MUSICAL BOX SOCIETY INTERNATIONAL (EIN 116102991) - 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

1949

Legal Domicile

Principal Officer

EDWARD KOZAK

Tax Period

2024-01-01 to 2024-12-31

MUSICAL BOX SOCIETY INTERNATIONAL, founded in 1949, is a small nonprofit in the Arts, Culture & Humanities sector that reported $164K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. Net assets of $721K represent 53 months of operating reserves.

Mission

SOCIETY OF PRESERVATION OF MUSICAL BOXES

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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 (2024)

Revenue Breakdown

Contributions & Grants $71,333

Program Service Revenue $63,083

Investment Income $26,362

Other Revenue $2,812

TOTAL REVENUE $163,590

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,841

Fundraising Expenses $0

Program Expenses $122,708

Other Expenses $153,475

TOTAL EXPENSES $165,316

Year-over-Year Comparison

	2024	2023	Change
Revenue	$163,590	$136,013	+0.2%
Expenses	$165,316	$146,973	+0.1%
Net Income	$-1,726	$-10,960	-0.8%

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	VICE PRESIDENT	002.00	Officer Director	$0	$0	$0
EDWARD COOLEY	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	PRESIDENT	010.00	Officer Director	$0	$0	$0
RICK SWANEY	TRUSTEE	001.00	Director	$0	$0	$0
MARY ELLEN MYERS	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
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

MUSICAL BOX SOCIETY INTERNATIONAL