UPPER DARBY ARTS & EDUCATION FOUND… - Form 990 Financial Data

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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

1997

Legal Domicile

Principal Officer

JOSEPH LUNARDI

Phone

6103213535

Tax Period

2023-07-01 to 2023-12-31

UPPER DARBY ARTS & EDUCATION FOUNDATION INC, founded in 1997, is a small nonprofit in the Education sector that reported $997K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $907K left a modest 9% surplus.

Mission

WE TRANSFORM LIVES THROUGH INCLUSIVE ARTS AND EDUCATION EXPERIENCES THAT EMPOWER YOUNG PEOPLE AND UNITED OUR COMMUNITY

Program Service Accomplishments

Program 1

Expenses: $99,660

SCHOENER MUSIC MAN ACADEMY - SUMMER MUSIC CAMPS, MUSIC LESSON FOR AREA YOUTH. BUTTERFLY BUDDY CAMP FOR CHILDERN WITH SPECIAL NEEDS.

Program 2

Expenses: $640,918 Revenue: $279,096

UPPER DARBY SUMMER STAGE AND RELATED SUMMER THEATRICAL PROGRAM

Program 3

UPPER DARBY SUMMER STAGE SHOOTING STARS TOURING PERFORMANCE TROUPE TRAINS HIGH SCHOOL PERFORMERS FOR COMMUNITY 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 (2023)

Revenue Breakdown

Contributions & Grants $711,450

Program Service Revenue $281,696

Investment Income $280

Other Revenue $3,657

TOTAL REVENUE $997,083

Expense Breakdown

Grants Paid $0

Salaries & Benefits $549,486

Fundraising Expenses $2,084

Program Expenses $740,578

Other Expenses $357,539

TOTAL EXPENSES $907,025

Year-over-Year Comparison

	2023	2022	Change
Revenue	$997,083	$1,196,870	-0.2%
Expenses	$907,025	$578,537	+0.6%
Net Income	$90,058	$618,333	-0.9%

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

184

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL CHENG	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVEN DEMOTT	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN MCFADDEN	BOARD MEMBER	2.00	Director	$0	$0	$0
JUSTINE HEIMBECKER	EXECUTIVE DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER SCHOENER	ASSOCIATE EXECUTIVE DIRECT	10.00	Director	$0	$0	$0
CAROLYN FELKER	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRENCE J TRACY	BOARD MEMBER	2.00	Director	$0	$0	$0
MARIELA SMITH-MCLALLEN	BOARD MEMBER	1.00	Director	$0	$0	$0
ALISON DOBBINS	BOARD MEMBER	10.00	Director	$0	$0	$0
DAVID OTHMER	BOARD MEMBER	1.00	Director	$0	$0	$0
DESIREE MURPHY-MORRISSEY	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN DIETZLER	VICE PRESIDENT	1.00	Officer	$0	$0	$0
JOSEPH LUNARDI	PRESIDENT	1.00	Officer	$0	$0	$0
CHARLES MOHNACKY	SECRETARY	1.00	Officer	$0	$0	$0
WILLIAM STAHAN	TREASURER	1.00	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
2024	No data	No data	No data	No data
2023	$997,083	$907,025	$1,091,527	$90,058
2022	$370,759	$363,004	$339,016	$7,755
2022	$1,196,870	$578,537	$1,070,514	$618,333
2021	$14,953	$230,616	$392,563	$-215,663
2020	$158,630	$258,158	$515,763	$-99,528
2019	$263,577	$238,829	$605,838	$24,748
2018	$325,258	$178,642	$560,084	$146,616

UPPER DARBY ARTS & EDUCATION FOUNDATION INC