Cumberland Valley School of Music (EIN 251629280) - 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

1990

Legal Domicile

Principal Officer

Roger Serr

Phone

7172611220

Tax Period

2023-09-01 to 2024-08-31

Cumberland Valley School of Music, founded in 1990, is a small nonprofit in the Arts, Culture & Humanities sector that reported $781K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $746K left a modest 4% surplus.

Mission

To create a musical community where high quality instruction and performance opportunities are available to all

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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 $230,453

Program Service Revenue $449,386

Investment Income $49,051

Other Revenue $51,669

TOTAL REVENUE $780,559

Expense Breakdown

Grants Paid $0

Salaries & Benefits $289,542

Fundraising Expenses $18,839

Program Expenses $632,188

Other Expenses $456,154

TOTAL EXPENSES $745,696

Year-over-Year Comparison

	2023	2022	Change
Revenue	$780,559	$680,331	+0.1%
Expenses	$745,696	$672,761	+0.1%
Net Income	$34,863	$7,570	+3.6%

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

100

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

$63,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Heather McEndree	Exec. Director	40.00	Key Emp	$63,000	$0	$63,000
Jeramy Culler	President	4.00	Officer Director	$0	$0	$0
Maureen Spang	Vice pres.	4.00	Officer Director	$0	$0	$0
Sean Raczkowski	Treasurer	4.00	Officer Director	$0	$0	$0
Julie Griffie	Secretary	2.00	Officer Director	$0	$0	$0
Sharon Coons	Director	2.00	Director	$0	$0	$0
Cindy Dunham	Director	2.00	Director	$0	$0	$0
Kathryn Gratton	Director	2.00	Director	$0	$0	$0
Ben Hutchinson	Director	2.00	Director	$0	$0	$0
Eileen Hoffman-Meier	Director	2.00	Director	$0	$0	$0
Ben Lefever	Director	2.00	Director	$0	$0	$0
Gabrielle Ludwick	Director	2.00	Director	$0	$0	$0
Doug Martzluf	Director	2.00	Director	$0	$0	$0
Mary Osterman	Director	2.00	Director	$0	$0	$0
Fred Ryerse	Director	2.00	Director	$0	$0	$0
Benjamin Schellhase	Director	2.00	Director	$0	$0	$0
Roger Serr	Director	2.00	Director	$0	$0	$0
Amy Stine	Director	2.00	Director	$0	$0	$0
Linda Thomas Worthy	Director	2.00	Director	$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	$780,559	$745,696	$1,261,524	$34,863
2023	$680,331	$672,761	$1,160,229	$7,570
2022	$708,985	$644,772	$1,103,416	$64,213
2021	$611,699	$541,717	$1,168,437	$69,982
2020	$621,529	$557,158	$967,010	$64,371

Cumberland Valley School of Music