LUBBOCK SYMPHONY GUILD INC (EIN 752023666) - 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

1985

Legal Domicile

Principal Officer

TAYLOR KOONTZ

Phone

8064386867

Tax Period

2024-06-01 to 2025-05-31

LUBBOCK SYMPHONY GUILD INC, founded in 1985, is a small nonprofit in the Arts, Culture & Humanities sector that reported $104K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $24K, a strong 23% operating margin.

Mission

SUPPORT FOR LUBBOCK SYMPHONY ORCHESTRA

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $54,078

Program Service Revenue $0

Investment Income $7,454

Other Revenue $42,351

TOTAL REVENUE $103,883

Expense Breakdown

Grants Paid $70,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,000

Other Expenses $9,878

TOTAL EXPENSES $79,878

Year-over-Year Comparison

	2024	2023	Change
Revenue	$103,883	$79,136	+0.3%
Expenses	$79,878	$85,684	-0.1%
Net Income	$24,005	$-6,548	-4.7%

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

N/A

Volunteers

375

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
CAROL ROBERTSON	PRESIDENT	002.00	Officer Director	$0	$0	$0
ABBY THOMPSON	VICE PRESIDENT	002.00	Officer Director	$0	$0	$0
ELLEN WALLACE	SECRETARY	002.00	Officer Director	$0	$0	$0
TAYLOR KOONTZ	TREASURER	002.00	Officer Director	$0	$0	$0
SHANNON MILLER	TRASURER	002.00	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	$103,883	$79,878	$389,424	$24,005
2024	$79,136	$85,684	$365,419	$-6,548
2023	$131,400	$79,698	$371,002	$51,702
2022	$145,445	$119,178	$319,300	$26,267
2021	$86,290	$103,806	$292,187	$-17,516
2020	$117,492	$141,206	$309,703	$-23,714
2019	$118,500	$115,977	$333,417	$2,523

LUBBOCK SYMPHONY GUILD INC