Alpharetta Symphony Orchestra Inc (EIN 474642297) - 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

2015

Legal Domicile

Principal Officer

Missy Mahon

Phone

6787403554

Tax Period

2024-01-01 to 2024-12-31

Alpharetta Symphony Orchestra Inc, founded in 2015, is a small nonprofit in the Arts, Culture & Humanities sector that reported $225K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum.

Mission

To bring musicians and audiences of all ages together around the goal of making and enjoying music together and building the musical arts community through performance and education

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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 $129,719

Program Service Revenue $93,095

Investment Income $1,645

Other Revenue $207

TOTAL REVENUE $224,666

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $220,451

Other Expenses $220,451

TOTAL EXPENSES $220,451

Year-over-Year Comparison

	2024	2023	Change
Revenue	$224,666	$173,164	+0.3%
Expenses	$220,451	$110,546	+1.0%
Net Income	$4,215	$62,618	-0.9%

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

100

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

$61,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susan Hanna	President	10.00	Officer	$0	$0	$0
Avishay Ben Zvi	Vice President	3.00	Officer	$0	$0	$0
Leesha Jones	Secretary	3.00	Officer	$0	$0	$0
Amanda Eubanks	Treasurer	3.00	Officer	$0	$0	$0
Barbaraan Bongiovanni	Ed. & Outreach Director	12.00	Director	$6,000	$0	$6,000
Missy Mahon	Executive & Financial Director	12.00	Director	$12,000	$0	$12,000
Kelly Meholic	Executive Director	40.00	Director	$24,800	$0	$24,800
Sean Turner	Marketing Manager	12.00	Director	$13,200	$0	$13,200
N/A	Music Director	20.00		$14,600	$0	$14,600
N/A	Music Director	20.00	Director	$5,500	$0	$5,500

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
2024	$224,666	$220,451	$111,090	$4,215

Alpharetta Symphony Orchestra Inc