For SASS 425: Nonprofit Financial Management, we spent a good chunk of the Spring 2022 semester on financial analysis projects in which we dove into three years of tax form 990 for selected nonprofit organizations. I chose the Louisiana Philharmonic Orchestra and benchmarked it against the Houston Symphony, Nashville Symphony Orchestra, and Louisville Orchestra. I chose these because I am from Louisiana, I have been to the Nashville Symphony Orchestra, I have been to Houston (but not to seen the symphony yet), and I wanted to see how symphonies are doing in the South.
What came from that work was a financial analysis spreadsheet, basic analysis, income statement trend analysis, balance sheet analysis, benchmark analysis, and the (visually updated) presentation shared below.
To view the spreadsheet and written elements of the project follow these links: