BARTLESVILLE SYMPHONY ORCHESTRA FOUNDATION

EIN: 311768580 501(c)(3) Arts, Culture & Humanities

BARTLESVILLE, OK

Total Revenue
$55,835
Total Expenses
$5,166
Total Assets
$815,017
Net Assets
$815,017
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
OK
Principal Officer
EDD GRIGSBY
Phone
9183367717
Tax Period
2024-07-01 to 2025-06-30

BARTLESVILLE SYMPHONY ORCHESTRA FOUNDATION, founded in 2001, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $56K in total revenue in fiscal year 2024. Revenue surged 182% from the prior year, signaling strong growth momentum. The organization ran a surplus of $51K, a strong 91% operating margin.

Mission

PROVIDE ENDOWMENT AND FINANCIAL SUPPORT FOR THE BARTLESVILLE SYMPHONY OCHESTRA, INC.

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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 $13,883
Program Service Revenue $0
Investment Income $41,911
Other Revenue $41
TOTAL REVENUE $55,835

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $5,166
Other Expenses $5,166
TOTAL EXPENSES $5,166

Year-over-Year Comparison

2024 2023 Change
Revenue $55,835 $19,833 +1.8%
Expenses $5,166 $4,543 +0.1%
Net Income $50,669 $15,290 +2.3%
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

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Governance

Voting Members
3
Independent Members
3
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
1
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID SIGMON DIRECTOR N/A
Director
$0 $0 $0
MARK WHITE DIRECTOR N/A
Director
$0 $0 $0
EDD GRIGSBY PRESIDENT N/A
Officer
$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 $55,835 $5,166 $815,017 $50,669
2024 $19,833 $4,543 $784,720 $15,290
2023 $26,254 $5,674 $738,025 $20,580
2022 $39,820 $5,287 $787,058 $34,533
2021 $142,907 $43,448 $1,017,288 $99,459
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