PLYMOUTH PHILHARMONIC ORCHESTRA INC (EIN 237267766) - 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

1973

Legal Domicile

Principal Officer

HEATHER COZBY

Phone

5087468008

Tax Period

2024-07-01 to 2025-06-30

PLYMOUTH PHILHARMONIC ORCHESTRA INC, founded in 1973, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum.

Mission

THE PLYMOUTH PHILHARMONIC ORCHESTRA, A PROFESSIONAL ORCHESTRAL ENSEMBLE, PRESENTS A WIDE RANGE OF LIVE MUSIC AND EDUCATIONAL PROGRAMS TO PEOPLE OF ALL AGES AND BACKGROUNDS ON THE SOUTH SHORE OF MASSACHUSETTS.

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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 $960,176

Program Service Revenue $509,001

Investment Income $55,603

Other Revenue $1,682

TOTAL REVENUE $1,526,462

Expense Breakdown

Grants Paid $0

Salaries & Benefits $931,658

Fundraising Expenses $138,463

Program Expenses $1,091,808

Other Expenses $585,011

TOTAL EXPENSES $1,516,669

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,526,462	$1,227,113	+0.2%
Expenses	$1,516,669	$1,561,757	0.0%
Net Income	$9,793	$-334,644	-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

170

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
PHIL HILDEBRANDT	CHAIR	3.00	Officer Director	$0	$0	$0
KEVIN KILEY	VICE CHAIR	3.00	Officer Director	$0	$0	$0
HEATHER COZBY	TREASURER	3.00	Officer Director	$0	$0	$0
LINDA SEALE	BOARD MEMBER	3.00	Director	$0	$0	$0
MARY TOROPOV	CLERK	3.00	Officer Director	$0	$0	$0
DEBORAH BOWEN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN EMLER	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH PINEAULT	BOARD MEMBER	1.00	Director	$0	$0	$0
GEOFFREY STEWART	BOARD MEMBER	1.00	Director	$0	$0	$0
KARA MCEACHERN	EXECUTIVE DIRECTOR (CURRENT)	40.00	Officer	$0	$0	$0
KIM CORBEN	EXECUTIVE DIRECTOR (FORMER)	40.00		$153,586	$2,090	$155,676

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	$1,526,462	$1,516,669	$1,113,042	$9,793
2024	$1,227,113	$1,561,757	$996,734	$-334,644
2023	$1,463,432	$1,558,769	$1,222,883	$-95,337
2022	$1,591,741	$1,277,711	$1,084,927	$314,030
2021	$582,965	$560,926	$1,009,292	$22,039
2020	$859,306	$935,711	$945,247	$-76,405
2019	$1,085,122	$1,016,444	$909,981	$68,678
2018	$933,473	$922,963	$748,299	$10,510

PLYMOUTH PHILHARMONIC ORCHESTRA INC