ROGUE VALLEY SYMPHONY ASSOCIATION

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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

1967

Legal Domicile

Principal Officer

LYNN THOMPSON

Phone

5417086402

Tax Period

2024-07-01 to 2025-06-30

ROGUE VALLEY SYMPHONY ASSOCIATION, founded in 1967, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.4M in total revenue in fiscal year 2024. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $1.8M exceeded revenue, resulting in a 26% operating deficit.

Mission

ROGUE VALLEY SYMPHONY ASSOCIATION IS DEDICATED TO PROMOTING, ADVERTISING, AND PRESENTING MUSICAL CONCERTS OF THE ROGUE VALLEY SYMPHONY ORCHESTRA AND TO ENCOURAGE THE CULTURAL GROWTH OF THE ROGUE VALLEY AND SURROUNDING COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $1,075,389 Revenue: $566,711

CULTURAL ENRICHMENT, MUSIC EDUCATION

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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 $802,033

Program Service Revenue $566,711

Investment Income $59,725

Other Revenue $0

TOTAL REVENUE $1,428,469

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,023,586

Fundraising Expenses $64,182

Program Expenses $1,075,389

Other Expenses $777,756

TOTAL EXPENSES $1,801,342

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,428,469	$1,986,088	-0.3%
Expenses	$1,801,342	$1,546,927	+0.2%
Net Income	$-372,873	$439,161	-1.8%

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

185

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

$97,100

Total Directors

$191,350

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN CLARKE	TREASURER	6.00	Officer Director	$0	$0	$0
REBECCA DEBOER	DIRECTOR	1.00	Director	$0	$0	$0
LEE BOWMAN	DIRECTOR	1.00	Director	$0	$0	$0
SANDY FRIEND	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY JAHNKE	DIRECTOR	1.00	Director	$0	$0	$0
TERRY LIMPERT	DIRECTOR	1.00	Director	$0	$0	$0
JON ELLIOT	PRESIDENT	1.00	Officer Director	$0	$0	$0
ED HYDE	SECRETARY	3.00	Officer Director	$0	$0	$0
JUDY RENNICK	DIRECTOR	1.00	Director	$0	$0	$0
JOELLE GRAVES	EXECUTIVE DIRECTOR	40.00	Officer Director	$97,100	$0	$97,100
MARTIN MAJKUT	MUSIC DIRECTOR	25.00	Director	$94,250	$0	$94,250

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	$1,428,469	$1,801,342	$4,832,199	$-372,873
2024	No data	No data	No data	No data
2023	$1,546,423	$1,178,730	$4,317,766	$367,693
2022	$1,652,431	$963,839	$3,828,970	$688,592
2021	$567,971	$593,282	$3,254,994	$-25,311
2020	$1,153,435	$938,423	$2,848,593	$215,012
2019	$1,112,385	$969,072	$2,780,958	$143,313
2018	$1,057,194	$1,020,835	$2,607,061	$36,359