BERKSHIRE MUSIC SCHOOL INC (EIN 042121369) - 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

Principal Officer

JEFFRY BRADWAY

Phone

4134421411

Tax Period

2022-07-01 to 2023-06-30

BERKSHIRE MUSIC SCHOOL INC is a small nonprofit in the Arts, Culture & Humanities sector that reported $710K in total revenue in fiscal year 2022. Revenue decreased 12% compared to the prior year. Expenses of $649K left a modest 9% surplus.

Mission

MUSIC INSTRUCTION PROVIDED AT VARIOUS ACADEMIC LEVELS TO ENROLLED STUDENTS

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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 $353,721

Program Service Revenue $331,135

Investment Income $8,755

Other Revenue $15,889

TOTAL REVENUE $709,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $459,692

Fundraising Expenses $0

Program Expenses $268,664

Other Expenses $189,297

TOTAL EXPENSES $648,989

Year-over-Year Comparison

	2022	2021	Change
Revenue	$709,500	$805,278	-0.1%
Expenses	$648,989	$596,997	+0.1%
Net Income	$60,511	$208,281	-0.7%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATALIE JOHNSONIUS NEUBERT	EXECUTIVE DIRECTOR	40.00		$74,582	$0	$74,582
JEFFRY BRADWAY	President	1.00	Officer Director	$0	$0	$0
LISA AVERY	Director	1.00	Director	$0	$0	$0
CYNTHIA HASHIM	Treasurer	1.00	Officer Director	$0	$0	$0
WILLIAM KETCHAM	Director	1.00	Director	$0	$0	$0
LYNN FESTA	Director	2.00	Director	$0	$0	$0
DARCY HESS	Secretary	1.00	Officer Director	$0	$0	$0
JERRY STRAUS	Director	1.00	Director	$0	$0	$0
JAMES WOJTASZEK	Director	1.00	Director	$0	$0	$0
LYNDON MOORS	Vice President	1.00	Officer Director	$0	$0	$0
ELLEN COOPER SHANAHAN PHD	Director	1.00	Director	$0	$0	$0
CHRISTINE CONDARIS	Director	1.00	Director	$0	$0	$0
PAUL SUNDBERG	Director	1.00	Director	$0	$0	$0
KAREN CELLINI	Director	1.00	Director	$0	$0	$0
JOHN SINOPOLI	Director	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
2023	$709,500	$648,989	$1,103,296	$60,511
2022	$805,278	$596,997	$991,225	$208,281
2021	$510,143	$529,829	$872,763	$-19,686
2020	$699,412	$501,806	$825,971	$197,606
2019	$528,309	$545,191	$595,926	$-16,882
2018	$553,488	$556,506	$611,353	$-3,018

BERKSHIRE MUSIC SCHOOL INC