JEFFERSON CITY SYMPHONY ORCHESTRA (EIN 431110416) - 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

1983

Legal Domicile

Principal Officer

TOM HIGGINS

Phone

5732570623

Tax Period

2023-07-01 to 2024-06-30

JEFFERSON CITY SYMPHONY ORCHESTRA, founded in 1983, is a micro nonprofit that reported $80K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $25K, a strong 31% operating margin.

Mission

EDUCATE VIA THE INCLUSION OF STUDENTS WITHIN OUR ENSEMBLE, PERFORM SYMPHONIC CONCERTS OF CLASSICAL MUSIC LITERATURE FROM MANY CULTURES, INSPIRE INCLUSION IN OUR COMMUNITY VIA MUSICAL REPRESENTATION, AND COMMUNITY OUTREACH EFFORTS THAT ENHANCE OUR SURROUNDING COMMUNITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $20,375

Program Service Revenue $10,567

Investment Income $49,293

Other Revenue $0

TOTAL REVENUE $80,235

Expense Breakdown

Grants Paid $1,350

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,487

Other Expenses $54,191

TOTAL EXPENSES $55,541

Year-over-Year Comparison

	2023	2022	Change
Revenue	$80,235	$71,375	+0.1%
Expenses	$55,541	$31,385	+0.8%
Net Income	$24,694	$39,990	-0.4%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREA CHEUNG	TREASURER	2.00	Officer Director	$0	$0	$0
CANDACE CHEUNG	DIRECTOR	0.25	Director	$0	$0	$0
TJ HIGGINS	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
TOM HIGGINS	PRESIDENT	1.00	Officer Director	$0	$0	$0
PATRICIA KOONCE	DIRECTOR	0.25	Director	$0	$0	$0
JULIE MCDONALD-BURDGE	DIRECTOR	0.25	Director	$0	$0	$0
JAMES MERCIEL	BOARD SECRET	1.00	Officer Director	$0	$0	$0
CHRISTY POND	DIRECTOR	0.25	Director	$0	$0	$0
GREG SPILLMAN	DIRECTOR	0.25	Director	$0	$0	$0
CELADA TISH	DIRECTOR	0.25	Director	$0	$0	$0
BONNIE VERDOT	PAST PRESIDE	0.25	Director	$0	$0	$0
KEVIN BAKER	CONDUCTOR, E	2.00	Officer	$0	$0	$0
GARY SANDERS	PIANO COMP E	0.25	Officer	$0	$0	$0
AIMEE VEILE	JC SCHOOL LI	0.25	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	$80,235	$55,541	$1,205,843	$24,694
2023	$71,375	$31,385	$1,109,910	$39,990
2022	$85,036	$30,161	$1,060,254	$54,875
2021	$40,353	$5,854	$1,199,965	$34,499
2020	$61,753	$29,810	$1,014,681	$31,943
2019	$204,279	$26,826	$994,531	$177,453

JEFFERSON CITY SYMPHONY ORCHESTRA