BALTIMORE SYMPHONY ENDOWMENT TRUST (EIN 770659339) - 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

2006

Legal Domicile

Principal Officer

MARK C HANSON

Phone

4107838095

Tax Period

2023-09-01 to 2024-08-31

BALTIMORE SYMPHONY ENDOWMENT TRUST, founded in 2006, is a mid-sized nonprofit in the Education sector that reported $16.7M in total revenue in fiscal year 2023. Revenue surged 109% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.2M, a strong 25% operating margin.

Mission

TO SUPPORT THE BALTIMORE SYMPHONY ORCHESTRA IN ACCOMPLISHING ITS MISSIONS.

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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 $8,674,400

Program Service Revenue $0

Investment Income $8,030,022

Other Revenue $0

TOTAL REVENUE $16,704,422

Expense Breakdown

Grants Paid $8,560,000

Salaries & Benefits $297,343

Fundraising Expenses $0

Program Expenses $9,678,634

Other Expenses $3,649,520

TOTAL EXPENSES $12,506,863

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,704,422	$7,990,830	+1.1%
Expenses	$12,506,863	$6,187,456	+1.0%
Net Income	$4,197,559	$1,803,374	+1.3%

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

$696,515

Total Directors

$497,136

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MR MARK HANSON	BOARD MEMBER AND CEO	8.00	Officer Director	$85,530	$69,486	$497,136
MR ANDREW A STERN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MR CHRIS BARLETT	CHAIRMAN (PART YEAR)	1.00	Officer Director	$0	$0	$0
MS CHAITANYA YARAMADA	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MR STEVEN R SCHUH	TREASURER	1.00	Officer Director	$0	$0	$0
MS BARBARA BOZZUTO	BOARD MEMBER	1.00	Director	$0	$0	$0
MR KENNETH W DEFONTES JR	BOARD MEMBER (PART YEAR)	1.00	Director	$0	$0	$0
MR RICHARD MONFRED	BOARD MEMBER (PART YEAR)	1.00	Director	$0	$0	$0
MS NICOLE NESBIT	BOARD MEMBER	1.00	Director	$0	$0	$0
MS BETH ROSENWALD	BOARD MEMBER	1.00	Director	$0	$0	$0
MR BARRY ROSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
MR MARK VASELKIV	BOARD MEMBER	1.00	Director	$0	$0	$0
MR JOHN G MCLEAN JR	SVP & CFO (PART YEAR)	4.00	Officer	$35,354	$22,609	$199,379
MR LEONARD WILLIAMS	INTERIM CFO	1.00	Officer	$0	$0	$0
MS ALLISON BURR-LIVINGSTONE	VP & CHIEF ADVANCEMENT OFFICER	10.00	Highest	$47,146	$45,236	$233,818

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
2024	$16,704,422	$12,506,863	$98,295,531	$4,197,559
2023	$7,990,830	$6,187,456	$92,110,864	$1,803,374
2022	$5,853,345	$5,027,446	$88,796,004	$825,899
2021	$13,499,613	$5,536,325	$103,664,720	$7,963,288
2020	$1,289,378	$5,939,328	$93,563,260	$-4,649,950
2019	$5,973,326	$8,530,011	$92,104,541	$-2,556,685
2018	$7,672,767	$11,312,393	$98,139,951	$-3,639,626

BALTIMORE SYMPHONY ENDOWMENT TRUST