BOZEMAN SYMPHONY SOCIETY

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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

1968

Legal Domicile

Principal Officer

BEN PHINNEY

Phone

4065859774

Tax Period

2023-07-01 to 2024-06-30

BOZEMAN SYMPHONY SOCIETY, founded in 1968, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

THE BOZEMAN SYMPHONY PROVIDES PROGRAMMING FOR THE BENEFIT OF INDIVIDUALS, STUDENTS AND MUSICIANS.

Program Service Accomplishments

Program 1

Expenses: $781,105

The Bozeman Symphonys mission is to engage, unite, and uplift the human experience in Montana through music and the arts. We present a repertoire of high-quality symphonic and choral music with guest artists from around the world, and we are oneof the areas most highly regarded performing arts organizations. We have a vision for music to play an active and integral part in the daily fabric of life for the people of Montana, and our concerts and community programs are representative of making that vision a reality. Each season includes a Classical Concert Series; a popular music series called Bozeman Symphony Presents, in addition to our free student and family concerts. We also share the power of music through community outreach performances including a Far Afield program addressing musical access and social isolation; an education series that includes our Symphony Storytimes and Kinderkonzerts for youth; and a Joy Series in cooperation with local health care providers to address memory issues and stress.

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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 $1,165,431

Program Service Revenue $903,497

Investment Income $18,482

Other Revenue $0

TOTAL REVENUE $2,087,410

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,396,170

Fundraising Expenses $4,611

Program Expenses $781,105

Other Expenses $846,397

TOTAL EXPENSES $2,242,567

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,087,410	$1,779,404	+0.2%
Expenses	$2,242,567	$2,030,242	+0.1%
Net Income	$-155,157	$-250,838	-0.4%

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

180

Volunteers

101

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

$216,014

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACOB BLASER	Executive Dir.	40.00	Officer	$116,212	$10,782	$126,994
EMILY PARIS-MARTIN	Past Exec Dir	40.00	Officer	$87,794	$1,226	$89,020
SKYE RAISER	Director	1.00	Director	$0	$0	$0
STEPHEN SCHACHMAN	Chair Emeritus	1.00	Director	$0	$0	$0
BEN PHINNEY	CHAIR	1.00	Officer Director	$0	$0	$0
GARY KACHADURIAN	Director	1.00	Director	$0	$0	$0
DONALD GIMBEL	Director	1.00	Director	$0	$0	$0
PAUL BERTELLI	Director	1.00	Director	$0	$0	$0
LEE SELBY	Director	1.00	Director	$0	$0	$0
GARY KUNIS	Director	1.00	Director	$0	$0	$0
CHARLES RINKER	Director	1.00	Director	$0	$0	$0
TOM BRAY	Secretary	1.00	Officer Director	$0	$0	$0
TAMARA HAVENHILL-JACOBS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KENNETH MAY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BOB RITCHIE	INTERIM-TREASUR	1.00	Officer Director	$0	$0	$0
ILSE-MARI LEE	Director	1.00	Director	$0	$0	$0
LIZ RICHARDS	Director	1.00	Director	$0	$0	$0
MICHAEL SCHMIDT	Director	1.00	Director	$0	$0	$0
SARA JAYNE STEEN	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	$2,087,410	$2,242,567	$887,212	$-155,157
2023	$1,779,404	$2,030,242	$989,902	$-250,838
2022	$1,499,677	$1,584,733	$825,039	$-85,056
2021	$908,996	$655,641	$828,625	$253,355
2020	$763,995	$878,721	$544,701	$-114,726
2019	$827,106	$866,476	$607,601	$-39,370
2018	$1,059,605	$829,023	$647,905	$230,582