LIMA SYMPHONY ORCHESTRA ASSOCIATION (EIN 344465022) - 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

1957

Legal Domicile

Principal Officer

ELIZABETH BROWN ELLIS

Phone

4192225701

Tax Period

2024-07-01 to 2025-06-30

LIMA SYMPHONY ORCHESTRA ASSOCIATION, founded in 1957, is a small nonprofit that reported $899K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $1.2M exceeded revenue, resulting in a 38% operating deficit.

Mission

PERFORMANCE OF MUSIC RELATED PROGRAMS FOR THE PUBLIC.

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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 $401,756

Program Service Revenue $493,138

Investment Income $19,062

Other Revenue $-15,227

TOTAL REVENUE $898,729

Expense Breakdown

Grants Paid $0

Salaries & Benefits $392,538

Fundraising Expenses $44,560

Program Expenses $514,886

Other Expenses $847,459

TOTAL EXPENSES $1,239,997

Year-over-Year Comparison

	2024	2023	Change
Revenue	$898,729	$824,554	+0.1%
Expenses	$1,239,997	$824,197	+0.5%
Net Income	$-341,268	$357	-956.9%

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

$84,370

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH BROWN ELLIS	EXECUTIVE DI	40.00	Officer	$84,370	$0	$84,370
RICHARD BALES	VICE-PRESIDE	1.00	Officer Director	$0	$0	$0
JOHN FICORILLI	DIRECTOR	1.00	Director	$0	$0	$0
JIM GIDEON	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS HENDERSON	DIRECTOR	1.00	Director	$0	$0	$0
CHAD HUGHES	DIRECTOR	1.00	Director	$0	$0	$0
KARI KUHN	PRESIDENT	1.00	Officer Director	$0	$0	$0
TY LOTZ	DIRECTOR	1.00	Director	$0	$0	$0
KEN MALCOLM	TREASURER	1.00	Officer Director	$0	$0	$0
MARTHA MANCHESTER	DIRECTOR	1.00	Director	$0	$0	$0
JACKIE MARTELL	DIRECTOR	1.00	Director	$0	$0	$0
CHANDRA NEEPER	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE O'NEILL	DIRECTOR	1.00	Director	$0	$0	$0
KRISTEN OSBUN-MANLEY	DIRECTOR	1.00	Director	$0	$0	$0
AMY PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
EVANS PSEEKOS	DIRECTOR	1.00	Director	$0	$0	$0
STACEY REINEKE	DIRECTOR	1.00	Director	$0	$0	$0
FATHER DAVID ROSS	DIRECTOR	1.00	Director	$0	$0	$0
JIM SMELTZLY	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA SPONSELLER	SECRETARY	1.00	Officer Director	$0	$0	$0
CHAD STEARNS	DIRECTOR	1.00	Director	$0	$0	$0
NANCY STROH	DIRECTOR	1.00	Director	$0	$0	$0
BRANDI TRUEBLOOD	DIRECTOR	1.00	Director	$0	$0	$0
ANITA UETRECHT	DIRECTOR	1.00	Director	$0	$0	$0
JEFF UNTERBRINK	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA YOUNG	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	$898,729	$1,239,997	$454,796	$-341,268
2024	$824,554	$824,197	$768,060	$357
2023	$964,250	$803,775	$701,452	$160,475
2022	$891,749	$795,866	$574,745	$95,883
2021	$696,065	$677,955	$509,602	$18,110
2020	$753,155	$696,807	$374,372	$56,348
2019	$742,660	$741,321	$225,371	$1,339

LIMA SYMPHONY ORCHESTRA ASSOCIATION