CHORAL ARTS SOCIETY OF THE UPPER PERKIOMEN VALLEY (EIN 232694620) - 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

1992

Legal Domicile

Principal Officer

VICTORIA LONG

Phone

2674461775

Tax Period

2024-07-01 to 2025-06-30

CHORAL ARTS SOCIETY OF THE UPPER PERKIOMEN VALLEY, founded in 1992, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $32K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $38K exceeded revenue, resulting in a 20% operating deficit.

Mission

TO PROMOTE INTEREST IN AND APPRECIATION OF CHORAL MUSIC FOR THE BENEFIT OF ITS MEMBERS AND THE COMMUNITY AND PUBLIC IN GENERAL THROUGH CONCERTS, PERFORMANCES AND/OR SIMILAR MUSICAL ACITIVITIES.

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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 $0

Program Service Revenue $12,682

Investment Income $67

Other Revenue $18,770

TOTAL REVENUE $31,519

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $36,894

Other Expenses $37,944

TOTAL EXPENSES $37,944

Year-over-Year Comparison

	2024	2023	Change
Revenue	$31,519	$40,099	-0.2%
Expenses	$37,944	$27,180	+0.4%
Net Income	$-6,425	$12,919	-1.5%

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

N/A

Employees

N/A

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	Role	Reportable Comp	Other Comp	Total
ALEXIS CUFF	PRESIDENT	Officer	$0	$0	$0
DEBRA FERRETTI	VICE PRESIDENT	Officer	$0	$0	$0
JULIE SWAN	SECRETARY	Officer	$0	$0	$0
VICTORIA J LONG	TREASURER	Officer	$0	$0	$0
DARCY MCCONAHY	GENERAL MANAGER	Officer	$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	$31,519	$37,944	$28,617	$-6,425
2024	$40,099	$27,180	$35,042	$12,919
2023	$25,287	$35,361	$22,123	$-10,074
2022	$26,036	$28,719	$32,197	$-2,683
2021	$3,833	$7,560	$34,880	$-3,727
2020	$31,632	$28,241	$38,609	$3,391
2019	$35,843	$29,597	$35,219	$6,246

CHORAL ARTS SOCIETY OF THE UPPER PERKIOMEN VALLEY