THE AMERICAN BEETHOVEN SOCIETY CO SAN JOSE STATE UNIVERSITY (EIN 770515534) - 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

1999

Legal Domicile

Principal Officer

KARIN BROCK

Phone

4088082058

Tax Period

2024-07-01 to 2025-06-30

THE AMERICAN BEETHOVEN SOCIETY CO SAN JOSE STATE UNIVERSITY, founded in 1999, is a small nonprofit in the Arts, Culture & Humanities sector that reported $209K in total revenue in fiscal year 2024. Revenue surged 64% from the prior year, signaling strong growth momentum. Net assets of $842K represent 48 months of operating reserves.

Mission

THE MISSION OF THE AMERICAN BEETHOVEN SOCIETY IS TO SUPPORT THE WORK AND PROJECTS OF THE IRA F. BRILLIANT CENTER FOR BEETHOVEN STUDIES AT SAN JOSE STATE UNIVERSITY AND TO CREATE A COMMUNITY OF INDIVIDUALS INTERESTED IN LUDWIG VAN BEETHOVEN.

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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 $180,611

Program Service Revenue $0

Investment Income $28,304

Other Revenue $0

TOTAL REVENUE $208,915

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,439

Fundraising Expenses $1,243

Program Expenses $192,868

Other Expenses $207,249

TOTAL EXPENSES $223,688

Year-over-Year Comparison

	2024	2023	Change
Revenue	$208,915	$127,021	+0.6%
Expenses	$223,688	$173,864	+0.3%
Net Income	$-14,773	$-46,843	-0.7%

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

$19,754

Total Directors

$19,754

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KARIN BROCK	Administrator	10.00	Officer Director	$16,242	$0	$16,242
PAUL ELLISON	President	3.00	Officer Director	$3,200	$0	$3,200
ERICA BUURMAN	Center Director	3.00	Officer Director	$312	$0	$312
FRED COHEN	Director	1.00	Director	$0	$0	$0
PATRICIA STROH	Curator	3.00	Officer Director	$0	$0	$0
CHARLENE ARCHIBEQUE	Director	1.00	Director	$0	$0	$0
BILL PALMER	Treasurer	3.00	Officer Director	$0	$0	$0
ROBERT BRILLIANT	Vice President	3.00	Officer Director	$0	$0	$0
SUE COLLIER	Director	1.00	Director	$0	$0	$0
DEBORAH DAVIS	Director	1.00	Director	$0	$0	$0
THUY LE	Director	1.00	Director	$0	$0	$0
TED EDWARD LORRAINE	BOARD SECRETARY	3.00	Officer Director	$0	$0	$0
MONA ONSTEAD	Director	1.00	Director	$0	$0	$0
BRUCE E CLAUSEN	Director	3.00	Director	$0	$0	$0
MARILYN SEFCHOVICH	Director	1.00	Director	$0	$0	$0
RICHARD SOGG	Director	3.00	Director	$0	$0	$0
CHRIS HEPP	Director	1.00	Director	$0	$0	$0
MICHAEL METH	Director	1.00	Director	$0	$0	$0
SHANNON MILLER	Director	1.00	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	$208,915	$223,688	$836,835	$-14,773
2024	No data	No data	No data	No data
2023	$125,012	$104,691	$687,000	$20,321
2022	$74,986	$151,546	$666,473	$-76,560
2021	$92,901	$55,364	$585,815	$37,537
2020	$77,533	$73,393	$552,268	$4,140
2019	$118,434	$127,132	$619,422	$-8,698

THE AMERICAN BEETHOVEN SOCIETY CO SAN JOSE STATE UNIVERSITY