MUSICAL BOX SOCIETY INTERNATIONAL

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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

1949

Legal Domicile

Principal Officer

EDWARD KOZAK

Tax Period

2025-01-01 to 2025-12-31

MUSICAL BOX SOCIETY INTERNATIONAL, founded in 1949, is a small nonprofit in the Arts, Culture & Humanities sector that reported $182K in total revenue in fiscal year 2025. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $161K left a modest 11% surplus.

Mission

SOCIETY OF PRESERVATION OF MUSICAL BOXES

Program Service Accomplishments

Program 1

Expenses: $56,630 Revenue: $62,830

CONVENTIONS MEETINGS ARE HELD TO FOSTER INTEREST IN AUTOMATIC MUSIC AND PROVIDES EDUCATIONAL VALUE IN DISSEMINATING INFORMATION

Program 2

Expenses: $62,433 Revenue: $15,063

PUBLICATION OF MECHANICAL MUSIC AND DIRECTORY FOSTERS GENUINE INTEREST IN AUTOMATIC MUSIC AND PROVIDES EDUCATIONAL VALUE IN DESSEMINATING INFORMATION

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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 $69,417

Program Service Revenue $77,893

Investment Income $31,644

Other Revenue $2,576

TOTAL REVENUE $181,530

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,841

Fundraising Expenses $0

Program Expenses $119,063

Other Expenses $149,397

TOTAL EXPENSES $161,238

Year-over-Year Comparison

	2025	2024	Change
Revenue	$181,530	$163,590	+0.1%
Expenses	$161,238	$165,316	0.0%
Net Income	$20,292	$-1,726	-12.8%

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

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
DAVE CALENDINE	TRUSTEE	001.00	Director	$0	$0	$0
BOB CALETTI	PRESIDENT	010.00	Officer Director	$0	$0	$0
MARTY NEVEL	TRUSTEE	001.00	Director	$0	$0	$0
DAVID CORKRUM	TRUSTEE	001.00	Director	$0	$0	$0
RICHARD DUTTON	TRUSTEE	001.00	Director	$0	$0	$0
RICH POPPE	TRUSTEE	001.00	Director	$0	$0	$0
MATT JARO	TRUSTEE	001.00	Officer Director	$0	$0	$0
RICK SWANEY	VICE-PRESIDENT	001.00	Director	$0	$0	$0
TOM CHASE	TRUSTEE	001.00	Director	$0	$0	$0
LINDA BIRKITT	RECORDING SECRETARY	003.00	Officer Director	$0	$0	$0
EDWARD KOZAK	TREASURER	010.00	Officer 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	$181,530	$161,238	$777,883	$20,292
2024	$163,590	$165,316	$762,941	$-1,726
2023	$136,013	$146,973	$769,213	$-10,960
2022	$146,826	$163,103	$780,444	$-16,277
2021	$138,358	$156,576	$798,788	$-18,218
2020	$117,012	$115,996	$813,567	$1,016
2019	$203,127	$180,919	$815,871	$22,208
2018	$192,151	$161,604	$795,019	$30,547