PEOPLES' SYMPHONY CONCERTS (EIN 136034060) - 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

1902

Legal Domicile

Principal Officer

FREDERICK WERTHEIM

Phone

2125864680

Tax Period

2024-06-01 to 2025-05-31

PEOPLES' SYMPHONY CONCERTS, founded in 1902, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.0M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $383K, a strong 37% operating margin.

Mission

THE ORGANIZATION WAS FOUNDED TO PROVIDE AFFORDABLE CLASSICAL MUSIC CONCERTS TO THE PUBLIC OF NYC.

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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 $426,300

Program Service Revenue $276,611

Investment Income $319,448

Other Revenue $250

TOTAL REVENUE $1,022,609

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $599,000

Other Expenses $639,349

TOTAL EXPENSES $639,349

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,022,609	$943,125	+0.1%
Expenses	$639,349	$623,093	+0.0%
Net Income	$383,260	$320,032	+0.2%

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

N/A

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
SUSAN PORTER	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
FREDERICK WERTHEIM	PRESIDENT AND TREASURER	2.00	Officer Director	$0	$0	$0
GULLIVER BRADY	SECRETARY	1.00	Officer Director	$0	$0	$0
APRIL RIDDLE GOW	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNDSAY C HOWARD	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD R HOWE	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD A RAFFETTO	BOARD MEMBER	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	$1,022,609	$639,349	$9,559,769	$383,260
2024	$943,125	$623,093	$8,517,978	$320,032
2023	$626,634	$605,287	$7,153,870	$21,347
2022	$1,218,325	$557,833	$7,254,641	$660,492
2021	$586,585	$381,002	$7,370,640	$205,583
2020	$548,406	$368,087	$5,863,980	$180,319
2019	$657,789	$419,665	$5,461,690	$238,124
2018	$631,983	$408,420	$5,403,912	$223,563

PEOPLES' SYMPHONY CONCERTS