The Wilmington Symphony Orchestra Inc (EIN 561489990) - 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

1971

Legal Domicile

Principal Officer

Robert Roer

Phone

9107919262

Tax Period

2024-07-01 to 2025-06-30

The Wilmington Symphony Orchestra Inc, founded in 1971, is a small nonprofit in the Arts, Culture & Humanities sector that reported $681K in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion.

Mission

The Wilmington Symphony Orchestra (WSO) provides symphonic music at the highest degree of excellance through performance opportunities for regional musicians and educational and community outreach programs for our community's youth.

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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 $415,438

Program Service Revenue $208,674

Investment Income $15,902

Other Revenue $41,303

TOTAL REVENUE $681,317

Expense Breakdown

Grants Paid $0

Salaries & Benefits $277,479

Fundraising Expenses $78,962

Program Expenses $414,852

Other Expenses $441,765

TOTAL EXPENSES $719,244

Year-over-Year Comparison

	2024	2023	Change
Revenue	$681,317	$569,571	+0.2%
Expenses	$719,244	$712,446	+0.0%
Net Income	$-37,927	$-142,875	-0.7%

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

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

Total Directors

$66,083

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Amato Joseph	Director	3.00	Director	$0	$0	$0
Austin Robert	Director	3.00	Director	$0	$0	$0
Bela Ivy	Director	1.00	Director	$0	$0	$0
Birnbach Jane	Director	3.00	Director	$0	$0	$0
Browning Patricia	director	3.00	Director	$0	$0	$0
Burgess Coleman	Director	3.00	Director	$0	$0	$0
Dalgleish Marion	Director	1.00	Director	$0	$0	$0
Drescher Robert	2nd Vice-President	3.00	Director	$0	$0	$0
Ellis Patricia Carol	Director	1.00	Director	$0	$0	$0
Elsbree David	Director	1.00	Director	$0	$0	$0
Errante Steven	Ex-Officio	5.00	Director	$0	$0	$0
Hilliard Matthew	Director	1.00	Director	$0	$0	$0
Leathers Aaron	Director	1.00	Director	$0	$0	$0
Lerch Justine	President	5.00	Director	$0	$0	$0
Meinhold Stephen	Director	3.00	Director	$0	$0	$0
Meyer Kathy	Director	1.00	Director	$0	$0	$0
Morris Autumn	Director	1.00	Director	$0	$0	$0
Murrell Joy	Director	1.00	Director	$0	$0	$0
Newton Joanne	Director	1.00	Director	$0	$0	$0
Primer Howard	Director	1.00	Director	$0	$0	$0
Robinson Marva	Director	1.00	Director	$0	$0	$0
Roer Robert	Treasurer	5.00	Director	$0	$0	$0
Scanlon Elizabeth	Executive Director	40.00	Director	$66,083	$0	$66,083
Smith Karen	Director	3.00	Director	$0	$0	$0
Stevenson-Stohl Anne	Director	1.00	Director	$0	$0	$0
Stike John	Director	3.00	Director	$0	$0	$0
Trubia Richard	Director	1.00	Director	$0	$0	$0
Whitfield Kim	Director	1.00	Director	$0	$0	$0
Wicks Robinson Robin	Director	3.00	Director	$0	$0	$0
Zimmer Ronna	Director	1.00	Director	$0	$0	$0
Zimmerman Larry	Past President	5.00	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	$681,317	$719,244	$678,415	$-37,927
2024	$569,571	$712,446	$635,335	$-142,875
2023	$624,228	$572,490	$702,828	$51,738
2022	$522,071	$462,977	$611,638	$59,094
2021	$270,371	$255,492	$552,686	$14,879
2020	$348,547	$371,128	$353,331	$-22,581
2019	$430,733	$475,193	$409,610	$-44,460

The Wilmington Symphony Orchestra Inc