Classical Music Institute CMI (EIN 900398328) - 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

2008

Legal Domicile

Principal Officer

Paul Montalvo

Phone

2102120930

Tax Period

2025-01-01 to 2025-12-31

Classical Music Institute CMI, founded in 2008, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2025. Expenses of $2.3M left a modest 6% surplus.

Mission

CMIs mission is to cultivate classical music education and performance as a gateway to the arts

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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 $2,430,193

Program Service Revenue $0

Investment Income $0

Other Revenue $42,618

TOTAL REVENUE $2,472,811

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,494,130

Fundraising Expenses $88,421

Program Expenses $2,171,577

Other Expenses $833,736

TOTAL EXPENSES $2,327,866

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,472,811	$2,389,655	+0.0%
Expenses	$2,327,866	$2,002,767	+0.2%
Net Income	$144,945	$386,888	-0.6%

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

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

$206,475

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIELA DIAZ	Chief Programs Officer	40.00	Key Emp	$103,725	$0	$103,725
PAUL M MONTALVO	President CEO	40.00	Key Emp	$102,750	$0	$102,750
MARIAN AMINI	Officer	0.00	Officer	$0	$0	$0
JEFF GALT	Board Chair	0.00	Officer	$0	$0	$0
ANDY FAIR	Secretary	0.00	Officer	$0	$0	$0
WAYNE CHING	Artist Faculty Rep	0.00	Officer	$0	$0	$0
BRETT NEUNHOFFER	Member	0.00	Officer	$0	$0	$0
JOHN ARCE	Member	0.00	Officer	$0	$0	$0
PILAR CASTANEDA	Treasurer	0.00	Officer	$0	$0	$0
CASSANDRA SALAZAR	Member	0.00	Officer	$0	$0	$0
JULIE WOOLFOLK	Member	0.00	Officer	$0	$0	$0
DAN MORRISON	Member	0.00	Officer	$0	$0	$0
PAUL GARRO	Member	0.00	Officer	$0	$0	$0
JIMMY STEAD	Member	0.00	Officer	$0	$0	$0
CHRIS OVIATT	Member	0.00	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	$2,472,811	$2,327,866	$3,830,224	$144,945
2024	$2,389,655	$2,002,767	$546,187	$386,888
2023	$1,669,523	$1,563,920	$133,576	$105,603
2022	$307,436	$309,605	$213,258	$-2,169
2021	$260,402	$354,524	$137,021	$-94,122
2020	$196,815	$177,211	$95,621	$19,604
2018	$287,845	$245,186	$111,253	$42,659

Classical Music Institute CMI