NEWBERRY CONSORT NFP (EIN 270241182) - 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

2009

Legal Domicile

Principal Officer

CARYN JACOBS

Phone

8476071418

Tax Period

2024-07-01 to 2025-06-30

NEWBERRY CONSORT NFP, founded in 2009, is a small nonprofit in the Arts, Culture & Humanities sector that reported $616K in total revenue in fiscal year 2024. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $197K, a strong 32% operating margin.

Mission

PROVIDE CONCERTS OF HISTORICALLY INFORMED PERFORMANCES OF MUSIC FROM THE MEDIEVAL THROUGH THE BAROQUE ERAS

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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 $501,386

Program Service Revenue $80,771

Investment Income $31,211

Other Revenue $2,339

TOTAL REVENUE $615,707

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $116,719

Fundraising Expenses $25,067

Program Expenses $308,894

Other Expenses $300,652

TOTAL EXPENSES $418,371

Year-over-Year Comparison

	2024	2023	Change
Revenue	$615,707	$365,908	+0.7%
Expenses	$418,371	$378,375	+0.1%
Net Income	$197,336	$-12,467	-16.8%

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

$86,770

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARYN L JACOBS	PRESIDENT	5.00	Officer Director	$0	$0	$0
JIM FACKENTHAL	SECRETARY	3.00	Officer Director	$0	$0	$0
KAREN OWEN	TREASURER	5.00	Officer Director	$0	$0	$0
FREDERICK BATES	DIRECTOR	1.00	Director	$0	$0	$0
JAMES MCDANIEL	DIRECTOR	1.00	Director	$0	$0	$0
JOAN PANTSIOS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN WINEMILLER	DIRECTOR	1.00	Director	$0	$0	$0
LINDA KRONING	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS STAVROU	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN GRIFFIN	DIRECTOR	1.00	Director	$0	$0	$0
LIZA MALAMUT	ARTISTIC DIRECTOR	20.00	Officer	$52,535	$0	$52,535
BEN DAVID ARONSON	EXECUTIVE DIRECTOR	20.00	Officer	$34,235	$0	$34,235

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	$615,707	$418,371	$799,711	$197,336
2024	$365,908	$378,375	$579,619	$-12,467
2023	$293,750	$443,341	$589,506	$-149,591
2022	$558,602	$366,149	$746,447	$192,453
2021	$179,237	$137,413	$570,751	$41,824

NEWBERRY CONSORT NFP