Augusta Symphony Guild Inc (EIN 586044195) - 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

1983

Legal Domicile

Principal Officer

Caroline Yort

Phone

7068339888

Tax Period

2024-07-01 to 2025-06-30

Augusta Symphony Guild Inc, founded in 1983, is a small nonprofit in the Arts, Culture & Humanities sector that reported $110K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $29K, a strong 26% operating margin.

Mission

To aid and assist the Augusta Symphony Orchestra in its continued growth and to broaden it activities. The Augusta Symphony Guild, Inc. raises funds in various ways to support the Augusta 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 $1,495

Program Service Revenue $49,940

Investment Income $932

Other Revenue $57,996

TOTAL REVENUE $110,363

Expense Breakdown

Grants Paid $70,345

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $74,985

Other Expenses $11,196

TOTAL EXPENSES $81,541

Year-over-Year Comparison

	2024	2023	Change
Revenue	$110,363	$100,325	+0.1%
Expenses	$81,541	$112,223	-0.3%
Net Income	$28,822	$-11,898	-3.4%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Caroline Yort	President	3.00	Officer Director	$0	$0	$0
Allison Vallotton	President Elect	3.00	Officer Director	$0	$0	$0
Kathy Schafer	Cotillion	3.00	Officer Director	$0	$0	$0
Erica Perry	Cotillion	3.00	Officer Director	$0	$0	$0
Hallie Merry	VP Cotillion	3.00	Officer Director	$0	$0	$0
Amelia McDougal	Ways and Means	3.00	Officer Director	$0	$0	$0
Susan Clapp	Secretary	3.00	Officer Director	$0	$0	$0
Mallory Stewart	Assistant Secretary	3.00	Officer Director	$0	$0	$0
Robin Brown	Treasurer	3.00	Officer Director	$0	$0	$0
Meredith Beach	Assistant Treasurer	3.00	Officer Director	$0	$0	$0
Anna Dickinson	Fundraiser SOK Chair	3.00	Officer Director	$0	$0	$0
Mary Ashton Mills	Past President	0.00	Officer 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	$110,363	$81,541	$181,045	$28,822
2024	$100,325	$112,223	$152,223	$-11,898
2023	$110,946	$110,191	$164,121	$755
2022	$91,542	$89,328	$163,365	$2,214
2021	$64,569	$34,724	$159,131	$29,845
2020	$101,414	$110,742	$129,286	$-9,328
2019	$129,878	$101,810	$138,614	$28,068

Augusta Symphony Guild Inc