SUMMERVILLE ORCHESTRA (EIN 550850796) - 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

Legal Domicile

Principal Officer

ANDREW PRICE

Phone

8438735339

Tax Period

2023-07-01 to 2024-06-30

SUMMERVILLE ORCHESTRA is a small nonprofit in the Arts, Culture & Humanities sector that reported $459K in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum.

Mission

TO SHARE OUR LOVE OF MUSIC BY ENGAGING AND ENRICHING OUR COMMUNITY, THROUGH THE EVOLUTION OF THE ORCHESTRAL ART FORM. WE SEEK TO MAKE MUSICAL EXPERIENCES ACCESSIBLE TO ALL.

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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 (2023)

Revenue Breakdown

Contributions & Grants $309,946

Program Service Revenue $147,669

Investment Income $1,375

Other Revenue $0

TOTAL REVENUE $458,990

Expense Breakdown

Grants Paid $0

Salaries & Benefits $164,949

Fundraising Expenses $0

Program Expenses $452,583

Other Expenses $287,634

TOTAL EXPENSES $452,583

Year-over-Year Comparison

	2023	2022	Change
Revenue	$458,990	$312,130	+0.5%
Expenses	$452,583	$345,662	+0.3%
Net Income	$6,407	$-33,532	-1.2%

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

110

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
LEE ZIMMERMAN ESQ	BOARD PRESID	2.00	Officer Director	$0	$0	$0
RICHARD KETCHAM	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
SUSAN KAMMERAAD-CAMPBELL	SECRETARY	2.00	Officer Director	$0	$0	$0
KEN SMITH	TREASURER	2.00	Officer Director	$0	$0	$0
AMY SCHUCK	ORCHESTRA PR	2.00	Officer Director	$0	$0	$0
HARRY DYKEMAN	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
DEAN GLACE	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
DR MARTY PRESSMAN	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
EBBIE JONES	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
APRIL ALDRICH	BOARD MEMBER	2.00	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
2024	$458,990	$452,583	$157,427	$6,407
2023	$312,130	$345,662	$155,998	$-33,532
2022	$316,557	$260,947	$134,877	$55,610
2020	$200,743	$223,586	$140,652	$-22,843
2019	$237,978	$251,588	$164,419	$-13,610

SUMMERVILLE ORCHESTRA