SIOUX CITY SYMPHONY ORCHESTRA

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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

1947

Legal Domicile

Principal Officer

DAVID GROSS

Phone

7122772111

Tax Period

2024-07-01 to 2025-06-30

SIOUX CITY SYMPHONY ORCHESTRA, founded in 1947, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.2M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $2.1M left a modest 8% surplus.

Mission

THE SIOUX CITY SYMPHONY ORCHESTRA IS COMMITTED TO CHANGING LIVES THROUGH MUSICAL EXCELLENCE FOR THE DIVERSE COMMUNITIES WE SERVE AND BEYOND THROUGH INNOVATIVE PERFORMANCES, EDUCATIONAL PROGRAMS, AND CULTURALLY INCLUSIVE OUTREACH.

Program Service Accomplishments

Program 1

Expenses: $1,359,697 Revenue: $773,277

TO PROMOTE MUSICAL ORGANIZATIONS, MUSICAL PERFORMANCE & MAINTAIN AN ORCHESTRA AND OTHER MUSICAL ORGANIZATIONS FOR THE LITERARY, CULTURAL & EDUCATIONAL ADVANCEMENT OF THE COMMUNITY.

Program 2

Expenses: $293,478 Revenue: $31,250

TO PROVIDE AN OPPORTUNITY FOR YOUNG PERSONS TO DEVELOP THEIR MUSICAL TALENT AND TO STIMULATE INTEREST IN AND APPRECIATION OF SYMPHONIC MUSIC. THIS INCLUDES PERFORMANCES FOR STUDENTS PROVIDED AT NO...

TO PROVIDE AN OPPORTUNITY FOR YOUNG PERSONS TO DEVELOP THEIR MUSICAL TALENT AND TO STIMULATE INTEREST IN AND APPRECIATION OF SYMPHONIC MUSIC. THIS INCLUDES PERFORMANCES FOR STUDENTS PROVIDED AT NO COST TO THE SCHOOLS OR STUDENTS. IN ADDITION, THE SYMPHONY PROVIDES ENSEMBLE PERFORMANCES IN ALL AREA ELEMENTARY SCHOOLS.

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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 $1,197,391

Program Service Revenue $803,404

Investment Income $282,957

Other Revenue $-42,390

TOTAL REVENUE $2,241,362

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,020,736

Fundraising Expenses $69,170

Program Expenses $1,653,175

Other Expenses $1,044,928

TOTAL EXPENSES $2,065,664

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,241,362	$2,059,073	+0.1%
Expenses	$2,065,664	$2,003,010	+0.0%
Net Income	$175,698	$56,063	+2.1%

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

175

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

$144,438

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIET EVERIST	PRESIDENT	4.00	Officer Director	$0	$0	$0
ANNE KELLOGG	BOARD MEMBER	0.50	Director	$0	$0	$0
GABRIELLA GALINSKY	TREASURER	0.50	Officer Director	$0	$0	$0
STEVE KOHL	SECRETARY	1.00	Officer Director	$0	$0	$0
JOSEPH TWIDWELL	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
BREANNE DEMERS	BOARD MEMBER	0.50	Director	$0	$0	$0
DAVID BROWN	BOARD MEMBER	0.50	Director	$0	$0	$0
LILLYAN RODRIGUEZ	BOARD MEMBER	0.50	Director	$0	$0	$0
GENEVIEVE NELSON	BOARD MEMBER	0.50	Director	$0	$0	$0
BRAD SMITH	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
RON YOCKEY	BOARD MEMBER	0.50	Director	$0	$0	$0
RICHARD KUNZ	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
DAVE ROSE	BOARD MEMBER	0.50	Director	$0	$0	$0
KRISTIN ORTMANN	BOARD MEMBER	0.50	Director	$0	$0	$0
DR REASON FORD	BOARD MEMBER	0.50	Director	$0	$0	$0
DR FOTENE KARANTINOS	BOARD MEMBER	0.50	Director	$0	$0	$0
DR AMY CALLAGHAN	BOARD MEMBER	0.50	Director	$0	$0	$0
NICK HEGARTY	BOARD MEMBER	0.50	Director	$0	$0	$0
RYAN CALLAGHAN	BOARD MEMBER	0.50	Director	$0	$0	$0
PHYLLIS CONNER	BOARD MEMBER	0.50	Director	$0	$0	$0
AJ DELFS	BOARD MEMBER	0.50	Director	$0	$0	$0
CHRIS DELFS	BOARD MEMBER	0.50	Director	$0	$0	$0
JAMELEY LEVICH	BOARD MEMBER	0.50	Director	$0	$0	$0
JAMES LEVICH	BOARD MEMBER	0.50	Director	$0	$0	$0
JOHN PECAUT	BOARD MEMBER	0.50	Director	$0	$0	$0
DAVID GROSS	EXECUTIVE DIRECTOR	40.00	Officer	$144,438	$0	$144,438

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	$2,241,362	$2,065,664	$5,435,291	$175,698
2024	No data	No data	No data	No data
2023	$1,494,726	$1,610,979	$4,642,984	$-116,253
2022	$2,019,352	$1,474,858	$4,482,112	$544,494
2021	$1,267,585	$809,990	$4,671,990	$457,595
2020	$1,176,516	$1,083,447	$3,436,996	$93,069
2019	$1,351,846	$1,294,119	$3,504,376	$57,727
2018	$1,572,616	$1,192,443	$3,667,327	$380,173