Roswell Symphony Orchestra Inc (EIN 856009708) - 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

1959

Legal Domicile

Principal Officer

Jennifer Zapata

Phone

5756235882

Tax Period

2023-07-01 to 2024-06-30

Roswell Symphony Orchestra Inc, founded in 1959, is a small nonprofit in the Arts, Culture & Humanities sector that reported $229K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $307K exceeded revenue, resulting in a 34% operating deficit.

Mission

To provide world class musical programming and orchestral performances to Roswell and the region through an annual concert season and music education programs for youth.

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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 $154,603

Program Service Revenue $72,240

Investment Income $0

Other Revenue $2,049

TOTAL REVENUE $228,892

Expense Breakdown

Grants Paid $0

Salaries & Benefits $56,822

Fundraising Expenses $17

Program Expenses $221,273

Other Expenses $249,717

TOTAL EXPENSES $306,539

Year-over-Year Comparison

	2023	2022	Change
Revenue	$228,892	$261,660	-0.1%
Expenses	$306,539	$305,492	+0.0%
Net Income	$-77,647	$-43,832	+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

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
Sally Yntema	President	1.00	Officer Director	$0	$0	$0
Warren Yehl	1st Vice President	1.00	Officer Director	$0	$0	$0
James Wilson	2nd Vice President	1.00	Officer Director	$0	$0	$0
Adrienne Marley	Secretary	1.00	Officer Director	$0	$0	$0
Francis Cisco Brink	Treasurer	1.00	Officer Director	$0	$0	$0
Devon Bullock	Director	1.00	Director	$0	$0	$0
Gary Canon	Director	1.00	Director	$0	$0	$0
Shirley Childress	Director	1.00	Director	$0	$0	$0
Gioia Cohen	Director	1.00	Director	$0	$0	$0
Andrea Moore	Director	1.00	Director	$0	$0	$0
Sam Pettit	Director	1.00	Director	$0	$0	$0
Bernarr Treat	Director	1.00	Director	$0	$0	$0
Stephen E Vickers	Director	1.00	Director	$0	$0	$0
Dr Mia Yang	Director	1.00	Director	$0	$0	$0
Hessel Yntema	Director	1.00	Director	$0	$0	$0
John Farrer	Ex-Officio	1.00	Director	$0	$0	$0
Jon Hitchcock	Ex-Officio	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
2024	$228,892	$306,539	$84,066	$-77,647
2023	$261,660	$305,492	$160,098	$-43,832
2022	$282,735	$255,499	$202,927	$27,236
2021	$165,506	$130,924	$181,793	$34,582
2020	$307,131	$246,624	$157,982	$60,507
2019	$301,142	$274,302	$86,988	$26,840
2018	$228,824	$228,827	$63,197	$-3

Roswell Symphony Orchestra Inc