CHAMBER MUSIC MONTEREY BAY (EIN 237001657) - 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

1968

Legal Domicile

Principal Officer

ELIZABETH BROOKS

Phone

8316252212

Tax Period

2024-07-01 to 2025-06-30

CHAMBER MUSIC MONTEREY BAY, founded in 1968, is a small nonprofit in the Arts, Culture & Humanities sector that reported $348K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

TO SPONSOR CHAMBER 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 (2024)

Revenue Breakdown

Contributions & Grants $262,932

Program Service Revenue $85,658

Investment Income $513

Other Revenue $-1,543

TOTAL REVENUE $347,560

Expense Breakdown

Grants Paid $150

Salaries & Benefits $103,028

Fundraising Expenses $13,260

Program Expenses $184,768

Other Expenses $238,782

TOTAL EXPENSES $341,960

Year-over-Year Comparison

	2024	2023	Change
Revenue	$347,560	$373,584	-0.1%
Expenses	$341,960	$361,001	-0.1%
Net Income	$5,600	$12,583	-0.6%

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

$65,288

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANET BRENNAN	PRESIDENT	5.00	Officer Director	$0	$0	$0
BETH GARNETT	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ANNE FITZPATRICK	TREASURER	5.00	Officer Director	$0	$0	$0
PETER WILLIAMS	SECRETARY	5.00	Officer Director	$0	$0	$0
JON SHOWE	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
AMY ANDERSON	DIRECTOR	5.00	Director	$0	$0	$0
MATT NORTON	DIRECTOR	5.00	Director	$0	$0	$0
HOLLY OCHOA	DIRECTOR	5.00	Director	$0	$0	$0
ELIZABETH BROOKS	EXECUTIVE DIRECTOR	5.00	Officer	$59,040	$6,248	$65,288

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	$347,560	$341,960	$859,440	$5,600
2024	$373,584	$361,001	$794,902	$12,583
2023	$280,036	$329,415	$762,842	$-49,379
2022	$272,472	$242,084	$779,376	$30,388
2021	$191,281	$229,994	$887,639	$-38,713
2020	$282,971	$242,235	$676,508	$40,736
2019	$309,197	$289,739	$645,002	$19,458

CHAMBER MUSIC MONTEREY BAY