CALLIOPE HOUSE INC (EIN 251353766) - 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

1978

Legal Domicile

Principal Officer

DEANE ROOT

Phone

4123611915

Tax Period

2024-07-01 to 2025-06-30

CALLIOPE HOUSE INC, founded in 1978, is a small nonprofit that reported $236K in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $268K exceeded revenue, resulting in a 14% operating deficit.

Mission

PROMOTE AND PRESERVE FOLK MUSIC BY PRESENTING CONCERTS AND CLASSES.

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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 $136,081

Program Service Revenue $88,176

Investment Income $11,898

Other Revenue $0

TOTAL REVENUE $236,155

Expense Breakdown

Grants Paid $0

Salaries & Benefits $137,789

Fundraising Expenses $20,383

Program Expenses $219,541

Other Expenses $130,695

TOTAL EXPENSES $268,484

Year-over-Year Comparison

	2024	2023	Change
Revenue	$236,155	$317,726	-0.3%
Expenses	$268,484	$366,584	-0.3%
Net Income	$-32,329	$-48,858	-0.3%

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

$43,077

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN WEBER	TREASURER	2.00	Officer Director	$0	$0	$0
DEANE ROOT	PRESIDENT	2.00	Officer Director	$0	$0	$0
KATE WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
AL BOWERS	DIRECTOR	2.00	Director	$0	$0	$0
PAT LOUGHLIN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHELLE ANN DURALIA	DIRECTOR	2.00	Director	$0	$0	$0
CAROL STEWART JAMES	SECRETARY	2.00	Officer Director	$0	$0	$0
BILL SEMINS	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM LOCKE	DIRECTOR	2.00	Director	$0	$0	$0
ANN VALDES	DIRECTOR	2.00	Director	$0	$0	$0
PHIL SMITH	DIRECTOR	2.00	Director	$0	$0	$0
ED SHEPHERD	DIRECTOR	2.00	Director	$0	$0	$0
TRISH IMBROGNO	DIRECTOR	2.00	Director	$0	$0	$0
ALYSON BONAVOGLIA	EXECUTIVE DIRECTOR	40.00	Officer	$43,077	$0	$43,077

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	$236,155	$268,484	$374,925	$-32,329
2024	$317,726	$366,584	$407,109	$-48,858
2023	$323,538	$347,727	$480,111	$-24,189
2022	$340,754	$326,844	$481,745	$13,910
2021	$345,752	$261,476	$466,939	$84,276
2020	$255,294	$359,905	$426,518	$-104,611
2019	$484,978	$388,680	$518,589	$96,298
2018	$417,263	$378,460	$450,632	$38,803

CALLIOPE HOUSE INC