Mount Desert Festival of Chamber Music (EIN 010357910) - 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

1963

Legal Domicile

Principal Officer

Ellen S Shafer

Phone

2072662550

Tax Period

2025-01-01 to 2025-12-31

Mount Desert Festival of Chamber Music, founded in 1963, is a small nonprofit in the Arts, Culture & Humanities sector that reported $247K in total revenue in fiscal year 2025. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $93K, a strong 38% operating margin.

Mission

Classical Music Concerts

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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 (2025)

Revenue Breakdown

Contributions & Grants $159,679

Program Service Revenue $37,578

Investment Income $49,322

Other Revenue $0

TOTAL REVENUE $246,579

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,924

Fundraising Expenses $0

Program Expenses $150,112

Other Expenses $136,002

TOTAL EXPENSES $153,926

Year-over-Year Comparison

	2025	2024	Change
Revenue	$246,579	$220,387	+0.1%
Expenses	$153,926	$138,848	+0.1%
Net Income	$92,653	$81,539	+0.1%

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

N/A

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
Lauren Koncinsky	Former Executive Director	15.00		$7,200	$0	$7,200
Eric Wenberg	Executive Director	15.00		$2,250	$0	$2,250
Verena Cushman	Director	1.00	Director	$0	$0	$0
John Klein	Director/Couns.	1.00	Director	$0	$0	$0
Nancy McCormick	Director	1.00	Director	$0	$0	$0
Oliver Evans	Vice President	1.00	Officer Director	$0	$0	$0
Gifford Combs	Director	1.00	Director	$0	$0	$0
Carol Habermann	Director	1.00	Director	$0	$0	$0
Patricia Morrill	Treasurer	1.00	Officer Director	$0	$0	$0
Hornor Davis	Director	1.00	Director	$0	$0	$0
Dr Mark BN Hansen	Secretary	1.00	Officer Director	$0	$0	$0
Rosalind W Lewis	Director	1.00	Director	$0	$0	$0
Nancy Ho	Director	1.00	Director	$0	$0	$0
Louise Hartwell	Director	1.00	Director	$0	$0	$0
Mimi Houghton	Director	1.00	Director	$0	$0	$0
Barbara G Robinson	Director	1.00	Director	$0	$0	$0
Ellen S Shafer	President	1.00	Officer Director	$0	$0	$0
Dr Sherwood Waldron	Director	1.00	Director	$0	$0	$0
Diana Davis Spencer	Director	1.00	Director	$0	$0	$0
Eric Myers	Director	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	$246,579	$153,926	$1,498,775	$92,653
2024	$220,387	$138,848	$1,297,811	$81,539
2023	$325,266	$146,193	$1,113,020	$179,073
2022	$44,651	$168,280	$933,994	$-123,629
2021	$269,135	$145,282	$1,057,609	$123,853
2020	$126,009	$57,561	$933,848	$68,448
2019	$136,404	$128,419	$814,593	$7,985

Mount Desert Festival of Chamber Music