ANDERSON SYMPHONY ORCHESTRA ASSOC (EIN 310940546) - 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

1978

Legal Domicile

Principal Officer

DARLA SALLEE

Phone

7656442111

Tax Period

2022-07-01 to 2023-06-30

ANDERSON SYMPHONY ORCHESTRA ASSOC, founded in 1978, is a small nonprofit in the Arts, Culture & Humanities sector that reported $283K in total revenue in fiscal year 2022. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $324K exceeded revenue, resulting in a 15% operating deficit.

Mission

TO ENRICH LIVES THROUGH BEAUTIFUL MUSIC OF HIGH ARTISTIC QUALITY

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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 (2022)

Revenue Breakdown

Contributions & Grants $147,167

Program Service Revenue $113,459

Investment Income $5

Other Revenue $22,570

TOTAL REVENUE $283,201

Expense Breakdown

Grants Paid $0

Salaries & Benefits $60,120

Fundraising Expenses $4,573

Program Expenses $315,207

Other Expenses $264,233

TOTAL EXPENSES $324,353

Year-over-Year Comparison

	2022	2021	Change
Revenue	$283,201	$415,709	-0.3%
Expenses	$324,353	$304,010	+0.1%
Net Income	$-41,152	$111,699	-1.4%

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

N/A

Independent Members

N/A

Employees

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

$54,124

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELE HOCKWALT	PRESIDENT	4.00	Officer Director	$0	$0	$0
JESSICA CARSON-BANNON	DIRECTOR	2.00	Officer Director	$0	$0	$0
RICK VALE	PAST PRESIDENT	4.00	Officer Director	$0	$0	$0
BRETT SPANGLER	DIRECTOR	2.00	Officer Director	$0	$0	$0
RICHARD L SOWERS	MUSIC DIRECTOR	2.00	Director	$0	$0	$0
MARILYN AULT	DIRECTOR	2.00	Director	$0	$0	$0
PAULA BIVENS	DIRECTOR	2.00	Director	$0	$0	$0
DAVID HAPPE	DIRECTOR	2.00	Director	$0	$0	$0
LELIA KELLEY	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
CINDY LANANE	DIRECTOR	2.00	Director	$0	$0	$0
KATHI MEYER	TREASURER	2.00	Director	$0	$0	$0
DR E DARLENE MILLER	DIRECTOR	2.00	Director	$0	$0	$0
HOLLY MILLER	DIRECTOR	2.00	Director	$0	$0	$0
LAURA SANDLIN	DIRECTOR	2.00	Director	$0	$0	$0
SYDNEY SCHIEVE	DIRECTOR	2.00	Director	$0	$0	$0
SHELLEY SPARKS	SECRETARY	4.00	Officer Director	$0	$0	$0
KENDALL ZINSER	DIRECTOR	2.00	Director	$0	$0	$0
AMBER DIETZ	DIRECTOR	2.00	Director	$0	$0	$0
TANYA GONZALEZ	DIRECTOR	2.00	Director	$0	$0	$0
RONALD MAY	DIRECTOR	2.00	Director	$0	$0	$0
KIM TOWNSEND	DIRECTOR	2.00	Director	$0	$0	$0
ADAM WALLER	DIRECTOR	2.00	Director	$0	$0	$0
PAUL WHITE	DIRECTOR	2.00	Director	$0	$0	$0
ALAN APPLEBAUM	DIRECTOR	2.00	Director	$0	$0	$0
MIKE AUSTIN	DIRECTOR	2.00	Director	$0	$0	$0
DARLA SALLEE	EXECUTIVE DIRECTOR	40.00	Officer	$54,124	$0	$54,124

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	No data	No data	No data	No data
2023	$283,201	$324,353	$281,793	$-41,152
2021	$176,221	$136,502	$300,976	$39,719
2020	$272,876	$256,801	$249,687	$16,075
2018	$296,225	$291,813	$276,338	$4,412

ANDERSON SYMPHONY ORCHESTRA ASSOC