Orchestra of the Americas Group Inc (EIN 522309214) - 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

2001

Legal Domicile

Principal Officer

Cayla Inserra

Phone

7032360010

Tax Period

2022-10-01 to 2023-09-30

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 2022. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $2.2M left a modest 10% surplus.

Mission

The Orchestra of the Americas Group empowers exceptional creatives to build thriving careers that impact communities.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,405,927

Program Service Revenue $1,033,846

Investment Income $169

Other Revenue $0

TOTAL REVENUE $2,439,942

Expense Breakdown

Grants Paid $20,629

Salaries & Benefits $516,891

Fundraising Expenses $89,648

Program Expenses $1,944,389

Other Expenses $1,646,671

TOTAL EXPENSES $2,184,191

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,439,942	$2,072,901	+0.2%
Expenses	$2,184,191	$1,895,687	+0.2%
Net Income	$255,751	$177,214	+0.4%

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

$163,311

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Felipe Antonio Custer	Director	1.00	Director	$0	$0	$0
Carlos Arellano	Director	1.00	Director	$0	$0	$0
David J Bates	Director	1.00	Director	$0	$0	$0
Pauline Beck	Director	1.00	Director	$0	$0	$0
Maria Benilde Ortiz	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 Bulgheroni	Director	1.00	Director	$0	$0	$0
Cristina 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
Mark Churchill	Vice Chairman	1.00	Officer 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
Gemma Crews de Arellano	Director	1.00	Director	$0	$0	$0
Jorge De La Guardia	Director	1.00	Director	$0	$0	$0
Juan Emilio Posada	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 Filardo	Director	1.00	Director	$0	$0	$0
Leonor Gonzalez-Luft	Director	1.00	Director	$0	$0	$0
Emanuel Gonzalez-Revilla	Director	1.00	Director	$0	$0	$0
Luciana Gonzalez-Revilla	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	Director	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
Daniel Levinas	Director	1.00	Director	$0	$0	$0
Jane Lipton Cafritz	Director	1.00	Director	$0	$0	$0
Veorinca Lopez	Director	1.00	Director	$0	$0	$0
Nuria Malla Robles	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
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
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
Pilar O'Leary	Director	1.00	Director	$0	$0	$0
Gaston Ormazabal	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
Andrew C Quale	Director	1.00	Director	$0	$0	$0
Drina Rendic	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 Scwarz	Director	1.00	Director	$0	$0	$0
Pepita Serrano	Director	1.00	Director	$0	$0	$0
Nathan Shabot	Director	1.00	Director	$0	$0	$0
David Siminick	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
Enrique Valdez	Director	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	40.00	Officer	$147,761	$15,550	$163,311

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	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

Orchestra of the Americas Group Inc