MUSIC FROM BEAR VALLEY INC (EIN 237083360) - 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

1970

Legal Domicile

Phone

2097133719

Tax Period

2024-10-01 to 2025-09-30

MUSIC FROM BEAR VALLEY INC, founded in 1970, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 120% from the prior year, signaling strong growth momentum. The organization ran a surplus of $493K, a strong 39% operating margin.

Mission

PROMOTING MUSICAL CONCERTS FOR GENERAL PUBLIC BENEFIT, THE MAIN BENEFIT BEING "MUSIC FROM BEAR VALLEY" HELD ANNUALLY IN BEAR VALLEY, CA., WITH APPROXIMATELY 7,000 PEOPLE ATTENDING.

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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 $845,815

Program Service Revenue $220,918

Investment Income $41,426

Other Revenue $168,824

TOTAL REVENUE $1,276,983

Expense Breakdown

Grants Paid $0

Salaries & Benefits $253,824

Fundraising Expenses $0

Program Expenses $769,498

Other Expenses $530,135

TOTAL EXPENSES $783,959

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,276,983	$580,136	+1.2%
Expenses	$783,959	$647,134	+0.2%
Net Income	$493,024	$-66,998	-8.4%

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

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
TINA DUNCAN	Director	2.00	Director	$0	$0	$0
SUSI LEWIS	Director	2.00	Director	$0	$0	$0
ANN HICKS	Director	2.00	Director	$0	$0	$0
BOB KUECHLER	Director	2.00	Director	$0	$0	$0
CAROLINE SCHIRATO	Director	2.00	Director	$0	$0	$0
JOYCE SHEFREN	Director	2.00	Director	$0	$0	$0
MARKHAM MILLER	Director	2.00	Director	$0	$0	$0
KEN IISAKA	Director	2.00	Director	$0	$0	$0
MICHAEL MEE	Director	5.00	Director	$0	$0	$0
BOB SMITH	Director	2.00	Director	$0	$0	$0
DON ROTH	Director	0.00	Director	$0	$0	$0
JERRY SHEFREN	PAST PRESIDENT	2.00	Officer	$0	$0	$0
GUS CARLSON	Treasurer	10.00	Officer	$0	$0	$0
JEFF DEMELLO	Secretary	10.00	Officer	$0	$0	$0
RICH MARTINI	Vice President	5.00	Officer	$0	$0	$0
JULIA MEE	President	10.00	Officer	$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	$1,276,983	$783,959	$1,841,216	$493,024
2024	$580,136	$647,134	$1,251,069	$-66,998
2023	$1,127,894	$633,517	$1,173,577	$494,377
2022	$649,125	$607,984	$614,928	$41,141
2021	$515,870	$381,774	$713,817	$134,096
2020	$147,738	$107,052	$505,720	$40,686
2019	$454,266	$434,607	$456,532	$19,659
2018	$500,053	$393,459	$435,160	$106,594

MUSIC FROM BEAR VALLEY INC