SOUTHEAST IOWA SYMPHONY ASSOCIATION SOUTHEAST IOWA SYMPHONY ORCHESTRA (EIN 426077749) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1955

Legal Domicile

Phone

3193856352

Tax Period

2023-05-01 to 2024-04-30

SOUTHEAST IOWA SYMPHONY ASSOCIATION SOUTHEAST IOWA SYMPHONY ORCHESTRA, founded in 1955, is a small nonprofit that reported $285K in total revenue in fiscal year 2023. Expenses of $329K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE SOUTHEAST IOWA SYMPHONY ORCHESTRA PROMOTES QUALITY ORCHESTRAL EXPERIENCES FOR OUR REGIONAL COMMUNITY AND MUSICIANS BY PROVIDING LIVE PERFORMANCES, EDUCATIONAL OPPORTUNITIES AND RURAL OUTREACH PROGRAMS FOR ALL AGES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $200,965

Program Service Revenue $41,195

Investment Income $43,229

Other Revenue $0

TOTAL REVENUE $285,389

Expense Breakdown

Grants Paid $0

Salaries & Benefits $114,068

Fundraising Expenses $73,591

Program Expenses $179,503

Other Expenses $214,890

TOTAL EXPENSES $328,958

Year-over-Year Comparison

	2023	2022	Change
Revenue	$285,389	$271,636	+0.1%
Expenses	$328,958	$214,442	+0.5%
Net Income	$-43,569	$57,194	-1.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

Total Directors

$107,486

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY PHILLIPS	EXECUTIVE DIRECTOR	40.00	Director	$50,788	$0	$50,788
ROBERT MCCONNELL	MUSIC DIRECTOR	10.00	Director	$6,741	$0	$6,741
JASON EDWARDS	FUNDRAISING COORDINATOR	40.00	Director	$42,757	$7,200	$49,957
CHRISTINE BERGAN	OTTUM PRESIDENT/BOARD SEC	4.00	Officer	$0	$0	$0
JOHN DODGE	BOARD TREASURER	1.00	Officer	$0	$0	$0
RODNEY BOTTS	BURL. PRESIDENT	1.00	Officer	$0	$0	$0
KEITH SCHULZ	BURL. VICE PRES	1.00	Officer	$0	$0	$0
SYDNEY GERST	BURL. TREASURER	1.00	Officer	$0	$0	$0
MARY BROCKMAN	BURL. SECRETARY	1.00	Officer	$0	$0	$0
MARCIA KENTNER	MP PRESIDENT	1.00	Officer	$0	$0	$0
ED KROPA	MP SECRETARY	1.00	Officer	$0	$0	$0
JUDY CHURCH	OTTUM TREASURER	1.00	Officer	$0	$0	$0
ELIZABETH STOLTZ-PETERS	OTTUM SECRETARY	1.00	Officer	$0	$0	$0
JEAN THOMSON	MP VICE PRES	1.00	Officer	$0	$0	$0
LISA JENNISON	BOARD PRESIDENT	4.00	Officer	$0	$0	$0
LILLIAN CURTIS	MP TREASURER	1.00	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	$285,389	$328,958	$586,285	$-43,569
2023	$271,636	$214,442	$621,312	$57,194
2022	$224,407	$195,411	$638,234	$28,996
2021	$208,102	$54,645	$608,973	$153,457
2020	$216,754	$168,278	$455,526	$48,476
2019	$219,805	$214,144	$407,057	$5,661
2018	$255,344	$225,066	$401,359	$30,278

SOUTHEAST IOWA SYMPHONY ASSOCIATION SOUTHEAST IOWA SYMPHONY ORCHESTRA