR GIFTS	40.0	Key Emp	$182,326	$6,318	$188,644
EILEEN JEANETTE	VP OF ARTISTIC PLANNING & PROD	40.0	Key Emp	$158,348	$17,739	$176,087
DANA LONG	VP OF MARKETING & COMM.	40.0	Key Emp	$134,379	$18,336	$152,715
JESSE HISER	AVP OF FINANCE	40.0	Highest	$128,843	$12,648	$141,491
BARRY PERKINS	MUSICIAN	10.0	Highest	$121,489	$17,066	$138,555
MARY HAWKES	SR DIRECTOR OF COMMUNITY ENGAG	40.0	Highest	$111,596	$14,881	$126,477
CRAIG HAHN	DIR. ORCHESTRA PERS Thru 3/25	40.0	Highest	$107,427	$8,932	$116,359
ALISON LEVINSON	SR. DIR. OF ARTS thru 05/25	40.0	Highest	$110,177	$3,506	$113,683
MR ARTHUR ONG	BOARD CHAIR	5.0	Officer Director	$0	$0	$0
MR JOHN R EVANS	IMMEDIATE PAST CHAIR	5.0	Officer Director	$0	$0	$0
MR MARK NIELSEN	VICE CHAIR, FINANCE & TREAS.	5.0	Officer Director	$0	$0	$0
MS SUSAN ANDERSON	CO-VICE CHAIR, DEVELOPMENT	5.0	Officer Director	$0	$0	$0
MS DIANA MARTIN	CO-VICE CHAIR, DEVELOPMENT	5.0	Officer Director	$0	$0	$0
MR MICHAEL ADAMS	DIRECTOR	0.5	Director	$0	$0	$0
MRS LEONA ARONOFF-SADACCA	DIRECTOR	0.5	Director	$0	$0	$0
MR ERIC CHAMBERLAIN	DIRECTOR	0.5	Director	$0	$0	$0
DR JO ELLEN ALLEN-CHATHAM	DIRECTOR	0.5	Director	$0	$0	$0
MR PATRICK CHENG	DIRECTOR	0.5	Director	$0	$0	$0
MS ALAYNE CORTES	DIRECTOR	0.5	Director	$0	$0	$0
MR BOB DAVEY	DIRECTOR	0.5	Director	$0	$0	$0
MR WILLIAM DOLAN	DIRECTOR	0.5	Director	$0	$0	$0
MS LUCY DUNN	DIRECTOR	0.5	Director	$0	$0	$0
MR MOHSEN FAHMI	DIRECTOR	0.5	Director	$0	$0	$0
MS BARBARA FOSTER	DIRECTOR	0.5	Director	$0	$0	$0
MRS MARIA FRANCIS	DIRECTOR	0.5	Director	$0	$0	$0
MR MICHAEL S GORDON	DIRECTOR	0.5	Director	$0	$0	$0
MR NICHOLAS GREENKO	DIRECTOR	0.5	Director	$0	$0	$0
MR ANDY HANSON	DIRECTOR	0.5	Director	$0	$0	$0
MR ED HART	DIRECTOR	0.5	Director	$0	$0	$0
MS JANINE HEFT	DIRECTOR	0.5	Director	$0	$0	$0
MR BRIAN HERVEY	DIRECTOR	0.5	Director	$0	$0	$0
MR DEAN ARNOLD HOLLAND	DIRECTOR	0.5	Director	$0	$0	$0
MRS MICHELLE HOROWITZ	DIRECTOR	0.5	Director	$0	$0	$0
MR JAMES NEWTON HOWARD	DIRECTOR	0.5	Director	$0	$0	$0
MR DONALD HU	DIRECTOR	0.5	Director	$0	$0	$0
MR JERRY HUANG	DIRECTOR	0.5	Director	$0	$0	$0
MR REZA JAHANGIRI	DIRECTOR	0.5	Director	$0	$0	$0
MR PATRICK JOHNSON	DIRECTOR	0.5	Director	$0	$0	$0
MR SETH JOHNSON	DIRECTOR	0.5	Director	$0	$0	$0
DR EDWARD KIM	DIRECTOR	0.5	Director	$0	$0	$0
MS JOHANNA KIM	DIRECTOR	0.5	Director	$0	$0	$0
MS JOANN LEATHERBY	DIRECTOR	0.5	Director	$0	$0	$0
MS ROBIN LIU	DIRECTOR	0.5	Director	$0	$0	$0
MR PHILLIP N LYONS	DIRECTOR	0.5	Director	$0	$0	$0
MS PATRICIA MCAULEY	DIRECTOR	0.5	Director	$0	$0	$0
MR DAVID V MELILLI	DIRECTOR	0.5	Director	$0	$0	$0
MS LOUISE MERAGE	DIRECTOR	0.5	Director	$0	$0	$0
MR ABBAS MOHADDES	DIRECTOR	0.5	Director	$0	$0	$0
MRS HAYDEE MOLLURA	DIRECTOR	0.5	Director	$0	$0	$0
MR MAURICE MURRAY	DIRECTOR	0.5	Director	$0	$0	$0
MS TAWNI NGUYEN	DIRECTOR	0.5	Director	$0	$0	$0
MS STACEY NICHOLAS	DIRECTOR	0.5	Director	$0	$0	$0
MS ANOOSHEH OSKOUIAN	DIRECTOR	0.5	Director	$0	$0	$0
MS KARIN L PEARSON	DIRECTOR	0.5	Director	$0	$0	$0
MS JUDITH POSNIKOFF	DIRECTOR	0.5	Director	$0	$0	$0
MRS MICHELLE ROHe	DIRECTOR	0.5	Director	$0	$0	$0
MRS CHIYO ROWE	DIRECTOR	0.5	Director	$0	$0	$0
MS YASSMIN SARMADI	DIRECTOR	0.5	Director	$0	$0	$0
MR SCOTT SEIGEL	DIRECTOR	0.5	Director	$0	$0	$0
DR EVAN B SIEGEL	DIRECTOR	0.5	Director	$0	$0	$0
MR HON H WARREN SIEGEL	DIRECTOR	0.5	Director	$0	$0	$0
MR RONALD M SIMON	DIRECTOR	0.5	Director	$0	$0	$0
MR AL SPECTOR	DIRECTOR	0.5	Director	$0	$0	$0
MR WALTER STAHR	DIRECTOR	0.5	Director	$0	$0	$0
MS ANDREA STEINER	DIRECTOR	0.5	Director	$0	$0	$0
MS ANDRIA STRELOW	DIRECTOR	0.5	Director	$0	$0	$0
MC SUNGAILA	DIRECTOR	0.5	Director	$0	$0	$0
MS CAROLANN TASSIOS	DIRECTOR	0.5	Director	$0	$0	$0
MR ANDY THORBURN	DIRECTOR	0.5	Director	$0	$0	$0
MR CHRISTOPHER TOWER	DIRECTOR	0.5	Director	$0	$0	$0
MR DAVID TROOB	DIRECTOR	0.5	Director	$0	$0	$0
MR BART VAN AARDENNE	DIRECTOR	0.5	Director	$0	$0	$0
MR FRAMROZE VIRJEE	DIRECTOR	0.5	Director	$0	$0	$0
MR HENRY WALKER	DIRECTOR	0.5	Director	$0	$0	$0
MS JUDY WHITMORE	DIRECTOR	0.5	Director	$0	$0	$0
MRS JANE FUJISHIGE YADA	DIRECTOR	0.5	Director	$0	$0	$0
MR CHARLES ZHANG	DIRECTOR	0.5	Director	$0	$0	$0
Ms Agnes Lew	Director	0.5	Director	$0	$0	$0
Mrs Nancy Wong	Director	0.5	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	$35,706,504	$26,625,424	$73,577,446	$9,081,080
2024	No data	No data	No data	No data
2023	$23,725,547	$23,947,185	$55,229,756	$-221,638
2022	$30,870,436	$21,747,948	$53,774,912	$9,122,488
2021	$17,603,170	$11,028,000	$52,133,763	$6,575,170
2020	$17,646,778	$19,016,850	$34,377,933	$-1,370,072
2019	$17,189,881	$21,020,831	$35,162,427	$-3,830,950
2018	$24,318,198	$23,207,256	$38,755,417	$1,110,942