WHITTIER REGIONAL SYMPHONY (EIN 956096748) - Form 990 Financial Analysis & Trantor Score

🔒

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

1957

Legal Domicile

Principal Officer

DR CHARLOTTE G BORST

Phone

5626988626

Tax Period

2024-07-01 to 2025-06-30

WHITTIER REGIONAL SYMPHONY, founded in 1957, is a small nonprofit that reported $165K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $152K left a modest 8% surplus.

Mission

PROVIDE MUSIC APPRECIATION AND EDUCATION IN THE LOCAL COMMUNITY.

🔒

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 $93,289

Program Service Revenue $10,108

Investment Income $61,779

Other Revenue $0

TOTAL REVENUE $165,176

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $43,991

Fundraising Expenses $0

Program Expenses $130,068

Other Expenses $104,607

TOTAL EXPENSES $151,598

Year-over-Year Comparison

	2024	2023	Change
Revenue	$165,176	$139,225	+0.2%
Expenses	$151,598	$125,496	+0.2%
Net Income	$13,578	$13,729	0.0%

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

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
JOAN MEISTER	BOARD MEMBER	2.00	Director	$0	$0	$0
MARIA ELENA ALVAREZ	SECRETARY	2.00	Officer Director	$0	$0	$0
ELIZABETH LAURITSEN	BOARD MEMBER	2.00	Director	$0	$0	$0
MAGGIE MOE	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
AGNES SZEKELY SCHWARTZ	BOARD MEMBER	2.00	Director	$0	$0	$0
DR CHARLOTTE G BORST	PRESIDENT	2.00	Officer Director	$0	$0	$0
LOUISE DIRIAN	TREASURER	2.00	Officer Director	$0	$0	$0
LAURA STONE	BOARD MEMBER	2.00	Director	$0	$0	$0
FAY WEBER	BOARD MEMBER	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	$165,176	$151,598	$628,673	$13,578
2024	$139,225	$125,496	$612,624	$13,729
2023	$63,919	$163,752	$584,078	$-99,833
2022	$93,268	$78,540	$682,964	$14,728
2021	$76,910	$55,000	$715,079	$21,910
2020	$299,241	$164,157	$633,907	$135,084
2019	$131,521	$159,910	$498,825	$-28,389

WHITTIER REGIONAL SYMPHONY