GREENSBORO SYMPHONY ENDOWMENT FUND (EIN 561542010) - 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

1986

Legal Domicile

Principal Officer

BERT DAVIS JR

Phone

3368569733

Tax Period

2024-06-01 to 2025-05-31

GREENSBORO SYMPHONY ENDOWMENT FUND, founded in 1986, is a small nonprofit that reported $388K in total revenue in fiscal year 2024. The organization ran a surplus of $74K, a strong 19% operating margin.

Mission

ENDOWMENT TO BENEFIT THE GREENSBORO SYMPHONY ORCHESTRA.

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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 $50,000

Program Service Revenue $0

Investment Income $338,004

Other Revenue $0

TOTAL REVENUE $388,004

Expense Breakdown

Grants Paid $270,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $270,000

Other Expenses $44,361

TOTAL EXPENSES $314,361

Year-over-Year Comparison

	2024	2023	Change
Revenue	$388,004	$375,525	+0.0%
Expenses	$314,361	$333,361	-0.1%
Net Income	$73,643	$42,164	+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

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
JONATHAN SMITH	CHAIR	1.00	Officer Director	$0	$0	$0
BERT DAVIS JR	TREASURER	1.00	Officer Director	$0	$0	$0
ROBBY HASSELL	SECRETARY	1.00	Officer Director	$0	$0	$0
LEWIS RITCHIE	BOOKKEEPER	1.00	Director	$0	$0	$0
ERIC ELEY	TRUSTEE	1.00	Director	$0	$0	$0
AL LINEBERRY JR	TRUSTEE	1.00	Director	$0	$0	$0
CAROLYN MEWBORN	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN SCHWARTZ	TRUSTEE	1.00	Director	$0	$0	$0
J SAMUEL CONE	TRUSTEE	1.00	Director	$0	$0	$0
AMY CONLEY	TRUSTEE	1.00	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	$388,004	$314,361	$5,714,068	$73,643
2024	$375,525	$333,361	$5,508,381	$42,164
2023	$185,726	$279,656	$5,039,393	$-93,930
2022	$361,041	$275,972	$5,337,888	$85,069
2021	$340,674	$238,765	$5,731,813	$101,909
2020	$138,918	$244,210	$4,726,511	$-105,292
2019	$231,879	$208,647	$4,692,995	$23,232

GREENSBORO SYMPHONY ENDOWMENT FUND