CARLMONT MUSIC BOOSTERS INC (EIN 453638914) - 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

2012

Legal Domicile

Principal Officer

KIM BISHOP

Phone

6505950210

Tax Period

2023-07-01 to 2024-06-30

CARLMONT MUSIC BOOSTERS INC, founded in 2012, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $78K in total revenue in fiscal year 2023. Revenue fell 75% from the prior year — a significant decline worth monitoring. Expenses of $105K exceeded revenue, resulting in a 36% operating deficit.

Mission

CARLMONT MUSIC BOOSTERS, INC. WAS CREATED TO SUPPORT AND ENHANCE THE CARLMONT HIGH SCHOOL INSTRUMENTAL MUSIC PROGRAM. THEIR MISSION OF "PROMOTING EXCELLENCE THROUGH MUSIC EDUCATION" IS REALIZED THROUGH INDIVIDUAL DONATIONS, CORPORATE MATCHING FUNDS, SALES INCOME AND DEDICATION FROM VOLUNTEERS AND COMMUNITY.

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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 $33,355

Program Service Revenue $34,247

Investment Income $0

Other Revenue $9,932

TOTAL REVENUE $77,534

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $88,294

Other Expenses $105,096

TOTAL EXPENSES $105,096

Year-over-Year Comparison

	2023	2022	Change
Revenue	$77,534	$310,849	-0.8%
Expenses	$105,096	$305,206	-0.7%
Net Income	$-27,562	$5,643	-5.9%

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
LINDA BEROZA	SECRETARY	1.00	Officer	$0	$0	$0
KIM BISHOP	PRESIDENT	5.00	Officer	$0	$0	$0
MONA MAHER	TREASURER FY	2.00	Officer	$0	$0	$0
MOLLY NGUYEN	TREASURER FY	2.00	Officer	$0	$0	$0
LINDA SONNE-HARRISON	VP-WEBMASTER	1.00	Officer	$0	$0	$0
BRIAN SWITZER	MUSIC DIRECT	2.00	Officer	$0	$0	$0
JORDAN WEBSTER	MUSIC DIR AS	1.00	Officer	$0	$0	$0
MICHAEL WELTON	VP OF COMMUN	1.00	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	$77,534	$105,096	$75,894	$-27,562
2023	$310,849	$305,206	$102,837	$5,643

CARLMONT MUSIC BOOSTERS INC