ROCHESTER SYMPHONY ORCHESTRA & CHORALE

EIN: 411764434 501(c)(3) Arts, Culture & Humanities

ROCHESTER, MN

Total Revenue
$357,365
Total Expenses
$475,879
Total Assets
$310,458
Net Assets
$287,259
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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
1995
Legal Domicile
MN
Principal Officer
AMY LINDSTROM
Phone
5072868742
Tax Period
2022-07-01 to 2023-06-30

ROCHESTER SYMPHONY ORCHESTRA & CHORALE, founded in 1995, is a small nonprofit in the Arts, Culture & Humanities sector that reported $357K in total revenue in fiscal year 2022. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $476K exceeded revenue, resulting in a 33% operating deficit.

Mission

WE BRING GREAT MUSIC TO LIFE.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $237,863
Program Service Revenue $117,734
Investment Income $1,263
Other Revenue $505
TOTAL REVENUE $357,365

Expense Breakdown

Grants Paid $49,342
Salaries & Benefits $149,827
Fundraising Expenses $30,143
Program Expenses $361,374
Other Expenses $276,710
TOTAL EXPENSES $475,879

Year-over-Year Comparison

2022 2021 Change
Revenue $357,365 $640,366 -0.4%
Expenses $475,879 $411,480 +0.2%
Net Income $-118,514 $228,886 -1.5%
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

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Governance

Voting Members
12
Independent Members
12
Employees
7
Volunteers
150

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
7
$85,000
Total Directors
11
$60,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AMY LINDSTROM PRESIDENT & CEO (TERM BEGA 40.00
Officer Director
$60,000 $0 $60,000
ANDREW GOOD ARTISITIC PRODUCTION 1.00
Officer Director
$0 $0 $0
BRAD KREHBIEL VICE CHAIR 1.00
Officer Director
$0 $0 $0
JAY BECK FORMER CHAIR 1.00
Officer Director
$0 $0 $0
JODI MELIUS BOARD MEMBER 1.00
Director
$0 $0 $0
JOSEPH MISH BOARD MEMBER/ORCHESTER REP 1.00
Director
$0 $0 $0
MARK NEVILLE BOARD MEMBER 1.00
Director
$0 $0 $0
MARY BETH SANCOMB-MORAN SECRETARY 1.00
Officer Director
$0 $0 $0
MATT ROISUM TREASURER 1.00
Officer Director
$0 $0 $0
RAFAEL JIMENEZ BOARD MEMBER 1.00
Director
$0 $0 $0
SARAH SCHAEFER MEIER BOARD MEMBER/CHORALE REPRE 1.00
Director
$0 $0 $0
JERE LANTZ PRESIDENT/CEO & ARTISTIC D 40.00
Officer
$25,000 $0 $25,000
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 $357,365 $475,879 $310,458 $-118,514
2022 $640,366 $411,480 $425,812 $228,886
2021 $360,475 $229,711 $199,446 $130,764
2020 $482,301 $433,712 $101,223 $48,589
2019 $428,231 $481,063 $69,010 $-52,832
2018 $590,924 $518,164 $106,088 $72,760
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