Orchestra of the Americas Group Inc

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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

2001

Legal Domicile

Principal Officer

Carol Grefenstette Bates

Phone

7032360010

Tax Period

2024-10-01 to 2025-09-30

Orchestra of the Americas Group Inc, founded in 2001, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.4M in total revenue in fiscal year 2024. Expenses of $2.3M left a modest 6% surplus.

Mission

For more than two decades, The Orchestra of the Americas Group has supported thousands of musicians and arts leaders as artists, innovators, and institutional builders. Through its flagship initiatives, OAcademy and The Global Leaders Institute for Arts Innovation, the organization equips creatives with the artistic mastery, strategic insight, and global networks required to lead meaningful transformation across the cultural sector.

Program Service Accomplishments

Program 1

Expenses: $862,997 Revenue: $217,866

OAcademy is a globally accessible conservatory designed for today's music profession. Combining online instruction with in-person residencies, it brings together 80 selected musicians from around the world for a six-month experience focused on artistic excellence, adaptability, and career sustainability. In collaboration with partners including The Royal Concertgebouw Orchestra, Canada's National Arts Centre, and Bard College Conservatory, OAcademy expands access to elite mentorship while reducing geographic and economic barriers to entry. OAcademy's advanced tracks include the Carlos Miguel Prieto Conducting Fellowship, the Gabriela Ortiz Composing Studio, and the Gabriela Montero Piano Lab. These provide specialized, career-defining development for conductors, composers, and pianists preparing for international leadership.

Program 2

Expenses: $885,273 Revenue: $680,815

The Global Leaders Institute for Arts Innovation delivers The Global Arts MBA, an innovation-focused graduate degree for artists and cultural entrepreneurs building scalable, market-responsive...

The Global Leaders Institute for Arts Innovation delivers The Global Arts MBA, an innovation-focused graduate degree for artists and cultural entrepreneurs building scalable, market-responsive enterprises. Co-curated with leading universities and think tanks including Harvard, Georgetown, Stanford, Duke, and the University of Oxford, the MBA connects fellows to a global faculty of distinguished practitioners and field partners across more than 40 nations. The Global Leaders Institute also offers Lideres, a Spanish-language executive fellowship for arts leaders from the Ibero Americas, providing strategic, cross-disciplinary training tailored to cultural innovators operating in Spanish-speaking contexts.

Program 3

Expenses: $198,424

The Montero at Prager concert series brings world-class musicians, mentorship, and community engagement to Maryland's Eastern Shore through performances at the Prager Family Center for the Arts on...

The Montero at Prager concert series brings world-class musicians, mentorship, and community engagement to Maryland's Eastern Shore through performances at the Prager Family Center for the Arts on Maryland's Eastern Shore.

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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 $1,432,244

Program Service Revenue $966,001

Investment Income $21,645

Other Revenue $0

TOTAL REVENUE $2,419,890

Expense Breakdown

Grants Paid $0

Salaries & Benefits $483,860

Fundraising Expenses $82,391

Program Expenses $2,018,295

Other Expenses $1,800,962

TOTAL EXPENSES $2,284,822

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,419,890	$2,454,212	0.0%
Expenses	$2,284,822	$2,273,076	+0.0%
Net Income	$135,068	$181,136	-0.3%

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

$267,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Pilar Aleman	Director	1.00	Director	$0	$0	$0
Carlos Arellano	Director	1.00	Director	$0	$0	$0
Gemma Crews de Arellano	Director	1.00	Director	$0	$0	$0
Pauline Beck	Director	1.00	Director	$0	$0	$0
Arturo Brillembourg	Director	1.00	Director	$0	$0	$0
Elisabeth Brillembourg	Director	1.00	Director	$0	$0	$0
Teresa Aguirre Lanari de Bulgheroni	Director	1.00	Director	$0	$0	$0
Cristina Vollmer de Burelli	Member at Large	1.00	Director	$0	$0	$0
Pedro Burelli	Director	1.00	Director	$0	$0	$0
Mario Cader-Frech	Director	1.00	Director	$0	$0	$0
Jane Lipton Cafritz	Director	1.00	Director	$0	$0	$0
Alexa Chopivsky	Director	1.00	Director	$0	$0	$0
Mark Churchill	Emeritus Member at Large	1.00	Director	$0	$0	$0
Nigel Clarke	Director	1.00	Director	$0	$0	$0
Terry Coles	Director	1.00	Director	$0	$0	$0
Lizette Corro	Director	1.00	Director	$0	$0	$0
Felipe Antonio Custer	Director	1.00	Director	$0	$0	$0
Jorge de la Guardia	Director	1.00	Director	$0	$0	$0
Isabel Ernst	Director	1.00	Director	$0	$0	$0
Ricardo Ernst	Director	1.00	Director	$0	$0	$0
Gabriela Febres-Cordero	Director	1.00	Director	$0	$0	$0
Alejandro Figueroa Jaramillo	Director	1.00	Director	$0	$0	$0
Leonor Gonzalez-Luft	Director	1.00	Director	$0	$0	$0
Ambassador Emanuel Gonzalez-Revilla	Director	1.00	Director	$0	$0	$0
Mrs Luciana Miro de Gonzalez-Revill	Director	1.00	Director	$0	$0	$0
Ron Goodman	Director	1.00	Director	$0	$0	$0
Carol Grefenstette Bates	Treasurer	1.00	Officer Director	$0	$0	$0
William Haseltine	Director	1.00	Director	$0	$0	$0
Barbara Herrera de Garza	Member at Large	1.00	Director	$0	$0	$0
Grace Koh	Director	1.00	Director	$0	$0	$0
John Kulback	Director	1.00	Director	$0	$0	$0
Carlos Lacayo	Director	1.00	Director	$0	$0	$0
Maria Lacayo	Director	1.00	Director	$0	$0	$0
Donna Lauderdale	Director	1.00	Director	$0	$0	$0
Leonardo Lawson	Director	1.00	Director	$0	$0	$0
Monica Lawson	Director	1.00	Director	$0	$0	$0
Veronica Lopez	Director	1.00	Director	$0	$0	$0
Mariana Martinez	Director	1.00	Director	$0	$0	$0
JoAnn Mason	Director	1.00	Director	$0	$0	$0
John Mason	Director	1.00	Director	$0	$0	$0
Tony Masso	Director	1.00	Director	$0	$0	$0
Rolf Meijer-Werner	Member at Large	1.00	Director	$0	$0	$0
Margarita Mitrov	Director	1.00	Director	$0	$0	$0
Jorge Montoya	Member at Large	1.00	Director	$0	$0	$0
Kathy Nalywajko	Director	1.00	Director	$0	$0	$0
Pilar O'Leary	Director	1.00	Director	$0	$0	$0
Ricardo Obert Martinez	Director	1.00	Director	$0	$0	$0
Hilda Ochoa-Brillembourg	Chairman	1.00	Officer Director	$0	$0	$0
Michael Olding	Director	1.00	Director	$0	$0	$0
Jennifer Orbes	Director	1.00	Director	$0	$0	$0
Gaston Ormazabal	Director	1.00	Director	$0	$0	$0
Maria Benilde Ortiz	Director	1.00	Director	$0	$0	$0
Nelson Ortiz	Director	1.00	Director	$0	$0	$0
Antonio Ortiz Mena	Director	1.00	Director	$0	$0	$0
Juan Emilio Posada	Director	1.00	Director	$0	$0	$0
Andrew C Quale	Director	1.00	Director	$0	$0	$0
Drina Rendic	Director	1.00	Director	$0	$0	$0
Nuria Malla Robles	Director	1.00	Director	$0	$0	$0
Marisol Rodriguez Copello	Director	1.00	Director	$0	$0	$0
Javier Sancho	Director	1.00	Director	$0	$0	$0
Cecilia Schultz	Secretary	1.00	Officer Director	$0	$0	$0
Guillermo Schultz	Director	1.00	Director	$0	$0	$0
David M Schwarz	Director	1.00	Director	$0	$0	$0
Pepita Serrano	Director	1.00	Director	$0	$0	$0
Nathan Shabot	Member at Large	1.00	Director	$0	$0	$0
David Simnick	Director	1.00	Director	$0	$0	$0
Suzanne Siskel	Member at Large	1.00	Director	$0	$0	$0
Jody Steiger	Director	1.00	Director	$0	$0	$0
Barron M Tenny	Member at Large	1.00	Director	$0	$0	$0
Ezequiel Vazquez-Ger	Director	1.00	Director	$0	$0	$0
John Waterston	Director	1.00	Director	$0	$0	$0
Alyson Wood	Director	1.00	Director	$0	$0	$0
Mark Gillespie	CEO	20.00	Officer	$132,892	$15,295	$148,187
Cayla Inserra	COO	40.00	Officer	$107,177	$12,436	$119,613

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	$2,419,890	$2,284,822	$1,612,996	$135,068
2024	No data	No data	No data	No data
2023	$2,439,942	$2,184,191	$1,143,205	$255,751
2022	$2,072,901	$1,895,687	$711,238	$177,214
2021	$1,464,518	$1,336,177	$412,567	$128,341
2020	$1,111,655	$1,091,813	$287,068	$19,842
2019	$1,765,583	$1,757,066	$277,254	$8,517
2018	$1,634,907	$1,904,778	$248,077	$-269,871