Portland Youth Philharmonic Association (EIN 930386902) - 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

1925

Legal Domicile

Principal Officer

NOREEN MURDOCK

Phone

5032235939

Tax Period

2024-06-01 to 2025-05-31

Portland Youth Philharmonic Association, founded in 1925, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.1M in total revenue in fiscal year 2024. The organization ran a surplus of $333K, a strong 16% operating margin.

Mission

TO PREPARE YOUNG PEOPLE FOR SUCCESS THROUGH MUSICAL EXCELLENCE.

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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 $1,385,402

Program Service Revenue $554,676

Investment Income $140,534

Other Revenue $11,431

TOTAL REVENUE $2,092,043

Expense Breakdown

Grants Paid $109,892

Salaries & Benefits $854,054

Fundraising Expenses $335,437

Program Expenses $1,204,744

Other Expenses $794,844

TOTAL EXPENSES $1,758,790

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,092,043	$2,020,561	+0.0%
Expenses	$1,758,790	$2,030,934	-0.1%
Net Income	$333,253	$-10,373	-33.1%

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

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

$231,929

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID HATTNER	Music Director	37.50	Officer	$110,152	$12,355	$122,507
NOREEN MURDOCK	Executive Dir.	37.50	Officer	$97,449	$11,973	$109,422
LESLIE WU	President	2.00	Officer Director	$0	$0	$0
JODY KUJOVICH	Vice President	2.00	Officer Director	$0	$0	$0
BRENDA RAY SCOTT	Recording Sec	2.00	Officer Director	$0	$0	$0
ANNE BERGERON	Corporate Sec	2.00	Officer Director	$0	$0	$0
J WALLACE WALKER	Treasurer	2.00	Officer Director	$0	$0	$0
GESELL BROOK	Director	2.00	Director	$0	$0	$0
EVELYN CURIOSO	Director	2.00	Director	$0	$0	$0
ERIK SKARSTAD	Director	2.00	Director	$0	$0	$0
ROBERT LANGSLET	Director	2.00	Director	$0	$0	$0
ADRIENNE ANDERSON	Director	2.00	Director	$0	$0	$0
JANE PERLAS	Director	2.00	Director	$0	$0	$0
RON SINHA	Director	2.00	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	$2,092,043	$1,758,790	$6,106,945	$333,253
2024	$2,020,561	$2,030,934	$5,599,935	$-10,373
2023	$1,558,531	$1,626,413	$5,206,117	$-67,882
2022	$1,550,813	$1,358,262	$5,269,398	$192,551
2021	$1,534,927	$1,111,064	$5,363,875	$423,863
2020	$1,304,936	$1,017,249	$4,326,357	$287,687
2019	$1,090,000	$1,017,161	$3,982,467	$72,839
2018	$1,210,169	$976,991	$3,926,820	$233,178

Portland Youth Philharmonic Association