Bakersfield Symphony Orchestra Inc (EIN 956001765) - 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

1946

Legal Domicile

Principal Officer

Holly Arnold

Phone

6613237928

Tax Period

2024-07-01 to 2025-06-30

Bakersfield Symphony Orchestra Inc, founded in 1946, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $235K, a strong 21% operating margin.

Mission

The mission of the Bakersfield Symphony is to unify and celebrate our diverse community through shared musical experiences and to provide students across Kern County, but especially those in rural and disadvantaged areas, every opportunity for quality musical, artistic, and educational experiences.

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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 $876,963

Program Service Revenue $242,564

Investment Income $18,215

Other Revenue $-1,194

TOTAL REVENUE $1,136,548

Expense Breakdown

Grants Paid $0

Salaries & Benefits $632,389

Fundraising Expenses $65,500

Program Expenses $521,419

Other Expenses $269,433

TOTAL EXPENSES $901,822

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,136,548	$897,558	+0.3%
Expenses	$901,822	$1,015,531	-0.1%
Net Income	$234,726	$-117,973	-3.0%

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

172

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

$197,455

Total Directors

$4,383

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Holly Arnold	Executive Dir.	40.00	Officer	$108,095	$0	$108,095
Stilian Kirov	Music Director	40.00	Officer	$86,111	$0	$86,111
Laura Arganbright	Orchestra Rep.	1.00	Director	$4,383	$0	$4,383
Mary Cervantes	Orchestra Pres.	1.00	Officer	$3,249	$0	$3,249
Beth Pandol	Past Chair	2.00	Officer Director	$0	$0	$0
Melissa Fortune CPA	vice chair	2.00	Officer Director	$0	$0	$0
Terri Church	Secretary	2.00	Officer Director	$0	$0	$0
Patrick Paggi CPA	Chair	2.00	Officer Director	$0	$0	$0
Shannon Lowther CFA	Treasurer	2.00	Officer Director	$0	$0	$0
Jim Bell	Endowment Rep	1.00	Director	$0	$0	$0
Teresa Waller	Director	1.00	Director	$0	$0	$0
Alan Avery	Director	1.00	Director	$0	$0	$0
Ira Cohen	Director	1.00	Director	$0	$0	$0
Mona Pankey	Director	1.00	Director	$0	$0	$0
Doug Pierce CPA	Director	1.00	Director	$0	$0	$0
Justin Salters	Director	1.00	Director	$0	$0	$0
Jason Cater	Director	1.00	Director	$0	$0	$0
Gabriela Gonzales	Director	1.00	Director	$0	$0	$0
Rick Stevens	Director	1.00	Director	$0	$0	$0
Stephen Sanders	Director	1.00	Director	$0	$0	$0
Jennifer Self	Director	1.00	Director	$0	$0	$0
Brianne Lancaster	Director	1.00	Director	$0	$0	$0
Kamal Bhakta	Director	1.00	Director	$0	$0	$0
Bradford Anderson MD	Director	1.00	Director	$0	$0	$0
Ken Beurmann	Director	1.00	Director	$0	$0	$0
Alan Doud	Director	1.00	Director	$0	$0	$0
Russel Huge	Director	1.00	Director	$0	$0	$0
Cory Williams	Director	1.00	Director	$0	$0	$0
Keith Wolaridge	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	$1,136,548	$901,822	$681,261	$234,726
2024	$897,558	$1,015,531	$485,460	$-117,973
2023	$1,154,792	$1,032,601	$623,250	$122,191
2022	$952,245	$858,210	$400,620	$94,035
2021	$702,205	$640,012	$554,779	$62,193
2020	$648,771	$807,268	$279,831	$-158,497
2019	$805,015	$840,536	$327,195	$-35,521
2018	$924,814	$907,197	$376,751	$17,617

Bakersfield Symphony Orchestra Inc