OWENSBORO SYMPHONY ORCHESTRA INC (EIN 616055984) - 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

1996

Legal Domicile

Principal Officer

GWYN MORRIS PAYNE

Phone

2706840661

Tax Period

2023-07-01 to 2024-06-30

OWENSBORO SYMPHONY ORCHESTRA INC, founded in 1996, is a small nonprofit in the Arts, Culture & Humanities sector that reported $842K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Net assets of $2.2M represent 31 months of operating reserves.

Mission

TO CREATE MEANINGFUL, IMAGINATIVE PERFORMANCES AND EDUCATIONAL AND COMMUNITY ENGAGEMENT PROGRAMS THAT ENRICH LIVES AND CREATE MEMORABLE EXPERIENCES.

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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 $518,592

Program Service Revenue $269,509

Investment Income $61,040

Other Revenue $-6,987

TOTAL REVENUE $842,154

Expense Breakdown

Grants Paid $0

Salaries & Benefits $219,481

Fundraising Expenses $41,232

Program Expenses $727,544

Other Expenses $659,978

TOTAL EXPENSES $879,459

Year-over-Year Comparison

	2023	2022	Change
Revenue	$842,154	$951,988	-0.1%
Expenses	$879,459	$926,385	-0.1%
Net Income	$-37,305	$25,603	-2.5%

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

Volunteers

100

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
CALLIS KAREN	DIRECTOR	1.00	Director	$0	$0	$0
CLARK MARTHA	DIRECTOR	1.00	Director	$0	$0	$0
ELDER GREG	DIRECTOR	1.00	Director	$0	$0	$0
HOUSTON CHERYL	DIRECTOR	1.00	Director	$0	$0	$0
JAMES DAISY	DIRECTOR	1.00	Director	$0	$0	$0
JANSING BILL	DIRECTOR	1.00	Director	$0	$0	$0
KAMUF CHRIS	DIRECTOR	1.00	Director	$0	$0	$0
LEAZENBY ANNE	DIRECTOR	1.00	Director	$0	$0	$0
MARSH JULIE	DIRECTOR	1.00	Director	$0	$0	$0
MILLS JAMIE	DIRECTOR	1.00	Director	$0	$0	$0
MYRE TAD	DIRECTOR	1.00	Director	$0	$0	$0
NEAL TOM	DIRECTOR	1.00	Director	$0	$0	$0
REYNOLDS DAVID	DIRECTOR	1.00	Director	$0	$0	$0
SHAH JITEN	DIRECTOR	1.00	Director	$0	$0	$0
SMITH PHILIP	DIRECTOR	1.00	Director	$0	$0	$0
BOTHWELL CAROL	VICE CHAIRWOMAN	5.00	Officer	$0	$0	$0
HOLBROOK ALLEN	CHAIRMAN	5.00	Officer	$0	$0	$0
HOWARD SARAH	TREASURER	5.00	Officer	$0	$0	$0
MAPLE BROOKLYN	SECRETARY	5.00	Officer	$0	$0	$0
PRICE BILL	DIRECTOR	1.00	Officer	$0	$0	$0
WETHINGTON JAY	VICE CHAIRMAN	5.00	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	No data	No data	No data	No data
2024	$842,154	$879,459	$2,440,104	$-37,305
2023	$951,988	$926,385	$2,455,179	$25,603
2022	$942,438	$879,566	$2,481,764	$62,872
2021	$566,644	$580,929	$2,483,066	$-14,285
2020	$812,221	$789,266	$2,412,211	$22,955
2018	$801,513	$800,514	$2,369,287	$999

OWENSBORO SYMPHONY ORCHESTRA INC