ALABAMA SYMPHONY ENDOWMENT (EIN 630965459) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

TAYLOR MCELROY

Phone

2053146906

Tax Period

2023-07-01 to 2024-06-30

ALABAMA SYMPHONY ENDOWMENT, founded in 1987, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.0M in total revenue in fiscal year 2017. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $2.0M exceeded revenue, resulting in a 92% operating deficit.

Mission

TO PROVIDE FUNDING AND SUPPORT FOR THE ALABAMA SYMPHONIC ASSOCIATION, INC.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,465,000

Program Service Revenue $0

Investment Income $367,159

Other Revenue $11,719

TOTAL REVENUE $2,843,878

Expense Breakdown

Grants Paid $1,124,988

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,124,988

Other Expenses $141,116

TOTAL EXPENSES $1,266,104

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,843,878	$1,927,240	+0.5%
Expenses	$1,266,104	$877,930	+0.4%
Net Income	$1,577,774	$1,049,310	+0.5%

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

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
TAYLOR MCELROY	PRESIDENT	1.00	Officer Director	$0	$0	$0
DELL S BROOKE	SECRETARY	1.00	Officer Director	$0	$0	$0
F DIXON BROOKE JR	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
PHIL CARROLL	DIRECTOR	1.00	Director	$0	$0	$0
SAMUEL P JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
DANNY MCKINNEY	DIRECTOR	1.00	Director	$0	$0	$0
LORI DIXON	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM RUSHTON IV	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL STONE	DIRECTOR	1.00	Director	$0	$0	$0
PEDRO VERDU	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	No data	No data	No data	No data
2024	$2,843,878	$1,266,104	$22,295,507	$1,577,774
2023	$1,927,240	$877,930	$18,741,322	$1,049,310
2022	$1,123,175	$774,482	$16,726,208	$348,693
2022	$1,123,175	$774,482	$16,726,208	$348,693
2021	$1,402,512	$1,213,999	$18,611,694	$188,513
2020	$3,347,172	$640,706	$16,921,538	$2,706,466
2019	$4,405,808	$1,437,487	$14,215,072	$2,968,321
2018	$1,027,827	$1,977,278	$11,246,751	$-949,451

ALABAMA SYMPHONY ENDOWMENT