CHAMBER MUSIC HOUSTON ENDOWMENT (EIN 320332811) - 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

2011

Legal Domicile

Principal Officer

JAN SIMPSON

Phone

7135221031

Tax Period

2023-07-01 to 2024-06-30

CHAMBER MUSIC HOUSTON ENDOWMENT, founded in 2011, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $76K in total revenue in fiscal year 2023. Revenue fell 64% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $40K, a strong 53% operating margin.

Mission

THIS ORGANIZATION SUPPORTS THE ACTIVITIES OF CHAMBER MUSIC HOUSTON, INC. FUNDS WILL BE INVESTED AND PERIODIC DISTRIBUTIONS WILL BE MADE TO THE SUPPORTED ORGANIZATION FOR ITS CHARITABLE ACTIVITIES.

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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 $15,505

Program Service Revenue $0

Investment Income $60,813

Other Revenue $0

TOTAL REVENUE $76,318

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,000

Other Expenses $6,006

TOTAL EXPENSES $36,006

Year-over-Year Comparison

	2023	2022	Change
Revenue	$76,318	$209,393	-0.6%
Expenses	$36,006	$3,200	+10.3%
Net Income	$40,312	$206,193	-0.8%

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

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
STEPHEN WAAS	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA KAUFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
JAN SIMPSON	SECRETARY & TREASURER	1.00	Officer Director	$0	$0	$0
J MARC SOFIA	PRESIDENT	1.00	Officer Director	$0	$0	$0
LARRY PEREZ	DIRECTOR	1.00	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
2025	No data	No data	No data	No data
2024	$76,318	$36,006	$2,629,928	$40,312
2023	$209,393	$3,200	$2,312,808	$206,193
2022	$391,292	$3,150	$1,941,232	$388,142
2021	$142,061	$5,718	$1,860,883	$136,343
2020	$94,791	$3,600	$1,408,796	$91,191
2019	$142,534	$3,300	$1,244,656	$139,234

CHAMBER MUSIC HOUSTON ENDOWMENT