JULIUS & ESTHER STULBERG COMPETITION INC (EIN 510147234) - 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

1975

Legal Domicile

Principal Officer

ANN FERGEMANN

Phone

2693432776

Tax Period

2024-07-01 to 2025-06-30

JULIUS & ESTHER STULBERG COMPETITION INC, founded in 1975, is a small nonprofit that reported $388K in total revenue in fiscal year 2024. Revenue surged 60% from the prior year, signaling strong growth momentum. Net assets of $829K represent 26 months of operating reserves.

Mission

THE MISSION OF THE STULBERG INTERNATIONAL STRING COMPETITION IS TO PROMOTE EXCELLENCE IN STRING INSTRUMENT PERFORMANCE BY GIFTED ARTISTS UNDER THE AGE OF TWENTY. OUR VISION IS TO DEEPEN COMMUNITY ENGAGEMENT WHILE OFFERING A PREMIER STRING COMPETITION.

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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 $294,293

Program Service Revenue $64,141

Investment Income $26,954

Other Revenue $2,535

TOTAL REVENUE $387,923

Expense Breakdown

Grants Paid $0

Salaries & Benefits $105,471

Fundraising Expenses $35,861

Program Expenses $311,418

Other Expenses $296,330

TOTAL EXPENSES $401,801

Year-over-Year Comparison

	2024	2023	Change
Revenue	$387,923	$242,914	+0.6%
Expenses	$401,801	$218,048	+0.8%
Net Income	$-13,878	$24,866	-1.6%

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

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

$65,336

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN FERGEMANN	PRESIDENT	1.00	Officer Director	$0	$0	$0
JANET GOVER	PRESIDENT EL	1.00	Officer Director	$0	$0	$0
KURT VOISSEM	TREASURER	1.00	Officer Director	$0	$0	$0
PAMELA WALKER	SECRETARY	1.00	Officer Director	$0	$0	$0
ALISA CARREL	DIRECTOR	1.00	Director	$0	$0	$0
SORINA DODU	DIRECTOR	1.00	Director	$0	$0	$0
KORY HEITZIG	DIRECTOR	1.00	Director	$0	$0	$0
DAVID JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS G KING	DIRECTOR	1.00	Director	$0	$0	$0
JOSH KOETS	DIRECTOR	1.00	Director	$0	$0	$0
KEITH KOTHMAN	DIRECTOR	1.00	Director	$0	$0	$0
SARAH LEE	DIRECTOR	1.00	Director	$0	$0	$0
AUDREY LIPSEY	DIRECTOR	1.00	Director	$0	$0	$0
DERL OBERLIN	DIRECTOR	1.00	Director	$0	$0	$0
CAMILLE RILEY	DIRECTOR	1.00	Director	$0	$0	$0
LISA RODRIGUIZ	DIRECTOR	1.00	Director	$0	$0	$0
NAOMI SIEGEL MORSE	DIRECTOR	1.00	Director	$0	$0	$0
HELAYNE SMITH	DIRECTOR	1.00	Director	$0	$0	$0
MIRA STULBERG-HALPERT	DIRECTOR	1.00	Director	$0	$0	$0
SOPHIE TANG	DIRECTOR	1.00	Director	$0	$0	$0
SHERIE VERAMAY	DIRECTOR	1.00	Director	$0	$0	$0
SOPHIE VAN DER WESTHUIZEN	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN YANKEE	EXECUTIVE DI	40.00	Officer	$65,336	$0	$65,336

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	$387,923	$401,801	$852,233	$-13,878
2024	$242,914	$218,048	$819,943	$24,866
2023	$183,625	$178,069	$702,372	$5,556
2022	$186,950	$172,105	$649,776	$14,845
2021	$151,165	$149,561	$710,809	$1,604
2020	$157,128	$137,391	$589,744	$19,737
2019	$174,802	$170,065	$564,998	$4,737
2018	$191,924	$169,406	$547,019	$22,518

JULIUS & ESTHER STULBERG COMPETITION INC