BERKSHIRE CHORAL INTERNATIONAL INC (EIN 132586807) - 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

1956

Legal Domicile

Principal Officer

STEVEN F SMITH

Phone

4132298526

Tax Period

2024-12-01 to 2025-11-30

BERKSHIRE CHORAL INTERNATIONAL INC, founded in 1956, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.1M in total revenue in fiscal year 2024. Expenses of $2.4M exceeded revenue, resulting in a 12% operating deficit.

Mission

TO FOSTER MUSIC EDUCATION IN GENERAL WITH EMPHASIS ON CHORAL SINGING, AND TO GIVE CONCERTS AND OTHER MUSICAL PERFORMANCES

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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 $224,049

Program Service Revenue $1,826,992

Investment Income $33,540

Other Revenue $31,330

TOTAL REVENUE $2,115,911

Expense Breakdown

Grants Paid $0

Salaries & Benefits $687,757

Fundraising Expenses $91,996

Program Expenses $1,792,773

Other Expenses $1,676,871

TOTAL EXPENSES $2,364,628

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,115,911	$2,084,091	+0.0%
Expenses	$2,364,628	$2,143,941	+0.1%
Net Income	$-248,717	$-59,850	+3.2%

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

$180,628

Total Directors

$180,628

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN F SMITH	President & CEO	40.00	Officer Director	$157,441	$23,187	$180,628
ANDREA SHACKFORD	FINANCE DIRECTOR	40.00		$123,421	$21,283	$144,704
HAROLD BINGHAM	CHAIR	1.00	Officer Director	$0	$0	$0
CONSTANCE KANE	Vice Chair	1.00	Officer Director	$0	$0	$0
KELLYANN NELSON	Secretary	1.00	Officer Director	$0	$0	$0
CYNTHIA CROSE	Treasurer	1.00	Officer Director	$0	$0	$0
CATHERINE PETERSON	Director	1.00	Director	$0	$0	$0
JOSEPH FERST	Director	1.00	Director	$0	$0	$0
ERIN R FREEMAN	Director	1.00	Director	$0	$0	$0
SHOHEI KOBAYASHI	Director	1.00	Director	$0	$0	$0
JESS PERRY	Director	1.00	Director	$0	$0	$0
RICKY DAVIS	Director	1.00	Director	$0	$0	$0
DAVID YAW	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
2025	$2,115,911	$2,364,628	$8,485,744	$-248,717
2024	$2,077,609	$2,137,459	$8,074,431	$-59,850
2023	$1,927,275	$1,975,892	$7,166,247	$-48,617
2022	$1,965,593	$1,818,599	$6,786,260	$146,994
2021	$1,103,478	$759,341	$7,212,571	$344,137
2020	$719,219	$1,052,576	$6,192,062	$-333,357
2019	$1,729,692	$2,040,307	$6,425,821	$-310,615
2018	$1,642,433	$1,825,288	$6,539,439	$-182,855

BERKSHIRE CHORAL INTERNATIONAL INC