VOCALESSENCE (EIN 411363849) - 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

1969

Legal Domicile

Principal Officer

AMY WIELUNSKI

Phone

6125471451

Tax Period

2023-07-01 to 2024-06-30

VOCALESSENCE, founded in 1969, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.8M in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $2.2M exceeded revenue, resulting in a 20% operating deficit.

Mission

VOCALESSENCE DRAWS UPON THE POWER OF SINGING TOGETHER TO NURTURE COMMUNITY, INSPIRE CREATIVITY, AFFIRM THE VALUE OF ALL PERSONS, AND EXPAND THE INFLUENCE OF CHORAL MUSIC.

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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 $1,432,221

Program Service Revenue $160,764

Investment Income $241,224

Other Revenue $-14,925

TOTAL REVENUE $1,819,284

Expense Breakdown

Grants Paid $13,500

Salaries & Benefits $1,032,233

Fundraising Expenses $311,570

Program Expenses $1,687,982

Other Expenses $1,144,182

TOTAL EXPENSES $2,189,915

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,819,284	$2,258,659	-0.2%
Expenses	$2,189,915	$2,094,920	+0.0%
Net Income	$-370,631	$163,739	-3.3%

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

Volunteers

150

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

$429,817

Total Directors

$6,690

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMANDA STORM	DIRECTOR	2.00	Director	$0	$0	$0
AMBER CALES	DIRECTOR	2.00	Director	$0	$0	$0
AMY WIELUNSKI	EXECUTIVE DIRECTOR, BEGINNING 6/17/24	40.00	Officer Director	$6,690	$0	$6,690
ANN BURAN	LIFETIME BOARD MEMBER	2.00	Director	$0	$0	$0
ANN BARKELEW O'HAGAN	LIFETIME BOARD MEMBER	2.00	Director	$0	$0	$0
ANNA BOYLE	DIRECTOR	2.00	Director	$0	$0	$0
AUTUMN GURGEL	VOLUNTEER CHORUS REPRESENTATIVE	2.00	Director	$0	$0	$0
BENJAMIN BRUNNETTE	ENSEMBLE SINGER REPRESENTA	2.00	Director	$0	$0	$0
BOB THACKER	DIRECTOR	2.00	Director	$0	$0	$0
CAROLINA MARANON-COBOS	CHAIR	2.00	Officer Director	$0	$0	$0
CASSIE GARNETT	DIRECTOR	2.00	Director	$0	$0	$0
DAN DRESSEN	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL FERNELIUS	SECRETARY	2.00	Officer Director	$0	$0	$0
DANIEL KANTOR	DIRECTOR	2.00	Director	$0	$0	$0
DAVID MONA	LIFETIME BOARD MEMBER	2.00	Director	$0	$0	$0
DON SHELBY	LIFETIME BOARD MEMBER	2.00	Director	$0	$0	$0
DORENE WERNKE	LIFETIME BOARD MEMBER	2.00	Director	$0	$0	$0
DOUG PARISH	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH TRUESDELL SMITH	DIRECTOR	2.00	Director	$0	$0	$0
FRED MOORE	LIFETIME BOARD MEMBER	2.00	Director	$0	$0	$0
JEFF SMITH	DIRECTOR	2.00	Director	$0	$0	$0
JIM ODLAND	DIRECTOR	2.00	Director	$0	$0	$0
JOANNE REECK	DIRECTOR	2.00	Director	$0	$0	$0
KRISTEN HOESCHLER O'BRIEN	TREASURER	2.00	Officer Director	$0	$0	$0
KRISTINE OBERG	DIRECTOR	2.00	Director	$0	$0	$0
LISA LEWIS	DIRECTOR	2.00	Director	$0	$0	$0
MARGARET CHUTICH	DIRECTOR	2.00	Director	$0	$0	$0
MARTHA DRIESSEN	DIRECTOR	2.00	Director	$0	$0	$0
MIRELLA CEJA-OROZCO	DIRECTOR	2.00	Director	$0	$0	$0
NIKKI LEWIS	LIFETIME BOARD MEMBER	2.00	Director	$0	$0	$0
RHODA MHIRIPIRI-REED	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD NEUNER	DIRECTOR	2.00	Director	$0	$0	$0
TANYA BRANSFORD	DIRECTOR	2.00	Director	$0	$0	$0
TIMOTHY TAKACH	DIRECTOR	2.00	Director	$0	$0	$0
TORRIE ALLEN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
VALTON HENDERSON	DIRECTOR	2.00	Director	$0	$0	$0
G PHILLIP SHOULTZ III	ASSOCIATE ARTISTIC DIRECTOR	40.00	Officer	$92,621	$7,079	$99,700
MARY ANN AUFDERHEIDE	EXECUTIVE DIRECTOR, ENDING 6/17/24	40.00	Officer	$159,238	$9,442	$168,680
PHILIP BRUNELLE	ARTISTIC DIRECTOR	40.00	Officer	$154,204	$543	$154,747

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	$1,819,284	$2,189,915	$8,601,781	$-370,631
2023	$2,258,659	$2,094,920	$8,221,817	$163,739
2022	$2,557,414	$2,021,361	$7,433,658	$536,053
2021	$3,477,310	$1,778,649	$8,226,999	$1,698,661
2020	$1,927,561	$1,949,561	$6,084,116	$-22,000
2019	$2,124,150	$2,251,932	$5,655,642	$-127,782

VOCALESSENCE