GREENVILLE SYMPHONY ENDOWMENT FUND… - Form 990 Financial Data

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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

1998

Legal Domicile

Principal Officer

LEE DIXON

Phone

8642320344

Tax Period

2024-06-01 to 2025-05-31

GREENVILLE SYMPHONY ENDOWMENT FUND INC, founded in 1998, is a small nonprofit in the Arts, Culture & Humanities sector that reported $663K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Net assets of $13.1M represent 237 months of operating reserves.

Mission

THE GREENVILLE SYMPHONY ENDOWMENT FUND MANAGES ENDOWMENT GIFTS FOR THE BENEFIT OF THE GREENVILLE SYMPHONY ASSOCIATION.

Program Service Accomplishments

Program 1

Expenses: $598,000

THE ENDOWMENT FUND WAS CREATED TO MANAGE THE GIFTS AND ENDOWMENTS FOR THE BENEFIT OF THE GREENVILLE SYMPHONY ASSOCIATION. ALL OF THE ACTIVITIES OF THE ENDOWMENT ARE USED TO FURTHER THE EXEMPT PURPOSE...

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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 $43,796

Program Service Revenue $0

Investment Income $619,175

Other Revenue $0

TOTAL REVENUE $662,971

Expense Breakdown

Grants Paid $598,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $598,000

Other Expenses $69,064

TOTAL EXPENSES $667,064

Year-over-Year Comparison

	2024	2023	Change
Revenue	$662,971	$535,016	+0.2%
Expenses	$667,064	$653,564	+0.0%
Net Income	$-4,093	$-118,548	-1.0%

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
LEE DIXON	CHAIR	2.00	Officer Director	$0	$0	$0
BOB NACHMAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
NANCY B STANTON	TREASURER	1.00	Officer Director	$0	$0	$0
ROBERT E HOWARD	SECRETARY	1.00	Officer Director	$0	$0	$0
LIL PARR	DIRECTOR	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	$662,971	$667,064	$13,103,740	$-4,093
2024	$535,016	$653,564	$12,605,782	$-118,548
2023	$866,118	$621,614	$11,608,725	$244,504
2022	$1,182,935	$596,208	$12,195,041	$586,727
2021	$822,875	$566,610	$13,960,121	$256,265
2020	$800,666	$578,321	$11,163,792	$222,345
2019	$891,707	$517,209	$10,460,867	$374,498
2018	$1,768,283	$439,287	$9,769,519	$1,328,996

GREENVILLE SYMPHONY ENDOWMENT FUND INC