THE RICHMOND SYMPHONY FOUNDATION (EIN 541514987) - 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

1989

Legal Domicile

Principal Officer

LACEY HUSZCZA

Phone

8047884717

Tax Period

2024-07-01 to 2025-06-30

THE RICHMOND SYMPHONY FOUNDATION, founded in 1989, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2017. Revenue fell 42% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $376K, a strong 31% operating margin.

Mission

TO SUPPORT THE RICHMOND SYMPHONY.

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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 $247,653

Program Service Revenue $0

Investment Income $352,085

Other Revenue $0

TOTAL REVENUE $599,738

Expense Breakdown

Grants Paid $943,435

Salaries & Benefits $49,458

Fundraising Expenses $62,187

Program Expenses $943,435

Other Expenses $257,166

TOTAL EXPENSES $1,250,059

Year-over-Year Comparison

	2024	2023	Change
Revenue	$599,738	$330,159	+0.8%
Expenses	$1,250,059	$1,069,941	+0.2%
Net Income	$-650,321	$-739,782	-0.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID BRADLEY	TRUSTEE	1.00	Director	$0	$0	$0
J ALFRED BROADDUS JR	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH CABELL JENNINGS	TRUSTEE	1.00	Director	$0	$0	$0
SANDRA CHASE	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT L CHEWNING	TRUSTEE	1.00	Director	$0	$0	$0
WENDELL FULLER	TRUSTEE	1.00	Director	$0	$0	$0
HELEN LEWIS KEMP	TRUSTEE	1.00	Director	$0	$0	$0
NICOMEDES DE LEON	TRUSTEE	1.00	Director	$0	$0	$0
TARA H MATTHEWS	TRUSTEE	1.00	Director	$0	$0	$0
DAVID I MEYERS	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD L MORRILL	TRUSTEE	1.00	Director	$0	$0	$0
ELISABETH MUHLENFELD WOLLAN	TRUSTEE	1.00	Director	$0	$0	$0
ERNESTO SAMPSON	TRUSTEE	1.00	Director	$0	$0	$0
ANNE MARIE WHITTEMORE	TRUSTEE	1.00	Director	$0	$0	$0
LACEY HUSZCZA	SECRETARY	5.00	Officer Director	$0	$0	$0
JAMES B HARTOUGH	TREASURER	1.00	Officer Director	$0	$0	$0
RANDALL S PARKS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANN T BURKS	PRESIDENT	1.00	Officer Director	$0	$0	$0
GEORGE Y WHEELER III	IMMEDIATE PAST PRESIDENT	1.00	Officer 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	$599,738	$1,250,059	$24,794,153	$-650,321
2024	$330,159	$1,069,941	$23,175,902	$-739,782
2023	$779,431	$881,205	$22,667,693	$-101,774
2022	$1,287,940	$857,614	$22,279,304	$430,326
2021	$493,318	$1,068,515	$22,805,646	$-575,197
2020	$580,219	$829,727	$17,320,510	$-249,508
2019	$1,253,113	$1,018,390	$17,932,281	$234,723
2018	$1,225,946	$849,765	$17,412,730	$376,181

THE RICHMOND SYMPHONY FOUNDATION