Lynchburg Symphony Orchestra Inc (EIN 521304854) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

Ula Kauppi

Phone

4348456604

Tax Period

2024-06-01 to 2025-05-31

LYNCHBURG SYMPHONY ORCHESTRA is a small nonprofit in the Arts, Culture & Humanities sector that reported $207K in total revenue in fiscal year 2018.

Mission

To enrich lives and connect the community through opportunities to experience beautiful and high-quality symphonic music.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $229,266

Program Service Revenue $225,727

Investment Income $15,436

Other Revenue $-10,453

TOTAL REVENUE $459,976

Expense Breakdown

Grants Paid $0

Salaries & Benefits $155,179

Fundraising Expenses $11,869

Program Expenses $327,079

Other Expenses $253,975

TOTAL EXPENSES $409,154

Year-over-Year Comparison

	2024	2023	Change
Revenue	$459,976	$373,877	+0.2%
Expenses	$409,154	$377,466	+0.1%
Net Income	$50,822	$-3,589	-15.2%

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

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

$27,717

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Pat Edmiston	President & Director	2.00	Officer Director	$0	$0	$0
Rachel Love	Vice President & Director	2.00	Officer Director	$0	$0	$0
Willie Jones	Treasurer & Director	2.00	Officer Director	$0	$0	$0
Jacquelyn Mosby	Secretary & Director	2.00	Officer Director	$0	$0	$0
Yevgeniy Dovgalyuk	Director	1.00	Director	$0	$0	$0
Eric Hollandsworth	Director	1.00	Director	$0	$0	$0
Susan Morris	Director	1.00	Director	$0	$0	$0
Justin Ng	Director	1.00	Director	$0	$0	$0
Sam Vance	Director	1.00	Director	$0	$0	$0
Jay Ware	Director	1.00	Director	$0	$0	$0
Mari White Smallshaw	Director	1.00	Director	$0	$0	$0
Ula Kauppi	Executive Director	28.00	Officer	$27,717	$0	$27,717
Gracelyn Hedrick	Director	1.00	Director	$0	$0	$0
Medley Lovelace	Director	1.00	Director	$0	$0	$0
Julie McDonald	Director	1.00	Director	$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	$459,976	$409,154	$198,056	$50,822
2024	$373,877	$377,466	$137,291	$-3,589
2023	$340,750	$417,976	$142,841	$-77,226
2022	$351,627	$377,256	$218,698	$-25,629
2021	$221,191	$217,912	$215,698	$3,279
2020	$306,151	$224,977	$227,643	$81,174
2019	$207,030	$221,212	$131,010	$-14,182

Lynchburg Symphony Orchestra Inc