JEFFERSON SYMPHONY ASSOCIATION

EIN: 846025592 501(c)(3) Arts, Culture & Humanities

Golden, CO

Total Revenue
$164,794
Total Expenses
$187,292
Total Assets
$909,271
Net Assets
$899,490
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1954
Legal Domicile
CO
Principal Officer
Kimberly Nelson
Phone
7085281858
Tax Period
2025-01-01 to 2025-12-31

JEFFERSON SYMPHONY ASSOCIATION, founded in 1954, is a small nonprofit in the Arts, Culture & Humanities sector that reported $165K in total revenue in fiscal year 2025. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $187K exceeded revenue, resulting in a 14% operating deficit.

Mission

Educating the public about symphonic music through concerts or other educational activities. Educating students and serious musicians through symphony concerts and activities. Typically perform 6 annual concerts and 6 recitals per year when not in pandemic.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $86,834
Program Service Revenue $61,514
Investment Income $17,581
Other Revenue $-1,135
TOTAL REVENUE $164,794

Expense Breakdown

Grants Paid $0
Salaries & Benefits $98,727
Fundraising Expenses $0
Program Expenses $143,185
Other Expenses $88,565
TOTAL EXPENSES $187,292

Year-over-Year Comparison

2025 2024 Change
Revenue $164,794 $234,318 -0.3%
Expenses $187,292 $207,122 -0.1%
Net Income $-22,498 $27,196 -1.8%
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

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Governance

Voting Members
10
Independent Members
10
Employees
3
Volunteers
20

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
4
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jim Everson Board Chairman 6.00
Officer Director
$0 $0 $0
Kimberly Nelson CPA Board Treasurer 4.00
Officer Director
$0 $0 $0
Larry Lucero Board Secretary 6.00
Officer Director
$0 $0 $0
Caleb Newquist Vice Chairman 1.00
Officer Director
$0 $0 $0
Chuck Stone Board Member 1.00
Director
$0 $0 $0
Katie Newquist Board Member 1.00
Director
$0 $0 $0
Greg Eifler Board Member 1.00
Director
$0 $0 $0
Masakazu Ito Board Member 6.00
Director
$0 $0 $0
Andy Clark Board Member 2.00
Director
$0 $0 $0
Michelle Childress Board Member 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 $164,794 $187,292 $909,271 $-22,498
2024 $234,318 $207,122 $853,610 $27,196
2023 $167,653 $190,678 $745,817 $-23,025
2022 $139,970 $179,991 $662,734 $-40,021
2021 $128,814 $102,668 $856,752 $26,146
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