The Callerlab Foundation for Preservation & Promotion of Square Dancing Inc (EIN 411693478) - 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

1990

Legal Domicile

Principal Officer

Teresa Berger

Phone

3216390039

Tax Period

2023-12-01 to 2024-11-30

The Callerlab Foundation for Preservation & Promotion of Square Dancing Inc, founded in 1990, is a micro nonprofit that reported $33K in total revenue in fiscal year 2023. Revenue fell 69% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $23K, a strong 70% operating margin.

Mission

Preservation & Promotion of Square Dancing

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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 $30,461

Program Service Revenue $0

Investment Income $2,491

Other Revenue $213

TOTAL REVENUE $33,165

Expense Breakdown

Grants Paid $6,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,796

Other Expenses $3,596

TOTAL EXPENSES $9,796

Year-over-Year Comparison

	2023	2022	Change
Revenue	$33,165	$108,342	-0.7%
Expenses	$9,796	$1,172	+7.4%
Net Income	$23,369	$107,170	-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

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
Brendzy Ray	Director	2.00	Director	$0	$0	$0
Braithwaite Michael	Director	2.00	Director	$0	$0	$0
Clasper Barry	Director	2.00	Director	$0	$0	$0
Butler Jeremy	Director	2.00	Director	$0	$0	$0
Greene Patty	Director	2.00	Director	$0	$0	$0
Davis Tom	Director	2.00	Director	$0	$0	$0
Hogan Mike	Director	2.00	Director	$0	$0	$0
Johnson Barry	Director	2.00	Director	$0	$0	$0
Jones Vernon	Director	2.00	Director	$0	$0	$0
Kaaria Shauna	Director	2.00	Officer	$0	$0	$0
Kerr Harlan	Director	2.00	Director	$0	$0	$0
Lizotte Ted	Chairman	2.00	Officer	$0	$0	$0
Keller Hunter	Director	2.00	Director	$0	$0	$0
Miller Bear	Director	2.00	Director	$0	$0	$0
Oxendine Tony	Director	2.00	Officer	$0	$0	$0
Pladdys Jack	Director	2.00	Officer	$0	$0	$0
Russell Justin	Director	2.00	Officer	$0	$0	$0
Sikorsky Mike	Director	2.00	Director	$0	$0	$0
VanderMeulen Wendy	Director	2.00	Director	$0	$0	$0
Weaver Buddy	Director	2.00	Director	$0	$0	$0
Welch Dottie	Director	2.00	Director	$0	$0	$0
Berger Teresa	Executive Director	10.00	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	$33,165	$9,796	$198,880	$23,369
2023	$108,342	$1,172	$173,729	$107,170
2022	$12,736	$9,687	$68,709	$3,049
2021	$17,902	$5,128	$65,760	$12,774
2020	$4,802	$27,616	$53,570	$-22,814
2019	$15,605	$18,492	$74,864	$-2,887
2018	$8,896	$9,109	$77,751	$-213

The Callerlab Foundation for Preservation & Promotion of Square Dancing Inc