Fairfax Symphony Orchestra (EIN 546052893) - 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

1966

Legal Domicile

Principal Officer

Jonathan Kerr

Phone

7035631990

Tax Period

2024-07-01 to 2025-06-30

Fairfax Symphony Orchestra, founded in 1966, is a small nonprofit in the Arts, Culture & Humanities sector that reported $788K in total revenue in fiscal year 2018. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $760K left a modest 4% surplus.

Mission

Building the musicians and audiences of the future through education and outreach programs.

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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 $585,265

Program Service Revenue $860,820

Investment Income $34,005

Other Revenue $0

TOTAL REVENUE $1,480,090

Expense Breakdown

Grants Paid $0

Salaries & Benefits $707,962

Fundraising Expenses $16,160

Program Expenses $1,067,253

Other Expenses $669,382

TOTAL EXPENSES $1,377,344

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,480,090	$1,186,802	+0.2%
Expenses	$1,377,344	$1,105,866	+0.2%
Net Income	$102,746	$80,936	+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

183

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

$123,293

Total Directors

$212,018

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jose Figueroa	Chairman	2.00	Officer Director	$0	$0	$0
David Black	Treasurer	2.00	Officer Director	$0	$0	$0
Thomas Brownell	Board Secretary	2.00	Officer Director	$0	$0	$0
Eric Moore	Director	2.00	Director	$0	$0	$0
Leland Schwartz	Director	2.00	Director	$0	$0	$0
Valarie Ney	Director	2.00	Director	$0	$0	$0
Thomas Murphy	General Counsel	2.00	Director	$0	$0	$0
Jonathan Kerr	Ex-Officio & Exec Director	40.00	Officer Director	$118,995	$4,298	$123,293
Christopher Zimmerman	Ex-Officio & Music Director	30.00	Director	$84,860	$3,865	$88,725

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	$1,480,090	$1,377,344	$622,237	$102,746
2024	No data	No data	No data	No data
2023	$709,598	$847,034	$343,370	$-137,436
2022	$1,015,396	$744,547	$491,585	$270,849
2021	$434,147	$399,376	$398,547	$34,771
2020	$721,491	$623,035	$311,215	$98,456
2019	$788,091	$760,424	$210,289	$27,667

Fairfax Symphony Orchestra