SUNRIVER MUSIC FESTIVAL

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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

1977

Legal Domicile

Phone

5415931084

Tax Period

2024-10-01 to 2025-09-30

SUNRIVER MUSIC FESTIVAL, founded in 1977, is a small nonprofit in the Arts, Culture & Humanities sector that reported $472K in total revenue in fiscal year 2024. Expenses of $543K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE MISSION STATEMENT OF THE SUNRIVER MUSIC FESTIVAL IS TO PRESENT QUALITY PERFORMANCES OF CLASSICAL MUSIC IN THE CULTURAL INTEREST OF THE COMMUNITY AND EDUCATIONAL PROGRAMS FOR THE YOUTH OF CENTRAL OREGON.

Program Service Accomplishments

Program 1

Expenses: $396,511

ONE FULL TIME EXECUTIVE DIRECTOR, TWO PART TIME EMPLOYEES, 50 MUSICIANS, MUSICAL DIRECTOR, SOLOISTS, AND APPROX 75 VOLUNTEERS PRESENTED 7 CONCERTS IN AUGUST AND OTHER PROGRAMS THROUGHOUT THE YEAR...

ONE FULL TIME EXECUTIVE DIRECTOR, TWO PART TIME EMPLOYEES, 50 MUSICIANS, MUSICAL DIRECTOR, SOLOISTS, AND APPROX 75 VOLUNTEERS PRESENTED 7 CONCERTS IN AUGUST AND OTHER PROGRAMS THROUGHOUT THE YEAR. THE ORGANIZATION ALSO PROVIDED MUSIC EDUCATION SUPPORT IN THE PUBLIC SCHOOLS THROUGHOUT THE YEAR. IN ADDITION, MUSICAL STUDENT SCHOLARSHIPS IN THE AMOUNT OF $26,100 WERE AWARDED DURING THE FISCAL YEAR ENDED 9/30/25.

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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 $251,581

Program Service Revenue $112,700

Investment Income $44,551

Other Revenue $63,157

TOTAL REVENUE $471,989

Expense Breakdown

Grants Paid $0

Salaries & Benefits $148,882

Fundraising Expenses $0

Program Expenses $396,511

Other Expenses $394,584

TOTAL EXPENSES $543,466

Year-over-Year Comparison

	2024	2023	Change
Revenue	$471,989	$489,650	0.0%
Expenses	$543,466	$523,385	+0.0%
Net Income	$-71,477	$-33,735	+1.1%

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

130

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
JODIE BISCHOF	Director	2.00	Director	$0	$0	$0
SUSAN INMAN	Director	2.00	Director	$0	$0	$0
BREANNA HATCH	Director	2.00	Director	$0	$0	$0
JAN BULL	Director	2.00	Director	$0	$0	$0
CHRISTIAN CLARK	Director	2.00	Director	$0	$0	$0
DOUGLAS MYERS	Secretary	5.00	Officer Director	$0	$0	$0
JACKIE KREITZER	Director	2.00	Director	$0	$0	$0
RON CARVER	President	5.00	Officer Director	$0	$0	$0
DAN FLAXMAN	Director	2.00	Director	$0	$0	$0
STEVEN RUNNER	Treasurer	5.00	Officer Director	$0	$0	$0
CLAY RICHMOND	Director	2.00	Director	$0	$0	$0
HOLLY BENNINGTON	Director	2.00	Director	$0	$0	$0
MEAGAN IVERSON	Executive Dir.	40.00	Director	$0	$0	$0
RICH FAWCETT	Vice President	5.00	Officer Director	$0	$0	$0
CHRISTINE SMRTKA	Director	2.00	Director	$0	$0	$0
JON THOMPSON	Director	2.00	Director	$0	$0	$0
DAVID WEILMUENSTER	Director	2.00	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	$471,989	$543,466	$1,697,147	$-71,477
2024	$489,650	$523,385	$1,642,420	$-33,735
2023	$462,593	$459,408	$1,522,154	$3,185
2022	$406,441	$415,721	$1,522,889	$-9,280
2021	$762,321	$386,488	$1,505,496	$375,833
2020	$318,804	$232,127	$1,152,061	$86,677
2019	$654,089	$524,532	$1,043,676	$129,557
2018	$536,666	$451,913	$922,630	$84,753