BILLINGS SYMPHONY SOCIETY (EIN 237083873) - 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

1951

Legal Domicile

Principal Officer

MARIO LOPEZ

Phone

4062943711

Tax Period

2024-07-01 to 2025-06-30

BILLINGS SYMPHONY SOCIETY, founded in 1951, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.0M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $1.9M left a modest 7% surplus.

Mission

THE BILLINGS SYMPHONY SOCIETY (THE SYMPHONY) PRESENTS ORCHESTRA AND CHORALE CONCERTS FOR THE ENJOYMENT OF AREA RESIDENTS. THE SYMPHONY SEEKS PUBLIC AND PRIVATE CONTRIBUTIONS AS WELL AS SELLING SEASON AND INDIVIDUAL TICKETS FOR PERFORMANCES.

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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 $1,102,169

Program Service Revenue $625,405

Investment Income $319,459

Other Revenue $-47,950

TOTAL REVENUE $1,999,083

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,096,381

Fundraising Expenses $78,008

Program Expenses $1,426,897

Other Expenses $755,939

TOTAL EXPENSES $1,852,320

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,999,083	$1,629,722	+0.2%
Expenses	$1,852,320	$1,716,236	+0.1%
Net Income	$146,763	$-86,514	-2.7%

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

188

Volunteers

N/A

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

$108,868

Total Directors

$108,868

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT BROWN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ELIZABETH GOETZ	TREASURER	2.00	Officer Director	$0	$0	$0
LESLIE BLAIR	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
ASHLEY MILLER	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINE MARAGOS	DIRECTOR	2.00	Director	$0	$0	$0
LYNN MARQUARDT	DIRECTOR	2.00	Director	$0	$0	$0
MARIO LOPEZ	EXECUTIVE DIRECTOR	40.00	Officer Director	$97,755	$11,113	$108,868
LIZ FULTON	SECRETARY	2.00	Officer Director	$0	$0	$0
JULIE JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
MARGIT THORNDAL	PRESIDENT	2.00	Officer Director	$0	$0	$0
CANDY HOLZER	DIRECTOR	2.00	Director	$0	$0	$0
DEVIN WERTMAN	DIRECTOR	2.00	Director	$0	$0	$0
TOM HOHN	DIRECTOR	2.00	Director	$0	$0	$0
BETTY ROY	DIRECTOR	2.00	Director	$0	$0	$0
PAM AVERY	DIRECTOR	2.00	Director	$0	$0	$0
MARK FENDERSON	DIRECTOR	2.00	Director	$0	$0	$0
BOB MERCHANT	DIRECTOR	2.00	Director	$0	$0	$0
ERIC HODGSON	DIRECTOR	2.00	Director	$0	$0	$0
KAREN FREEMAN	DIRECTOR	2.00	Director	$0	$0	$0
KURT HANSON	DIRECTOR	2.00	Director	$0	$0	$0
MARY JANE ENDICOTT	DIRECTOR	2.00	Director	$0	$0	$0
PETE HABEIN	DIRECTOR	2.00	Director	$0	$0	$0
STEVE RESTAD	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	$1,999,083	$1,852,320	$5,659,359	$146,763
2024	$1,645,320	$1,716,236	$5,278,884	$-70,916
2023	$1,397,625	$1,662,236	$4,884,973	$-264,611
2022	$2,161,521	$1,697,963	$4,831,498	$463,558
2021	$1,728,137	$1,224,140	$5,258,497	$503,997
2020	$1,649,286	$916,271	$4,191,127	$733,015
2019	$1,671,764	$1,057,080	$3,374,773	$614,684
2018	$1,143,622	$932,018	$2,849,378	$211,604

BILLINGS SYMPHONY SOCIETY