THE MARY LOUISE CURTIS BOK FOUNDATION (EIN 236000615) - 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

1932

Legal Domicile

Principal Officer

BAYARD FIECHTER

Phone

2158935252

Tax Period

2024-06-01 to 2025-05-31

THE MARY LOUISE CURTIS BOK FOUNDATION, founded in 1932, is a community nonprofit in the Arts, Culture & Humanities sector that reported $6.3M in total revenue in fiscal year 2024. Revenue surged 102% from the prior year, signaling strong growth momentum. Expenses of $5.5M left a modest 13% surplus.

Mission

TO SUPPORT THE CURTIS INSTITUTE OF MUSIC, A TUITION-FREE MUSIC SCHOOL

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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 $0

Program Service Revenue $0

Investment Income $6,283,909

Other Revenue $0

TOTAL REVENUE $6,283,909

Expense Breakdown

Grants Paid $4,682,945

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,682,945

Other Expenses $808,295

TOTAL EXPENSES $5,491,240

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,283,909	$3,114,720	+1.0%
Expenses	$5,491,240	$4,974,039	+0.1%
Net Income	$792,669	$-1,859,319	-1.4%

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

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
BAYARD FIECHTER	PRESIDENT	1.00	Officer Director	$0	$0	$0
VICTORIA BOK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOSEPH M FIELD	SECRETARY	1.00	Officer Director	$0	$0	$0
SCOTT M JENKINS	TREASURER	1.00	Officer Director	$0	$0	$0
GARY GRAFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT H ROCK	DIRECTOR	1.00	Director	$0	$0	$0
TOMAS BOK	DIRECTOR	1.00	Director	$0	$0	$0
BRETT RUBINSON	DIRECTOR	1.00	Director	$0	$0	$0
SAMUEL R SHIPLEY	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	$6,283,909	$5,491,240	$110,537,634	$792,669
2024	$3,114,720	$4,974,039	$104,032,150	$-1,859,319
2023	$1,707,358	$4,868,725	$94,922,125	$-3,161,367
2022	$12,712,681	$4,724,555	$100,159,634	$7,988,126
2021	$19,214,898	$4,865,638	$115,460,424	$14,349,260
2020	$1,715,570	$4,993,370	$83,340,902	$-3,277,800
2019	$4,510,349	$5,036,502	$84,952,159	$-526,153
2018	$5,034,639	$5,226,784	$90,757,299	$-192,145

THE MARY LOUISE CURTIS BOK FOUNDATION