Portland Symphonic Choir (EIN 930415215) - 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

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's mission is to sing choral masterworks with excellence and passion, and to engage, educate, and inspire its members and the community.

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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 $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

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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

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

Portland Symphonic Choir