Tulsa Symphony Orchestra Inc (EIN 203798077) - 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

2005

Legal Domicile

Principal Officer

Morgan Walker

Tax Period

2024-07-01 to 2025-06-30

Tulsa Symphony Orchestra Inc, founded in 2005, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.0M in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $2.9M left a modest 3% surplus.

Mission

Entertains, educates, heals, and inspires through musical excellence, innovation, and collaboration.

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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 $2,071,100

Program Service Revenue $783,624

Investment Income $98,958

Other Revenue $0

TOTAL REVENUE $2,953,682

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,814,553

Fundraising Expenses $243,969

Program Expenses $1,927,405

Other Expenses $1,043,774

TOTAL EXPENSES $2,858,327

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,953,682	$2,467,434	+0.2%
Expenses	$2,858,327	$2,876,516	0.0%
Net Income	$95,355	$-409,082	-1.2%

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

284

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

$147,461

Total Directors

$185,452

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tim McFadden	Executive VP	40.00	Officer Director	$85,661	$0	$85,661
Marc Facci	Director	24.00	Director	$67,974	$0	$67,974
Ron Predl	Executive Dir.	40.00	Officer	$61,800	$0	$61,800
Kari Caldwell	Director	10.00	Director	$31,817	$0	$31,817
Brian Boatwright	Director	2.00	Director	$0	$0	$0
Lynn Goldberg	President	4.00	Officer Director	$0	$0	$0
Kyden Creekpaum	Director	2.00	Director	$0	$0	$0
Ken Busby	Director	2.00	Director	$0	$0	$0
Malisa Nell	Director	2.00	Director	$0	$0	$0
Kathy Henry	Director	2.00	Director	$0	$0	$0
Joan Seay	Director	2.00	Director	$0	$0	$0
David Adelson	Director	2.00	Director	$0	$0	$0
Caroline Abbott	Director	2.00	Director	$0	$0	$0
Erin Daily	President-Elect	4.00	Officer Director	$0	$0	$0
Katrine Hakim	Director	2.00	Director	$0	$0	$0
Chris Barber	Director	2.00	Director	$0	$0	$0
Matt McCready	Director	2.00	Director	$0	$0	$0
Anna Norberg	Director	2.00	Director	$0	$0	$0
Dr Rollie Rhodes	Director	2.00	Director	$0	$0	$0
Donald Smith	Treasurer	4.00	Officer Director	$0	$0	$0
Stephen Tackett	Director	2.00	Director	$0	$0	$0
Adam Betz	Secretary	4.00	Officer Director	$0	$0	$0
Sarah Coburn-Rothermel	Director	2.00	Director	$0	$0	$0
Andrew Gottehrer	Director	2.00	Director	$0	$0	$0
Lindsey Helmerich	Director	2.00	Director	$0	$0	$0
Josh Jakubovitz	Director	2.00	Director	$0	$0	$0
Erwin Janssen	Director	2.00	Director	$0	$0	$0
Sarthak Nigam	Director	2.00	Director	$0	$0	$0
Deborah Shallcross	Director	2.00	Director	$0	$0	$0
Christy Craig Thames	Director	2.00	Director	$0	$0	$0
Dr Timothy R Young	Director	2.00	Director	$0	$0	$0
Ben Clark	Director	2.00	Director	$0	$0	$0
Ryan Featherston	Director	2.00	Director	$0	$0	$0
Holly Ferguson	Director	2.00	Director	$0	$0	$0
Chad Johnson	Director	2.00	Director	$0	$0	$0
J Wesley Pebsworth	Director	2.00	Director	$0	$0	$0
Margarita Vega	Director	2.00	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	$2,953,682	$2,858,327	$2,405,067	$95,355
2024	No data	No data	No data	No data
2023	$2,692,979	$3,182,731	$2,225,251	$-489,752
2022	$2,694,895	$2,712,452	$2,642,124	$-17,557
2021	$2,041,644	$2,735,762	$3,114,616	$-694,118
2020	$2,430,175	$2,047,044	$3,307,231	$383,131
2019	$3,330,979	$2,544,650	$2,799,674	$786,329

Tulsa Symphony Orchestra Inc