KANSAS CITY SYMPHONY (EIN 431297475) - 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

Phone

8164711100

Tax Period

2024-07-01 to 2025-06-30

KANSAS CITY SYMPHONY, founded in 1983, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $21.1M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $27.2M exceeded revenue, resulting in a 29% operating deficit.

Mission

THE VISION OF THE KANSAS CITY SYMPHONY IS TO TRANSFORM HEARTS, MINDS AND COMMUNITIES THROUGH THE POWER OF SYMPHONIC MUSIC.

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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 $8,997,710

Program Service Revenue $8,573,477

Investment Income $3,350,142

Other Revenue $167,810

TOTAL REVENUE $21,089,139

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,179,871

Fundraising Expenses $1,919,774

Program Expenses $22,383,468

Other Expenses $11,578,577

TOTAL EXPENSES $27,168,596

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,089,139	$22,656,209	-0.1%
Expenses	$27,168,596	$24,948,403	+0.1%
Net Income	$-6,079,457	$-2,292,194	+1.7%

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

396

Volunteers

500

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

$573,940

Total Directors

$897,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Daniel Beckley	Chief Executive Officer	50.0	Officer Director	$351,008	$63,281	$414,289
Kenneth V Hager	Vice Chair & Secretary/Treasurer	1.0	Officer Director	$0	$0	$0
Linda Gill Taylor	Board Chair	1.0	Officer Director	$0	$0	$0
Shirley Bush Helzberg	Chair Emerita	1.0	Officer Director	$0	$0	$0
Bebe Kemper Hunt	Director	1.0	Director	$0	$0	$0
Dr Valerie Chow	Director	1.0	Director	$0	$0	$0
Grant Burcham	Director	1.0	Director	$0	$0	$0
Jeff Hargroves	Director	1.0	Director	$0	$0	$0
Jesse Yukimura	Director	30.0	Director	$74,183	$23,981	$98,164
Jill Marchant	Director	1.0	Director	$0	$0	$0
Joseph Lefevre	DIRECTOR	30.0	Director	$90,953	$43,516	$134,469
Julian Kaplan	Director	30.0	Director	$105,006	$23,228	$128,234
Linda S Stevens	Director	1.0	Director	$0	$0	$0
Marny Sherman	Director	1.0	Director	$0	$0	$0
Michael Gentry	Director	1.0	Director	$0	$0	$0
Patrick A Valadez	Director	1.0	Director	$0	$0	$0
Scott S Boswell Sr	Director	1.0	Director	$0	$0	$0
Shannon Finney	DIRECTOR	30.0	Director	$95,669	$26,175	$121,844
Susan Chambers	Director	1.0	Director	$0	$0	$0
Susan Newburger	Director	1.0	Director	$0	$0	$0
TIMOTHY P COOK	DIRECTOR	1.0	Director	$0	$0	$0
Ursula Terrasi	Director	1.0	Director	$0	$0	$0
Willy Pegues IV	Director	1.0	Director	$0	$0	$0
Sara Lohe	Chief Financial Officer	40.0	Officer	$115,557	$44,094	$159,651
Ann Bilderback	Principal Bassoon	30.0	Highest	$102,000	$34,150	$136,150
JOHN ROLOFF	CHIEF OPERATING OFFICER	40.0	Highest	$141,705	$23,381	$165,086
Jun Iwasaki	Concertmaster	30.0	Highest	$222,270	$72,162	$294,432
Mark Gibbs	Principal Cello	30.0	Highest	$109,588	$53,367	$162,955
Stirling Trent	Associate Concertmaster	30.0	Highest	$118,978	$56,336	$175,314
Kristina Fulton	FORMER DIRECTOR	30.0		$108,358	$27,594	$135,952
Michael Stern	FORMER Music Director	10.0		$46,273	$17,097	$63,370

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	$21,089,139	$27,168,596	$90,639,994	$-6,079,457
2024	No data	No data	No data	No data
2023	$19,964,351	$21,660,713	$84,227,459	$-1,696,362
2022	$24,241,254	$18,461,493	$78,324,641	$5,779,761
2021	$14,755,393	$12,067,569	$80,665,886	$2,687,824
2020	$17,397,853	$17,704,002	$64,822,369	$-306,149
2019	$18,694,370	$19,428,025	$61,701,528	$-733,655
2018	$17,177,502	$17,779,306	$60,098,762	$-601,804

KANSAS CITY SYMPHONY