NATIONAL REPERTORY ORCHESTRA INC (EIN 840566793) - 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

1960

Legal Domicile

Principal Officer

DAVID A DEPETERS

Phone

9704535825

Tax Period

2024-11-01 to 2025-10-31

NATIONAL REPERTORY ORCHESTRA INC, founded in 1960, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2024. Revenue surged 89% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 41% operating margin.

Mission

THE NATIONAL REPERTORY ORCHESTRA IS A PREEMINENT INTENSIVE SUMMER MUSIC FESTIVAL DEVELOPING DIVERSE, THOUGHTFUL, AND SOCIALLY CONSCIOUS MUSICIANS THROUGH EXPERIENTIAL LEARNING. WE INSPIRE YOUNG MUSICIANS TO BE GREAT LEADERS IN THEIR COMMUNITIES WHILE CHANGING 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 $1,909,117

Program Service Revenue $436,543

Investment Income $412,881

Other Revenue $13,590

TOTAL REVENUE $2,772,131

Expense Breakdown

Grants Paid $0

Salaries & Benefits $565,085

Fundraising Expenses $243,976

Program Expenses $1,114,694

Other Expenses $1,065,379

TOTAL EXPENSES $1,630,464

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,772,131	$1,465,526	+0.9%
Expenses	$1,630,464	$1,741,412	-0.1%
Net Income	$1,141,667	$-275,886	-5.1%

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

N/A

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

$169,910

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID A DEPETERS	CEO	40.00	Key Emp	$169,910	$0	$169,910
SAM BUFFORD	TRUSTEE	1.00	Director	$0	$0	$0
DEBRA FOX	SECRETARY	2.00	Officer Director	$0	$0	$0
JOHANNA GIBBS	CHAIR	4.00	Officer Director	$0	$0	$0
TRACEY LAMBERT	TRUSTEE	1.00	Director	$0	$0	$0
HELEN LEMAY	TRUSTEE	1.00	Director	$0	$0	$0
JULIA METZGER	TRUSTEE	1.00	Director	$0	$0	$0
MATT MICHALSKI	TRUSTEE	1.00	Director	$0	$0	$0
ROB MILES	TRUSTEE	1.00	Director	$0	$0	$0
ANNE MILLS	TREASURER	3.00	Officer Director	$0	$0	$0
PAM PIPER	TRUSTEE	1.00	Director	$0	$0	$0
SALLY QUEEN	TRUSTEE	1.00	Director	$0	$0	$0
BETH STEELE	TRUSTEE	1.00	Director	$0	$0	$0
JANEY TROWBRIDGE	TRUSTEE	1.00	Director	$0	$0	$0
EMILY WAHL	VICE-CHAIR	2.00	Officer Director	$0	$0	$0
KAREN WARRICK	TRUSTEE	1.00	Director	$0	$0	$0
STEVE WORALL	TRUSTEE	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	$2,772,131	$1,630,464	$4,591,287	$1,141,667
2024	$1,465,526	$1,741,412	$3,406,276	$-275,886
2023	$1,963,215	$1,672,630	$3,532,718	$290,585
2022	$1,939,782	$1,437,252	$3,300,788	$502,530
2021	$1,314,105	$1,066,826	$3,166,912	$247,279
2020	$1,064,876	$842,119	$2,870,330	$222,757
2019	$1,445,427	$1,186,117	$2,702,627	$259,310
2018	$1,310,023	$1,125,991	$2,353,718	$184,032

NATIONAL REPERTORY ORCHESTRA INC