BEMIDJI SYMPHONY ORCHESTRA (EIN 392017074) - 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

Legal Domicile

Principal Officer

RITA ALBRECHT

Phone

2184447914

Tax Period

2023-07-01 to 2024-06-30

BEMIDJI SYMPHONY ORCHESTRA is a small nonprofit in the Arts, Culture & Humanities sector that reported $218K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

SEE SCHEDULE 0

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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 $139,506

Program Service Revenue $78,045

Investment Income $893

Other Revenue $0

TOTAL REVENUE $218,444

Expense Breakdown

Grants Paid $0

Salaries & Benefits $90,730

Fundraising Expenses $0

Program Expenses $236,206

Other Expenses $145,476

TOTAL EXPENSES $236,206

Year-over-Year Comparison

	2023	2022	Change
Revenue	$218,444	$199,873	+0.1%
Expenses	$236,206	$215,288	+0.1%
Net Income	$-17,762	$-15,415	+0.2%

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

N/A

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

$41,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAGGIE MCCALIP	TREASURER	N/A	Officer	$0	$0	$0
RITA ALBRECHT	CO-CHAIR	N/A	Officer	$0	$0	$0
LOUISE JACKSON	BOARD MEMBER	N/A	Officer	$0	$0	$0
STU ROSSELET	PAST CHAIR	N/A	Officer	$0	$0	$0
MARTIN GRAEFE	CO CHAIR	N/A	Officer	$0	$0	$0
TIM LUTZ	BOARD MEMBER	N/A	Officer	$0	$0	$0
REBECCA SWANSON	BOARD MEMBER	N/A	Officer	$0	$0	$0
KATEY LUTZ	EXECUTIVE DI	40.00	Officer	$41,400	$0	$41,400
SUSAN ROSSELET	SECRETARY	N/A	Officer	$0	$0	$0
EVE SUMSKY	MUSIC COMMIT	N/A	Officer	$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	$218,444	$236,206	$135,196	$-17,762

BEMIDJI SYMPHONY ORCHESTRA