WENATCHEE VALLEY SYMPHONY ORCHESTRA (EIN 237108001) - 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

1970

Legal Domicile

Principal Officer

RON LODGE

Phone

5096676240

Tax Period

2024-07-01 to 2025-06-30

WENATCHEE VALLEY SYMPHONY ORCHESTRA, founded in 1970, is a small nonprofit that reported $373K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $328K left a modest 12% surplus.

Mission

TO CULTURALLY ENRICH THE COMMUNITIES OF NORTH CENTRAL WASHINGTON THROUGH MUSIC PERFORMANCE, OUTREACH AND EDUCATION.

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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 $200,647

Program Service Revenue $159,689

Investment Income $12,250

Other Revenue $0

TOTAL REVENUE $372,586

Expense Breakdown

Grants Paid $0

Salaries & Benefits $54,441

Fundraising Expenses $0

Program Expenses $259,272

Other Expenses $274,043

TOTAL EXPENSES $328,484

Year-over-Year Comparison

	2024	2023	Change
Revenue	$372,586	$296,421	+0.3%
Expenses	$328,484	$322,316	+0.0%
Net Income	$44,102	$-25,895	-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

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
KAREN KELEMAN	TRUSTEE	3.00	Director	$0	$0	$0
TOM MCNAIR	TRUSTEE	N/A	Director	$0	$0	$0
STAN FISHBURN	VICE PRESIDE	2.00	Officer	$0	$0	$0
KEN HUNNICUT	TREASURER	2.00	Officer	$0	$0	$0
DON LARSON	SECRETARY	2.00	Officer	$0	$0	$0
RON LODGE	PRESIDENT	2.00	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	$372,586	$328,484	$288,516	$44,102
2024	$296,421	$322,316	$245,808	$-25,895
2023	$423,450	$260,467	$501,370	$162,983
2022	$275,672	$165,204	$284,987	$110,468
2021	$124,859	$119,572	$204,291	$5,287
2020	$175,566	$188,076	$169,557	$-12,510
2019	$197,960	$179,159	$176,875	$18,801

WENATCHEE VALLEY SYMPHONY ORCHESTRA