William Baker Choral Foundation Inc (EIN 481214336) - 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

2001

Legal Domicile

Principal Officer

William O Baker

Phone

9134039223

Tax Period

2023-01-01 to 2023-12-31

William Baker Choral Foundation Inc, founded in 2001, is a small nonprofit in the Arts, Culture & Humanities sector that reported $287K in total revenue in fiscal year 2023.

Mission

To promote and present repertoire of the highest musical, artistic and poetic quality in an excellent manner, reflect a worldwide diversity of aural experience , and expression through our programs, choice of venues and promotional efforts provide meaningful choral experiences for singers of all abilities

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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 $210,008

Program Service Revenue $77,057

Investment Income $0

Other Revenue $0

TOTAL REVENUE $287,065

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $286,199

Other Expenses $287,999

TOTAL EXPENSES $287,999

Year-over-Year Comparison

	2023	2022	Change
Revenue	$287,065	$272,095	+0.1%
Expenses	$287,999	N/A	N/A
Net Income	$-934	$272,095	-1.0%

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

N/A

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

$88,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
William O Baker	Founder, Executive Music Director, ex-officio trustee	40	Director	$55,000	$0	$55,000
Jamea Sale	Executive Associate Music Director ex-officio trustee	20	Director	$33,000	$0	$33,000
Kimberly Megoe	Chairman of the Board of trustees	5	Officer Director	$0	$0	$0
Mary Puetz	Vice Chair Board of trustees	5	Officer Director	$0	$0	$0
Kristen Boyle	Trustee at Large	5	Director	$0	$0	$0
Melissa Shalberg	Executive Secretary	5	Officer Director	$0	$0	$0
Russ Kimbrough	Trustee at Large	5	Director	$0	$0	$0
John Schaefer	Trustee at Large	5	Director	$0	$0	$0
Ann Woodyard	Treasurer and CFO	5	Officer Director	$0	$0	$0
Sarah Sambol	Trustee at Large	5	Director	$0	$0	$0
Laura Rene Baker	Development Director	20	Director	$0	$0	$0
Amy Thropp	Trustee at Large	5	Director	$0	$0	$0
Pamela Pendergast	Trustee at Large	5	Director	$0	$0	$0
Carl Chinnery	Trustee at Large	5	Director	$0	$0	$0
Ann Mayes Stoskopf	Trustee at Large	5	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	No data	No data	No data	No data
2023	$287,065	$287,999	$304,911	$-934
2022	$272,095	$275,430	$294,266	$-3,335
2021	$217,826	$198,925	$295,678	$18,901
2020	$196,480	$194,915	$276,777	$1,565
2019	$207,833	$213,387	$275,212	$-5,554
2018	$158,727	$150,810	$280,295	$7,917

William Baker Choral Foundation Inc