Florida West Coast Symphony Inc Endowment Trust (EIN 326004523) - 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

2000

Legal Domicile

Phone

9419534252

Tax Period

2024-08-01 to 2025-07-31

Florida West Coast Symphony Inc Endowment Trust, founded in 2000, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.4M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $483K, a strong 21% operating margin.

Mission

To have, to hold and to manage an endowment fund for the benefit of the Florida West Coast Symphony, Inc. d/b/a Sarasota Orchestra, a 501(c)(3) organization.

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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 $969,189

Program Service Revenue $0

Investment Income $1,381,352

Other Revenue $0

TOTAL REVENUE $2,350,541

Expense Breakdown

Grants Paid $1,758,698

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,758,698

Other Expenses $108,652

TOTAL EXPENSES $1,867,350

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,350,541	$2,572,237	-0.1%
Expenses	$1,867,350	$1,721,138	+0.1%
Net Income	$483,191	$851,099	-0.4%

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

Independent Members

Employees

N/A

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

$346,057

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rose-Anne Frano	Chair	2.0	Officer Director	$0	$0	$0
Jack Buhsmer	Director	2.0	Director	$0	$0	$0
Lois Stulberg	Director	2.0	Director	$0	$0	$0
Peter Kretzmer	Director	2.0	Director	$0	$0	$0
Skip Sack	Director	2.0	Director	$0	$0	$0
Joseph McKenna	President and CEO - FWCS	2.0	Officer	$0	$64,913	$346,057

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	$2,350,541	$1,867,350	$37,355,631	$483,191
2024	$2,572,237	$1,721,137	$35,266,118	$851,100
2023	$572,931	$1,400,795	$32,488,741	$-827,864
2022	$1,333,679	$1,679,983	$31,410,388	$-346,304
2021	$3,239,707	$1,212,461	$36,403,151	$2,027,246
2020	$453,509	$1,448,939	$27,581,484	$-995,430
2019	$2,434,032	$1,391,649	$27,747,246	$1,042,383

Florida West Coast Symphony Inc Endowment Trust