CALLERLAB INC (EIN 510155428) - 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

Dana Schirmer

Phone

7857833665

Tax Period

2022-12-01 to 2023-11-30

CALLERLAB INC, founded in 1975, is a small nonprofit that reported $229K in total revenue in fiscal year 2022. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $218K left a modest 5% surplus.

Mission

Professional Support and Education of Square Dance Calling

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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 (2022)

Revenue Breakdown

Contributions & Grants $156,762

Program Service Revenue $59,377

Investment Income $336

Other Revenue $12,592

TOTAL REVENUE $229,067

Expense Breakdown

Grants Paid $500

Salaries & Benefits $67,346

Fundraising Expenses $0

Other Expenses $150,243

TOTAL EXPENSES $218,089

Year-over-Year Comparison

	2022	2021	Change
Revenue	$229,067	$195,914	+0.2%
Expenses	$218,089	$208,906	+0.0%
Net Income	$10,978	$-12,992	-1.8%

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

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

$42,167

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kaaria Shauna	Director	2.00	Director	$0	$0	$0
Brendzy Ray	Director	2.00	Director	$0	$0	$0
Burr Walt	Director	2.00	Director	$0	$0	$0
Clasper Barry	Director	2.00	Director	$0	$0	$0
Foote Ed	Director	2.00	Director	$0	$0	$0
Harrison Bill	Director	2.00	Director	$0	$0	$0
Henerlau Eric	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	6.00	Director	$0	$0	$0
Kerr Harlan	Chairman	2.00	Officer Director	$0	$0	$0
Lizotte Ted	Vice Chairman	2.00	Officer Director	$0	$0	$0
Marshall John	Director	2.00	Director	$0	$0	$0
Greene Patty	Director	2.00	Director	$0	$0	$0
Miller Bear	Director	2.00	Director	$0	$0	$0
Miller Tom	Director	2.00	Director	$0	$0	$0
Oxendine Tony	Director	2.00	Director	$0	$0	$0
Pladdys Jack	Director	2.00	Director	$0	$0	$0
Riggs Bob	Director	2.00	Director	$0	$0	$0
VanderMeulen Wendy	Chairman	2.00	Officer Director	$0	$0	$0
Russell Justin	Director	2.00	Director	$0	$0	$0
Sikorsky Mike	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
Shirmer D J	Asst.Exec. Director	15.00	Officer	$0	$0	$0
Berger Teresa	Exec. Director	40.00	Officer	$42,167	$0	$42,167

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	$229,067	$218,089	$180,836	$10,978
2022	$195,914	$208,906	$152,120	$-12,992
2021	$141,677	$142,436	$134,829	$-759
2020	$149,872	$157,478	$136,506	$-7,606
2019	$226,436	$228,333	$138,003	$-1,897
2018	$227,271	$227,433	$134,765	$-162

CALLERLAB INC