SOUTHWEST SYMPHONY ORCHESTRA INC (EIN 870377182) - 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

Principal Officer

ALYCE STEVENS GARDNER

Phone

4356888183

Tax Period

2023-07-01 to 2024-06-30

SOUTHWEST SYMPHONY ORCHESTRA INC is a small nonprofit in the Arts, Culture & Humanities sector that reported $407K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $61K, a strong 15% operating margin.

Mission

WE INSPIRE AND ENRICH AUDIENCES THROUGH THE TRANSFORMATIVE POWER OF SYMPHONIC MUSIC. AS THE CULTURAL HEART OF THE COMMUNITY, WE SHARE THE BEAUTY OF MUSIC THROUGH EDUCATIONAL AND ENTERTAINING PERFORMANCES.

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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 $244,379

Program Service Revenue $162,461

Investment Income $255

Other Revenue $0

TOTAL REVENUE $407,095

Expense Breakdown

Grants Paid $0

Salaries & Benefits $59,380

Fundraising Expenses $5,337

Program Expenses $311,264

Other Expenses $286,470

TOTAL EXPENSES $345,850

Year-over-Year Comparison

	2023	2022	Change
Revenue	$407,095	$337,524	+0.2%
Expenses	$345,850	$317,584	+0.1%
Net Income	$61,245	$19,940	+2.1%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JJ ABERNATHY	HONORARY TRU	2.00	Director	$0	$0	$0
JANE ANDERSON	TREASURER	5.00	Director	$0	$0	$0
ABE ASHTON	TRUSTEE	2.00	Director	$0	$0	$0
GARY CALDWELL	HONORARY TRU	2.00	Director	$0	$0	$0
NORMAN FAWSON	HONORARY TRU	2.00	Director	$0	$0	$0
SANDY FERRELL	TRUSTEE	2.00	Director	$0	$0	$0
ALYCE STEVENS GARDNER	BOARD CHAIR	10.00	Director	$0	$0	$0
MATT HAFEN	TRUSTEE	2.00	Director	$0	$0	$0
WILL JONES	TRUSTEE	2.00	Director	$0	$0	$0
BRANDON LEE	TRUSTEE	2.00	Director	$0	$0	$0
PATRICK MANNING	TRUSTEE	2.00	Director	$0	$0	$0
JON PIKE	TRUSTEE	2.00	Director	$0	$0	$0
JOSHUA G SAVAGE	TRUSTEE	2.00	Director	$0	$0	$0
TRAVIS SEEGMILLER	TRUSTEE	2.00	Director	$0	$0	$0
DEVIN SNOW	BOARD VICE C	5.00	Director	$0	$0	$0
TAMMY TREMEA	TRUSTEE	2.00	Director	$0	$0	$0
SCOTT WHITTAKER	TRUSTEE	2.00	Director	$0	$0	$0
TIMOTHY FRANCIS	ADVISORY BOA	2.00	Officer	$0	$0	$0
ROBERT SCHMIDT	ADVISORY BOA	2.00	Officer	$0	$0	$0
GLENN WEBB	ADVISORY BOA	2.00	Officer	$0	$0	$0
JOIE WHITTAKER	SECRETARY	5.00	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
2024	$407,095	$345,850	$359,750	$61,245
2023	$337,524	$317,584	$298,430	$19,940
2022	$294,095	$205,733	$302,830	$88,362
2021	$202,034	$165,587	$200,128	$36,447
2020	$207,615	$177,498	$153,681	$30,117
2019	$219,414	$180,348	$123,564	$39,066

SOUTHWEST SYMPHONY ORCHESTRA INC