MONA SHORES CHOIR ASSOCIATION TERESA JONES (EIN 386321915) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

TRENT KLAIRTER

Phone

2317405038

Tax Period

2023-09-01 to 2024-08-31

MONA SHORES CHOIR ASSOCIATION TERESA JONES, founded in 1975, is a small nonprofit in the Arts, Culture & Humanities sector that reported $139K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $119K left a modest 15% surplus.

Mission

TO SUPPORT THE MONA SHORES HIGH SCHOOL CHOIR PROGRAM BY CONDUCTING THE MONA SHORES SINGING CHRISTMAS TREE CONCERT, PROVIDING VOICE SCHOLARSHIPS TO STUDENTS, AND PROVIDING OTHER CHOIR SUPPORT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,000

Program Service Revenue $124,651

Investment Income $5

Other Revenue $8,419

TOTAL REVENUE $139,075

Expense Breakdown

Grants Paid $12,545

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $118,793

Other Expenses $106,248

TOTAL EXPENSES $118,793

Year-over-Year Comparison

	2023	2022	Change
Revenue	$139,075	$123,078	+0.1%
Expenses	$118,793	$114,183	+0.0%
Net Income	$20,282	$8,895	+1.3%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRENT KLAIRTER	PRESIDENT	1.00	Officer Director	$0	$0	$0
KAREN CAMPBELL	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JAMYE OLTHOFF	TREASURER	1.00	Officer Director	$0	$0	$0
MEGAN HOLMES	SECRETARY	1.00	Officer Director	$0	$0	$0
ANNE PATTERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER HARPER	BOARD MEMBER	1.00	Director	$0	$0	$0
MATTHEW ROBERTSON	BOARD MEMBER	1.00	Director	$0	$0	$0
AMBER KENNERT	BOARD MEMBER	1.00	Director	$0	$0	$0
TERESA MICHEIL	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDSEY LASSANSKE	BOARD MEMBER	1.00	Director	$0	$0	$0
TONY HARPER	BOARD MEMBER	1.00	Director	$0	$0	$0
TONY ROSS	BOARD MEMBER	1.00	Director	$0	$0	$0
TRACY CAREFELLE	BOARD MEMBER	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
2024	$139,075	$118,793	$291,348	$20,282
2023	$123,078	$114,183	$275,126	$8,895
2022	$120,861	$107,352	$268,823	$13,509
2021	$2,587	$46,476	$266,096	$-43,889
2020	$110,518	$89,121	$312,653	$21,397
2019	$97,525	$96,247	$282,434	$1,278
2018	$99,979	$85,303	$272,484	$14,676

MONA SHORES CHOIR ASSOCIATION TERESA JONES