SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC (EIN 800030849) - 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

2000

Legal Domicile

Principal Officer

EDWARDO CASTRO

Phone

2399103673

Tax Period

2023-07-01 to 2024-06-30

SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC, founded in 2000, is a small nonprofit in the Arts, Culture & Humanities sector that reported $184K in total revenue in fiscal year 2023. Revenue fell 80% from the prior year — a significant decline worth monitoring. Expenses of $525K exceeded revenue, resulting in a 185% operating deficit.

Mission

TO MANAGE ENDOWMENTS AND INVESTMENTS ON BEHALF OF THE SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION, INC.

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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 $7,942

Program Service Revenue $0

Investment Income $176,094

Other Revenue $0

TOTAL REVENUE $184,036

Expense Breakdown

Grants Paid $466,204

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $466,204

Other Expenses $58,450

TOTAL EXPENSES $524,654

Year-over-Year Comparison

	2023	2022	Change
Revenue	$184,036	$917,592	-0.8%
Expenses	$524,654	$419,302	+0.3%
Net Income	$-340,618	$498,290	-1.7%

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
KATHERINE CALDWELL	DIRECTOR	1.00	Director	$0	$0	$0
EDWARDO CASTRO	TREASURER	1.00	Officer Director	$0	$0	$0
CYNTHIA DUFF	SECRETARY	1.00	Officer Director	$0	$0	$0
ROZ LESSER	DIRECTOR	1.00	Director	$0	$0	$0
GINA SABISTON	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS KRACMER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
COREY VERTICH	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
JACK MARTIN	DIRECTOR	1.00	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	No data	No data	No data	No data
2024	$184,036	$524,654	$2,999,829	$-340,618
2023	$917,592	$419,302	$3,156,474	$498,290
2022	$206,716	$224,839	$2,959,835	$-18,123
2021	$827,647	$139,089	$3,472,918	$688,558
2020	$94,978	$268,274	$2,229,695	$-173,296
2019	$145,446	$292,431	$2,443,624	$-146,985

SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC