Summertrios Incorporated
Public records show a registered, tax-exempt organization in good standing.
What it says it does
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.
- Income
- $297,038
- Spending
- $283,311
- Spent on programs
- 89%
- Reserves
- 4 months of spending
- Largest source of income
- fees for its services, 75%
- Employees
- 3
- Volunteers
- 20
- Highest pay
- $8,475, director
Source: Form 990 for the year ending September 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Good: 85 out of 100. Higher than 63% of charities in its peer group (arts and culture, $250k to $1m).
Reserves
20 of 35Spendable reserves would cover 4.0 months of spending.
Debt
20 of 20It owes 0% of what it owns.
Living within its means
15 of 15Income exceeded spending by 5% of income.
Income trend
15 of 15Income rose 11% on the year before.
Spending floor
15 of 1589% of spending went to programs and raising each dollar of donations cost 0 cents.
Source: Form 990 for the year ending September 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Good: 86 out of 100. Higher than 73% of charities in its peer group (arts and culture, $250k to $1m).
Independent board
25 of 2513 of 14 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
0 of 5Reports no independent review process for its chief executive's pay.
Independent check of accounts
6 of 15Its accounts were not audited or reviewed by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending September 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (5)
- $91,415 spent. 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.
- $149,442 spent. 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. THIS PROGRAM SERVED 67 MUSICIANS.
- $7,670 spent. 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. PARTCIPANTS WILL EXPLORE THE VARIOUS CHAMBER MUSIC REPERTOIRE AVAILABLE TO ENTRY LEVEL PLAYERS, WITH THE WEEK CULMINATING IN AN ENSEMBLE PERFORMANCE. THIS PROGRAM SERVED 5 MUSICIANS.
- $4,167 spent. 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.
- 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.
Source: Form 990 for the year ending September 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending September 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since January 1998.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.