Summertrios INC

Tax-deductible

Moorestown, NJ501(c)(3)Since 1994Arts & CultureEIN 23-2775746Revenue $297K in FY2025

On file with the IRSsummertrios.org287 W 2nd St, 08057-2346 · Moorestown, NJTax-exempt since Jan 1998Publicly supported — 509(a)(2)

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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.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
Run by 20 volunteers and 3 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $5K a year · 2% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$17K
to officers and key staff · 6% of spending
Top officer’s pay lower than 94% of similar orgs
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 3.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $26K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 14 voting members
Looks good: 13 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$297K
+11% vs prior year
Spent
$283K
To programs
89%
Net assets
$95K
By yearFY2020–FY2025
Revenue
$297K
FY2025▲ +11%
Tap a bar for its year
Revenue by fiscal year
FY2020$78K
FY2021$153K
FY2022$259K
FY2023$194K
FY2024$268K
FY2025$297K
Expenses
$283K
FY2025▲ +13%
Tap a bar for its year
Expenses by fiscal year
FY2020$76K
FY2021$182K
FY2022$203K
FY2023$225K
FY2024$250K
FY2025$283K
Net assets
$95K
FY2025▲ +17%
Tap a bar for its year
Net assets by fiscal year
FY2020$69K
FY2021$39K
FY2022$93K
FY2023$62K
FY2024$82K
FY2025$95K

From the FY2025 Form 990 (year ending September 2025) · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1998.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $253K Management & general 11% · $31K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

16 people listed on the 990; $17K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Director
$8,475Pt VII · Sec A
Director
$3,100Pt VII · Sec A
Director Eme
$3,000Pt VII · Sec A
Director
$1,600Pt VII · Sec A
$1,000Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A

Keith Colon’s $8K as Director is at the 6th percentile of top reported officer pay among 2215 $100K–1M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Brianna Tagliaferro—$500$14,300———
Keith Colon$8,475$9,275$5,835$3,576——
Lily Friedman$3,000$2,800$2,600$2,300—$4,200
Sara Male$3,100$2,800————
Lindy Clarke$1,600$2,800$2,300$2,300—$1,200
Barbaraann Bongiovanni$1,000—————
Doris Hall-Gulati—$700$450—$250$500

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Enables adult non-musicians to play, learn, and appreciate chamber music, fostering friendships.

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Provided by the organization

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3 programs · $249K · in their own filed words · FY2024
01

Intensive 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.

$149Kprogram expense
02

Pro-am week- this workshop provides opportunities for amateur musicians to play and perform in chamber music ensemble with professional musicians. This unique opportunity enhances the performance skills of the amateur and brings them to a new level. This program served 15 musicians.

$91Kprogram expense
03

Chamber 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.

$8Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 4 funders →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$297K
Ln 12
Fees for servicesLn 2g$223K
Gifts and grantsLn 1h$70K
Investment incomeLn 3$2K
Money outPt IX
$283K
Ln 25
Programscol B$253K
Managementcol C$31K
Owns and owesPt X
$95K
net assets · Ln 32
Cash and savingsLn 1–2$87K
Total assetsLn 16$95K
LiabilitiesLn 26$0
PeoplePt VI, VII
16
listed · VII A
PaidVII A5
Voting boardVI 1a14
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$70K
Fees for servicesLn 2g$223K
Investment incomeLn 3$2K
Other incomeLn 4–11$2K
Total revenueLn 12$297K
Assets in detailPt X, end of year
CashLn 1$87K
Cash and savings togetherLn 1–2$87K
InvestmentsLn 11–13$9K
Total assetsLn 16$95K
LiabilitiesLn 26$0
Net assetsLn 32$95K
OperationsPt I, VI
EmployeesI 53
VolunteersI 620
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$73K$87K
InvestmentsLn 11–13$9K$9K
Total assetsLn 16$82K$95K
LiabilitiesLn 26$0$0
Net assetsLn 32$82K$95K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$11K$9K$2K
Other salaries and wagesLn 7$59K$48K$11K
Payroll taxesLn 10$6K$5K$1K
Accounting feesLn 11c$4K$4K
Office expensesLn 13$86$86
OccupancyLn 16$96K$96K
InsuranceLn 23$1K$200$970
Other expenses (24a–d)Ln 24$103K$94K$10K
All other expensesLn 24e$4K$2K$2K
Total functional expensesLn 25$283K$253K$31K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $297K$283K$14K$95K 990 PDF
FY2024 $268K$250K$19K$82K 990 PDF
FY2023 $194K$225K−$30K$62K 990 PDF
FY2022 $259K$203K$55K$93K 990 PDF
FY2021 $153K$182K−$30K$39K 990 PDF
FY2020 $78K$76K$2K$69K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $297,038 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $59,750$70,104
I-9 Program service revenuePrior year $207,036$222,953
I-10 Investment incomePrior year $1,673$2,121
I-11 Other revenue$1,860
I-12 Total revenuePrior year $268,459$297,038
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $92,010$75,901
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $157,700$207,410
I-18 Total expensesPrior year $249,710$283,311
I-19 Revenue less expensesPrior year $18,749$13,727
Part VI · Governance 13 of 14 board members independent, 1 to look at
VI-1a Voting members of the governing body14
VI-1b Independent voting members13
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $297,038 across 6 lines filed
VIII-1f All other contributions, gifts and grants$70,104
VIII-1h Total contributions, gifts and grants$70,104
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $222,953$222,953
VIII-3 Investment incomeExcluded from tax $2,121$2,121
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,860$1,860
VIII-12 Total revenueRelated to mission $224,813 · Excluded from tax $2,121$297,038
Part IX · Statement of functional expenses $283,311 across 9 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $9,088 · Management $2,272$11,360
IX-7 Other salaries and wagesPrograms $47,640 · Management $11,035$58,675
IX-10 Payroll taxesPrograms $4,693 · Management $1,173$5,866
IX-11c Accounting feesManagement $3,600$3,600
IX-13 Office expensesManagement $86$86
IX-16 OccupancyPrograms $95,521$95,521
IX-23 InsurancePrograms $200 · Management $970$1,170
IX-24 Other expenses (24a–d)Programs $93,715 · Management $9,548$103,263
IX-24e All other expensesPrograms $1,837 · Management $1,933$3,770
IX-25 Total functional expensesPrograms $252,694 · Management $30,617 · Fundraising $0$283,311
Part X · Balance sheet $95,270 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $72,903$86,630
X-11 Publicly traded securitiesStart of year $8,714$8,640
X-16 Total assetsStart of year $81,617$95,270
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $81,617$95,270
X-33 Total liabilities and net assetsStart of year $81,617$95,270
Part XI · Reconciliation of net assets $95,270 net assets at year end
XI-1 Total revenue$297,038
XI-2 Total expenses$283,311
XI-3 Revenue less expenses$13,727
XI-4 Net assets at start of year$81,617
XI-5 Net unrealized gains (losses) on investments−$74
XI-10 Net assets at end of year$95,270

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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