Alexandria Symphony Orchestra (EIN 540805937) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

George Hanson

Phone

7038458005

Tax Period

2024-07-01 to 2025-06-30

ALEXANDRIA SYMPHONY ORCHESTRA, founded in 1997, is a small nonprofit that reported $715K in total revenue in fiscal year 2018. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $655K left a modest 8% surplus.

Mission

Symphony orchestra concert performances and music education.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $558,435

Program Service Revenue $290,073

Investment Income $17,415

Other Revenue $97,945

TOTAL REVENUE $963,868

Expense Breakdown

Grants Paid $0

Salaries & Benefits $309,654

Fundraising Expenses $250,434

Program Expenses $774,132

Other Expenses $952,404

TOTAL EXPENSES $1,262,058

Year-over-Year Comparison

	2024	2023	Change
Revenue	$963,868	$1,533,276	-0.4%
Expenses	$1,262,058	$1,133,021	+0.1%
Net Income	$-298,190	$400,255	-1.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$113,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Nancy Davenport	President	1.00	Officer Director	$0	$0	$0
Freeman Jelks	Treasurer	1.00	Officer Director	$0	$0	$0
Jonathan Kolm	Secretary	1.00	Officer Director	$0	$0	$0
Laurie MacNamara	Vice President	1.00	Officer Director	$0	$0	$0
George Bostick	Member	1.00	Director	$0	$0	$0
Suzanne Brock	Member	1.00	Director	$0	$0	$0
Miriam Browning	Member	3.00	Director	$0	$0	$0
Linda Bunce	Member	1.00	Director	$0	$0	$0
Nicholas Coward	Member	1.00	Director	$0	$0	$0
Patrick Delaney	Member	1.00	Director	$0	$0	$0
Carolyn Fuller	Member	1.00	Director	$0	$0	$0
Judy Grey	Member	1.00	Director	$0	$0	$0
Jon Hakken	Member	1.00	Director	$0	$0	$0
Barbara Hayes	Member	1.00	Director	$0	$0	$0
Peter Horst	Member	1.00	Director	$0	$0	$0
David Johnson	Member	1.00	Director	$0	$0	$0
Lee Klousia	Member	1.00	Director	$0	$0	$0
Martha Lloyd	Member	1.00	Director	$0	$0	$0
Harriett McCune	Member	1.00	Director	$0	$0	$0
Arthur Peabody Jr	Member	1.00	Director	$0	$0	$0
Frank Purcell	Member	1.00	Director	$0	$0	$0
Gant Redmon	Member	1.00	Director	$0	$0	$0
Carolann Sharp	Member	1.00	Director	$0	$0	$0
Chris Ullman	Member	1.00	Director	$0	$0	$0
George White	Member	1.00	Director	$0	$0	$0
Melynda Wilcox	Member	1.00	Director	$0	$0	$0
Margaret Wohler	Member	1.00	Director	$0	$0	$0
Susan Yonts-Shepard	SOLA	1.00	Director	$0	$0	$0
Kate Comfort	Member	1.00	Director	$0	$0	$0
George Hanson	Executive Director	40.00	Officer	$113,500	$0	$113,500

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
2025	$963,868	$1,262,058	$2,051,172	$-298,190
2024	$1,533,276	$1,133,021	$2,134,717	$400,255
2023	$2,242,811	$970,148	$1,747,118	$1,272,663
2022	$857,301	$869,282	$474,055	$-11,981
2021	$514,152	$504,231	$446,843	$9,921
2020	$773,976	$744,114	$411,034	$29,862
2019	$714,659	$655,400	$523,358	$59,259

Alexandria Symphony Orchestra