Walla Walla Symphony Society Inc (EIN 910925802) - 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

1987

Legal Domicile

Principal Officer

Stephanie Helleckson

Phone

5095298020

Tax Period

2024-07-01 to 2025-06-30

Walla Walla Symphony Society Inc, founded in 1987, is a small nonprofit in the Arts, Culture & Humanities sector that reported $687K in total revenue in fiscal year 2024. Expenses of $913K exceeded revenue, resulting in a 33% operating deficit.

Mission

The Walla Walla Symphony delights and challenges our community by providing live orchestral performances and opportunities for leaning about music.

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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 $388,382

Program Service Revenue $150,167

Investment Income $79,735

Other Revenue $68,334

TOTAL REVENUE $686,618

Expense Breakdown

Grants Paid $0

Salaries & Benefits $505,226

Fundraising Expenses $44,780

Program Expenses $559,787

Other Expenses $407,607

TOTAL EXPENSES $912,833

Year-over-Year Comparison

	2024	2023	Change
Revenue	$686,618	$639,430	+0.1%
Expenses	$912,833	$913,166	0.0%
Net Income	$-226,215	$-273,736	-0.2%

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

134

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
Jackie Wood	President	3.00	Officer Director	$0	$0	$0
Tricia Rice	Vice President	3.00	Officer Director	$0	$0	$0
Cynthia Westerbeck	Secretary	3.00	Officer Director	$0	$0	$0
Jack Iverson	Treasurer	3.00	Officer Director	$0	$0	$0
Mark Brucks	Director	3.00	Director	$0	$0	$0
Andrew Dankel-Ibanez	Director	3.00	Director	$0	$0	$0
Helen Kim	Director	3.00	Director	$0	$0	$0
Albert Marshall	Director	3.00	Director	$0	$0	$0
Pedrito Maynard-Reid	Director	3.00	Director	$0	$0	$0
Richard Middleton-Kaplan	Director	3.00	Director	$0	$0	$0
Chris Otis	Director	3.00	Director	$0	$0	$0
Lori Parnicky	Director	3.00	Director	$0	$0	$0
Lacey Perry	Director	3.00	Director	$0	$0	$0
Lucia Ramirez	Director	3.00	Director	$0	$0	$0
Kathryn Unbehaun	Director	3.00	Director	$0	$0	$0
Levi Waggoner	Director	3.00	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	$686,618	$912,833	$2,189,583	$-226,215
2024	No data	No data	No data	No data
2023	$1,263,376	$1,117,690	$2,356,916	$145,686
2022	$2,409,612	$928,175	$2,096,311	$1,481,437
2021	$799,854	$368,486	$889,021	$431,368
2020	$598,040	$537,748	$422,510	$60,292
2019	$620,895	$591,174	$360,209	$29,721
2018	$535,242	$533,895	$322,843	$1,347

Walla Walla Symphony Society Inc