INDIAN RIVER SYMPHONIC ASSOCIATION INC (EIN 650441009) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

LOIS CONRAD

Phone

7727783959

Tax Period

2024-07-01 to 2025-06-30

INDIAN RIVER SYMPHONIC ASSOCIATION INC, founded in 1993, is a small nonprofit in the Arts, Culture & Humanities sector that reported $609K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $540K left a modest 11% surplus.

Mission

PERFORM AND ENDORSE SYMPHONIC PERFORMANCES IN LOCAL AREA

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $222,730

Program Service Revenue $350,305

Investment Income $35,664

Other Revenue $0

TOTAL REVENUE $608,699

Expense Breakdown

Grants Paid $0

Salaries & Benefits $65,248

Fundraising Expenses $0

Program Expenses $507,201

Other Expenses $474,832

TOTAL EXPENSES $540,080

Year-over-Year Comparison

	2024	2023	Change
Revenue	$608,699	$547,625	+0.1%
Expenses	$540,080	$542,999	0.0%
Net Income	$68,619	$4,626	+13.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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	Role	Reportable Comp	Other Comp	Total
LOIS CONRAD	PRESIDENT	Officer Director	$0	$0	$0
MICHELE WITT	VICE PRESIDENT	Director	$0	$0	$0
RAYMOND MITCHELL	TREASURER	Officer Director	$0	$0	$0
MARILYN BOSLAND	SECRETARY	Officer Director	$0	$0	$0
ANTHONY BARON	DIRECTOR	Director	$0	$0	$0
JACOB CRAIG	DIRECTOR	Director	$0	$0	$0
JANE KENDALL	DIRECTOR	Director	$0	$0	$0
LOUISE KENNEDY	DIRECTOR	Director	$0	$0	$0
CAROL METTAM	DIRECTOR	Director	$0	$0	$0
JOHN MURPHY	DIRECTOR	Director	$0	$0	$0
SUSAN SUSSMAN	DIRECTOR	Director	$0	$0	$0
PENNY ODIORNE	ADVISOR/FOUNDER	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	$608,699	$540,080	$1,460,591	$68,619
2024	$547,625	$542,999	$1,370,949	$4,626
2023	$451,448	$491,584	$1,334,041	$-40,136
2022	$589,183	$461,473	$1,160,757	$127,710
2021	$155,163	$75,853	$1,022,527	$79,310
2020	$380,792	$381,850	$1,033,158	$-1,058
2020	$426,073	$381,850	$1,033,158	$44,223
2019	$518,988	$422,747	$1,101,800	$96,241

INDIAN RIVER SYMPHONIC ASSOCIATION INC