FRIENDS OF UPLAND CHORAL MUSIC (EIN 330791726) - 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

1999

Legal Domicile

Principal Officer

ROSEMARY CHEYENNE SMITH

Phone

9099497880

Tax Period

2024-07-01 to 2025-06-30

FRIENDS OF UPLAND CHORAL MUSIC, founded in 1999, is a small nonprofit in the Education sector that reported $172K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $162K left a modest 6% surplus.

Mission

TO SUPPORT ALL STUDENTS IN THE CHORAL DEPT OF UPLAND HIGH SCHOOL WITH MEETING ACADEMIC, PERFORMANCE, MUSICAL AND FINANCIAL GOALS, AND TO PROMOTE PARENT/STUDENT INVOLVEMENT IN SCHOOL AND COMMUNITY.

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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 $42,577

Program Service Revenue $119,193

Investment Income $0

Other Revenue $10,298

TOTAL REVENUE $172,068

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,200

Fundraising Expenses $0

Program Expenses $148,881

Other Expenses $154,550

TOTAL EXPENSES $161,750

Year-over-Year Comparison

	2024	2023	Change
Revenue	$172,068	$124,755	+0.4%
Expenses	$161,750	$155,039	+0.0%
Net Income	$10,318	$-30,284	-1.3%

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

N/A

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

$7,200

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ISAAC GONZALEZ	PRESIDENT	2.00	Officer	$0	$0	$0
LAURA MARQUEZ	SECRETARY	2.00	Officer	$0	$0	$0
MARISA DUBAS	TREASURER	2.00	Officer	$7,200	$0	$7,200
ANNIKAN DEFECHALLE	VICE PRESIDENT	2.00	Officer	$0	$0	$0
JULIE SEPULVEDA	VICE PRESIDENT	2.00	Officer	$0	$0	$0
AMY PARKER	AUDITOR	2.00	Officer	$0	$0	$0
STEPHANIE GONZALEZ	STUDENT ACCOUNTS OFFICER	2.00	Officer	$0	$0	$0
GINA MOGA	FUNDRAISING OFFICER	2.00	Officer	$0	$0	$0
MIKE MACIAS	EVENTS OFFICER ED	2.00	Officer	$0	$0	$0
MELISSA MACIAS	PUBLIC RELATIONS	2.00	Officer	$0	$0	$0
KIM MYERS	OFFIVER FOR VOLUNTEERS	2.00	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	$172,068	$161,750	$121,229	$10,318
2024	$124,755	$155,039	$110,986	$-30,284
2023	$122,337	$130,236	$137,888	$-7,899
2022	$140,300	$117,076	$154,095	$23,224
2021	$20,657	$34,428	$134,067	$-13,771
2020	$253,851	$210,772	$155,824	$43,079

FRIENDS OF UPLAND CHORAL MUSIC