BLUEGRASS MUSIC SOCIETY OF THE CENTRAL COAST (EIN 510609589) - 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

Principal Officer

DAVE SWARTZ

Phone

8054894631

Tax Period

2025-01-01 to 2025-12-31

BLUEGRASS MUSIC SOCIETY OF THE CENTRAL COAST is a small nonprofit in the Arts, Culture & Humanities sector that reported $123K in total revenue in fiscal year 2025. Expenses of $115K left a modest 7% surplus.

Mission

BLUEGRASS MUSIC SOCIETY OF THE CENTRAL COAST'S (BMSCC) MISSION IS TO PROMOTE AND PRESERVE BLUEGRASS, OLD-TIME, TRADITIONAL AND GOSPEL MUSIC FOR THE CENTRAL COAST ENTHUSIASTS BY ORGANIZING AND CONDUCTING PROGRAMS, PRODUCTING EVENTS, AND NETWORKING WITH KINDRED INDIVIDUALS AND ORGANIZATIONS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $140

Program Service Revenue $122,843

Investment Income $0

Other Revenue $0

TOTAL REVENUE $122,983

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $113,759

Other Expenses $114,519

TOTAL EXPENSES $114,519

Year-over-Year Comparison

	2025	2024	Change
Revenue	$122,983	$125,453	0.0%
Expenses	$114,519	$121,171	-0.1%
Net Income	$8,464	$4,282	+1.0%

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

130

Employees

N/A

Volunteers

N/A

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
MICHELE FISSORI	TREASURER	4.00	Officer	$0	$0	$0
ALLISON HAYWARD	SECRETARY	4.00	Officer	$0	$0	$0
BILL MIRKEN	DIRECTOR	4.00	Officer	$0	$0	$0
KATHY PUGA	DIRECTOR	4.00	Officer	$0	$0	$0
LINDA SORSENSEN	DIRECTOR	4.00	Officer	$0	$0	$0
DAVE SWARTZ	PRESIDENT	4.00	Officer	$0	$0	$0
KIM TULLEDGE	VICE PRESIDE	4.00	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	$122,983	$114,519	$121,422	$8,464
2024	No data	No data	No data	No data
2023	$127,378	$108,361	$108,616	$19,017
2022	$118,317	$97,327	$89,599	$20,990
2021	$60	$5,767	$108,934	$-5,707
2020	$305	$11,452	$115,611	$-11,147
2019	$95,693	$84,172	$85,463	$11,521

BLUEGRASS MUSIC SOCIETY OF THE CENTRAL COAST