SOUTHWEST ALLEN COUNTY SCHOOLS MUSIC BOOSTERS (EIN 237156447) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1970

Legal Domicile

Principal Officer

MELISSA HELMAN

Phone

2604507158

Tax Period

2022-07-01 to 2023-06-30

SOUTHWEST ALLEN COUNTY SCHOOLS MUSIC BOOSTERS, founded in 1970, is a small nonprofit in the Arts, Culture & Humanities sector that reported $344K in total revenue in fiscal year 2022. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

TO PROMOTE AND SUPPORT THE BAND, CHOIR, DANCE, GUARD, ORCHESTRA AND STRINGS IN THE SOUTHWEST ALLEN COUNTY SCHOOLS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $42,666

Program Service Revenue $86,950

Investment Income $14

Other Revenue $213,976

TOTAL REVENUE $343,606

Expense Breakdown

Grants Paid $54,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $335,445

Other Expenses $286,148

TOTAL EXPENSES $340,248

Year-over-Year Comparison

	2022	2021	Change
Revenue	$343,606	$310,842	+0.1%
Expenses	$340,248	$375,178	-0.1%
Net Income	$3,358	$-64,336	-1.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAITLIN BANTON	DIRECTOR - S	N/A	Director	$0	$0	$0
JENNIFER BAY	DIRECTOR - H	N/A	Director	$0	$0	$0
JORDAN CAIN	DIRECTOR - H	N/A	Director	$0	$0	$0
ALICIA DIGIULIO	PARENT MGR H	N/A	Director	$0	$0	$0
EILEEN FRASER	TREASURER-BA	N/A	Officer Director	$0	$0	$0
JAY JEHL	DIRECTOR - S	N/A	Director	$0	$0	$0
LORI JONES	TREASURER -	N/A	Officer Director	$0	$0	$0
REENA MCKEE	SECRETARY	N/A	Officer Director	$0	$0	$0
AIMEE MYERS	DIRECTOR - B	N/A	Director	$0	$0	$0
ERVIN ORBAN	DIRECTOR - W	N/A	Director	$0	$0	$0
BRITTANY OSBORN	DIRECTOR - S	N/A	Director	$0	$0	$0
CURTIS SHAW	DIRECTOR - H	N/A	Director	$0	$0	$0
TONY STREBIG	DIRECTOR - W	N/A	Director	$0	$0	$0
BRYAN WARFIELD	DIRECTOR - H	N/A	Director	$0	$0	$0
MICHAEL FORTH	VICE PRESIDE	N/A	Officer	$0	$0	$0
MELISSA HELMAN	PRESIDENT	N/A	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$343,606	$340,248	$217,232	$3,358
2022	$310,842	$375,178	$212,786	$-64,336
2021	$139,125	$133,306	$279,487	$5,819
2020	$351,137	$317,627	$273,827	$33,510

SOUTHWEST ALLEN COUNTY SCHOOLS MUSIC BOOSTERS