MONTEREY COUNTY POPS (EIN 770076147) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

ROBERT LEE

Phone

8316245333

Tax Period

2022-06-01 to 2023-05-31

MONTEREY COUNTY POPS, founded in 1985, is a small nonprofit in the Arts, Culture & Humanities sector that reported $225K in total revenue in fiscal year 2022. Revenue surged 71% from the prior year, signaling strong growth momentum. Expenses of $205K left a modest 9% surplus.

Mission

AN ORCHESTRA BRINGING POPS AND PATRIOTIC MUSIC TO MONTEREY COUNTY FOR FREE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $230,713

Program Service Revenue $0

Investment Income $-5,405

Other Revenue $-307

TOTAL REVENUE $225,001

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $18,337

Fundraising Expenses $0

Program Expenses $188,238

Other Expenses $185,819

TOTAL EXPENSES $205,156

Year-over-Year Comparison

	2022	2021	Change
Revenue	$225,001	$131,810	+0.7%
Expenses	$205,156	$130,397	+0.6%
Net Income	$19,845	$1,413	+13.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$18,337

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN CASTAGNA	SECRETARY	1.00	Officer Director	$0	$0	$0
JACKIE CRAGHEAD	TRUSTEE	1.00	Director	$0	$0	$0
STEVE DECARLI	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHARLES ELLIOTT	OPERATIONS	1.00	Officer Director	$0	$0	$0
ROBERT LEE	TREASURER	1.00	Officer Director	$0	$0	$0
DOUGLAS LEE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KENNEDY WHITE	PRESIDENT EMERITUS	1.00	Officer Director	$0	$0	$0
JOAN P BREUCH	TRUSTEE	1.00	Director	$0	$0	$0
RON BREUCH	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN GUIDOTTI	TRUSTEE	1.00	Director	$0	$0	$0
ALBERT H MALDONADO	TRUSTEE	1.00	Director	$0	$0	$0
VICTOR MUNOZ	TRUSTEE	1.00	Director	$0	$0	$0
PAULETTE LYNCH	EXECUTIVE DIRECTOR	1.00	Officer	$18,337	$0	$18,337

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
2023	$225,001	$205,156	$276,916	$19,845
2019	$197,254	$161,351	$173,838	$35,903

MONTEREY COUNTY POPS