RACINE SYMPHONY ORCHESTRA ASSOCIATION INC (EIN 396076878) - 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

1938

Legal Domicile

Phone

2626369285

Tax Period

2024-06-01 to 2025-05-31

RACINE SYMPHONY ORCHESTRA ASSOCIATION INC, founded in 1938, is a small nonprofit that reported $294K in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE A VARIETY OF CONCERTS AND PERFORMANCES, PROGRAMMING, EDUCATIONAL OUTREACH AND MUSICAL EDUCATION.

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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 $179,252

Program Service Revenue $75,323

Investment Income $22,954

Other Revenue $16,871

TOTAL REVENUE $294,400

Expense Breakdown

Grants Paid $0

Salaries & Benefits $206,222

Fundraising Expenses $0

Program Expenses $157,233

Other Expenses $88,317

TOTAL EXPENSES $294,539

Year-over-Year Comparison

	2024	2023	Change
Revenue	$294,400	$425,192	-0.3%
Expenses	$294,539	$396,910	-0.3%
Net Income	$-139	$28,282	-1.0%

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

100

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

$21,127

Total Directors

$39,745

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER KESZLER	MANAGING DIRECTOR	40.00	Director	$39,745	$0	$39,745
JONATHAN WINKLE	EXECUTIVE DIRECTOR	40.00	Officer	$21,127	$0	$21,127
PETER REYNOLDS	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHELLY WRUCK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TRACY LUTTERMAN	TREASURER	1.00	Officer Director	$0	$0	$0
MARK FELDMANN	SECRETARY	1.00	Officer Director	$0	$0	$0
GREG BARRON	DIRECTOR	1.00	Director	$0	$0	$0
NANCY DEKRAAY	DIRECTOR	1.00	Director	$0	$0	$0
CLAUDETTE KOLOSOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
DARLENE RIVEST	DIRECTOR	1.00	Director	$0	$0	$0
PETER REYNOLDS	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY ROSENBERG	DIRECTOR	1.00	Director	$0	$0	$0
LESLEY WALKER	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	$294,400	$294,539	$267,349	$-139
2024	$425,192	$396,910	$294,790	$28,282
2023	$244,145	$387,928	$236,590	$-143,783
2022	$253,146	$388,305	$318,118	$-135,159
2021	$206,175	$163,417	$469,093	$42,758
2020	$240,733	$229,535	$353,648	$11,198
2019	$232,399	$264,206	$354,450	$-31,807

RACINE SYMPHONY ORCHESTRA ASSOCIATION INC