Prescott Symphony Orchestra (EIN 860700475) - 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

1998

Legal Domicile

Principal Officer

Dean Holbrook

Phone

5623100620

Tax Period

2024-01-01 to 2024-12-31

Prescott Symphony Orchestra, founded in 1998, is a small nonprofit in the Arts, Culture & Humanities sector that reported $377K in total revenue in fiscal year 2024. Revenue surged 107% from the prior year, signaling strong growth momentum. The organization ran a surplus of $71K, a strong 19% operating margin.

Mission

To educate, enrich and entertain audiences of all ages by providing accessible, affordable, high quality symphonic music. To encourage youth involvement in music through participation, donations, and scholarships. Continued on schedule O

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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 $114,588

Program Service Revenue $261,263

Investment Income $937

Other Revenue $0

TOTAL REVENUE $376,788

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $252,127

Other Expenses $305,758

TOTAL EXPENSES $305,758

Year-over-Year Comparison

	2024	2023	Change
Revenue	$376,788	$181,969	+1.1%
Expenses	$305,758	$210,886	+0.4%
Net Income	$71,030	$-28,917	-3.5%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tara L Sholle	Director	1.00	Director	$0	$0	$0
Karen Leja	Director	1.00	Director	$0	$0	$0
Paula Stewart	Director	2.00	Director	$0	$0	$0
Susan Davis	Secretary	1.00	Director	$0	$0	$0
Dawn A Taylor	Director	1.00	Director	$0	$0	$0
Dean Holbrook	President	2.00	Officer	$0	$0	$0
Michael Taylor	Treasurer	2.00	Officer	$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	$376,788	$305,758	$169,723	$71,030
2023	$181,969	$210,886	$55,866	$-28,917
2022	$238,448	$224,220	$85,456	$14,228

Prescott Symphony Orchestra