Swan Songs Musical Last Wishes (EIN 203174875) - 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

2005

Legal Domicile

Phone

5124167926

Tax Period

2023-01-01 to 2023-12-31

Swan Songs Musical Last Wishes, founded in 2005, is a small nonprofit in the Human Services sector that reported $695K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $175K, a strong 25% operating margin.

Mission

Swan Songs fulfills musical last wishes by organizing concerts for individuals nearing the end of life. There is no cost to the family or facility and Swan Songs compensates the musicians for each performance.

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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 (2023)

Revenue Breakdown

Contributions & Grants $686,914

Program Service Revenue $0

Investment Income $2,567

Other Revenue $5,764

TOTAL REVENUE $695,245

Expense Breakdown

Grants Paid $0

Salaries & Benefits $299,058

Fundraising Expenses $19,274

Program Expenses $453,023

Other Expenses $221,185

TOTAL EXPENSES $520,243

Year-over-Year Comparison

	2023	2022	Change
Revenue	$695,245	$594,868	+0.2%
Expenses	$520,243	$699,444	-0.3%
Net Income	$175,002	$-104,576	-2.7%

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

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

$123,548

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Joseph Annis	Chair	2	Officer Director	$0	$0	$0
Gilbert Turrieta	Vice Chair	1	Officer Director	$0	$0	$0
Harry Zimmerman	Treasurer	1	Officer Director	$0	$0	$0
Liz Land	Secretary	1	Officer Director	$0	$0	$0
Rabbi Marie Betcher	Director	1	Director	$0	$0	$0
Craig Calvert	Director	1	Director	$0	$0	$0
Judy Cantilo	Director	1	Director	$0	$0	$0
Rev Dr Carla Cheatham	Director	1	Director	$0	$0	$0
Simone Talma Flowers	Director	1	Director	$0	$0	$0
Randy House	Director	1	Director	$0	$0	$0
Heidi Kook-Willis	Director	1	Director	$0	$0	$0
Marsha Milam	Director	1	Director	$0	$0	$0
Johnna Wellesley	Director	1	Director	$0	$0	$0
Christine Albert	Founder and CEO	40	Officer	$98,846	$1,112	$99,958
Shannon Moody	Executive Director	40	Officer	$22,939	$651	$23,590

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
2024	No data	No data	No data	No data
2023	$695,245	$520,243	$689,643	$175,002
2022	$594,868	$699,444	$539,005	$-104,576
2021	$353,115	$376,039	$536,612	$-22,924
2020	$285,674	$356,621	$506,334	$-70,947

Swan Songs Musical Last Wishes