MARYLAND SYMPHONY ORCHESTRA INC (EIN 521259358) - 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

1982

Legal Domicile

Principal Officer

KIMBERLY BOWEN

Phone

3017974000

Tax Period

2024-07-01 to 2025-06-30

MARYLAND SYMPHONY ORCHESTRA INC, founded in 1982, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $453K, a strong 20% operating margin.

Mission

THE MISSION OF THE MARYLAND SYMPHONY ORCHESTRA IS TO PROVIDE MUSICAL PERFORMANCES AND PROGRAMS THAT EDUCATE AND ENTERTAIN WHILE ENHANCING THE CULTURAL ENVIRONMENT OF WESTERN MARYLAND AND THE SURROUNDING REGION.

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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 $1,417,514

Program Service Revenue $494,019

Investment Income $350,402

Other Revenue $4,898

TOTAL REVENUE $2,266,833

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,153,131

Fundraising Expenses $121,586

Program Expenses $1,043,371

Other Expenses $660,640

TOTAL EXPENSES $1,813,771

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,266,833	$1,838,132	+0.2%
Expenses	$1,813,771	$1,570,143	+0.2%
Net Income	$453,062	$267,989	+0.7%

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

204

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

$96,510

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE ANDERSON	ASSISTANT TREASURER/DIRECTOR	2.00	Officer Director	$0	$0	$0
WILLIAM TAD HOLZAPFEL	TREASURER/DIRECTOR	2.00	Officer Director	$0	$0	$0
DAVE BARNHART	DIRECTOR	2.00	Director	$0	$0	$0
LINDA HOOD	DIRECTOR	2.00	Director	$0	$0	$0
TERESA BARR	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE LEVEQUE ESQ	DIRECTOR	2.00	Director	$0	$0	$0
JASON CALL	PRESIDENT/DIRECTOR	2.00	Officer Director	$0	$0	$0
MONICA LINGENFELTER	DIRECTOR	2.00	Director	$0	$0	$0
JUDY DITTO	DIRECTOR	2.00	Director	$0	$0	$0
DR IRA LOURIE	DIRECTOR	2.00	Director	$0	$0	$0
HEATHER MCENDREE	DIRECTOR	2.00	Director	$0	$0	$0
NICHOLAS MOHAR-SCHURZ	DIRECTOR	2.00	Director	$0	$0	$0
KATHERINE GROH	DIRECTOR	2.00	Director	$0	$0	$0
DR CANDICE MOWBRAY	DIRECTOR	2.00	Director	$0	$0	$0
JEAN HAMILTON	DIRECTOR	2.00	Director	$0	$0	$0
VALERIE OWENS	SECRETARY/DIRECTOR	2.00	Officer Director	$0	$0	$0
MARJORIE HOBBS	DIRECTOR	2.00	Director	$0	$0	$0
ILISSA RAMM	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN ROCCO	DIRECTOR	2.00	Director	$0	$0	$0
DUSTIN SIMMONS	DIRECTOR	2.00	Director	$0	$0	$0
DOUG SPOTTS MD	VICE-PRESIDENT/DIRECTOR	2.00	Officer Director	$0	$0	$0
JAMES STONE ESQ	DIRECTOR	2.00	Director	$0	$0	$0
DR HUGH TALTON	DIRECTOR	2.00	Director	$0	$0	$0
JIM VAUGHN	DIRECTOR	2.00	Director	$0	$0	$0
KIMBERLY BOWEN	EXECUTIVE DIRECTOR	40.00	Officer	$96,510	$0	$96,510

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	$2,266,833	$1,813,771	$6,030,321	$453,062
2024	$1,838,132	$1,570,143	$5,429,126	$267,989
2023	$1,679,611	$1,734,718	$5,146,067	$-55,107
2022	$1,450,500	$1,483,793	$4,651,456	$-33,293
2021	$1,455,477	$1,012,522	$5,416,325	$442,955
2021	$1,455,477	$1,012,522	$5,416,325	$442,955
2020	$1,383,650	$1,352,244	$4,484,956	$31,406
2019	$1,760,460	$1,483,686	$4,218,736	$276,774

MARYLAND SYMPHONY ORCHESTRA INC