San Bernardino Symphony Orchestra

EIN: 956153923 501(c)(3)

San Bernardino, CA

Total Revenue
$431,717
Total Expenses
$791,566
Total Assets
$1,679,021
Net Assets
$1,651,908
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1929
Legal Domicile
CA
Principal Officer
Dr Anne L Viricel
Phone
9093815388
Tax Period
2024-01-01 to 2024-12-31

San Bernardino Symphony Orchestra, founded in 1929, is a small nonprofit that reported $432K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $792K exceeded revenue, resulting in a 83% operating deficit.

Mission

The SBSO provides orchestral concerts, music education programs, and operates a music rental library.

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $221,699
Program Service Revenue $125,181
Investment Income $68,094
Other Revenue $16,743
TOTAL REVENUE $431,717

Expense Breakdown

Grants Paid $0
Salaries & Benefits $167,700
Fundraising Expenses $52,437
Program Expenses $583,017
Other Expenses $623,866
TOTAL EXPENSES $791,566

Year-over-Year Comparison

2024 2023 Change
Revenue $431,717 $353,574 +0.2%
Expenses $791,566 $846,674 -0.1%
Net Income $-359,849 $-493,100 -0.3%
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

Sign In

Governance

Voting Members
20
Independent Members
20
Employees
26
Volunteers
60

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
7
$85,577
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Donna Marie Minano President 1.00
Officer Director
$0 $0 $0
Sonietta Brown President Elect 1.00
Officer Director
$0 $0 $0
Hon Damon L Alexander 1st Vice President 1.00
Officer Director
$0 $0 $0
Ines Montes-Stewart 2nd Vice President 1.00
Officer Director
$0 $0 $0
Lloyd Garrison Secretary 1.00
Officer Director
$0 $0 $0
Dr Diana Z Rodriguez Treasurer 1.00
Officer Director
$0 $0 $0
Andy Donnell Board Member 1.00
Director
$0 $0 $0
Rev Timothy Evans Board Member 1.00
Director
$0 $0 $0
Dr Jessica Getman Board Member 1.00
Director
$0 $0 $0
Dr Erin Keefe Board Member 1.00
Director
$0 $0 $0
Hon Gloria Macias-Harrison Board Member 1.00
Director
$0 $0 $0
Dr Kenneth Lane Board Member 1.00
Director
$0 $0 $0
Dr Kristi Papallier Board Member 1.00
Director
$0 $0 $0
John Rogers PE Board Member 1.00
Director
$0 $0 $0
Jeffrey Torres Esq Board Member 1.00
Director
$0 $0 $0
William Worsley CPA Board Member 1.00
Director
$0 $0 $0
Dr Scott Wyatt Board Member 1.00
Director
$0 $0 $0
Dr Kevin Zhang Board Member 1.00
Director
$0 $0 $0
Dr Gwen Rogers Guild Rep 5.00
Director
$0 $0 $0
Brad Close Players Rep 5.00
Director
$0 $0 $0
Dr Anne Viricel Executive Director 40.00
Officer
$85,577 $0 $85,577
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
2024 $431,717 $791,566 $1,679,021 $-359,849
2023 $1,260,172 $1,097,531 $2,515,819 $162,641
2023 $353,574 $846,674 $2,080,170 $-493,100
2022 $804,805 $697,453 $2,618,336 $107,352
2021 $1,268,980 $459,967 $2,922,928 $809,013
2020 $2,037,420 $698,081 $2,038,477 $1,339,339
2019 $493,789 $826,564 $737,381 $-332,775
2018 $415,303 $711,791 $1,109,750 $-296,488
Explore More Nonprofits
Top 100 Nonprofits in California Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare San Bernardino Symphony Orchestra with other nonprofits in California and across the country.