BACH SOCIETY OF MINNESOTA

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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

1966

Legal Domicile

Principal Officer

Grant Johnson

Phone

6124406219

Tax Period

2024-08-01 to 2025-07-31

BACH SOCIETY OF MINNESOTA, founded in 1966, is a small nonprofit in the Arts, Culture & Humanities sector that reported $314K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

THE MISSION OF BACH SOCIETY OF MINNESOTA IS TO BUILD A DIVERSE COMMUNITY OF MUSIC LOVERS WHO PERFORM, PROMOTE, AND APPRECIATE THE MUSIC OF J.S. BACH AND THOSE HE INSPIRED.

Program Service Accomplishments

Program 1

Expenses: $73,474 Revenue: $37,273

In the 2024-25 Season, the Bach Society of Minnesota presented its annual Minnesota Bach Festival which culminated with a performance at the Ordway Concert Hall in downtown St. Paul, the first time the Bach Society has performed at this esteemed venue. The Ordway Concert presented Mozart's Requiem and was sold out, a major step forward for the organization.

Program 2

Expenses: $14,608 Revenue: $11,010

In July of 2025 the Bach Society presented the first ever concerts in our Scene and Heard Series. This educational series is storytelling and song woven into a delightful theatrical experience. The first performances were titled A Monarch's Journey, which follows a butterfly and her friends on their fantastic migration from Minnesota to Mexico - and back again. This also included a collaboration with Out on a Limb Dance Theater.

Program 3

Expenses: $35,170 Revenue: $13,574

The Bach Society continued its annual tradition of Bach's Christmas Oratorio. In 2024 we collaborated with VocalEssence for these performances. This is a beloved holiday concert in the Twin Cities...

The Bach Society continued its annual tradition of Bach's Christmas Oratorio. In 2024 we collaborated with VocalEssence for these performances. This is a beloved holiday concert in the Twin Cities and the Bach Society continues to see great success with this iconic piece.

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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 $228,876

Program Service Revenue $83,392

Investment Income $1,571

Other Revenue $0

TOTAL REVENUE $313,839

Expense Breakdown

Grants Paid $0

Salaries & Benefits $78,747

Fundraising Expenses $12,820

Program Expenses $203,232

Other Expenses $250,418

TOTAL EXPENSES $330,540

Year-over-Year Comparison

	2024	2023	Change
Revenue	$313,839	$277,880	+0.1%
Expenses	$330,540	$269,632	+0.2%
Net Income	$-16,701	$8,248	-3.0%

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

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

$52,800

Total Directors

$77,434

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Yunyue Liu	Executive Director	40	Officer Director	$52,800	$0	$52,800
Matthias Maute	Artistic Director	7	Director	$13,500	$0	$13,500
Marcoantonio Real-d'Arbelles	Associate Artistic Director	5	Director	$10,126	$0	$10,126
Andrea Leap	Board Member	1	Director	$1,008	$0	$1,008
Jay Kurtz	Past President	1	Officer Director	$0	$0	$0
Amy C Fistler	President	3	Officer Director	$0	$0	$0
Steven Savitt	Treasurer	1	Officer Director	$0	$0	$0
Susan Doherty	Secretary	3	Officer Director	$0	$0	$0
Jonathan Morgan	Board Member	1	Director	$0	$0	$0
Colin Aldis	Board Member	1	Director	$0	$0	$0
Paula Goldstein	Vice President	2	Officer Director	$0	$0	$0
Holly Fistler	Board Member	1	Director	$0	$0	$0
David Gilberstadt	Board Member	1	Director	$0	$0	$0
Richard Helling	Vice President	2	Officer Director	$0	$0	$0
Karen Kustritz	Board Member	1	Director	$0	$0	$0
Julia O'Brien	Board Member	2	Director	$0	$0	$0
Grant Johnson	Executive Director	40	Officer Director	$0	$0	$0
Martin Dicke	Board Member	2	Director	$0	$0	$0
Marcia Leatham	Board Member	1	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	$313,839	$330,540	$127,052	$-16,701
2024	$277,880	$269,632	$125,805	$8,248
2023	$281,047	$284,986	$111,203	$-3,939
2022	$256,551	$245,294	$112,159	$11,257