THE STOCKTON CHORALE

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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

Legal Domicile

Phone

2099516494

Tax Period

2024-07-01 to 2025-06-30

THE STOCKTON CHORALE is a small nonprofit that reported $243K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

TO INSPIRE JOY IN THE COMMNUNITY THROUGH CHORAL MUSIC

Program Service Accomplishments

Program 1

Expenses: $71,769

THE STOCKTON CHORALE'S SECOND CONCERT WAS IN DECEMBER 2024 AND PERFORMED IN BOTH LODI AND STOCKTON, CA. APPROXIMATELY 500 COMBINED WERE IN ATTENDANCE. ALL FIVE CHOIRS PERFORMED, THE USUAL...

THE STOCKTON CHORALE'S SECOND CONCERT WAS IN DECEMBER 2024 AND PERFORMED IN BOTH LODI AND STOCKTON, CA. APPROXIMATELY 500 COMBINED WERE IN ATTENDANCE. ALL FIVE CHOIRS PERFORMED, THE USUAL ACCOMPANISTS AND GUEST INTRUMENTALITS.

Program 2

Expenses: $70,984

The Stockton Chorale's second concert was on March 9, 2025, in Stockton.All five choirs performed with the usual accompanists. A Polynesian Dance Troupe from a local high school also performed...

The Stockton Chorale's second concert was on March 9, 2025, in Stockton.All five choirs performed with the usual accompanists. A Polynesian Dance Troupe from a local high school also performed. Approximately 300 were in attendance.

Program 3

Expenses: $70,527

The Stockton Chorale's third concert series was held on May 17, 2025, inStockton and May 18, 2025, in Lodi. All choirs performed with a focus onfemale artists throughout the years. Approximately 300...

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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 $95,175

Program Service Revenue $142,916

Investment Income $4,510

Other Revenue $0

TOTAL REVENUE $242,601

Expense Breakdown

Grants Paid $0

Salaries & Benefits $83,520

Fundraising Expenses $16,954

Program Expenses $213,280

Other Expenses $168,537

TOTAL EXPENSES $252,057

Year-over-Year Comparison

	2024	2023	Change
Revenue	$242,601	$214,918	+0.1%
Expenses	$252,057	$171,522	+0.5%
Net Income	$-9,456	$43,396	-1.2%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE SOUTHARD	ARTISTIC DIRECTOR	10.00		$19,750	$0	$19,750
JOAN CALONICO	YOUTH CHORALE DIRECTOR	10.00		$8,888	$0	$8,888
RICARDO CAMPERO	SINGERS DIR.	4.00		$6,489	$0	$6,489
MATTHEW K BAER	ACCOMPIANIST	4.00		$6,371	$0	$6,371
MICHAEL HERNANDEZ	ASST. DIRECTOR	1.00		$5,383	$0	$5,383
DONNA SMITH	ACCOMPIANIST	4.00		$5,023	$0	$5,023
REBECCA NELSON	ACCOMPIANIST	4.00		$3,048	$0	$3,048
LINDA LUNA	President	20.00	Officer Director	$0	$0	$0
VAN HA TO-COWELL	Director	1.00	Director	$0	$0	$0
ERIN PARRA	Current Pres.	1.00	Director	$0	$0	$0
YVETTE QUINTANA	Director	1.00	Director	$0	$0	$0
DAN WRIGHT	Parliamantarian	1.00	Director	$0	$0	$0
BEATRIZ SANCHEZ	Director	1.00	Director	$0	$0	$0
ELKE SCHMELING	Director	1.00	Director	$0	$0	$0
BRUCE ADAMS	Director	1.00	Director	$0	$0	$0
KATY MARCONI	Treasurer	20.00	Officer Director	$0	$0	$0
MARK CALONICO	Vice President	5.00	Officer Director	$0	$0	$0
JENNIFER ALCOVER	Secretary	1.00	Officer Director	$0	$0	$0
MARY WURL	Director	1.00	Director	$0	$0	$0
MOUCHUMI BHATTACHARYYA	Director	1.00	Director	$0	$0	$0
LARRY GRASER	Director	1.00	Director	$0	$0	$0
CRYSTAL BATES	OFFICE MANAGER	32.00		$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	$242,601	$252,057	$120,423	$-9,456
2024	$214,918	$171,522	$131,187	$43,396
2023	$213,601	$177,082	$87,769	$36,519
2023	$213,601	$177,082	$87,769	$36,519