Lincoln Symphony Orchestra Foundation (EIN 363756920) - 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

1995

Legal Domicile

Principal Officer

Janet M Labenz Bookkeeper

Phone

4024378383

Tax Period

2023-01-01 to 2023-12-31

Lincoln Symphony Orchestra Foundation, founded in 1995, is a small nonprofit in the Arts, Culture & Humanities sector that reported $562K in total revenue in fiscal year 2023. Revenue surged 161% from the prior year, signaling strong growth momentum. The organization ran a surplus of $388K, a strong 69% operating margin.

Mission

Orchestra Association through the investment of endowment funds and the transfer of approved amounts to the Association.

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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 (2023)

Revenue Breakdown

Contributions & Grants $20,000

Program Service Revenue $0

Investment Income $542,332

Other Revenue $0

TOTAL REVENUE $562,332

Expense Breakdown

Grants Paid $153,688

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $153,688

Other Expenses $20,209

TOTAL EXPENSES $173,897

Year-over-Year Comparison

	2023	2022	Change
Revenue	$562,332	$215,353	+1.6%
Expenses	$173,897	$168,807	+0.0%
Net Income	$388,435	$46,546	+7.3%

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

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Harry Seward III	Secretary-Treasurer	Officer Director	$0	$0	$0
Margaret Kontras Sutton	Board Member	Director	$0	$0	$0
Reginald Kuhn	President	Officer 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
2024	No data	No data	No data	No data
2023	$562,332	$173,897	$3,325,948	$388,435
2022	$215,353	$168,807	$2,937,513	$46,546
2021	$365,920	$156,942	$2,890,967	$208,978
2020	$203,372	$151,460	$2,681,989	$51,912
2019	$109,196	$146,699	$2,630,077	$-37,503
2018	$166,174	$144,274	$2,667,580	$21,900

Lincoln Symphony Orchestra Foundation