Endowment Fund of Eugene Symphony Association Inc (EIN 930802257) - 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

1980

Legal Domicile

Principal Officer

Scott Freck

Phone

5416879487

Tax Period

2020-07-01 to 2021-06-30

Endowment Fund of Eugene Symphony Association Inc, founded in 1980, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2020. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $842K, a strong 72% operating margin.

Mission

Support of the Eugene Symphony

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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 (2020)

Revenue Breakdown

Contributions & Grants $750,340

Program Service Revenue $0

Investment Income $417,253

Other Revenue $0

TOTAL REVENUE $1,167,593

Expense Breakdown

Grants Paid $275,225

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $275,225

Other Expenses $50,499

TOTAL EXPENSES $325,724

Year-over-Year Comparison

	2020	2019	Change
Revenue	$1,167,593	$1,067,234	+0.1%
Expenses	$325,724	$412,147	-0.2%
Net Income	$841,869	$655,087	+0.3%

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

N/A

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

$123,635

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Scott Freck	Executive Dir.	0.00	Officer	$0	$6,712	$123,635
Varner J Johns III	President	1.00	Officer Director	$0	$0	$0
Silva Chambers	Vice President	1.00	Officer Director	$0	$0	$0
John Watkinson	Treasurer/Sec	1.00	Officer Director	$0	$0	$0
Ann Marie Mehlum	Trustee	1.00	Director	$0	$0	$0
John Cockrell	Trustee	1.00	Director	$0	$0	$0
Alicia Vorhees	Trustee	1.00	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
2021	$1,167,593	$325,724	$8,241,978	$841,869
2020	$1,067,234	$412,147	$6,093,752	$655,087
2019	$545,339	$404,099	$5,419,267	$141,240
2018	$489,449	$286,881	$5,203,040	$202,568

Endowment Fund of Eugene Symphony Association Inc