VICTORIA SYMPHONY SOCIETY ENDOWMENT TRUST (EIN 746391382) - 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

Principal Officer

KIMBERLY TOMASEK

Phone

3615764500

Tax Period

2024-06-01 to 2025-05-31

VICTORIA SYMPHONY SOCIETY ENDOWMENT TRUST, founded in 1991, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $45K in total revenue in fiscal year 2024. Revenue fell 57% from the prior year — a significant decline worth monitoring. Expenses of $41K left a modest 10% surplus.

Mission

A PERMANENT SOURCE OF FUNDING AND FINANCIAL SUPPORT FOR THE VICTORIA SYMPHONY SOCIETY, INC. ORGANIZATION.

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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 $3,530

Program Service Revenue $0

Investment Income $41,583

Other Revenue $0

TOTAL REVENUE $45,113

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,000

Other Expenses $40,789

TOTAL EXPENSES $40,789

Year-over-Year Comparison

	2024	2023	Change
Revenue	$45,113	$105,064	-0.6%
Expenses	$40,789	$175,955	-0.8%
Net Income	$4,324	$-70,891	-1.1%

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
PENNI GIETZ	ENDOWMENT LI	1.00	Director	$0	$0	$0
DR MICHAEL D HUMMEL	ENDOWMENT LI	1.00	Director	$0	$0	$0
MRS BARBARA LACK	ENDOWMENT LI	1.00	Director	$0	$0	$0
KIMBERLY TOMASEK	EXECUTIVE DI	N/A	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	$45,113	$40,789	$1,230,619	$4,324
2024	$105,064	$175,955	$1,160,969	$-70,891
2023	$8,994	$9,014	$1,089,857	$-20
2022	$70,049	$71,618	$1,108,136	$-1,569
2021	$91,630	$110,107	$1,249,381	$-18,477
2020	$109,284	$9,096	$1,079,281	$100,188
2019	$96,955	$69,077	$1,022,038	$27,878
2018	$40,057	$89,361	$1,077,464	$-49,304

VICTORIA SYMPHONY SOCIETY ENDOWMENT TRUST