ANCHORAGE SYMPHONY ORCHESTRA ENDOWMENT FOUNDATION (EIN 920165950) - 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

1999

Principal Officer

JEFFREY S LEONARD

Phone

9072748668

Tax Period

2024-07-01 to 2025-06-30

ANCHORAGE SYMPHONY ORCHESTRA ENDOWMENT FOUNDATION, founded in 1999, is a small nonprofit in the Arts, Culture & Humanities sector that reported $190K in total revenue in fiscal year 2024. Revenue fell 42% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $67K, a strong 35% operating margin.

Mission

THE ENDOWMENT FOUNDATION'S SOLE AND EXCLUSIVE PURPOSE IS TO SECURE, HOLD AND INVEST ASSETS, THE INCOME FROM WHICH CAN BE PAID ONLY TO THE ANCHORAGE SYMPHONY ORCHESTRA.

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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 $11,400

Program Service Revenue $0

Investment Income $178,858

Other Revenue $0

TOTAL REVENUE $190,258

Expense Breakdown

Grants Paid $96,448

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $123,529

Other Expenses $27,081

TOTAL EXPENSES $123,529

Year-over-Year Comparison

	2024	2023	Change
Revenue	$190,258	$325,759	-0.4%
Expenses	$123,529	$115,303	+0.1%
Net Income	$66,729	$210,456	-0.7%

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
ADELHEID MICKY BECKER	SECRETARY	N/A	Officer Director	$0	$0	$0
WILLIAM BERNIER	TREASURER	N/A	Officer Director	$0	$0	$0
BRIAN HOEFLER	VICE CHAIR	N/A	Officer Director	$0	$0	$0
JEFFREY S LEONARD	CHAIR	N/A	Officer Director	$0	$0	$0
MORGAN NEFF	TRUSTEE	N/A	Director	$0	$0	$0
JAMES TORGERSON	TRUSTEE	N/A	Director	$0	$0	$0
RAE WOODSUM	TRUSTEE	N/A	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	$190,258	$123,529	$2,419,536	$66,729
2024	No data	No data	No data	No data
2023	$86,564	$112,847	$1,895,618	$-26,283
2022	$316,611	$106,029	$1,789,399	$210,582
2021	$455,571	$99,617	$2,153,795	$355,954
2020	$184,419	$96,323	$1,797,841	$88,096
2019	$127,983	$92,168	$1,709,745	$35,815
2018	$140,876	$85,975	$1,673,930	$54,901

ANCHORAGE SYMPHONY ORCHESTRA ENDOWMENT FOUNDATION