ROCKFORD SYMPHONY ORCHESTRA FOUNDATION (EIN 261180940) - 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

2007

Legal Domicile

Principal Officer

WILLIAM KOBLER

Phone

8159650049

Tax Period

2024-07-01 to 2025-06-30

ROCKFORD SYMPHONY ORCHESTRA FOUNDATION, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $387K in total revenue in fiscal year 2024. Revenue surged 170% from the prior year, signaling strong growth momentum. The organization ran a surplus of $264K, a strong 68% operating margin.

Mission

ORGANIZATION TO BUILD A PERMANENT ENDOWMENT FOR THE BENEFIT OF THE ROCKFORD SYMPHONY ORCHESTRA AND ITS PROGRAMS.

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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 $31,038

Program Service Revenue $0

Investment Income $356,229

Other Revenue $0

TOTAL REVENUE $387,267

Expense Breakdown

Grants Paid $96,106

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $96,106

Other Expenses $27,455

TOTAL EXPENSES $123,561

Year-over-Year Comparison

	2024	2023	Change
Revenue	$387,267	$143,317	+1.7%
Expenses	$123,561	$121,109	+0.0%
Net Income	$263,706	$22,208	+10.9%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM KOBLER	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRIS KOVARIK	DIRECTOR	1.00	Director	$0	$0	$0
MARCIA MUELLER	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
DAVID WHITEHOUSE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MINDY YOUNG	DIRECTOR	1.00	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	$387,267	$123,561	$2,767,948	$263,706
2024	$143,317	$121,109	$2,581,034	$22,208
2023	$93,274	$117,622	$2,356,956	$-24,348
2022	$236,249	$115,933	$2,247,251	$120,316
2021	$174,604	$213,995	$2,571,465	$-39,391
2020	$93,225	$110,644	$2,160,974	$-17,419
2019	$105,095	$105,639	$2,271,298	$-544

ROCKFORD SYMPHONY ORCHESTRA FOUNDATION