CALDWELL FINE ARTS SERIES INC (EIN 820373809) - 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

1984

Legal Domicile

Principal Officer

TROY CUNNINGHAM

Phone

2087135916

Tax Period

2024-06-01 to 2025-05-31

CALDWELL FINE ARTS SERIES INC, founded in 1984, is a small nonprofit in the Arts, Culture & Humanities sector that reported $273K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year.

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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 $68,738

Program Service Revenue $203,545

Investment Income $564

Other Revenue $0

TOTAL REVENUE $272,847

Expense Breakdown

Grants Paid $0

Salaries & Benefits $55,086

Fundraising Expenses $0

Program Expenses $201,456

Other Expenses $213,798

TOTAL EXPENSES $268,884

Year-over-Year Comparison

	2024	2023	Change
Revenue	$272,847	$289,178	-0.1%
Expenses	$268,884	$276,176	0.0%
Net Income	$3,963	$13,002	-0.7%

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

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

$50,693

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM HASENOEHRL	DIRECTOR	0.00	Director	$47,429	$0	$47,429
ALISON MOULTON	DIRECTOR	0.00	Director	$3,264	$0	$3,264
TROY CUNNINGHAM	TREASURER	2.00	Officer Director	$0	$0	$0
JERRY CUNNINGHAM	BOARD MEMBER	1.00	Director	$0	$0	$0
TJ EARDLEY	VICE PRESIDENT	1.00	Director	$0	$0	$0
ALEX ESPARZA	BOARD MEMBER	1.00	Director	$0	$0	$0
REBECCA HANSON	SECRETARY	1.00	Director	$0	$0	$0
TROY Y HOOPER	BOARD MEMBER	1.00	Director	$0	$0	$0
MATT MCDANIEL	PRESIDENT	1.00	Director	$0	$0	$0
OFELIA MORALES	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE PRAGER	BOARD MEMBER	1.00	Director	$0	$0	$0
JUSTIN WALDRON	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDY YEE	BOARD MEMBER	1.00	Director	$0	$0	$0
HEATHER YEE	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL MOULTON	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHY GOMEZ	BOARD MEMBER	1.00	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	$272,847	$268,884	$129,456	$3,963
2024	$289,178	$276,176	$123,733	$13,002
2023	$239,653	$261,321	$110,529	$-21,668
2022	$206,630	$154,857	$133,999	$51,773

CALDWELL FINE ARTS SERIES INC