ABILENE PHILHARMONIC FOUNDATION (EIN 752281734) - 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

1988

Legal Domicile

Principal Officer

JOSH FLEMING

Phone

3256776710

Tax Period

2024-06-01 to 2025-05-31

ABILENE PHILHARMONIC FOUNDATION, founded in 1988, is a small nonprofit in the Arts, Culture & Humanities sector that reported $376K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $201K, a strong 54% operating margin.

Mission

THE MISSION IS TO MANAGE ENDOWMENT FUNDS FOR THE ABILENE PHILHARMONIC ASSOCIATION.

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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 $183,865

Program Service Revenue $0

Investment Income $191,975

Other Revenue $0

TOTAL REVENUE $375,840

Expense Breakdown

Grants Paid $154,121

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $172,280

Other Expenses $20,629

TOTAL EXPENSES $174,750

Year-over-Year Comparison

	2024	2023	Change
Revenue	$375,840	$497,415	-0.2%
Expenses	$174,750	$125,151	+0.4%
Net Income	$201,090	$372,264	-0.5%

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

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
RYAN GIBSON	Director	0.50	Officer Director	$0	$0	$0
MIKE YOUNG	Vice President	0.50	Officer Director	$0	$0	$0
JOSH FLEMING	President	1.00	Officer Director	$0	$0	$0
MARK KAPPEL	Treasurer	0.50	Officer Director	$0	$0	$0
ROBERTA KALAFUT BRANDECKER	Secretary	0.50	Officer Director	$0	$0	$0
JOE BILES	EX-OFFICIO	0.50	Director	$0	$0	$0
EVAN SIMMONS	Designated Dir.	0.50	Director	$0	$0	$0
ELIZABETH MILLER	EX-OFFICIO	0.50	Director	$0	$0	$0
BRANDON CARR	Director	0.50	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	$375,840	$174,750	$5,037,097	$201,090
2024	$497,415	$125,151	$4,691,639	$372,264
2023	$360,206	$150,879	$3,945,036	$209,327
2022	$1,332,633	$205,444	$3,802,636	$1,127,189
2021	$122,058	$44,939	$3,129,371	$77,119
2020	$184,363	$117,474	$2,485,641	$66,889
2019	$236,946	$101,326	$2,388,877	$135,620

ABILENE PHILHARMONIC FOUNDATION