JACKSONVILLE SYMPHONY SOCIETY (EIN 376138854) - 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

1963

Legal Domicile

Principal Officer

Kimberly Streib

Phone

2173703759

Tax Period

2023-08-01 to 2024-07-31

JACKSONVILLE SYMPHONY SOCIETY, founded in 1963, is a small nonprofit in the Arts, Culture & Humanities sector that reported $264K in total revenue in fiscal year 2023. The organization ran a surplus of $149K, a strong 56% operating margin.

Mission

To provide symphonic and choral music for the cultural enhancement and education of the general public, to provide opportunities for local musicians to improve their skills, and to promote the appreciation of symphonic and choral music.

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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 $252,785

Program Service Revenue $9,529

Investment Income $1,542

Other Revenue $0

TOTAL REVENUE $263,856

Expense Breakdown

Grants Paid $0

Salaries & Benefits $81,298

Fundraising Expenses $1,381

Program Expenses $100,517

Other Expenses $34,007

TOTAL EXPENSES $115,305

Year-over-Year Comparison

	2023	2022	Change
Revenue	$263,856	N/A	N/A
Expenses	$115,305	N/A	N/A
Net Income	$148,551	$0	N/A

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

Total Directors

Key Employees

$21,070

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Garrett Allman	Music Director and Conductor	10	Key Emp	$15,000	$0	$15,000
Daniel Streib	Executive Director	10	Key Emp	$6,070	$0	$6,070
Kimberly Streib	President	0	Officer Director	$0	$0	$0
Fran Ringle	Secretary	0	Officer Director	$0	$0	$0
David Truesdell	Treasurer	0	Officer Director	$0	$0	$0
Craig Findley	Director	0	Director	$0	$0	$0
Neal Hart	Director	0	Director	$0	$0	$0
Dennis Ptak	Director	0	Director	$0	$0	$0
Jim Ringle	Director	0	Director	$0	$0	$0
Sean Rose	Director	0	Director	$0	$0	$0
Robert Seufert	Director	0	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	$263,856	$115,305	$220,167	$148,551

JACKSONVILLE SYMPHONY SOCIETY