LONGWOOD SYMPHONY ORCHESTRA INC (EIN 042921296) - 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

1982

Legal Domicile

Principal Officer

CASSANDRA LING

Phone

6179870100

Tax Period

2024-07-01 to 2025-06-30

LONGWOOD SYMPHONY ORCHESTRA INC, founded in 1982, is a small nonprofit in the Arts, Culture & Humanities sector that reported $203K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $257K exceeded revenue, resulting in a 27% operating deficit.

Mission

TO STRIVE FOR MUSICAL DIVERSITY AND EXCELLENCE, WHILE SUPPORTING HEALTH-RELATED NONPROFIT ORGANIZATIONS THROUGH PUBLIC PERFORMANCES.

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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 $182,464

Program Service Revenue $49,261

Investment Income $57

Other Revenue $-28,888

TOTAL REVENUE $202,894

Expense Breakdown

Grants Paid $0

Salaries & Benefits $81,514

Fundraising Expenses $21,293

Program Expenses $184,933

Other Expenses $175,672

TOTAL EXPENSES $257,186

Year-over-Year Comparison

	2024	2023	Change
Revenue	$202,894	$227,933	-0.1%
Expenses	$257,186	$278,159	-0.1%
Net Income	$-54,292	$-50,226	+0.1%

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

Volunteers

110

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

$49,669

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS SHELDON MD	DIRECTOR	1.00	Director	$0	$0	$0
CASSANDRA LING	CHAIR	1.00	Officer Director	$0	$0	$0
JEAN BAE	SECRETARY	1.00	Officer Director	$0	$0	$0
READ PUKKILA-WORLEY MD	DIRECTOR	1.00	Director	$0	$0	$0
STACIE LIN	DIRECTOR	1.00	Director	$0	$0	$0
HANNAH COLLINS	EXECUTIVE DIRECTOR	40.00	Director	$35,100	$0	$35,100
EMMA DOGGETT	VICE CHAIR	1.00	Officer Director	$0	$0	$0
YVONNE SIN ALBERTS	TREASURER	1.00	Officer Director	$0	$0	$0
RICH PARKER MD	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA KIM	DIRECTOR	1.00	Director	$0	$0	$0
BRIDGET BRAZEAU	FORMER EXECUTIVE DIRECTOR	40.00	Director	$14,569	$0	$14,569

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	$202,894	$257,186	$255,955	$-54,292
2024	$227,933	$278,159	$321,894	$-50,226
2023	$378,353	$286,570	$379,223	$91,783
2022	$246,607	$242,956	$281,396	$3,651
2021	$252,686	$129,319	$265,115	$123,367
2020	$286,283	$224,902	$150,354	$61,381
2019	$229,494	$237,523	$80,477	$-8,029

LONGWOOD SYMPHONY ORCHESTRA INC