GLACIER SYMPHONY ORCHESTRA AND CHORALE (EIN 810413320) - 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

1982

Legal Domicile

Principal Officer

WILLIAM LUPTON

Phone

4064077000

Tax Period

2024-07-01 to 2025-06-30

GLACIER SYMPHONY ORCHESTRA AND CHORALE, founded in 1982, is a small nonprofit that reported $864K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $1.2M exceeded revenue, resulting in a 34% operating deficit.

Mission

TO PROVIDE A DIVERSE RANGE OF EXCELLENT MUSICAL EXPERIENCES IN NORTHWEST MONTANA THAT INSPIRE, CHALLENGE, AND EDUCATE OUR MUSICIANS, AUDIENCES, AND STUDENTS.

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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 $478,124

Program Service Revenue $372,532

Investment Income $8,604

Other Revenue $4,574

TOTAL REVENUE $863,834

Expense Breakdown

Grants Paid $0

Salaries & Benefits $460,150

Fundraising Expenses $0

Program Expenses $595,319

Other Expenses $694,093

TOTAL EXPENSES $1,154,243

Year-over-Year Comparison

	2024	2023	Change
Revenue	$863,834	$1,137,809	-0.2%
Expenses	$1,154,243	$1,253,478	-0.1%
Net Income	$-290,409	$-115,669	+1.5%

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

Volunteers

196

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
BJ LUPTON	PRESIDENT	14.00	Director	$0	$0	$0
GWYN PALCHAK	VICE-PRESIDENT	10.00	Director	$0	$0	$0
BOB SALEY	TREASURER	8.00	Director	$0	$0	$0
MARY MCCLARTY	SECRETARY	8.00	Director	$0	$0	$0
TERRY COMSTOCK	TRUSTEE	5.00	Director	$0	$0	$0
NATALIE COONEY	TRUSTEE	6.00	Director	$0	$0	$0
LAURIE MILLER	TRUSTEE	8.00	Director	$0	$0	$0
TOBY SCOTT	TRUSTEE	5.00	Director	$0	$0	$0
ALBERT SIU	TRUSTEE	8.00	Director	$0	$0	$0
COLLEEN UNTERREINER	TRUSTEE	8.00	Director	$0	$0	$0
JIM LEHNER	TRUSTEE	5.00	Director	$0	$0	$0
ANTHONY WISE	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$0
JOHN ZOLTEK	ARTISTIC DIRECTOR	40.00	Highest	$120,000	$4,800	$124,800

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	$863,834	$1,154,243	$894,135	$-290,409
2024	$1,137,809	$1,253,478	$1,057,008	$-115,669
2023	$1,078,047	$1,067,425	$662,855	$10,622
2022	$1,139,489	$864,095	$655,390	$275,394
2021	$674,842	$573,367	$525,029	$101,475
2020	$653,973	$787,421	$457,003	$-133,448
2019	$511,324	$677,019	$542,339	$-165,695
2018	$815,562	$838,722	$701,236	$-23,160

GLACIER SYMPHONY ORCHESTRA AND CHORALE