SCHUBERT CLUB THE (EIN 410945277) - 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

1915

Legal Domicile

Principal Officer

ANN JUERGENS

Phone

6512923267

Tax Period

2024-07-01 to 2025-06-30

SCHUBERT CLUB THE, founded in 1915, is a community nonprofit in the Arts, Culture & Humanities sector that reported $4.5M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.8M, a strong 40% operating margin.

Mission

SCHUBERT CLUB CREATES INSPIRING MUSICAL EXPERIENCES THAT CONTRIBUTE TO THE CULTURAL VIBRANCY OF THE TWIN CITIES COMMUNITY THROUGH CONCERT PRESENTATIONS, MUSIC EDUCATION AND STUDENT SCHOLARSHIP PROGRAMS, AND MUSEUM EXHIBITS.

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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 $2,838,942

Program Service Revenue $386,052

Investment Income $1,195,392

Other Revenue $33,845

TOTAL REVENUE $4,454,231

Expense Breakdown

Grants Paid $95,044

Salaries & Benefits $1,285,834

Fundraising Expenses $231,510

Program Expenses $2,124,139

Other Expenses $1,309,156

TOTAL EXPENSES $2,690,034

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,454,231	$3,896,853	+0.1%
Expenses	$2,690,034	$2,740,826	0.0%
Net Income	$1,764,197	$1,156,027	+0.5%

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

$445,469

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AARON BROWN	DIRECTOR	1.00	Director	$0	$0	$0
ANNE KRUGER	VP MUSEUM	1.00	Director	$0	$0	$0
ANNE VARS	DIRECTOR	1.00	Director	$0	$0	$0
BRAXTON HAULEY	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN HORRIGAN	DIRECTOR	1.00	Director	$0	$0	$0
CATHERINE FURRY	DIRECTOR	1.00	Director	$0	$0	$0
CLEA GALHANO	DIRECTOR	1.00	Director	$0	$0	$0
DONNA ZIMMERMAN	DIRECTOR	1.00	Director	$0	$0	$0
DOROTHY HORNS	DIRECTOR	1.00	Director	$0	$0	$0
ERIC WON	VP DEI	1.00	Director	$0	$0	$0
JOANNA CORTRIGHT	VP EDUCATION	1.00	Officer Director	$0	$0	$0
JOHN NUECHTERLEIN	VP FINANCE & INVESTMENT	1.00	Officer Director	$0	$0	$0
JONATHAN PALMER	DIRECTOR	1.00	Director	$0	$0	$0
KARL REICHERT	DIRECTOR	1.00	Director	$0	$0	$0
KATIE CONDON	DIRECTOR	1.00	Director	$0	$0	$0
LAURA MCCARTEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARIA TROJE POITRAS	VP MARKETING & DEVELOPMENT	1.00	Officer Director	$0	$0	$0
MICHAEL MANNS	VP AUDIT & COMPLIANCE	1.00	Officer Director	$0	$0	$0
NANCIE LITIN	SECRETARY	1.00	Officer Director	$0	$0	$0
PATRICIA DURST	DIRECTOR	1.00	Director	$0	$0	$0
REYNOLDS-ANTHONY HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD EVIDON	VP ARTISTIC	1.00	Officer Director	$0	$0	$0
SETH LEVIN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN MENYA	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNA ALTMAN	DIRECTOR	1.00	Director	$0	$0	$0
VAUGHN ORMSETH	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW LANG	DIRECTOR	1.00	Director	$0	$0	$0
ANN JUERGENS	VP NOMINATING & GOVERNANCE	1.00	Officer Director	$0	$0	$0
CHRISTINA TEMPERANTE	DIRECTOR	1.00	Director	$0	$0	$0
JACOB HELLER	DIRECTOR	1.00	Director	$0	$0	$0
LAURA KRIDER	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA FLETCHER BUSH	DIRECTOR	1.00	Director	$0	$0	$0
BARRY KEMPTON	ARTISTIC AND EXECUTIVE DIR	40.00	Officer	$178,475	$45,056	$223,531
JANET PETERSON	BUSINESS MANAGER	40.00	Officer	$80,341	$23,792	$104,133
AMY MARRET	DIRECTOR OF DEVELOPMENT	40.00	Officer	$105,461	$12,344	$117,805

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	$4,454,231	$2,690,034	$31,216,735	$1,764,197
2024	$3,896,853	$2,740,826	$27,439,529	$1,156,027
2023	$2,427,947	$2,731,316	$24,537,132	$-303,369
2022	$4,063,918	$2,268,154	$22,801,473	$1,795,764
2021	$3,886,927	$1,925,765	$25,205,152	$1,961,162
2020	$2,045,266	$1,926,510	$19,534,084	$118,756
2019	$2,314,078	$2,114,523	$19,016,072	$199,555

SCHUBERT CLUB THE