BARTLESVILLE SYMPHONY ORCHESTRA INC (EIN 731073952) - 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

1978

Legal Domicile

Principal Officer

SAM POWELL

Phone

9183373452

Tax Period

2023-07-01 to 2024-06-30

BARTLESVILLE SYMPHONY ORCHESTRA INC, founded in 1978, is a small nonprofit in the Arts, Culture & Humanities sector that reported $350K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

PROVIDING COMMUNITY ENRICHMENT THROUGH ARTS/ENTERTAINMENT

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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 $307,384

Program Service Revenue $39,776

Investment Income $22

Other Revenue $2,755

TOTAL REVENUE $349,937

Expense Breakdown

Grants Paid $0

Salaries & Benefits $246,015

Fundraising Expenses $9,060

Program Expenses $238,323

Other Expenses $104,420

TOTAL EXPENSES $350,435

Year-over-Year Comparison

	2023	2022	Change
Revenue	$349,937	$321,221	+0.1%
Expenses	$350,435	$346,094	+0.0%
Net Income	$-498	$-24,873	-1.0%

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

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
LESLIE KING	SECRETARY	4.00	Officer Director	$0	$0	$0
KAREN ARROWSMITH	DIRECTOR	1.00	Director	$0	$0	$0
JARROD ELMORE	DIRECTOR	1.00	Director	$0	$0	$0
FRED COOK	DIRECTOR	1.00	Director	$0	$0	$0
JON LINDQUIST	DIRECTOR	1.00	Director	$0	$0	$0
KARL OAKLEY	DIRECTOR	1.00	Director	$0	$0	$0
JASON PIERCE	DIRECTOR	1.00	Director	$0	$0	$0
SAM POWELL	TREASURER	4.00	Officer Director	$0	$0	$0
KATY RUSHING	DIRECTOR	1.00	Director	$0	$0	$0
TOM O'CONNOR	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN HOFFER	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
MELANIE BAYLES	PRESIDENT	4.00	Officer Director	$0	$0	$0
ALISON THEIS	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	$349,937	$350,435	$15,589	$-498
2023	$321,221	$346,094	$16,074	$-24,873
2022	$338,886	$384,238	$36,765	$-45,352
2021	$266,129	$238,786	$84,851	$27,343
2020	$201,794	$210,662	$57,508	$-8,868
2019	$240,337	$239,252	$66,376	$1,085
2018	$253,505	$275,937	$64,806	$-22,432

BARTLESVILLE SYMPHONY ORCHESTRA INC