BOCA RATON PHILHARMONIC SYMPHONIA INC (EIN 201454440) - 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

Principal Officer

CAROLE BOUCARD

Phone

5613763848

Tax Period

2024-10-01 to 2025-09-30

BOCA RATON PHILHARMONIC SYMPHONIA INC is a small nonprofit that reported $603K in total revenue in fiscal year 2024. Expenses of $684K exceeded revenue, resulting in a 13% operating deficit.

Mission

PROVIDE SYMPHONIA AND OTHER CLASSICAL MUSIC PROGRAMMING, INCLUDING THE PERFORMANCE AND EDUCATION FOR INDIVIDUALS.

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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 $435,095

Program Service Revenue $129,179

Investment Income $38,762

Other Revenue $0

TOTAL REVENUE $603,036

Expense Breakdown

Grants Paid $0

Salaries & Benefits $163,228

Fundraising Expenses $165,823

Program Expenses $453,759

Other Expenses $521,001

TOTAL EXPENSES $684,229

Year-over-Year Comparison

	2024	2023	Change
Revenue	$603,036	$590,219	+0.0%
Expenses	$684,229	$679,063	+0.0%
Net Income	$-81,193	$-88,844	-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

N/A

Independent Members

Employees

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLE BOUCARD	DIRECTOR	2.00	Director	$0	$0	$0
BRYAN M DROWOS	DIRECTOR	2.00	Director	$0	$0	$0
DR MARIE JUREIT-BEAMISH	VICEPRESIDEN	2.00	Director	$0	$0	$0
SHELDON KWIAT	PRESIDENT	2.00	Officer Director	$0	$0	$0
ALASTAIR WILLIS	ARTISTIC ADV	2.00	Director	$0	$0	$0
SUNG KNOWLES	SECRETARY	2.00	Officer	$0	$0	$0
CHARLES S STOLL	TREASURER	2.00	Officer	$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	$603,036	$684,229	$747,566	$-81,193
2024	$590,219	$679,063	$830,569	$-88,844
2023	$472,093	$611,320	$940,170	$-139,227
2022	$959,594	$475,452	$1,070,118	$484,142
2021	$498,982	$343,842	$581,161	$155,140
2020	$580,204	$628,314	$420,792	$-48,110
2019	$590,137	$651,164	$502,408	$-61,027
2018	$949,796	$492,557	$566,225	$457,239

BOCA RATON PHILHARMONIC SYMPHONIA INC