QUINCY SYMPHONY ORCHESTRA (EIN 370859239) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1947

Legal Domicile

Principal Officer

JANE POLETT

Phone

2172222856

Tax Period

2023-07-01 to 2024-06-30

QUINCY SYMPHONY ORCHESTRA, founded in 1947, is a small nonprofit that reported $392K in total revenue in fiscal year 2023. Expenses of $375K left a modest 4% surplus.

Mission

TO BRING FINE SYMPHONIC AND CHORAL MUSIC TO THE QUINCY AREA, TO PROVIDE ENSEMBLES FOR LOCAL MUSICIANS TO PERFORM, AND TO OFFER PROGRAMS THAT ENCOURAGE YOUNG MUSICIANS' INTEREST AND SKILLS IN SUCH MUSIC.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $220,470

Program Service Revenue $108,405

Investment Income $53,118

Other Revenue $10,491

TOTAL REVENUE $392,484

Expense Breakdown

Grants Paid $21,133

Salaries & Benefits $192,969

Fundraising Expenses $1,385

Program Expenses $309,207

Other Expenses $161,260

TOTAL EXPENSES $375,362

Year-over-Year Comparison

	2023	2022	Change
Revenue	$392,484	$391,724	+0.0%
Expenses	$375,362	$343,015	+0.1%
Net Income	$17,122	$48,709	-0.6%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

160

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

$74,849

Total Directors

$665

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE POLETT	EXECUTIVE DI	40.00	Officer	$74,849	$0	$74,849
DORIS SANDERS	DIRECTOR	1.00	Director	$665	$0	$665
KENT ADAMS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BASINGER	DIRECTOR	1.00	Director	$0	$0	$0
JOANNA BROCK	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE ERWIN	DIRECTOR	1.00	Director	$0	$0	$0
CARLOS FERNANDEZ	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK GERVELER	DIRECTOR	1.00	Director	$0	$0	$0
BOB JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT KOELLIKER	DIRECTOR	1.00	Director	$0	$0	$0
LOREE KORB	PRESIDENT	2.00	Officer Director	$0	$0	$0
LOIS KRUSE	SECRETARY	2.00	Officer Director	$0	$0	$0
MELANIE LECHTENBERG	DIRECTOR	1.00	Director	$0	$0	$0
MAURINE MAGLIOCCO	DIRECTOR	1.00	Director	$0	$0	$0
MIKE MCCABE	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MOORE	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL PREDMORE	DIRECTOR	1.00	Director	$0	$0	$0
RYAN STUCKMAN	TREASURER	2.00	Officer Director	$0	$0	$0
JEFF TERRY	DIRECTOR	1.00	Director	$0	$0	$0
SHARON TWEEDELL	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
BYRON WEBB	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	No data	No data	No data	No data
2024	$392,484	$375,362	$587,115	$17,122
2024	$392,484	$375,362	$587,115	$17,122
2023	$391,724	$343,015	$496,326	$48,709
2022	$369,643	$338,353	$429,715	$31,290
2021	$290,341	$253,098	$434,935	$37,243
2020	$343,954	$265,596	$377,744	$78,358
2019	$313,369	$290,573	$273,458	$22,796
2018	$298,710	$284,388	$248,641	$14,322

QUINCY SYMPHONY ORCHESTRA