OLYMPIA SYMPHONY ORCHESTRA (EIN 916087694) - 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

1952

Legal Domicile

Principal Officer

LENA MENDIOLA

Phone

3607530074

Tax Period

2022-07-01 to 2023-06-30

OLYMPIA SYMPHONY ORCHESTRA, founded in 1952, is a small nonprofit that reported $435K in total revenue in fiscal year 2022. Revenue decreased 11% compared to the prior year. Net assets of $970K represent 27 months of operating reserves.

Mission

TO PROVIDE THE HIGHEST QUALITY LIVE MUSIC TO ENRICH, EDUCATE AND ENTERTAIN AN EXPANDING AUDIENCE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $265,721

Program Service Revenue $154,483

Investment Income $16,475

Other Revenue $-2,171

TOTAL REVENUE $434,508

Expense Breakdown

Grants Paid $0

Salaries & Benefits $316,727

Fundraising Expenses $30,076

Program Expenses $364,675

Other Expenses $151,315

TOTAL EXPENSES $468,042

Year-over-Year Comparison

	2022	2021	Change
Revenue	$434,508	$486,016	-0.1%
Expenses	$468,042	$428,874	+0.1%
Net Income	$-33,534	$57,142	-1.6%

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

115

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

$56,025

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LENA MENDIOLA	PRESIDENT	3.00	Officer Director	$0	$0	$0
LAUREL GONZALO	VICE PRESIDENT	1.50	Officer Director	$0	$0	$0
CHRIS BARNES	SECRETARY	2.50	Officer Director	$0	$0	$0
CRAIG STEPHENS	TREASURER	2.00	Officer Director	$0	$0	$0
NATALIE COBLENTZ	DIRECTOR	1.00	Director	$0	$0	$0
ERIC CHARNESKI	DIRECTOR	0.50	Director	$0	$0	$0
ANTHONY ENZLER	DIRECTOR	1.00	Director	$0	$0	$0
WES MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
TODD MONOHON	DIRECTOR	1.00	Director	$0	$0	$0
KELLY SEAGO BEAUBIEN	DIRECTOR	1.25	Director	$0	$0	$0
BILL TWEIT	DIRECTOR	0.00	Director	$0	$0	$0
RENEE RIES	LIFETIME TRUSTEE	0.00	Director	$0	$0	$0
JENNIFER HERMANN	EXECUTIVE DIRECTOR	40.00	Officer	$56,025	$0	$56,025

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	No data	No data	No data	No data
2023	$434,508	$468,042	$1,026,237	$-33,534
2022	$486,016	$428,874	$986,238	$57,142
2021	$368,274	$166,214	$1,077,992	$202,060
2020	$283,438	$336,666	$433,667	$-53,228
2019	$413,324	$362,551	$517,340	$50,773
2018	$372,056	$337,375	$468,220	$34,681

OLYMPIA SYMPHONY ORCHESTRA