WHEELING SYMPHONY SOCIETY INC (EIN 556000958) - 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

1929

Legal Domicile

Principal Officer

DANIEL YOUNG

Phone

3042332420

Tax Period

2024-07-01 to 2025-06-30

WHEELING SYMPHONY SOCIETY INC, founded in 1929, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.6M in total revenue in fiscal year 2024. Expenses of $1.8M exceeded revenue, resulting in a 11% operating deficit.

Mission

THE WHEELING SYMPHONY SOCIETY, INC SERVES THE RESIDENTS OF LOCAL COMMUNITIES BY PROVIDING EXCELLENT ORCHESTRAL PROGRAMS WHICH ENTERTAIN, EDUCATE AND ENHANCE THE QUALITY OF LIFE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $913,253

Program Service Revenue $429,731

Investment Income $177,511

Other Revenue $58,193

TOTAL REVENUE $1,578,688

Expense Breakdown

Grants Paid $0

Salaries & Benefits $961,660

Fundraising Expenses $0

Program Expenses $1,554,146

Other Expenses $797,308

TOTAL EXPENSES $1,758,968

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,578,688	$1,562,197	+0.0%
Expenses	$1,758,968	$1,787,714	0.0%
Net Income	$-180,280	$-225,517	-0.2%

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

228

Volunteers

180

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

$95,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SONJA THOMS	PAST EX. DIR	40.00	Officer	$95,000	$0	$95,000
JEAN BAILEY	SECRETARY	1.00	Officer	$0	$0	$0
MARY HANLEY	PRESIDENT	1.00	Officer	$0	$0	$0
DANIEL YOUNG	TREASURER	1.00	Officer	$0	$0	$0
MARC ZYLA	EXECUTIVE DI	N/A	Officer	$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	$1,578,688	$1,758,968	$3,466,882	$-180,280
2024	$1,562,197	$1,787,714	$3,639,267	$-225,517
2023	$1,599,829	$1,849,853	$3,429,220	$-250,024
2022	$1,903,056	$1,525,038	$3,618,630	$378,018
2021	$1,183,461	$890,735	$4,075,251	$292,726
2020	$1,230,518	$1,284,217	$3,292,471	$-53,699
2019	$1,064,557	$1,443,502	$3,546,483	$-378,945
2018	$1,086,021	$1,309,542	$3,633,951	$-223,521

WHEELING SYMPHONY SOCIETY INC