SOCIETY FOR PRESERVATION & ENCOURMT OF BARBERSHOP QUARTET SINGING AMER (EIN 237041018) - 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

1940

Legal Domicile

Principal Officer

Chris Berry

Phone

7347552926

Tax Period

2020-01-01 to 2020-12-31

SOCIETY FOR PRESERVATION & ENCOURMT OF BARBERSHOP QUARTET SINGING AMER, founded in 1940, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $15K in total revenue in fiscal year 2020. Revenue fell 77% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $5K, a strong 34% operating margin.

Mission

To provide music performance and education opportunities for the District members and public audience to preserve the Barbershop Quartet Singing music style

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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 (2020)

Revenue Breakdown

Contributions & Grants $13,947

Program Service Revenue $1,212

Investment Income $92

Other Revenue $0

TOTAL REVENUE $15,251

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,067

Other Expenses $10,080

TOTAL EXPENSES $10,080

Year-over-Year Comparison

	2020	2019	Change
Revenue	$15,251	$65,491	-0.8%
Expenses	$10,080	$684	+13.7%
Net Income	$5,171	$64,807	-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

N/A

Employees

N/A

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
Joelle Laginess	Director, Education	2	Director	$0	$0	$0
Zach Schroeder	Director, Contest and Judging	2	Director	$0	$0	$0
Roger Lewis	Director, Events	3	Director	$0	$0	$0
Sherry Knight	Director, Communicatoins	2	Director	$0	$0	$0
Brandon Smith	Director, Community Outreach	2	Director	$0	$0	$0
Aaron Pollard	Director, Youth In Harmony	2	Director	$0	$0	$0
Joe McDonald	President	3	Officer	$0	$0	$0
Paul Ellinger	Executive Vice President (President Elect)	3	Officer	$0	$0	$0
David Montera	Immediate Past President	3	Officer	$0	$0	$0
James McMahan	Secretary	3	Officer	$0	$0	$0
Chris Berry	Treasurer	5	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
2020	$15,251	$10,080	$98,901	$5,171

SOCIETY FOR PRESERVATION & ENCOURMT OF BARBERSHOP QUARTET SINGING AMER