Civic Intelligence

Summertrios Inc

EIN 23-2775746 • 501(c)3 • Moorestown, NJ

Profile

To provide educational opportunities for adult amateur chamber music players to study, play, perform, and hear classical chamber music repertoire.

287 West 2nd StreetMoorestown, NJ 08057

www.summertrios.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

59th percentile

7.0%

Higher net margin than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$9,275

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

81st percentile

28%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

38%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$81,617

Up $18,038 (+28%) from 2023

Liabilities

Down

$0

Down $1,350 (-100%) from 2023

Net Assets

Up

$81,617

Up $19,388 (+31%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin59th percentile

Revenue

Up

$268,459

Up $74,275 (+38%) from 2023

Expenses

Up

$249,710

Up $25,078 (+11%) from 2023

Net Income

Up

$18,749

Up $49,197 (+162%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2010: $192,089Liabilities 2010: $477Net Assets 2010: $191,6122010Assets 2011: $165,994Liabilities 2011: $3722011Assets 2012: $154,553Liabilities 2012: $0Net Assets 2012: $154,5532012Assets 2013: $115,513Liabilities 2013: $0Net Assets 2013: $115,5132013Assets 2014: $116,624Liabilities 2014: $93Net Assets 2014: $116,5312014Assets 2015: $118,630Liabilities 2015: $0Net Assets 2015: $118,6302015Assets 2016: $114,075Liabilities 2016: $0Net Assets 2016: $114,0752016Assets 2017: $98,685Liabilities 2017: $0Net Assets 2017: $98,6852017Assets 2018: $84,901Liabilities 2018: $0Net Assets 2018: $84,9012018Assets 2019: $68,090Liabilities 2019: $948Net Assets 2019: $67,1422019Assets 2020: $70,536Liabilities 2020: $1,672Net Assets 2020: $68,8642020Assets 2021: $40,975Liabilities 2021: $1,736Net Assets 2021: $39,2392021Assets 2022: $92,857Liabilities 2022: $0Net Assets 2022: $92,8572022Assets 2023: $63,579Liabilities 2023: $1,350Net Assets 2023: $62,2292023Assets 2024: $81,617Liabilities 2024: $0Net Assets 2024: $81,6172024

Highlighted filing

2024

Assets$81,617
Liabilities$0
Net Assets$81,617
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2010: $170,402Expenses 2010: $279,585Net Income 2010: -$109,1832010Revenue 2011: $172,398Expenses 2011: $188,528Net Income 2011: -$16,1302011Revenue 2012: $237,449Expenses 2012: $248,518Net Income 2012: -$11,0692012Expenses 2013: $239,1752013Revenue 2014: $181,076Expenses 2014: $180,058Net Income 2014: $1,0182014Revenue 2015: $184,879Expenses 2015: $182,780Net Income 2015: $2,0992015Revenue 2016: $205,195Expenses 2016: $209,750Net Income 2016: -$4,5552016Revenue 2017: $199,346Expenses 2017: $223,812Net Income 2017: -$24,4662017Revenue 2018: $199,276Expenses 2018: $216,472Net Income 2018: -$17,1962018Revenue 2019: $235,506Expenses 2019: $237,689Net Income 2019: -$2,1832019Revenue 2020: $78,130Expenses 2020: $76,408Net Income 2020: $1,7222020Revenue 2021: $152,810Expenses 2021: $182,329Net Income 2021: -$29,5192021Revenue 2022: $258,741Expenses 2022: $203,485Net Income 2022: $55,2562022Revenue 2023: $194,184Expenses 2023: $224,632Net Income 2023: -$30,4482023Revenue 2024: $268,459Expenses 2024: $249,710Net Income 2024: $18,7492024

Highlighted filing

2024

Revenue$268,459
Expenses$249,710
Net Income$18,749
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$81,617
Liabilities
$0
Net assets
$81,617
Revenue
$268,459
Expenses
$249,710
Net income
$18,749
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.00$0.82$2.68$2.50$0.19
2023Summary only. Only limited summary data is available for this year.$0.64$0.01$0.62$1.94$2.25$0.30
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$2.59$2.03$0.55
2021Summary only. Only limited summary data is available for this year.$0.41$0.02$0.39$1.53$1.82$0.30
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.02$0.69$0.78$0.76$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.01$0.67$2.36$2.38$0.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$1.99$2.16$0.17
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$1.99$2.24$0.24
2016Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$2.05$2.10$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$1.85$1.83$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$1.81$1.80$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$2.39
2012Summary only. Only limited summary data is available for this year.$1.55$0.00$1.55$2.37$2.49$0.11
2011Summary only. Only limited summary data is available for this year.$1.66$0.00$1.72$1.89$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.00$1.92$1.70$2.80$1.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 8, 2025
Return Version
2023v6.0
Gross Receipts
$268,459
Mission and Program Overview

Mission

To provide educational opportunities for adult amateur chamber music players to study, play, perform, and hear classical chamber music repertoire.

To provide opportunities to adult non professional musicians to play chamber music, to teach the art of chamber music to adult non professionals, to increase appreciation of chamber music among participants and to open doorways to new and lasting friendships among participants and faculty.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$62,229$81,617▲ $19,388
Cash and Non-Interest-Bearing Accounts$53,578$72,903▲ $19,325
Investments in Publicly Traded Securities$8,075$8,714▲ $639
Accounts Receivable$1,926--
Total Assets$63,579$81,617▲ $18,038
Liabilities
Accounts Payable and Accrued Expenses$1,350--
Total Liabilities$1,350$0▼ $1,350
Net Assets / Fund Balance
Total Net Assets Fund Balance$62,229$81,617▲ $19,388
Total Liabilities and Net Assets / Fund Balance$63,579$81,617▲ $18,038

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$2,000$2,000
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleBaseTotal
Keith ColonDirector$9,275$9,275
Lily FriedmanDirector Eme$2,800$2,800
Lindy ClarkeDirector$2,800$2,800
Sara MaleDirector$2,800$2,800
Doris Hall-gulatiDirector$700$700
Brianna TagliaferroDirector$500$500

Board Members and Trustees

NameTitle
Dennis DunnPresident
Gabrielle HemlickDirector
Hazel EdwardsDirector
Judy RandDirector
Richard SachsDirector
Connie PhillipsSecretary
Krystyna SchnierTreasurer
Adrienne NassauVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$59,750
Program Service Revenue
$207,036
Investment Income
$1,673
Other Revenue
$0
All Other Contributions
$59,750
Change in Net Assets
$18,749
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$157,700
Salaries, Compensation, and Employee Benefits$92,010
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$93,673--$93,673
Other Salaries and Wages$52,075$5,983-$58,058
Current Officers, Directors, Trustees, and Key Employees$16,865$1,127-$17,992
Payroll Taxes$12,133$1,827-$13,960
All Other Expenses$3,512$234-$3,746
Other Expenses$44,050$3,317-$3,317
Fees for Services Accounting-$2,240-$2,240
Other Employee Benefits-$2,000-$2,000
Insurance-$944-$944
Advertising-$798-$798
Travel$300--$300
Office Expenses-$143-$143
Total Functional Expenses$222,608$27,102$0$249,710
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A copy of the form 990 is provided annually to each board member for review before filing the return with the internal revenue service.”

Form 990, Page 6, Part VI, Line 12C

“The organization's board of directors monitor and enforce compliance with the conflict of interest policy.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents and copies of returns are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Summertrios Inc
EIN
23-2775746
Phone
4433269400
Address
287 WEST 2ND STREET, MOORESTOWN, NJ 08057

Signing Officer

Name
Krystyna Schnier
Title
Treasurer
Phone
4433269400
Signed
2025-08-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Dunn
Formed
1994
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
8
Employees
36
Volunteers
12

Preparer

Firm
L M Henderson & Company Llp
Address
450 E 96TH ST STE 200, INDIANAPOLIS, IN 46240-3797
Preparer
Gregory D Sigman
Phone
3175661000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To provide opportunities to adult non professional musicians to play chamber music, to teach the art of chamber music to adult non professionals, to increase appreciation of chamber music among participants and to open doorways to new and lasting friendships among participants and faculty.”

Form 990, Page 2, Part III, Line 4D

“Composers collective- 8 bi-weekly online sessions for aspiring composers designated to foster creativity and personal growth in music composition. Guided by composer and educator dr. Nathan lincol-decusatis, these sessions offer a structured and supportive look into the process of writing new music for various instruments. Many participants attend the intensive workshop and perform their compositions. Jazz workshop- a program designed to enrich musicians with a unique jazz ensemble experience with like-minded players eager to explore new and familiar repertoire. Throughout the week participants play in combos, sectionals and extra sessions for history, improvisation and instrumental pedagogy.”

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IRS990/MissionDesc0TO PROVIDE OPPORTUNITIES TO ADULT NON PROFESSIONAL MUSICIANS TO PLAY CHAMBER MUSIC, TO TEACH THE ART OF CHAMBER MUSIC TO ADULT NON PROFESSIONALS, TO INCREASE APPRECIATION OF CHAMBER MUSIC AMONG PARTICIPANTS AND TO OPEN DOORWAYS TO NEW AND LASTING FRIENDSHIPS AMONG PARTICIPANTS AND FACULTY.
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IRS990/ProgramServiceRevenueGrp/Desc4JAZZ WORKSHOP
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IRS990/ProgSrvcAccomActy2Grp/Desc0INTENSIVE WEEK- THIS CHAMBER MUSIC WORKSHOP PROVIDES FACULTY COACHED REHEARSALS AND PERFORMANCE OPPORTUNITIES FOR AMATEUR MUSICIANS TO PLAY IN WOODWIND, FLUTE, FRENCH HORN, STRING AND PIANO ENSEMBLES. THIS PROGRAM OFFERS AN OPPORTUNITY TO WORK ON TWO REPERTOIRE CHOICES, IN MUCH MORE DEPTH, WITH MORE SESSIONS ON EACH ONE. THIS PROGRAM SERVED 73 MUSICIANS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0CHAMBER MUSIC ESSENTIALS- THIS WEEK-LONG WORKSHOP FOR STRINGS IS LED BY COACH/VIOLINIST JILL SCHULTZ. THE PROGRAM IS DESIGNED TO HELP LATE STARTER AND EMERGING STRING PLAYERS ENTER AND ENJOY THE WORLD OF CHAMBER MUSIC, WITH A FOCUS ON TECHNIQUE, INTONATION AND CHAMBER MUSIC SKILLS. PARTCIPANTS WILL EXPLORE THE VARIOUS CHAMBER MUSIC REPERTOIRE AVAILABLE TO ENTRY LEVEL PLAYERS, WITH THE WEEK CULMINATING IN AN ENSEMBLE PERFORMANCE. THIS PROGRAM SERVED 10 MUSICIANS.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0COMPOSERS COLLECTIVE- 8 BI-WEEKLY ONLINE SESSIONS FOR ASPIRING COMPOSERS DESIGNATED TO FOSTER CREATIVITY AND PERSONAL GROWTH IN MUSIC COMPOSITION. GUIDED BY COMPOSER AND EDUCATOR DR. NATHAN LINCOL-DECUSATIS, THESE SESSIONS OFFER A STRUCTURED AND SUPPORTIVE LOOK INTO THE PROCESS OF WRITING NEW MUSIC FOR VARIOUS INSTRUMENTS. MANY PARTICIPANTS ATTEND THE INTENSIVE WORKSHOP AND PERFORM THEIR COMPOSITIONS. JAZZ WORKSHOP- A PROGRAM DESIGNED TO ENRICH MUSICIANS WITH A UNIQUE JAZZ ENSEMBLE EXPERIENCE WITH LIKE-MINDED PLAYERS EAGER TO EXPLORE NEW AND FAMILIAR REPERTOIRE. THROUGHOUT THE WEEK PARTICIPANTS PLAY IN COMBOS, SECTIONALS AND EXTRA SESSIONS FOR HISTORY, IMPROVISATION AND INSTRUMENTAL PEDAGOGY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE OPPORTUNITIES TO ADULT NON PROFESSIONAL MUSICIANS TO PLAY CHAMBER MUSIC, TO TEACH THE ART OF CHAMBER MUSIC TO ADULT NON PROFESSIONALS, TO INCREASE APPRECIATION OF CHAMBER MUSIC AMONG PARTICIPANTS AND TO OPEN DOORWAYS TO NEW AND LASTING FRIENDSHIPS AMONG PARTICIPANTS AND FACULTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPOSERS COLLECTIVE- 8 BI-WEEKLY ONLINE SESSIONS FOR ASPIRING COMPOSERS DESIGNATED TO FOSTER CREATIVITY AND PERSONAL GROWTH IN MUSIC COMPOSITION. GUIDED BY COMPOSER AND EDUCATOR DR. NATHAN LINCOL-DECUSATIS, THESE SESSIONS OFFER A STRUCTURED AND SUPPORTIVE LOOK INTO THE PROCESS OF WRITING NEW MUSIC FOR VARIOUS INSTRUMENTS. MANY PARTICIPANTS ATTEND THE INTENSIVE WORKSHOP AND PERFORM THEIR COMPOSITIONS. JAZZ WORKSHOP- A PROGRAM DESIGNED TO ENRICH MUSICIANS WITH A UNIQUE JAZZ ENSEMBLE EXPERIENCE WITH LIKE-MINDED PLAYERS EAGER TO EXPLORE NEW AND FAMILIAR REPERTOIRE. THROUGHOUT THE WEEK PARTICIPANTS PLAY IN COMBOS, SECTIONALS AND EXTRA SESSIONS FOR HISTORY, IMPROVISATION AND INSTRUMENTAL PEDAGOGY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 IS PROVIDED ANNUALLY TO EACH BOARD MEMBER FOR REVIEW BEFORE FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S BOARD OF DIRECTORS MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS AND COPIES OF RETURNS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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