MOZART FESTIVAL ASSOCIATION (EIN 237172087) - 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

1971

Legal Domicile

Principal Officer

LLOYD TANNER

Phone

8057817008

Tax Period

2023-10-01 to 2024-09-30

MOZART FESTIVAL ASSOCIATION, founded in 1971, is a small nonprofit in the Arts, Culture & Humanities sector that reported $990K in total revenue in fiscal year 2023.

Mission

TO PROVIDE TO THE PUBLIC MUSICAL AND EDUCATIONAL OPPORTUNITIES THROUGH THE ORGANIZATION, DIRECTION,AND PRODUCTION OF MUSICAL ENTERTAINMENT

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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 (2023)

Revenue Breakdown

Contributions & Grants $659,981

Program Service Revenue $314,613

Investment Income $198

Other Revenue $15,637

TOTAL REVENUE $990,429

Expense Breakdown

Grants Paid $0

Salaries & Benefits $560,896

Fundraising Expenses $88,138

Program Expenses $790,859

Other Expenses $439,782

TOTAL EXPENSES $1,000,678

Year-over-Year Comparison

	2023	2022	Change
Revenue	$990,429	$1,001,533	0.0%
Expenses	$1,000,678	$994,692	+0.0%
Net Income	$-10,249	$6,841	-2.5%

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

$115,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LLOYD TANNER	EXECUTIVE DIRECTOR	40	Officer	$115,500	$0	$115,500
PAULA DELAY	DIRECTOR	10	Director	$0	$0	$0
LEN JARROTT	DIRECTOR	10	Director	$0	$0	$0
PETER PETERSEN	DIRECTOR	10	Director	$0	$0	$0
MARTI LINDHOLM	DIRECTOR	10	Director	$0	$0	$0
SUZAN BOATMAN	DIRECTOR	10	Director	$0	$0	$0
BEVERLY COHEN	DIRECTOR	10	Director	$0	$0	$0
JIM HALE	TREASURER	10	Officer	$0	$0	$0
JO ANNE MILLER	PAST PRESIDENT	10	Officer	$0	$0	$0
JERI CORGILL	PRESIDENT	10	Officer	$0	$0	$0
JULIANE MCADAM	SECRETARY	10	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
2024	$990,429	$1,000,678	$333,974	$-10,249
2023	$1,001,533	$994,692	$286,056	$6,841
2022	$857,170	$979,914	$300,054	$-122,744
2021	$847,445	$649,992	$385,991	$197,453

MOZART FESTIVAL ASSOCIATION