TAMWORTH MUSIC FESTIVAL (EIN 020464351) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

JASON STELL

Phone

5405690267

Tax Period

2023-01-01 to 2023-12-31

TAMWORTH MUSIC FESTIVAL is a small nonprofit in the Arts, Culture & Humanities sector that reported $285K in total revenue in fiscal year 2018.

Mission

CLASSICAL MUSIC PERFORMANCE AND EDUCATION

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $272,982

Program Service Revenue $112,574

Investment Income $1,465

Other Revenue $8,394

TOTAL REVENUE $395,415

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,625

Program Expenses $352,660

Other Expenses $418,805

TOTAL EXPENSES $418,805

Year-over-Year Comparison

	2023	2022	Change
Revenue	$395,415	$372,830	+0.1%
Expenses	$418,805	$457,676	-0.1%
Net Income	$-23,390	$-84,846	-0.7%

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

N/A

Volunteers

110

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

$65,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD BARNES	DIRECTOR	1.00	Director	$0	$0	$0
STEVE BERNEKING	CHAIR	2.00	Officer Director	$0	$0	$0
CHRISTINE CAPITO BURCH	DIRECTOR	1.00	Director	$0	$0	$0
YI-PENG CHIN	DIRECTOR	1.00	Director	$0	$0	$0
RICK CHITTUM	DIRECTOR	1.00	Director	$0	$0	$0
DIANE FECHTEL	DIRECTOR	1.00	Director	$0	$0	$0
TERRY GRANT	DIRECTOR	1.00	Director	$0	$0	$0
LARRY HARRELL	DIRECTOR	1.00	Director	$0	$0	$0
BART HUXTABLE	SECRETARY	2.00	Officer Director	$0	$0	$0
TAMARA RIDENOUR	VICE CHAIR	2.00	Officer Director	$0	$0	$0
STEWART SEARLE	DIRECTOR	1.00	Director	$0	$0	$0
CAROL SHAPIRO	TREASURER	2.00	Officer Director	$0	$0	$0
WILSON VELLINES	DIRECTOR	1.00	Director	$0	$0	$0
JASON STELL	EXECUTIVE DI	40.00	Officer	$40,000	$0	$40,000
CARSTEN SCHMIDT	ARTISTIC DIR	20.00	Officer	$25,000	$0	$25,000

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
2024	No data	No data	No data	No data
2023	$395,415	$418,805	$216,640	$-23,390
2022	$372,830	$457,676	$244,010	$-84,846
2021	$314,517	$239,924	$335,036	$74,593
2020	$220,367	$76,881	$259,523	$143,486
2019	$369,000	$317,302	$116,488	$51,698
2018	$285,331	$296,466	$65,995	$-11,135

TAMWORTH MUSIC FESTIVAL