PLANO SYMPHONY ORCHESTRA ASSOCIATION (EIN 751929103) - 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

1983

Legal Domicile

Principal Officer

GREGORY PATTERSON

Phone

9724737262

Tax Period

2024-07-01 to 2025-06-30

PLANO SYMPHONY ORCHESTRA ASSOCIATION, founded in 1983, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.8M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $2.5M left a modest 13% surplus.

Mission

IT IS THE MISSION OF OUR ORCHESTRA TO INSPIRE, EDUCATE, ENTERTAIN AND INVOLVE THE CHILDREN, YOUTH AND ADULTS OF OUR COMMUNITY IN THE ENJOYMENT OF GREAT MUSIC.

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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 $1,924,045

Program Service Revenue $896,466

Investment Income $14,022

Other Revenue $3,968

TOTAL REVENUE $2,838,501

Expense Breakdown

Grants Paid $0

Salaries & Benefits $826,560

Fundraising Expenses $278,553

Program Expenses $1,892,648

Other Expenses $1,653,723

TOTAL EXPENSES $2,480,283

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,838,501	$2,254,601	+0.3%
Expenses	$2,480,283	$2,126,642	+0.2%
Net Income	$358,218	$127,959	+1.8%

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

125

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

$110,226

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RODRIGUEZ-GARCIA CARLOS	DIRECTOR	1.00	Director	$0	$0	$0
RIGGS RYAN J	DIRECTOR	1.00	Director	$0	$0	$0
PATON BOB	DIRECTOR	1.00	Director	$0	$0	$0
PARKER WANDA PE	DIRECTOR	1.00	Director	$0	$0	$0
ORR DAVID	DIRECTOR	1.00	Director	$0	$0	$0
NAUMANN BING	EX-OFFICIO (YOUNG PROFESSIONALS)	1.00	Director	$0	$0	$0
MUSE RALPH	DIRECTOR	1.00	Director	$0	$0	$0
MORFORD DARLENE	DIRECTOR	1.00	Director	$0	$0	$0
MILLER CHARLES	DIRECTOR	1.00	Director	$0	$0	$0
LYNCH MIRNA	DIRECTOR	1.00	Director	$0	$0	$0
LEE DR DOOHI	DIRECTOR	1.00	Director	$0	$0	$0
KAUFFELDT HAL	DIRECTOR	1.00	Director	$0	$0	$0
JOHNSON ARLENE	DIRECTOR	1.00	Director	$0	$0	$0
GUZMAN HECTOR	MUSIC DIRECTOR (EX-OFFICIO)	40.00	Director	$0	$0	$0
MILLS BRENDA	CHAIRMAN	1.00	Officer Director	$0	$0	$0
FREEMAN NANCY	VICE CHAIRMAN AND CHAIRMAN-ELECT	1.00	Officer Director	$0	$0	$0
BARNUM JULIANNE	SECRETARY	1.00	Officer Director	$0	$0	$0
BARBER CRAIG	TREASURER	1.00	Officer Director	$0	$0	$0
BAGGETT BOBBY	DIRECTOR	1.00	Director	$0	$0	$0
VENNER TOM	DIRECTOR	1.00	Director	$0	$0	$0
BALLARD LINDA	DIRECTOR	1.00	Director	$0	$0	$0
CARLILE HEATHER	DIRECTOR	1.00	Director	$0	$0	$0
CATER MARY JO	DIRECTOR	1.00	Director	$0	$0	$0
DWIGHT TIM	DIRECTOR	1.00	Director	$0	$0	$0
GORDON FABIAN	DIRECTOR	1.00	Director	$0	$0	$0
BOEGER BRET	DIRECTOR	1.00	Director	$0	$0	$0
WOOD SUE	DIRECTOR	1.00	Director	$0	$0	$0
BROWNFIELD GARY	DIRECTOR	1.00	Director	$0	$0	$0
HOBBS ALICE	EXECUTIVE DIRECTOR EMERITUS	1.00	Director	$0	$0	$0
HOFFMAN SHAWN	DIRECTOR	1.00	Director	$0	$0	$0
HUMMEL GLEN	MUSICIAN LIAISON (EX-OFFICIO	1.00	Director	$0	$0	$0
LANDS JOANNA	DIRECTOR	1.00	Director	$0	$0	$0
MILLER ALLIE	MUSICIAN LIAISON (EX-OFFICIO	1.00	Director	$0	$0	$0
OSTEEN AMY	DIRECTOR	1.00	Director	$0	$0	$0
SHILLER STALEY	DIRECTOR	1.00	Director	$0	$0	$0
PATTERSON GREGORY	PRESIDENT/CEO	40.00	Officer	$105,867	$4,359	$110,226

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	$2,838,501	$2,480,283	$2,467,606	$358,218
2024	$2,254,601	$2,126,642	$1,914,104	$127,959
2023	$1,549,803	$1,753,971	$1,770,549	$-204,168
2022	$2,161,170	$1,658,398	$1,794,236	$502,772
2021	$1,338,686	$1,343,265	$1,380,082	$-4,579
2020	$1,473,784	$1,744,988	$1,435,956	$-271,204
2019	$1,741,256	$2,004,299	$1,718,795	$-263,043
2018	$1,589,331	$1,701,706	$1,514,996	$-112,375

PLANO SYMPHONY ORCHESTRA ASSOCIATION