HELENA SYMPHONY SOCIETY (EIN 810352076) - 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

1955

Legal Domicile

Principal Officer

ALISON PAUL

Phone

4064421860

Tax Period

2024-07-01 to 2025-06-30

HELENA SYMPHONY SOCIETY, founded in 1955, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $1.3M left a modest 4% surplus.

Mission

TO ENGAGE, ENRICH, TRANSFORM, AND INSPIRE LIVES THROUGH 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 $948,621

Program Service Revenue $288,423

Investment Income $698

Other Revenue $66,718

TOTAL REVENUE $1,304,460

Expense Breakdown

Grants Paid $0

Salaries & Benefits $421,539

Fundraising Expenses $39,246

Program Expenses $1,033,457

Other Expenses $832,850

TOTAL EXPENSES $1,254,389

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,304,460	$1,136,223	+0.1%
Expenses	$1,254,389	$1,151,814	+0.1%
Net Income	$50,071	$-15,591	-4.2%

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

150

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

$120,652

Total Directors

$120,652

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLAN R SCOTT	DIRECTOR & MUSIC DIRECTOR	40.00	Officer Director	$120,652	$0	$120,652
RON BALDWIN	PRESIDENT	5.00	Officer Director	$0	$0	$0
MATT DALTON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ALISON PAUL ESQ	TREASURER	3.00	Officer Director	$0	$0	$0
VICTORIA CECH	SECRETARY	3.00	Officer Director	$0	$0	$0
ART BUMGARDNER	DIRECTOR	3.50	Director	$0	$0	$0
DAVID GENTER	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM SHROP SHROPSHIRE	DIRECTOR	1.50	Director	$0	$0	$0
ERIC STERN ESQ	DIRECTOR	2.00	Director	$0	$0	$0
SISI CARROLL	DIRECTOR	2.00	Director	$0	$0	$0
KATHY BRAMER	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINE KAUFMANN	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN MASON	DIRECTOR	2.00	Director	$0	$0	$0
CHANTEL SCHIEFFER	DIRECTOR	3.00	Director	$0	$0	$0
RAMON MERCADO	DIRECTOR	2.00	Director	$0	$0	$0
LIZ MOORE	DIRECTOR	2.00	Director	$0	$0	$0
MARILYN HUDSON	DIRECTOR	3.00	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	$1,304,460	$1,254,389	$338,151	$50,071
2024	No data	No data	No data	No data
2023	$996,074	$1,092,287	$316,720	$-96,213
2022	$943,638	$1,021,899	$408,080	$-78,261
2021	$815,895	$753,834	$351,537	$62,061
2020	$617,629	$645,963	$251,682	$-28,334
2019	$678,606	$674,416	$140,964	$4,190
2018	$685,529	$626,857	$140,385	$58,672

HELENA SYMPHONY SOCIETY