Hamilton Symphony Orchestra Assoc (EIN 316053052) - 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

1955

Legal Domicile

Phone

5138631717

Tax Period

2024-07-01 to 2025-06-30

Hamilton Symphony Orchestra Assoc, founded in 1955, is a small nonprofit that reported $309K in total revenue in fiscal year 2024.

Mission

The mission is to bring live, high quality, symphonic music to an underserved population, and to act as a facilitor of educational engagement in the region. engagementIn the facilitor role, the BPO encourages youth participation in music and the arts throughscholarships, the great Miami Youth Symphony and other youth activities and programming

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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 $265,757

Program Service Revenue $43,465

Investment Income $0

Other Revenue $0

TOTAL REVENUE $309,222

Expense Breakdown

Grants Paid $0

Salaries & Benefits $220,915

Fundraising Expenses $1,100

Program Expenses $245,844

Other Expenses $80,359

TOTAL EXPENSES $301,274

Year-over-Year Comparison

	2024	2023	Change
Revenue	$309,222	$294,606	+0.0%
Expenses	$301,274	$241,342	+0.2%
Net Income	$7,948	$53,264	-0.9%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Teresa Bayer-IItzsch	Secretary/Incoimg Board Chair	1.00	Officer	$0	$0	$0
Steve Grant	New Development Director	6.70	Officer	$0	$0	$0
Chris Bernosky	Board Chair	4.30	Officer	$0	$0	$0
Leanna Mullins	Vice Chair	2.30	Officer	$0	$0	$0
Lori Bridges	Interim Treasurer	5.00	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	$309,222	$301,274	$41,553	$7,948
2024	$294,606	$241,342	$86,222	$53,264
2023	$206,917	$258,158	$29,559	$-51,241
2022	$244,816	$250,350	$52,535	$-5,534
2021	$83,134	$89,935	$49,682	$-6,801
2020	$116,366	$153,688	$56,034	$-37,322
2019	$170,649	$188,356	$85,443	$-17,707
2018	$217,466	$199,712	$111,558	$17,754

Hamilton Symphony Orchestra Assoc