LOUISIANA SYMPHONY ASSOCIATION DBA BATON ROUGE SYMPHONY ORCHESTRA (EIN 726001959) - 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

1949

Legal Domicile

Principal Officer

MARSHALL CARBY

Phone

2253830500

Tax Period

2023-07-01 to 2024-06-30

LOUISIANA SYMPHONY ASSOCIATION DBA BATON ROUGE SYMPHONY ORCHESTRA, founded in 1949, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE A SYMPHONY ORCHESTRA, AND TO PROVIDE EDUCATIONAL AND CULTURAL ENRICHMENT FOR THE PEOPLE OF GREATER BATON ROUGE AND THE STATE OF LOUISIANA.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $729,261

Program Service Revenue $792,569

Investment Income $40,429

Other Revenue $7,415

TOTAL REVENUE $1,569,674

Expense Breakdown

Grants Paid $0

Salaries & Benefits $776,304

Fundraising Expenses $0

Program Expenses $1,085,503

Other Expenses $849,451

TOTAL EXPENSES $1,625,755

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,569,674	$1,282,385	+0.2%
Expenses	$1,625,755	$1,447,562	+0.1%
Net Income	$-56,081	$-165,177	-0.7%

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

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
LAURIE SPEYRER	DIRECTOR	1.00	Director	$0	$0	$0
KARA KANTROW	DIRECTOR	1.00	Director	$0	$0	$0
EMILY KAY	DIRECTOR	1.00	Director	$0	$0	$0
BRAD MATHEWS	DIRECTOR	1.00	Director	$0	$0	$0
NICHOLAS RAUSH	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON LEWY	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA MATENS	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE DANIEL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BLUE LOUPE	IMMEDIATE PAST CHAIR	1.00	Director	$0	$0	$0
DONNA TORRES	CHAIR	1.00	Officer Director	$0	$0	$0
LAURA ACOSTA	DIRECTOR	1.00	Director	$0	$0	$0
TRIPPE HAWTHORNE	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG HEINZEN	DIRECTOR	1.00	Director	$0	$0	$0
JOYCE O'ROURKE	DIRECTOR	1.00	Director	$0	$0	$0
MARY WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
ROGER SIMMONS	TREASURER	1.00	Officer Director	$0	$0	$0
JOANNA SO	SECRETARY	1.00	Officer Director	$0	$0	$0
SUSAN ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL GUIDROZ	DIRECTOR	1.00	Director	$0	$0	$0
CORY LANDRY	DIRECTOR	1.00	Director	$0	$0	$0
VICTOR SACHSE	CHAIR-ELECT	1.00	Officer 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	$1,569,674	$1,625,755	$1,600,423	$-56,081
2023	$1,282,385	$1,447,562	$1,552,947	$-165,177
2022	$1,384,847	$1,183,667	$1,391,416	$201,180
2021	$996,027	$717,876	$1,215,459	$278,151
2020	$1,125,201	$1,101,567	$1,013,563	$23,634
2019	$1,252,830	$1,152,307	$1,011,645	$100,523

LOUISIANA SYMPHONY ASSOCIATION DBA BATON ROUGE SYMPHONY ORCHESTRA