GRAND JUNCTION SYMPHONY FOUNDATION (EIN 203258849) - 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

2004

Legal Domicile

Principal Officer

CHRIS UNFUG

Tax Period

2024-07-01 to 2025-06-30

GRAND JUNCTION SYMPHONY FOUNDATION, founded in 2004, is a small nonprofit in the Arts, Culture & Humanities sector that reported $147K in total revenue in fiscal year 2024. Revenue fell 42% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $58K, a strong 40% operating margin.

Mission

TO SUPPORT THE GRAND JUNCTION SYMPHONY ORCHESTRA.

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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 $51,341

Program Service Revenue $0

Investment Income $95,233

Other Revenue $380

TOTAL REVENUE $146,954

Expense Breakdown

Grants Paid $68,960

Salaries & Benefits $0

Fundraising Expenses $324

Program Expenses $68,960

Other Expenses $19,742

TOTAL EXPENSES $88,702

Year-over-Year Comparison

	2024	2023	Change
Revenue	$146,954	$255,410	-0.4%
Expenses	$88,702	$79,710	+0.1%
Net Income	$58,252	$175,700	-0.7%

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
SUSANNE ARMSTRONG	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL BRODAK	BOARD MEMBER	1.00	Director	$0	$0	$0
KATE DENNING	BOARD MEMBER	1.00	Director	$0	$0	$0
KEN HEITT	SECRETARY	1.00	Officer Director	$0	$0	$0
LISA HEMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY PAUL	BOARD MEMBER	1.00	Director	$0	$0	$0
WANDA PUTNAM	BOARD MEMBER	1.00	Director	$0	$0	$0
CYNTHIA RHODES	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE SCHULTZ	BOARD MEMBER	1.00	Director	$0	$0	$0
ADELE SUYDAM	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS UNFUG	PRESIDENT	1.00	Officer Director	$0	$0	$0
KELLY ANDERSON	EXECUTIVE DI	1.00	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	$146,954	$88,702	$2,500,949	$58,252
2024	$255,410	$79,710	$2,307,914	$175,700
2023	$191,657	$79,539	$2,015,720	$112,118
2022	$221,551	$60,868	$1,793,107	$160,683
2021	$881,392	$123,377	$1,989,337	$758,015
2020	$124,746	$42,870	$1,227,322	$81,876
2019	$137,703	$47,411	$1,169,177	$90,292
2018	$162,628	$41,543	$1,113,099	$121,085

GRAND JUNCTION SYMPHONY FOUNDATION