PETER BRITT GARDENS MUSIC AND ARTS FESTIVAL ASSOCIATION (EIN 936034910) - 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

1962

Legal Domicile

Principal Officer

ABIGAIL MCKEE

Phone

5416903853

Tax Period

2025-01-01 to 2025-12-31

PETER BRITT GARDENS MUSIC AND ARTS FESTIVAL ASSOCIATION, founded in 1962, is a community nonprofit that reported $5.8M in total revenue in fiscal year 2025. Revenue decreased 9% compared to the prior year.

Mission

THE PETER BRITT GARDENS MUSIC AND ARTS FESTIVAL ASSOCIATION IS ORGANIZED TO PRESENT AND SPONSOR IN SOUTHERN OREGON PERFORMING ARTS OF THE HIGHEST QUALITY FOR THE EDUCATION, ENRICHMENT, AND ENJOYMENT OF ALL.

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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 $1,631,520

Program Service Revenue $3,633,756

Investment Income $365,959

Other Revenue $166,730

TOTAL REVENUE $5,797,965

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,976,841

Fundraising Expenses $237,607

Program Expenses $5,309,777

Other Expenses $4,373,920

TOTAL EXPENSES $6,350,761

Year-over-Year Comparison

	2025	2024	Change
Revenue	$5,797,965	$6,384,644	-0.1%
Expenses	$6,350,761	$6,245,604	+0.0%
Net Income	$-552,796	$139,040	-5.0%

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

299

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

$315,655

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATIE HUTCHINSON	CHAIR	1.00	Officer Director	$0	$0	$0
JOHN BOYD	TREASURER	1.00	Officer Director	$0	$0	$0
LARA DAVID	SECRETARY	1.00	Officer Director	$0	$0	$0
ANDY HELLENTHAL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SAM ACKLEY	DIRECTOR	1.00	Director	$0	$0	$0
VANCE BEACH	DIRECTOR	1.00	Director	$0	$0	$0
ERIC BURKE	DIRECTOR (THROUGH 10/21/25)	1.00	Director	$0	$0	$0
JIM EARLEY	DIRECTOR (THROUGH 10/21/25)	1.00	Director	$0	$0	$0
TIM GERKING	DIRECTOR	1.00	Director	$0	$0	$0
DAVE KEATON	DIRECTOR	1.00	Director	$0	$0	$0
BILL POWELL	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTI SIEDLECKI	DIRECTOR (THROUGH 10/21/25)	1.00	Director	$0	$0	$0
MARSHALL THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA TUCKER	DIRECTOR	1.00	Director	$0	$0	$0
SHANE ANTHOLZ	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA MEDINA	DIRECTOR (THROUGH 10/21/25)	1.00	Director	$0	$0	$0
DOM CAMPANELLA	DIRECTOR (THROUGH 10/21/25)	1.00	Director	$0	$0	$0
ABIGAIL MCKEE	PRESIDENT/CEO	40.00	Officer	$183,064	$15,435	$198,499
LEELA SULLIVAN	CHIEF FINANCE OFFICER	40.00	Officer	$104,182	$12,974	$117,156
MICHAEL STURGILL	CHIEF PROGRAM OFFICER	40.00	Highest	$116,699	$14,532	$131,231
CHRISTOPHER DARIN SHOCKEY	CHIEF OP. OFFICER (THROUGH 10/3/25)	40.00	Highest	$101,284	$16,232	$117,516

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	$5,797,965	$6,350,761	$12,063,542	$-552,796
2024	$6,384,644	$6,245,604	$12,254,409	$139,040
2023	$4,852,263	$5,460,889	$11,902,333	$-608,626
2022	$5,510,714	$4,902,206	$12,023,892	$608,508
2021	$3,945,941	$2,946,562	$10,872,514	$999,379
2020	$1,984,463	$1,688,897	$8,735,057	$295,566

PETER BRITT GARDENS MUSIC AND ARTS FESTIVAL ASSOCIATION