MARSHALL COUNTY BLUEBERRY FESTIVAL INC (EIN 311007395) - 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

1967

Legal Domicile

Principal Officer

Joshua Carsey

Phone

5749365020

Tax Period

2024-01-01 to 2024-12-31

MARSHALL COUNTY BLUEBERRY FESTIVAL INC, founded in 1967, is a small nonprofit that reported $985K in total revenue in fiscal year 2024. Expenses of $936K left a modest 5% surplus.

Mission

Organize Marshall County Blueberry Festival every Labor Day weekend in Marshall County Indiana

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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 $793,354

Investment Income $4,654

Other Revenue $187,082

TOTAL REVENUE $985,090

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,997

Fundraising Expenses $0

Program Expenses $0

Other Expenses $886,794

TOTAL EXPENSES $935,791

Year-over-Year Comparison

	2024	2023	Change
Revenue	$985,090	$941,152	+0.0%
Expenses	$935,791	$992,233	-0.1%
Net Income	$49,299	$-51,081	-2.0%

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

N/A

Employees

Volunteers

100

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

$2,460

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joshua Carsey	Member-President	6.00	Officer	$1,395	$0	$1,395
Jason Jones	Member-Vice President	6.00	Officer	$0	$0	$0
Jackie Lunetta	Member-Secretary	6.00	Officer	$0	$0	$0
Larry Curtis	Member-Treasurer	6.00	Officer	$0	$0	$0
Emily Bowser	Member	2.00	Officer	$0	$0	$0
Larry Faulstich	Member	2.00	Officer	$0	$0	$0
Gregg Ferguson	Member	2.00	Officer	$0	$0	$0
Jenny Grindle	Member	2.00	Officer	$0	$0	$0
Robyn Hammonds	Member	2.00	Officer	$1,065	$0	$1,065
Brent Jones	Member	2.00	Officer	$0	$0	$0
Duane Culp	Member	2.00	Officer	$0	$0	$0
Karen Oneal	Member	2.00	Officer	$0	$0	$0
Will Pavelich	Member	2.00	Officer	$0	$0	$0
Cassi Wright	Member	2.00	Officer	$0	$0	$0
Kari Vancza	Member	2.00	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	No data	No data	No data	No data
2024	$985,090	$935,791	$331,705	$49,299
2024	$982,934	$935,873	$322,489	$47,061
2023	$941,152	$992,233	$264,118	$-51,081
2022	$855,072	$803,471	$294,549	$51,601
2021	$720,447	$716,448	$223,100	$3,999
2020	$39,349	$92,825	$314,630	$-53,476

MARSHALL COUNTY BLUEBERRY FESTIVAL INC