MISSION VIEJO H S INSTRUMENTAL MUS… - Form 990 Financial Data

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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

1981

Legal Domicile

Tax Period

2024-07-01 to 2025-06-30

MISSION VIEJO H S INSTRUMENTAL MUSIC BSTRS ASSOC, founded in 1981, is a small nonprofit that reported $130K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $114K left a modest 12% surplus.

Mission

To generate funds via different fundraising and donation collection activities to provide support for the Mission Viejo High School Marching Band, Color Guard, Drumline and Orchestra programs.

Program Service Accomplishments

Program 1

Expenses: $57,503 Revenue: $24,056

Support for the Marching Band, Color Guard, Drumline and Orchestra/Band performance in shows, competitions and school functions including travel, insurance and hospitality.

Program 2

Expenses: $34,427 Revenue: $14,635

The provision of maintenance of the Marching Band, Color Guard, Drumline and Orchestra/Band equipment, uniforms and supplies.

Program 3

Expenses: $15,433 Revenue: $44,621

The provision of professional coaching and choreography for the Marching Band, Color Guard, Drumline and Orchestra/Band participation in interscholastic competitions, shows and school events.

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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 $20,039

Program Service Revenue $83,547

Investment Income $10

Other Revenue $26,280

TOTAL REVENUE $129,876

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $107,363

Other Expenses $113,879

TOTAL EXPENSES $113,879

Year-over-Year Comparison

	2024	2023	Change
Revenue	$129,876	$141,280	-0.1%
Expenses	$113,879	$123,830	-0.1%
Net Income	$15,997	$17,450	-0.1%

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
Jennifer Hambel	President	20.00	Officer Director	$0	$0	$0
Tonya Karnes	Vice President	1.00	Officer Director	$0	$0	$0
Steve Frank	Director of Operations	2.00	Director	$0	$0	$0
Carol Lee	Co-Director of Fundraising	1.00	Director	$0	$0	$0
Steve Fried	Co-Director of Fundraising	1.00	Director	$0	$0	$0
Angela Portnoff	Secretary	1.00	Officer Director	$0	$0	$0
Katherine Howe	Treasurer	12.00	Officer Director	$0	$0	$0
Jeff Novak	Member-At-Large	1.00	Director	$0	$0	$0
Vipada DeLeon	Member At Large	1.00	Director	$0	$0	$0
Jenn Shooter	Member At Large	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	$129,876	$113,879	$90,995	$15,997
2024	$141,280	$123,830	$84,018	$17,450
2023	$95,512	$94,426	$61,603	$1,086
2022	$147,213	$150,006	$54,329	$-2,793
2021	$51,381	$28,048	$59,076	$23,333
2020	$156,552	$183,695	$36,243	$-27,143
2019	$204,916	$245,155	$62,479	$-40,239

MISSION VIEJO H S INSTRUMENTAL MUSIC BSTRS ASSOC