FREDERICKSBURG SYMPHONY ORCHESTRA (EIN 372006304) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2021

Principal Officer

AUDRA BIELKE

Tax Period

2022-07-01 to 2023-06-30

FREDERICKSBURG SYMPHONY ORCHESTRA, founded in 2021, is a small nonprofit in the Arts, Culture & Humanities sector that reported $232K in total revenue in fiscal year 2021. Expenses of $222K left a modest 4% surplus.

Mission

BELIEVING THAT MUSIC HAS THE POWER TO INSPIRE, THE FREDERICKSBURG SYMPHONY WILL FULFILL THIS MISSION BY ENRICHING THE COMMUNITY WITH LIVE MUSIC. THE SYMPHONY BRINGS PERFORMANCES, EDUCATIONAL PROGRAMS, AND COMMUNITY ENGAGEMENT INITIATIVES FOR AUDIENCES TO EXPERIENCE MUSIC IN A WAY THAT IS RELEVANT AND MEANINGFUL TO THEIR OWN LIVES. THROUGH MUSIC, THE FREDERICKSBURG SYMPHONY ASPIRES TO CREATE SHARED EXPERIENCES AND CONNECTIONS THAT IMPROVE THE QUALITY OF LIFE IN FREDERICKSBURG AND THROUGHOUT THE REGION.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $203,026

Program Service Revenue $147,022

Investment Income $1,678

Other Revenue $0

TOTAL REVENUE $351,726

Expense Breakdown

Grants Paid $0

Salaries & Benefits $41,984

Fundraising Expenses $0

Program Expenses $267,446

Other Expenses $276,087

TOTAL EXPENSES $318,071

Year-over-Year Comparison

	2022	2021	Change
Revenue	$351,726	$231,515	+0.5%
Expenses	$318,071	$222,126	+0.4%
Net Income	$33,655	$9,389	+2.6%

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

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

$25,666

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR ROSEMARY BARRA	PRESIDENT	1.00	Officer Director	$0	$0	$0
THOMAS SMELTER	VICE-PRESIDE	1.00	Officer Director	$0	$0	$0
ROBERT BILLINGSLEY	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
WILLIAM BOLDON	DIRECTOR	1.00	Director	$0	$0	$0
RON BRANSCOME	DIRECTOR	1.00	Director	$0	$0	$0
DR JOHN COKER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MCKEOWN	DIRECTOR	1.00	Director	$0	$0	$0
DR CHRISTOPHER NEWMAN	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD OWEN	DIRECTOR	1.00	Director	$0	$0	$0
DR MARCI CATLETT	DIRECTOR	1.00	Director	$0	$0	$0
JUDGE CHARLES SHARP	DIRECTOR	1.00	Director	$0	$0	$0
AUDRA BIELKE	EXECUTIVE DI	20.00	Officer	$25,666	$0	$25,666

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	No data	No data	No data	No data
2023	$351,726	$318,071	$44,479	$33,655
2022	$231,515	$222,126	$18,705	$9,389

FREDERICKSBURG SYMPHONY ORCHESTRA