INTERNATIONAL SYMPHONY ORCHESTRA OF SARNIA AND PORT HURON (EIN 237035763) - 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

1997

Legal Domicile

Principal Officer

ANTHONY WING

Phone

5193377775

Tax Period

2022-07-01 to 2023-06-30

INTERNATIONAL SYMPHONY ORCHESTRA OF SARNIA AND PORT HURON, founded in 1997, is a small nonprofit that reported $402K in total revenue in fiscal year 2022. Revenue surged 158% from the prior year, signaling strong growth momentum.

Mission

THE OPERATION OF AN INTERNATIONAL SYMPHONY ORCHESTRA, A SYMPHONY CHORUS AND A YOUTH ORCHESTRA WITH MEMBERS FROM THE UNITED STATES AND CANADA. THE SYMPHONY OPERATES FOR THE CULTURAL AND EDUCATIONAL BENEFIT OF THE PORT HURON, MICHIGAN AND SARNIA, ONTARIO COMMUNITIES WHICH IT SERVES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $309,740

Program Service Revenue $64,825

Investment Income $5

Other Revenue $27,104

TOTAL REVENUE $401,674

Expense Breakdown

Grants Paid $0

Salaries & Benefits $89,184

Fundraising Expenses $12,444

Program Expenses $252,071

Other Expenses $321,537

TOTAL EXPENSES $410,721

Year-over-Year Comparison

	2022	2021	Change
Revenue	$401,674	$155,804	+1.6%
Expenses	$410,721	$138,121	+2.0%
Net Income	$-9,047	$17,683	-1.5%

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

200

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	Role	Reportable Comp	Other Comp	Total
MARK LUMLEY	PRESIDENT	Officer	$0	$0	$0
SCOTT METZNER	1ST VICE PRESIDENT	Officer	$0	$0	$0
PATTI OWENS	TREASURER	Officer	$0	$0	$0
ROBERT NELSON	SECRETARY	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
2024	No data	No data	No data	No data
2023	$401,674	$410,721	$468,703	$-9,047
2022	$155,804	$138,121	$459,395	$17,683
2021	$258,422	$156,250	$437,481	$102,172
2020	$210,268	$244,497	$335,322	$-34,229
2019	$243,575	$378,470	$394,084	$-134,895
2018	$322,579	$273,991	$542,030	$48,588

INTERNATIONAL SYMPHONY ORCHESTRA OF SARNIA AND PORT HURON