SOUTHERN OREGON FILM SOCIETY ASHLAND INDEPENDENT FILM FESTIVAL (EIN 931281951) - 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

Phone

5414883823

Tax Period

2023-07-01 to 2024-06-30

SOUTHERN OREGON FILM SOCIETY ASHLAND INDEPENDENT FILM FESTIVAL, founded in 1999, is a small nonprofit in the Arts, Culture & Humanities sector that reported $203K in total revenue in fiscal year 2023. The organization ran a surplus of $86K, a strong 43% operating margin.

Mission

TO CELEBRATE THE DIVERSITY OF HUMAN EXPERIENCE THROUGH THE ART OF INDEPENDENT FILM: ENRICHING, EDUCATING, AND INSPIRING AUDIENCES OF ALL AGES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $169,156

Program Service Revenue $18,466

Investment Income $544

Other Revenue $14,517

TOTAL REVENUE $202,683

Expense Breakdown

Grants Paid $0

Salaries & Benefits $36,862

Fundraising Expenses $9,195

Program Expenses $43,598

Other Expenses $79,568

TOTAL EXPENSES $116,430

Year-over-Year Comparison

	2023	2022	Change
Revenue	$202,683	N/A	N/A
Expenses	$116,430	N/A	N/A
Net Income	$86,253	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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM FREDERICKS	EXECUTIVE DIRECTOR	40.00		$22,625	$0	$22,625
COLIN BISHOPP	Chairman	5.00	Officer Director	$0	$0	$0
SARAH ANNE DRIGGS	MEMBER	1.00	Director	$0	$0	$0
NISHA BURTON	VICE CHAIR	2.00	Officer Director	$0	$0	$0
AUBRY HOLLINGSHEAD	MEMBER	1.00	Director	$0	$0	$0
CARINA KOLODNY	MEMBER	1.00	Director	$0	$0	$0
GARY KOUT	MEMBER	1.00	Director	$0	$0	$0
CAROL DAVIS	Treasurer	5.00	Officer Director	$0	$0	$0
ANDREW BERTELL	Secretary	2.00	Officer Director	$0	$0	$0
MICHAEL DEMPSEY	MEMBER	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	No data	No data	No data	No data
2024	$202,683	$116,430	$127,730	$86,253
2022	$302,488	$491,704	$54,769	$-189,216
2021	$562,850	$525,265	$307,024	$37,585
2020	$546,015	$522,572	$217,142	$23,443
2019	$666,184	$596,776	$148,813	$69,408

SOUTHERN OREGON FILM SOCIETY ASHLAND INDEPENDENT FILM FESTIVAL