The Toccoa Orchestra Guild (EIN 581436647) - 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

1982

Legal Domicile

Principal Officer

Jim Wade - President

Tax Period

2024-08-01 to 2025-07-31

The Toccoa Orchestra Guild, founded in 1982, is a small nonprofit that reported $102K in total revenue in fiscal year 2024. The organization ran a surplus of $30K, a strong 29% operating margin.

Mission

Perform orchestra concerts for the benefit of the local communities. In FY 2024 a total of four concerts were performed with an average of more than 250 attendees.

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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 $63,150

Program Service Revenue $33,335

Investment Income $2,071

Other Revenue $3,214

TOTAL REVENUE $101,770

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $61,892

Other Expenses $71,859

TOTAL EXPENSES $71,859

Year-over-Year Comparison

	2024	2023	Change
Revenue	$101,770	$99,559	+0.0%
Expenses	$71,859	$69,667	+0.0%
Net Income	$29,911	$29,892	+0.0%

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

$2,043

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sharon Mahon	Director	4.00	Director	$2,043	$0	$2,043
Sheldon Lehman	Director	2.00	Director	$0	$0	$0
Benji Stegner	Director	2.00	Director	$0	$0	$0
Linda Simmons	Director	1.00	Director	$0	$0	$0
Tara Simmons	Director	1.00	Director	$0	$0	$0
Jenny Morden	Director	1.00	Director	$0	$0	$0
Jeannie Edwards	Director	1.00	Director	$0	$0	$0
Kim Randall	Director	2.00	Director	$0	$0	$0
Jim Wade	President	4.00	Officer	$0	$0	$0
Paul Sobel	Treasurer	4.00	Officer	$0	$0	$0
Pat McGuire	Secretary	2.00	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	$101,770	$71,859	$161,301	$29,911
2024	$99,559	$69,667	$150,754	$29,892
2023	$57,811	$60,552	$121,038	$-2,741
2022	$61,253	$57,101	$123,779	$4,152
2021	$19,744	$19,049	$119,627	$695
2020	$35,740	$27,445	$118,932	$8,295
2019	$61,015	$55,601	$113,016	$5,414

The Toccoa Orchestra Guild