Carmel Symphony Orchestra (EIN 310918565) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

Anne Marie Chastain

Phone

3178449717

Tax Period

2024-07-01 to 2025-06-30

Carmel Symphony Orchestra, founded in 1975, is a small nonprofit in the Arts, Culture & Humanities sector that reported $977K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum.

Mission

To organize and sustain a symphonic orchestra in the hamilton county area.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $677,434

Program Service Revenue $298,588

Investment Income $356

Other Revenue $845

TOTAL REVENUE $977,223

Expense Breakdown

Grants Paid $0

Salaries & Benefits $327,663

Fundraising Expenses $101,787

Program Expenses $839,605

Other Expenses $744,443

TOTAL EXPENSES $1,072,106

Year-over-Year Comparison

	2024	2023	Change
Revenue	$977,223	$770,176	+0.3%
Expenses	$1,072,106	$1,024,167	+0.0%
Net Income	$-94,883	$-253,991	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$156,120

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anne Marie Chastain	Executive Dir.	40.00	Officer	$90,625	$0	$90,625
Cheri Moore	Office Manager	40.00	Officer	$65,495	$0	$65,495
Shannon Minnaar	Director	1.00	Director	$0	$0	$0
Bill Culpepper	Director	1.00	Director	$0	$0	$0
Nancy Sutton	Chairman	2.00	Officer Director	$0	$0	$0
Rob Schlegel	Vice President	1.00	Director	$0	$0	$0
Kiley Wanecke	Secretary	2.00	Officer Director	$0	$0	$0
Mike Bogers	Treasurer	2.00	Officer Director	$0	$0	$0
Caleb Bullock	Director	1.00	Director	$0	$0	$0
Bruce Cordingley	Director	1.00	Director	$0	$0	$0
Adam Campagna	Vice President	2.00	Officer Director	$0	$0	$0
Luci Snyder	Director	1.00	Director	$0	$0	$0
Stan Hurt	Director	1.00	Director	$0	$0	$0
Reinhold Strnat	Director	1.00	Director	$0	$0	$0
Rick Harrison	Director	1.00	Director	$0	$0	$0
Paul Jefferson	Director	1.00	Director	$0	$0	$0
Muniver Singh	Director	1.00	Director	$0	$0	$0
Nancy Sutton	Director	1.00	Director	$0	$0	$0
Jerry Torr	Director	1.00	Director	$0	$0	$0
Chris Van Hoff	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	$977,223	$1,072,106	$162,779	$-94,883
2024	No data	No data	No data	No data
2023	$808,276	$934,832	$529,257	$-126,556
2022	$725,269	$756,024	$628,467	$-30,755
2021	$1,064,969	$498,529	$710,194	$566,440
2020	$751,133	$807,788	$148,921	$-56,655
2019	$751,888	$841,147	$163,308	$-89,259
2018	$579,010	$625,611	$252,567	$-46,601

Carmel Symphony Orchestra