Southwest Symphony Orchestra (EIN 366149245) - 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

1967

Legal Domicile

Principal Officer

Rosanne C Arnold

Phone

7088020686

Tax Period

2024-06-01 to 2025-05-31

Southwest Symphony Orchestra, founded in 1967, is a small nonprofit in the Arts, Culture & Humanities sector that reported $128K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year.

Mission

To present classical music concerts in the SW Chicago metro area by an orchestra consisting of volunteer and paid musicians from Chicago area

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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 $58,843

Program Service Revenue $62,407

Investment Income $1,011

Other Revenue $5,508

TOTAL REVENUE $127,769

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,329

Fundraising Expenses $3,214

Program Expenses $117,909

Other Expenses $112,139

TOTAL EXPENSES $124,468

Year-over-Year Comparison

	2024	2023	Change
Revenue	$127,769	$143,186	-0.1%
Expenses	$124,468	$141,454	-0.1%
Net Income	$3,301	$1,732	+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

N/A

Volunteers

115

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

$8,639

Total Directors

$12,329

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID CRANE	Former Director	16.00		$17,515	$0	$17,515
SHARI EBERT	Secretary and Director	14.00	Officer Director	$6,819	$0	$6,819
MARK LINDEBLAD	Director	4.00	Director	$2,025	$0	$2,025
TOM W HALLETT	Treasurer and Director	13.00	Officer Director	$1,820	$0	$1,820
TOM HAWLEY	Director	3.00	Director	$1,665	$0	$1,665
ROSANNE C ARNOLD	President and Director	0.00	Officer Director	$0	$0	$0
JAMES BRETT	Corresponding Secretar	1.00	Officer Director	$0	$0	$0
JORGE ALVAREZ	Director	0.25	Director	$0	$0	$0
CAROL BRONKHORST	Director	4.00	Director	$0	$0	$0
JOAN RADTKE	Director	6.00	Director	$0	$0	$0
RODNEY HOLMES	Vice President Dir	5.00	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
2025	$127,769	$124,468	$96,786	$3,301
2024	$143,186	$141,454	$94,682	$1,732
2023	$115,469	$123,176	$93,371	$-7,707
2022	$114,497	$113,506	$103,023	$991

Southwest Symphony Orchestra