WESTERVILLE SYMPHONY AT OTTERBEIN

EIN: 311052068 501(c)(3)

WESTERVILLE, OH

Total Revenue
$212,060
Total Expenses
$213,008
Total Assets
$119,919
Net Assets
$97,607
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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
1982
Principal Officer
ALEXANDER PONS
Phone
6148999000
Tax Period
2024-07-01 to 2025-06-30

WESTERVILLE SYMPHONY AT OTTERBEIN, founded in 1982, is a small nonprofit that reported $212K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year.

Mission

THE WESTERVILLE SYMPHONY AT OTTERBEIN UNIVERSITY PROVIDES SYMPHONIC PERFORMANCES TO AUDIENCES IN CENTRAL OHIO AND MUSIC EDUCATION IN WESTERVILLE AND THE SURROUNDING COMMUNITIES.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $175,849
Program Service Revenue $0
Investment Income $9,336
Other Revenue $26,875
TOTAL REVENUE $212,060

Expense Breakdown

Grants Paid $0
Salaries & Benefits $87,167
Fundraising Expenses $0
Program Expenses $213,008
Other Expenses $125,841
TOTAL EXPENSES $213,008

Year-over-Year Comparison

2024 2023 Change
Revenue $212,060 $256,722 -0.2%
Expenses $213,008 $192,884 +0.1%
Net Income $-948 $63,838 -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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Governance

Voting Members
17
Independent Members
17
Employees
2
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
6
$53,200
Total Directors
17
$53,200
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALEXANDER PONS EXECUTIVE DI 30.00
Officer Director
$53,200 $0 $53,200
SANDRA ARENDT DEVEL COMM C N/A
Officer Director
$0 $0 $0
ELIZABETH BROSIUS TRUSTEE N/A
Director
$0 $0 $0
MICHAEL COLLINS TRUSTEE N/A
Director
$0 $0 $0
DAVID COLLINSWORTH TRUSTEE N/A
Director
$0 $0 $0
JANICE CONARD TRUSTEE N/A
Director
$0 $0 $0
KIMBERLEE GOODMAN TRUSTEE N/A
Director
$0 $0 $0
RON LYKINS VP FINANCE/T N/A
Officer Director
$0 $0 $0
TIM MADRID TRUSTEE N/A
Director
$0 $0 $0
JIM MASCUCCI TRUSTEE N/A
Director
$0 $0 $0
NANCY NESTOR-BAKER PRESIDENT N/A
Officer Director
$0 $0 $0
MEGAN RAND MARKETING CO N/A
Officer Director
$0 $0 $0
SCOTT REEVES TRUSTEE N/A
Director
$0 $0 $0
NICK ROSS OTTERBEIN LI N/A
Officer Director
$0 $0 $0
BARBARA WEAVER TRUSTEE N/A
Director
$0 $0 $0
BETH WEINHARDT TRUSTEE N/A
Director
$0 $0 $0
SHAYLA WERNER TRUSTEE N/A
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 $212,060 $213,008 $119,919 $-948
2024 $256,722 $192,884 $104,668 $63,838
2023 $170,753 $226,910 $42,171 $-56,157
2022 $168,827 $182,229 $88,803 $-13,402
2021 $159,127 $100,981 $101,956 $58,146
2020 $120,241 $147,712 $54,575 $-27,471
2019 $161,495 $165,026 $54,067 $-3,531
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