BARTHELMES CONSERVATORY INC

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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

Principal Officer

SUSAN TREMBLAY

Phone

9187940330

Tax Period

2022-07-01 to 2023-06-30

BARTHELMES CONSERVATORY INC, founded in 2001, is a small nonprofit in the Arts, Culture & Humanities sector that reported $847K in total revenue in fiscal year 2022. Revenue surged 49% from the prior year, signaling strong growth momentum. Expenses of $782K left a modest 8% surplus.

Mission

EXCEPTIONAL MUSIC EDUCATION FOR ALL AGES

Program Service Accomplishments

Program 1

Expenses: $474,775

COMMUNITY MUSIC SCHOOL PROVIDING A COMPREHENSIVE MUSIC CURRICULUM AND PROMOTION OF THE ARTS.

Program 2

OUTREACH PROGRAMS IN TULSA PUBLIC SCHOOLS VIOLIN, VIOLA, CELLO, GUITAR, AND WORLD PERCUSSION INSTRUCTION TO HUNDREDS OF SCHOOL CHILDREN FROM DIVERSE ETHNIC BACKGROUNDS. THE CONSERVATORY PARTNERS WITH TULSA PUBLIC SCHOOLS WHICH FALL INTO THE 91-99 PERCENTILE FOR FREE-AND-REDUCED LUNCH PROGRAMS AS AN INDICATOR OF ECONOMIC DISADVANTAGE. THE PROGRAMS HAVE BEEN REVISED OVER TIME AND CONTINUE TO REFINE THE ESSENTIAL ELEMENTS NECESSARY TO PROMOTE TRUE AND SUSTAINABLE TRANSFORMATION OF MUSIC EDUCATIONAL PRACTICES. THESE CHOICES TRANSLATE TO QUALITY OF LIFE AND COGNITIVE IMPROVEMENT FOR CHILDREN AND FAMILIES WHO MAY BE UNDERSERVED.

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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 $670,103

Program Service Revenue $176,979

Investment Income $251

Other Revenue $0

TOTAL REVENUE $847,333

Expense Breakdown

Grants Paid $0

Salaries & Benefits $444,211

Fundraising Expenses $5,153

Program Expenses $474,775

Other Expenses $337,794

TOTAL EXPENSES $782,005

Year-over-Year Comparison

	2022	2021	Change
Revenue	$847,333	$568,241	+0.5%
Expenses	$782,005	$664,273	+0.2%
Net Income	$65,328	$-96,032	-1.7%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBORAH BRIGHT	DIRECTOR	N/A	Director	$0	$0	$0
MAUREEN BROWN	DIRECTOR	N/A	Director	$0	$0	$0
RICHARD FAIR	DIRECTOR	N/A	Director	$0	$0	$0
KATIE FAULKNER	DIRECTOR	N/A	Director	$0	$0	$0
JOSEPH HULL IV	DIRECTOR	N/A	Director	$0	$0	$0
DR LINDA SULLIVAN	TREASURER	N/A	Officer	$0	$0	$0
SUSAN TREMBLAY	PRESIDENT	N/A	Officer	$0	$0	$0
SHANNON WEST	VICE PRES/SE	N/A	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
2024	No data	No data	No data	No data
2023	$847,333	$782,005	$790,685	$65,328
2022	$568,241	$664,273	$226,346	$-96,032
2021	$482,694	$573,454	$89,068	$-90,760
2020	$457,800	$527,220	$190,697	$-69,420
2019	$509,544	$526,893	$78,363	$-17,349