JUNEAU SYMPHONY FOUNDATION

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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

RYAN BEASON

Phone

9075861290

Tax Period

2024-01-01 to 2024-12-31

JUNEAU SYMPHONY FOUNDATION is a micro nonprofit in the Arts, Culture & Humanities sector that reported $30K in total revenue in fiscal year 2024. Revenue fell 74% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $9K, a strong 31% operating margin.

Mission

TO AID AND ASSIST THE JUNEAU SYMPHONY OF JUNEAU, AK IN ANY MANNER THAT WILL BENEFIT THE SYMPHONY AND ITS PROGRAMS.

Program Service Accomplishments

Program 1

Expenses: $20,213

CONTRIBUTIONS TO THE JUNEAU SYMPHONY IN FURTHERANCE OF ITS EXEMPT MISSION.

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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 $16,000

Program Service Revenue $0

Investment Income $13,873

Other Revenue $0

TOTAL REVENUE $29,873

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,213

Other Expenses $20,716

TOTAL EXPENSES $20,716

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,873	$113,267	-0.7%
Expenses	$20,716	$19,181	+0.1%
Net Income	$9,157	$94,086	-0.9%

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
MARY BORTHWICK	DIRECTOR	1.00	Director	$0	$0	$0
MYRNA ELGEE	DIRECTOR	1.00	Director	$0	$0	$0
BETH PENDLETON	DIRECTOR	1.00	Director	$0	$0	$0
SAM TRIVETTE	DIRECTOR	1.00	Director	$0	$0	$0
JODIE WELLER	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET MACKINNON	PRESIDENT	1.00	Officer Director	$0	$0	$0
BOB MITCHELL	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
RYAN BEASON	TREASURER/SE	1.00	Officer 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
2024	$29,873	$20,716	$589,697	$9,157
2023	$113,267	$19,181	$546,577	$94,086
2022	$9,733	$18,185	$403,626	$-8,452
2021	$189,804	$16,872	$492,255	$172,932