CLEVELAND POPS ORCHESTRA (EIN 341769835) - 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

1994

Legal Domicile

Principal Officer

JAMES M STONE

Phone

2167657677

Tax Period

2024-09-01 to 2025-08-31

CLEVELAND POPS ORCHESTRA, founded in 1994, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum.

Mission

THE CLEVELAND POPS ORCHESTRA, LED BY CONDUCTOR CARL TOPILOW, PERFORMS THE HIGHEST QUALITY SYMPHONIC POPS MUSIC TO ENTERTAIN AND ENRICH A WIDE AND DIVERSE AUDIENCE AND PROVIDES EDUCATIONAL PROGRAMS TO DEVELOP AN ENDURING APPRECIATION OF MUSIC, BOTH ENHANCING THE RICHNESS AND VIBRANCY OF NORTHEAST OHIO LIVING.

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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 $371,662

Program Service Revenue $1,084,024

Investment Income $0

Other Revenue $5,368

TOTAL REVENUE $1,461,054

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $231,200

Fundraising Expenses $20,650

Program Expenses $1,390,391

Other Expenses $1,352,326

TOTAL EXPENSES $1,585,526

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,461,054	$1,164,725	+0.3%
Expenses	$1,585,526	$1,324,738	+0.2%
Net Income	$-124,472	$-160,013	-0.2%

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

$91,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHIRLEY MORGENSTERN	PRESIDENT &	40.00	Officer	$91,800	$0	$91,800
JAMES M STONE	CHAIR	5.00	Officer Director	$0	$0	$0
ANN MARIE HAWKINS	VICE CHAIR	5.00	Officer Director	$0	$0	$0
RUSSELL H GRINDON	TREASURER	5.00	Officer Director	$0	$0	$0
ADRIENNE STEMEN	SECRETARY	5.00	Officer Director	$0	$0	$0
DONALD MESSINGER	IMMEDIATE PA	1.00	Director	$0	$0	$0
SANDRA M BOYD	DIRECTOR	1.00	Director	$0	$0	$0
ROSIE BURKE	DIRECTOR	1.00	Director	$0	$0	$0
AUSTIN G CARR	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD H GABELMAN	DIRECTOR	1.00	Director	$0	$0	$0
TRICIA GARDNER	DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR GEVRY	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD H LUECKE	DIRECTOR	1.00	Director	$0	$0	$0
RYAN T MARRIE	VICE CHAIR	5.00	Officer Director	$0	$0	$0
SALLY MESSINGER	DIRECTOR	1.00	Director	$0	$0	$0
LISA H MICHEL	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN R MISTOVICH	DIRECTOR	1.00	Director	$0	$0	$0
LYDIA PARKER	DIRECTOR	1.00	Director	$0	$0	$0
LAWRENCE OSHER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SCHNEIDLER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL A SHEMO	DIRECTOR	1.00	Director	$0	$0	$0
RANDALL L SOLOMON	DIRECTOR	1.00	Director	$0	$0	$0
DEANA STEIN	DIRECTOR	1.00	Director	$0	$0	$0
SALVATORE J TOTINO	DIRECTOR	1.00	Director	$0	$0	$0
KEITH WARNER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT B WELTMAN	DIRECTOR	1.00	Director	$0	$0	$0
EVELYN WRIGHT	DIRECTOR	1.00	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	$1,461,054	$1,585,526	$616,974	$-124,472
2024	$1,164,725	$1,324,738	$653,823	$-160,013
2023	$1,096,959	$1,413,025	$504,291	$-316,066
2022	$1,301,957	$1,085,378	$688,573	$216,579
2021	$559,742	$443,262	$788,447	$116,480
2020	$843,041	$865,007	$375,833	$-21,966
2019	$1,029,056	$1,069,654	$630,101	$-40,598
2018	$1,066,232	$1,057,433	$549,080	$8,799

CLEVELAND POPS ORCHESTRA