BLUE RIDGE ORCHESTRA

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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

2009

Legal Domicile

Principal Officer

DEB KENNEY

Phone

8287823354

Tax Period

2023-07-01 to 2024-06-30

BLUE RIDGE ORCHESTRA, founded in 2009, is a small nonprofit in the Arts, Culture & Humanities sector that reported $103K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $93K left a modest 10% surplus.

Mission

THE BLUE RIDGE ORCHESTRA IS COMPRISED OF ACCOMPLISHED AMATEUR, SEMI-PROFESSIONAL AND PROFESSIONAL MUSICIANS WHO VOLUNTEER THEIR TIME IN AN EFFORT TO MAKE ORCHESTRAL MUSIC MORE ACCESSIBLE TO THE COMMUNITY.

Program Service Accomplishments

Program 1

THE BLUE RIDGE ORCHESTRA HELD NINE PERFORMANCES DURING THE 2023-2024 SEASON. THE BRO RECEIVED GRANT FUNDING FROM THE GRASSROOTS ARTS PROGRAM SPONSORED BY ARTSAVL, THE NORTH CAROLINA ARTS COUNCIL, AND THE BUNCOMBE COUNTY GOVERNMENT. WE USED THIS FUNDING FOR OPERATIONAL EXPENSES IN THE FALL OF 2023. IN DECEMBER OF 2023 AND MARCH OF 2024, THE BRO PARTNERED WITH THE HAYWOOD COMMUNITY COLLEGE FOR A THIRD CONSECUTIVE YEAR. IN EXCHANGE FOR CONCERT FEES, THE BRO HEADLINED THEIR FUNDRAISING EFFORTS WHERE ONE HUNDRED PERCENT OF THE PROCEEDS SUPPORTED HCC STUDENT NEEDS. THE BRO CELEBRATED THE END OF ITS 24TH SEASON WITH AN INAUGURAL INTIMATE APPEARANCE AT SOUTHER WILLIAMS VINEYARD IN JUNE 2024. THE BRO IS PROUD TO FOSTER SUCCESSFUL PARTNERSHIPS THAT EXTEND TO REMOTE AREAS OF WESTERN NORTH CAROLINA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $66,429

Program Service Revenue $30,604

Investment Income $578

Other Revenue $5,500

TOTAL REVENUE $103,111

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $6,736

Other Expenses $92,902

TOTAL EXPENSES $92,902

Year-over-Year Comparison

	2023	2022	Change
Revenue	$103,111	$85,411	+0.2%
Expenses	$92,902	$78,626	+0.2%
Net Income	$10,209	$6,785	+0.5%

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
DEB KENNEY	PRESIDENT	15.00	Officer Director	$0	$0	$0
MICHELLE SUMMEY	TREASURER	2.00	Officer Director	$0	$0	$0
FRANCEE HEALY	DIRECTOR	1.00	Director	$0	$0	$0
JANET SCHAUFMAN	DIRECTOR	1.00	Director	$0	$0	$0
GARY SPAULDING	SECRETARY	1.00	Officer Director	$0	$0	$0
ERIC SANDS	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN COHEN	DIRECTOR	1.00	Director	$0	$0	$0
CASEY COPPENBARGER	DIRECTOR	5.00	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	No data	No data	No data	No data
2024	$103,111	$92,902	$82,580	$10,209
2023	$85,411	$78,626	$71,953	$6,785
2022	$85,265	$67,526	$64,946	$17,739
2021	$47,652	$38,460	$47,702	$9,192