THE FLORIDA ORCHESTRA (EIN 591223691) - 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

1967

Legal Domicile

Principal Officer

LINDA CASSALY

Phone

7273623331

Tax Period

2023-07-01 to 2024-06-30

THE FLORIDA ORCHESTRA, founded in 1967, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $13.1M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum.

Mission

TO INSPIRE-EDUCATE-UNITE AND BUILD COMMUNITY THROUGH THE TRANSFORMATIVE POWER OF MUSIC.

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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 (2023)

Revenue Breakdown

Contributions & Grants $6,981,677

Program Service Revenue $4,449,777

Investment Income $1,048,070

Other Revenue $631,908

TOTAL REVENUE $13,111,432

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,595,049

Fundraising Expenses $399,724

Program Expenses $11,673,656

Other Expenses $5,270,377

TOTAL EXPENSES $13,865,426

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,111,432	$10,177,429	+0.3%
Expenses	$13,865,426	$12,492,191	+0.1%
Net Income	$-753,994	$-2,314,762	-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

305

Volunteers

696

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

$187,867

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREGORY C YADLEY	CHAIR OF THE BOARD	1.00	Officer Director	$0	$0	$0
LINDA CASSALY	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
GREG RUST	TREASURER	1.00	Officer Director	$0	$0	$0
CAROL BALKCOM	SECRETARY	1.00	Officer Director	$0	$0	$0
BARRY ALPERT	BOARD MEMBER	1.00	Director	$0	$0	$0
GAYLE BERTELSTEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN BETZER	BOARD MEMBER	1.00	Director	$0	$0	$0
MONTSERRAT CERF	BOARD MEMBER	1.00	Director	$0	$0	$0
JEANNE COLEMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOYCE COTTON	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH J DANIELS ESQ	BOARD MEMBER	1.00	Director	$0	$0	$0
SARA DODDS	BOARD MEMBER	1.00	Director	$0	$0	$0
GINA DRISCOLL	DIRECTOR - EX-OFFICIO	1.00	Director	$0	$0	$0
BELINDA DUMONT	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDITH EICHENBAUM	BOARD MEMBER	1.00	Director	$0	$0	$0
JANE FANNING	BOARD MEMBER	1.00	Director	$0	$0	$0
GORDON GILBERT	BOARD MEMBER	1.00	Director	$0	$0	$0
AMERICO GONZALVO	BOARD MEMBER	1.00	Director	$0	$0	$0
HARRY GREENE	BOARD MEMBER	1.00	Director	$0	$0	$0
TRICIA HANCOCK	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN HANEY	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM D HAUEISEN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOAN KLINE	BOARD MEMBER	1.00	Director	$0	$0	$0
JANE B PEPPARD	BOARD MEMBER	1.00	Director	$0	$0	$0
GARY SATTERFIELD	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHEL SAUERS	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT SCHMIDT	BOARD MEMBER	1.00	Director	$0	$0	$0
MARCY SHUCK	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT F SHUCK	BOARD MEMBER	1.00	Director	$0	$0	$0
J HARRISON SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD STEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
JANE STROM	BOARD MEMBER	1.00	Director	$0	$0	$0
SUE ULREY	BOARD MEMBER	1.00	Director	$0	$0	$0
HERBERT WALTER	BOARD MEMBER	1.00	Director	$0	$0	$0
IAN J WHITNEY	DIRECTOR - EX-OFFICIO	1.00	Director	$0	$0	$0
PETER ZINOBER	BOARD MEMBER	1.00	Director	$0	$0	$0
KARL NURSE	BOARD MEMBER (TERM END 12/31/23)	1.00	Director	$0	$0	$0
ANGELA PHIRI	BOARD MEMBER (TERM END 12/31/23)	1.00	Director	$0	$0	$0
ISAAC RUIZ-CARUS	BOARD MEMBER (TERM END 12/31/23)	1.00	Director	$0	$0	$0
DEBORAH BUDAJ	CFO CONSULTANT (THRU 11/30/23)	40.00	Officer	$79,875	$0	$79,875
ANITA SAMAROO	DIRECTOR OF FINANCE (AS OF 11/13/23)	40.00	Officer	$11,446	$787	$12,233
IGNACIO BERRON VIELA	PRESIDENT & CEO (AS OF 8/7/23)	40.00	Officer	$89,077	$6,682	$95,759
JEFFREY MULTER	CONCERTMASTER	40.00	Highest	$140,373	$40,793	$181,166
SUSANA WEYMOUTH	CHIEF DEVELOPMENT OFFICER	40.00	Highest	$115,570	$13,745	$129,315

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	No data	No data	No data	No data
2024	$13,111,432	$13,865,426	$13,662,829	$-753,994
2023	$10,177,429	$12,492,191	$15,039,564	$-2,314,762
2022	$10,472,393	$11,360,424	$14,411,796	$-888,031
2021	$8,292,788	$7,826,283	$17,821,899	$466,505
2020	$10,417,898	$10,538,520	$13,840,648	$-120,622
2019	$10,078,423	$11,229,576	$15,443,078	$-1,151,153
2018	$12,956,285	$11,478,204	$17,198,760	$1,478,081

THE FLORIDA ORCHESTRA