Symphony Volunteers Inc (EIN 721199318) - 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

1991

Legal Domicile

Phone

5042883770

Tax Period

2024-07-01 to 2025-06-30

Symphony Volunteers Inc, founded in 1991, is a small nonprofit that reported $242K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year.

Mission

To Serve, Support and Promote the Louisiana Philharmonic Orchestra. To Create and Promote interest and support for Philharmonic music. To promote and foster music education. To encourage volunteer support from membership and the community. To raise funds to accomplish these goals

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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 $239,589

Program Service Revenue $1,073

Investment Income $1,686

Other Revenue $0

TOTAL REVENUE $242,348

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $70,784

Fundraising Expenses $13,131

Program Expenses $100,544

Other Expenses $77,554

TOTAL EXPENSES $248,338

Year-over-Year Comparison

	2024	2023	Change
Revenue	$242,348	$274,856	-0.1%
Expenses	$248,338	$303,620	-0.2%
Net Income	$-5,990	$-28,764	-0.8%

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

173

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
Heidi Charters	Director	0.30	Director	$0	$0	$0
Linda Ferguson	Director	0.30	Director	$0	$0	$0
Ellen Goldring	Director	0.30	Director	$0	$0	$0
Betty Gerstner	Director	0.30	Director	$0	$0	$0
Josette Seifert	Director	0.30	Director	$0	$0	$0
Charlotte Lewis	Director	1.00	Director	$0	$0	$0
Donna Howland	Director	1.00	Director	$0	$0	$0
Robert Lewis	Director	0.30	Director	$0	$0	$0
Gretchen Bosworth	Director	0.50	Director	$0	$0	$0
Eleanor Straub	Director	0.30	Director	$0	$0	$0
Nora Wetzel	Director	0.30	Director	$0	$0	$0
Marcia Davila	Director	0.30	Director	$0	$0	$0
Barbara Beckman	Director	0.30	Director	$0	$0	$0
Lorraine Thien	Director	0.30	Director	$0	$0	$0
Celena Neal	Director	0.30	Director	$0	$0	$0
Lorene Holbrook	Director	0.30	Director	$0	$0	$0
Emel Mize	Director	0.30	Director	$0	$0	$0
Sheila McGhee	Director	0.30	Director	$0	$0	$0
Luz Caputto	Director	0.30	Director	$0	$0	$0
Jaime Johnston	Director	0.30	Director	$0	$0	$0
Barbara Sands	Immediate past President	2.00	Officer	$0	$0	$0
Nancy Fridge	Treasurer	1.00	Officer	$0	$0	$0
Kathy Gaspard	Director	0.30	Officer	$0	$0	$0
Philip Straub	Financial Secretary	1.00	Officer	$0	$0	$0
Robin Reed	VP Administration	3.00	Officer	$0	$0	$0
Diane Butler	Parliamintarian	0.30	Officer	$0	$0	$0
Margaret Long	Encore Shop Chair	4.00	Officer	$0	$0	$0
Dale Fleishmann	Corresponding Secretary	0.50	Officer	$0	$0	$0
Amy Ferguson	President	5.00	Officer	$0	$0	$0
Janet Blowhowsiak	Book Fair	5.00	Officer	$0	$0	$0
Blanca Maldonado	VP Fundraisingpublicity	1.00	Officer	$0	$0	$0
Evelyn Pugh	Recording secretary	0.30	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	$242,348	$248,338	$279,466	$-5,990
2024	$274,856	$303,620	$285,158	$-28,764
2023	$295,116	$276,063	$314,067	$19,053
2022	$266,987	$217,179	$298,973	$49,808
2021	$148,690	$136,982	$260,875	$11,708
2020	$145,846	$214,834	$249,008	$-68,988
2019	$263,449	$282,737	$314,447	$-19,288

Symphony Volunteers Inc