BRANDYWINE VALLEY SUMMER SALES SERIES (EIN 460547441) - 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

2012

Legal Domicile

Principal Officer

LOUISE W SERIO

Phone

6104446163

Tax Period

2023-01-01 to 2023-12-31

BRANDYWINE VALLEY SUMMER SALES SERIES, founded in 2012, is a micro nonprofit that reported $12K in total revenue in fiscal year 2023. Revenue fell 57% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $4K, a strong 33% operating margin.

Mission

HOSTING "AA" HORSE SHOWS IN THE PHILADELPHIA AREA TO BENEFIT LOCAL CHARITABLE ORGANIZATIONS

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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 $0

Program Service Revenue $0

Investment Income $11,850

Other Revenue $0

TOTAL REVENUE $11,850

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,666

Other Expenses $7,915

TOTAL EXPENSES $7,915

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,850	$27,389	-0.6%
Expenses	$7,915	$75,148	-0.9%
Net Income	$3,935	$-47,759	-1.1%

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
LOUISE W SERIO	PRESIDENT	2.00	Officer	$0	$0	$0
JENNIFER BURGER	VICE PRESIDENT	2.00	Officer	$0	$0	$0
SALLY YACKA	SECRETARY AND TREASURER	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
2023	$11,850	$7,915	No data	$3,935
2022	$27,389	$75,148	$9,663	$-47,759
2021	$1,286,006	$1,252,197	$57,422	$33,809
2020	$17,185	$52,791	$23,613	$-35,606
2019	$1,094,940	$1,052,144	$59,219	$42,796
2018	$724,216	$719,061	$16,423	$5,155

BRANDYWINE VALLEY SUMMER SALES SERIES