LONGMONT SYMPHONY SOCIETY INC (EIN 840611954) - 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

1966

Legal Domicile

Principal Officer

SARA PARKINSON

Phone

3037725796

Tax Period

2024-07-01 to 2025-06-30

LONGMONT SYMPHONY SOCIETY INC, founded in 1966, is a small nonprofit in the Arts, Culture & Humanities sector that reported $758K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $123K, a strong 16% operating margin.

Mission

PROVIDE CLASSICAL MUSIC TO THE COMMUNITY

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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 $417,814

Program Service Revenue $270,921

Investment Income $17,557

Other Revenue $51,454

TOTAL REVENUE $757,746

Expense Breakdown

Grants Paid $0

Salaries & Benefits $137,757

Fundraising Expenses $32,384

Program Expenses $536,786

Other Expenses $496,870

TOTAL EXPENSES $634,627

Year-over-Year Comparison

	2024	2023	Change
Revenue	$757,746	$637,537	+0.2%
Expenses	$634,627	$626,375	+0.0%
Net Income	$123,119	$11,162	+10.0%

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

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
TIM O'NEILL	PRESIDENT	1.00	Officer	$0	$0	$0
MONIKA WARCHOL	VICE PRESIDE	1.00	Officer	$0	$0	$0
FREDERICK GOLDMEYER	TREASURER	1.00	Officer	$0	$0	$0
TARA MENZA	SECRETARY	1.00	Officer	$0	$0	$0
SARA PARKINSON	EXECUTIVE DI	40.00	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	$757,746	$634,627	$434,341	$123,119
2024	$637,537	$626,375	$316,819	$11,162
2023	$483,085	$500,609	$232,622	$-17,524
2022	$487,911	$412,297	$300,706	$75,614
2021	$263,059	$181,916	$214,806	$81,143
2020	$353,623	$341,888	$117,240	$11,735
2019	$343,419	$362,107	$135,436	$-18,688
2018	$312,348	$302,936	$145,675	$9,412

LONGMONT SYMPHONY SOCIETY INC