CEDAR RAPIDS SYMPHONY ORCHESTRA FOUNDATION INC (EIN 421335662) - 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

1989

Legal Domicile

Principal Officer

ERIC MARSHALL

Phone

3193668206

Tax Period

2024-07-01 to 2025-06-30

CEDAR RAPIDS SYMPHONY ORCHESTRA FOUNDATION INC, founded in 1989, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $20K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $410K exceeded revenue, resulting in a 1901% operating deficit.

Mission

TO SUPPORT, ENHANCE AND EXPAND THE OPERATIONS, PROGRAMS AND SERVICES OF ORCHESTRA IOWA, INC.

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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 $20,500

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $20,500

Expense Breakdown

Grants Paid $410,144

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $410,144

Other Expenses $0

TOTAL EXPENSES $410,144

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,500	$18,000	+0.1%
Expenses	$410,144	$193,868	+1.1%
Net Income	$-389,644	$-175,868	+1.2%

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

Employees

N/A

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

$199,137

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MINETTE RICHARD	PRESIDENT	1.00	Officer Director	$0	$0	$0
MILLS RACHEL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SMITHSON LELAND	SECRETARY	1.00	Officer Director	$0	$0	$0
BICKEL JOHN	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES TIM	DIRECTOR	1.00	Director	$0	$0	$0
HANICK PAT	DIRECTOR	1.00	Director	$0	$0	$0
HILLS CAROL	DIRECTOR	1.00	Director	$0	$0	$0
KAZIMOUR KORY	DIRECTOR	1.00	Director	$0	$0	$0
RHATIGAN LISA	DIRECTOR	1.00	Director	$0	$0	$0
KNAPP BARBARA	DIRECTOR	1.00	Director	$0	$0	$0
REDMOND DENNY	DIRECTOR	1.00	Director	$0	$0	$0
FINCH JOYCE	DIRECTOR	1.00	Director	$0	$0	$0
SMITH JOHN	DIRECTOR	1.00	Director	$0	$0	$0
STICKLEY JAMES	DIRECTOR	1.00	Director	$0	$0	$0
WEST STEVE	DIRECTOR	1.00	Director	$0	$0	$0
SAUTER SARA	DIRECTOR	1.00	Director	$0	$0	$0
WILCOX KYLE	DIRECTOR	1.00	Director	$0	$0	$0
MARSHALL ERIC	CEO	1.00	Officer	$0	$5,000	$77,500
HANKEWICH TIM	MUSIC DIRECTOR	1.00	Officer	$0	$0	$121,637

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	$20,500	$410,144	$3,338,614	$-389,644
2024	$18,000	$193,868	$2,560,944	$-175,868
2023	$23,029	$161,268	$2,416,711	$-138,239
2022	$607,242	$88,987	$2,526,122	$518,255
2021	$47,598	$100,974	$2,104,836	$-53,376
2020	$57,954	$27,289	$1,764,957	$30,665
2019	$62,862	$28,812	$1,997,012	$34,050

CEDAR RAPIDS SYMPHONY ORCHESTRA FOUNDATION INC