JACKSON SYMPHONY ORCHESTRA ASSOCIATION INC (EIN 382146747) - 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

1977

Legal Domicile

Principal Officer

MATTHEW AUBIN

Phone

5177823221

Tax Period

2024-07-01 to 2025-06-30

JACKSON SYMPHONY ORCHESTRA ASSOCIATION INC, founded in 1977, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.0M in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $322K, a strong 16% operating margin.

Mission

BE ONE OF THE MOST INNOVATIVE, INSPIRING, AND SUCCESSFUL MUSIC ARTS ORGANIZATIONS IN MICHIGAN.

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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 $1,426,562

Program Service Revenue $514,258

Investment Income $23,286

Other Revenue $53,693

TOTAL REVENUE $2,017,799

Expense Breakdown

Grants Paid $34,858

Salaries & Benefits $537,953

Fundraising Expenses $72,016

Program Expenses $1,194,325

Other Expenses $1,123,198

TOTAL EXPENSES $1,696,009

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,017,799	$1,432,241	+0.4%
Expenses	$1,696,009	$1,676,341	+0.0%
Net Income	$321,790	$-244,100	-2.3%

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

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

$197,359

Total Directors

$7,754

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEN BUTTERFIELD	DIRECTOR	0.50	Director	$0	$0	$0
MELISSA CALLISON	DIRECTOR	0.50	Director	$0	$0	$0
DAN CASILLO	DIRECTOR	0.50	Director	$0	$0	$0
GAELLE CASSIN-ROSS	DIRECTOR	0.50	Director	$0	$0	$0
RUSSELL DESY	DIRECTOR	0.50	Director	$0	$0	$0
SHELBY FOSTER	DIRECTOR	0.50	Director	$0	$0	$0
JI HYUN KIM	DIRECTOR	0.50	Director	$1,525	$0	$1,525
STEPHANIE KRISTOVIC	DIRECTOR	0.50	Director	$0	$0	$0
JON LAKE	DIRECTOR	0.50	Director	$0	$0	$0
JACKIE LIVESAY	DIRECTOR	0.50	Director	$0	$0	$0
ANGELA MACHNIK	DIRECTOR	0.50	Director	$0	$0	$0
DANIELLE MACKEY	DIRECTOR	0.50	Director	$0	$0	$0
JAMES PARK	DIRECTOR	0.50	Director	$1,890	$0	$1,890
ANTONIO PARKER	DIRECTOR	0.50	Director	$0	$0	$0
CHERYL RAGLAND	DIRECTOR	0.50	Director	$0	$0	$0
ANNIE STEWARD	DIRECTOR	0.50	Director	$0	$0	$0
LAURA TROMBLEY	DIRECTOR	0.50	Director	$0	$0	$0
JESSICA WEBB	DIRECTOR	0.50	Director	$0	$0	$0
LAURIE CUNNINGHAM	TREASURER	1.00	Officer Director	$0	$0	$0
SHAUN HUANG	SECRETARY	1.00	Officer Director	$4,339	$0	$4,339
GREG RUPPRECHT	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
SHAWN CHRISTIE	CHAIR	1.00	Officer Director	$0	$0	$0
DOUG WILCOXSON	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
MATTHEW AUBIN	EXECUTIVE DIRECTOR	40.00	Officer	$102,062	$7,911	$109,973
STEVEN TROSIN	EXECUTIVE DIRECTOR (ENDED 9/24)	40.00	Officer	$77,769	$5,278	$83,047

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	$2,017,799	$1,696,009	$1,791,192	$321,790
2024	No data	No data	No data	No data
2023	$1,463,404	$1,613,229	$1,623,739	$-149,825
2022	$3,507,465	$1,255,283	$8,312,691	$2,252,182
2021	$956,669	$738,957	$7,253,295	$217,712
2020	$1,298,341	$1,106,947	$5,979,762	$191,394
2019	$1,659,712	$1,065,861	$5,667,928	$593,851

JACKSON SYMPHONY ORCHESTRA ASSOCIATION INC