JACKSON SYMPHONY ORCHESTRA ASSOCIATION FOUNDATION INC (EIN 831357344) - 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

2018

Legal Domicile

Principal Officer

LAURIE CUNNINGHAM

Phone

5177823221

Tax Period

2023-07-01 to 2024-06-30

JACKSON SYMPHONY ORCHESTRA ASSOCIATION FOUNDATION INC, founded in 2018, is a small nonprofit in the Arts, Culture & Humanities sector that reported $479K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $92K, a strong 19% operating margin.

Mission

DISTRIBUTE THE INCOME GENERATED FROM ITS ASSETS, AND PRINCIPAL, AS NECESSARY TO SUPPORT THE JACKSON SYMPHONY ORCHESTRA AT SUCH TIMES AS IT DEEMS APPROPRIATE.

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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 $212,195

Program Service Revenue $0

Investment Income $267,287

Other Revenue $0

TOTAL REVENUE $479,482

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $376,379

Other Expenses $387,267

TOTAL EXPENSES $387,267

Year-over-Year Comparison

	2023	2022	Change
Revenue	$479,482	$558,934	-0.1%
Expenses	$387,267	$150,485	+1.6%
Net Income	$92,215	$408,449	-0.8%

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

$96,992

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN TROSIN	DIRECTOR	0.50	Director	$0	$7,185	$96,992
CAROLY BLOODWORTH	DIRECTOR	0.50	Director	$0	$0	$0
BEN BUTTERFIELD	DIRECTOR	0.50	Director	$0	$0	$0
LAURIE CUNNINGHAM	SECRETARY AN	1.00	Officer Director	$0	$0	$0
LARRY HALMAN	DIRECTOR	0.50	Director	$0	$0	$0
ERIN MAZUR	PRESIDENT	1.00	Officer Director	$0	$0	$0
EARL POLESKI	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
SUSAN RILEY	DIRECTOR	0.50	Director	$0	$0	$0
JOHN WALDRON	DIRECTOR	0.50	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	$479,482	$387,267	$7,835,825	$92,215
2023	$558,934	$150,485	$7,016,584	$408,449

JACKSON SYMPHONY ORCHESTRA ASSOCIATION FOUNDATION INC