CARDINAL ALLIANCE PARENT ORGANIZAT… - Form 990 Financial Data

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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

2019

Legal Domicile

Principal Officer

Shannon Medina

Phone

7602902700

Tax Period

2022-07-01 to 2023-06-30

CARDINAL ALLIANCE PARENT ORGANIZATION, founded in 2019, is a small nonprofit in the Education sector that reported $224K in total revenue in fiscal year 2022. Revenue surged 107% from the prior year, signaling strong growth momentum.

Mission

The mission of CAPO is to promote and support music education at Mission Hills High School.

Program Service Accomplishments

Program 1

Expenses: $104,581

Coaching

Program 2

Expenses: $30,750 Revenue: $8,740

Band Camp Away

Program 3

Expenses: $24,664 Revenue: $39,747

Uniforms

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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 $66,279

Program Service Revenue $86,585

Investment Income $3

Other Revenue $71,129

TOTAL REVENUE $223,996

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $216,054

Other Expenses $218,109

TOTAL EXPENSES $218,109

Year-over-Year Comparison

	2022	2021	Change
Revenue	$223,996	$108,315	+1.1%
Expenses	$218,109	$66,694	+2.3%
Net Income	$5,887	$41,621	-0.9%

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
Michael B Tramm	Director	2.00	Officer Director	$0	$0	$0
Christopher Coughlin	Director	2.00	Officer Director	$0	$0	$0
Jennifer Peterson	President	4.00	Officer Director	$0	$0	$0
Suzanne Ernst	Secretary	2.00	Officer Director	$0	$0	$0
Lisa Barone	Treasurer	2.00	Officer Director	$0	$0	$0
Masayo Reed	Concsssions Director	4.00	Director	$0	$0	$0
Robin DuBroy	Communications Director	4.00	Director	$0	$0	$0
Jill Blackwell	Uniforms Director	4.00	Director	$0	$0	$0
Josh Hall	Director	2.00	Officer Director	$0	$0	$0
Neil Kramer	Vice President	4.00	Officer 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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$223,996	$218,109	$60,266	$5,887

CARDINAL ALLIANCE PARENT ORGANIZATION