COTATI ACCORDION FESTIVAL (EIN 680343110) - 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

1994

Legal Domicile

Principal Officer

SCOTT GOREE

Phone

7074795481

Tax Period

2022-01-01 to 2022-12-31

COTATI ACCORDION FESTIVAL, founded in 1994, is a small nonprofit in the Arts, Culture & Humanities sector that reported $178K in total revenue in fiscal year 2022. Revenue decreased 8% compared to the prior year. Expenses of $164K left a modest 8% surplus.

Mission

SERVICE TO THE COMMUNITY BY PROVIDING A MUSIC FESITVAL PROMOTING ACCORDIAN MUSIC DONATING PROCEEDS TO LOCAL SCHOOL YOUTH GROUPS

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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 (2022)

Revenue Breakdown

Contributions & Grants $178,175

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $178,175

Expense Breakdown

Grants Paid $31,050

Salaries & Benefits $10,400

Fundraising Expenses $91,866

Program Expenses $31,050

Other Expenses $122,325

TOTAL EXPENSES $163,775

Year-over-Year Comparison

	2022	2021	Change
Revenue	$178,175	$192,903	-0.1%
Expenses	$163,775	$192,903	-0.2%
Net Income	$14,400	N/A	N/A

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

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

$10,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA CONNER	TREASURER	7.000	Officer Director	$0	$0	$0
MICHELE GOREE	SECRETARY	1.000	Officer Director	$0	$0	$0
RICHARD CULLINEN	BOARD MEMBER	1.000	Director	$0	$0	$0
SCOTT GOREE	EXECUTIVE DIRECTOR	6.000	Director	$0	$10,400	$10,400

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
2024	No data	No data	No data	No data
2022	$178,175	$163,775	$33,282	$14,400
2021	$192,903	$192,903	$18,882	No data

COTATI ACCORDION FESTIVAL