Portland Symphonic Choir

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1947

Legal Domicile

Principal Officer

Claire Robertson-Preis

Phone

5032231217

Tax Period

2022-07-01 to 2023-06-30

Portland Symphonic Choir, founded in 1947, is a small nonprofit that reported $117K in total revenue in fiscal year 2022. Revenue fell 29% from the prior year — a significant decline worth monitoring.

Mission

Portland Symphonic Choir provides choral concerts, choral education, and opportunities for singers in the Portland, Oregon metropolitan area.

Program Service Accomplishments

Program 1

Expenses: $5,407 Revenue: $3,540

SUMMER SINGS 2022: Nearly 150 participated in both evenings in our free community sing-along educational offering. From local college students to retirees, the age range served included singers from 18 to 84. PSC featured Vivaldi's _Gloria_, a newer choral masterwork, the Robert Ray Gospel Mass, and works by local icon Judy Rose, in an effort to program works to diversigy the choral canon and what constitutes a choral masterwork.

Program 2

Expenses: $12,537 Revenue: $9,695

FOUNDATIONS CONCERT, OCTOBER 2022: PSC honored the past contributions of notable conductors and built new collaborative bridges. Together with Portland dance company push/FOLD, PSC presented a...

FOUNDATIONS CONCERT, OCTOBER 2022: PSC honored the past contributions of notable conductors and built new collaborative bridges. Together with Portland dance company push/FOLD, PSC presented a multidisciplinary version of Bernstein's _The Lark_, a dramatic piece for 75 choristers and 4 dancers, to 180 audience members.

Program 3

Expenses: $20,432 Revenue: $11,504

WINTERSONG 2022: PSC held a performance on Portland's East Side at Rose City Park United Methodist Church with choristers from Franklin High School, and a performance on Portland's West Side at...

WINTERSONG 2022: PSC held a performance on Portland's East Side at Rose City Park United Methodist Church with choristers from Franklin High School, and a performance on Portland's West Side at Christ United Methodist Church, featuring students from Beaverton. The two performances provided performance and educational opportunities to a total of 90 high schoolers, PSC's regular choir of 80 singers, and reached an in-person audience of 392. Our free livestream reached over 600 people.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $99,920

Program Service Revenue $17,378

Investment Income $181

Other Revenue $0

TOTAL REVENUE $117,479

Expense Breakdown

Grants Paid $0

Salaries & Benefits $53,319

Fundraising Expenses $8,846

Program Expenses $72,407

Other Expenses $68,290

TOTAL EXPENSES $128,809

Year-over-Year Comparison

	2022	2021	Change
Revenue	$117,479	$164,506	-0.3%
Expenses	$128,809	$130,322	0.0%
Net Income	$-11,330	$34,184	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

$54,694

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Katherine Lefever	Board Co-Chair	2.00	Officer Director	$0	$0	$0
Trisha Williams	Board Co-Chair	2.00	Officer Director	$0	$0	$0
Willa Pearlmutter	Vice Board Chair	1.00	Officer Director	$0	$0	$0
Morgan Roe	Board Secretary	1.00	Officer Director	$0	$0	$0
Daniel Knauss	Board Treasurer	1.00	Officer Director	$0	$0	$0
Dale Webber	Choir President	1.00	Officer Director	$0	$0	$0
Betsy Cooper	Choir Vice President	1.00	Officer Director	$0	$0	$0
Jeff Hopper	Board Member	1.00	Director	$0	$0	$0
Marilyn Keller	Board Member	1.00	Director	$0	$0	$0
Alissa Deeter	Artistic Director	15.00	Key Emp	$22,600	$0	$22,600
Claire Robertson-Preis	Operations Manager	26.00	Key Emp	$32,094	$0	$32,094

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
2023	$117,479	$128,809	$156,237	$-11,330
2022	$164,506	$130,322	$161,962	$34,184
2021	$102,210	$79,845	$135,227	$22,365
2020	$154,655	$134,441	$104,119	$20,214
2019	$148,435	$126,649	$83,952	$21,786