Houston Symphony Endowment (EIN 208350227) - 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

2006

Legal Domicile

Principal Officer

James Lee

Phone

7132244240

Tax Period

2024-06-01 to 2025-05-31

Houston Symphony Endowment, founded in 2006, is a community nonprofit in the Arts, Culture & Humanities sector that reported $5.1M in total revenue in fiscal year 2024. Revenue fell 49% from the prior year — a significant decline worth monitoring. Net assets of $103.7M represent 242 months of operating reserves.

Mission

The Endowment's sole purpose is to support the operations of the Houston Symphony Society.

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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 $1,640,464

Program Service Revenue $0

Investment Income $3,382,072

Other Revenue $114,861

TOTAL REVENUE $5,137,397

Expense Breakdown

Grants Paid $4,606,992

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,606,992

Other Expenses $546,094

TOTAL EXPENSES $5,153,086

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,137,397	$10,003,007	-0.5%
Expenses	$5,153,086	$5,013,137	+0.0%
Net Income	$-15,689	$4,989,870	-1.0%

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

$785,204

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Lee	President	0.50	Officer Director	$0	$0	$0
David Key	Trustee	0.50	Director	$0	$0	$0
Ajay Khurana	Trustee	0.50	Director	$0	$0	$0
David Krieger	Trustee	0.50	Director	$0	$0	$0
Lynn Mathre	Trustee	0.50	Director	$0	$0	$0
Scott Wise	Trustee	0.50	Director	$0	$0	$0
John Mangum	Symphony CEO (thru 09/24)	4.00	Officer	$0	$39,824	$472,503
Gary Ginstling	Symphony CEO (as of 02/25)	4.00	Officer	$0	$0	$0
Elizabeth Condic	CFO	4.00	Officer	$0	$30,989	$312,701

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	$5,137,397	$5,153,086	$103,655,103	$-15,689
2024	$10,003,007	$5,013,137	$99,665,896	$4,989,870
2023	$5,113,564	$4,500,976	$86,515,822	$612,588
2022	$3,071,634	$4,034,226	$87,456,110	$-962,592
2021	$3,639,134	$3,656,998	$90,419,052	$-17,864
2020	$2,650,050	$5,469,767	$73,523,933	$-2,819,717
2019	$2,200,422	$3,791,934	$75,471,987	$-1,591,512
2018	$4,484,463	$4,103,735	$77,875,481	$380,728

Houston Symphony Endowment