HUNTINGTON SYMPHONY ORCHESTRA ASSOCIATION INC (EIN 237427617) - 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

IAN JESSEE

Phone

3047818343

Tax Period

2023-07-01 to 2024-06-30

HUNTINGTON SYMPHONY ORCHESTRA ASSOCIATION INC, founded in 1970, is a small nonprofit in the Arts, Culture & Humanities sector that reported $438K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $511K exceeded revenue, resulting in a 17% operating deficit.

Mission

PROVIDING FOR THE CITIZENS OF THE TRI-STATE AREA AN OPPORTUNITY TO ENJOY, EXPERIENCE, AND EXPLORE THE EXCITEMENT AND ENTERTAINMENT OF LIVE, SYMPHONIC MUSIC. PROMOTING COOPERATION AMONG CULTURAL ORGANIZATIONS OF THE SURROUNDING AREA. SERVING AS AN AGENT OF GROWTH AND CHANGE WITHIN THE TRI-STATE COMMUNITY. ENCOURAGING, NURTURING, AND ADVANCING THE CAREERS OF MUSICIANS WHO PLAY FOR THE ORCHESTRA BY SERVING AS A PERFORMANCE BASE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $189,302

Program Service Revenue $119,071

Investment Income $3,609

Other Revenue $126,015

TOTAL REVENUE $437,997

Expense Breakdown

Grants Paid $0

Salaries & Benefits $94,769

Fundraising Expenses $0

Program Expenses $311,817

Other Expenses $415,777

TOTAL EXPENSES $510,546

Year-over-Year Comparison

	2023	2022	Change
Revenue	$437,997	$515,269	-0.1%
Expenses	$510,546	$436,045	+0.2%
Net Income	$-72,549	$79,224	-1.9%

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

$47,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
IAN JESSEE	EXECUTIVE DI	40.00	Officer	$47,500	$0	$47,500
TOM BAILEY	BOARD MEMBER	0.25	Director	$0	$0	$0
BRANDI BEASLEY	PRESIDENT	5.00	Officer Director	$0	$0	$0
PAT BERTOIA	EMERITUS	N/A	Director	$0	$0	$0
CAM BRAMMER	BOARD MEMBER	0.25	Director	$0	$0	$0
NAUSHA CAMPBELL	SECRETARY	5.00	Officer Director	$0	$0	$0
LEE CANUP	BOARD MEMBER	0.25	Director	$0	$0	$0
ISABEL CROSS	BOARD MEMBER	0.25	Director	$0	$0	$0
SHARON DENNING	BOARD MEMBER	0.25	Director	$0	$0	$0
MARGARET PEG DOYLE	BOARD MEMBER	0.25	Director	$0	$0	$0
GEOFFREY FLEMING	BOARD MEMBER	0.25	Director	$0	$0	$0
DANIEL GOODING	BOARD MEMBER	0.25	Director	$0	$0	$0
BENJAMIN HAWKEY	BOARD MEMBER	0.25	Director	$0	$0	$0
PRYCE HAYNES III	1ST VICE PRE	5.00	Officer Director	$0	$0	$0
KAYLIN JORGE	BOARD MEMBER	0.25	Director	$0	$0	$0
ROBERT KOPP	BOARD MEMBER	0.25	Director	$0	$0	$0
CINDY KRANTZ	2ND VICE PRE	5.00	Officer Director	$0	$0	$0
DEBBIE LEWIS	TREASURER	5.00	Officer Director	$0	$0	$0
JOHN MAHER	BOARD MEMBER	0.25	Director	$0	$0	$0
BEN MILLER	BOARD MEMBER	0.25	Director	$0	$0	$0
JAMES MORGAN	EMERITUS	N/A	Director	$0	$0	$0
DR MAURICE MUFSON	EMERITUS	N/A	Director	$0	$0	$0
JULIANA SERAFIN	BOARD MEMBER	0.25	Director	$0	$0	$0
ANN SPEER	EMERITUS	N/A	Director	$0	$0	$0
LELAND STEELE	BOARD MEMBER	0.25	Director	$0	$0	$0
LENORA SUTPHIN	PAST PRESIDE	5.00	Officer Director	$0	$0	$0
CAROL TEMPLETON	BOARD MEMBER	0.25	Director	$0	$0	$0
LARRY TWEEL	BOARD MEMBER	0.25	Director	$0	$0	$0
BEN WORKMAN	BOARD MEMBER	0.25	Director	$0	$0	$0
KYM YORK-BLAKE	BOARD MEMBER	0.25	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	No data	No data	No data	No data
2024	$437,997	$510,546	$272,245	$-72,549
2023	$515,269	$436,045	$371,054	$79,224
2022	$670,456	$475,570	$308,628	$194,886
2021	$251,320	$206,059	$124,976	$45,261
2020	$371,101	$334,633	$45,877	$36,468
2019	$369,523	$403,550	$98,987	$-34,027
2018	$409,789	$343,911	$61,493	$65,878

HUNTINGTON SYMPHONY ORCHESTRA ASSOCIATION INC