Dixieland Monterey (EIN 942854001) - 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

1981

Legal Domicile

Tax Period

2024-05-01 to 2025-04-30

Dixieland Monterey, founded in 1981, is a small nonprofit in the Arts, Culture & Humanities sector that reported $292K in total revenue in fiscal year 2024.

Mission

PRESENTATION OF DIXIELAND MUSIC TO THE PUBLIC.

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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 $4,455

Program Service Revenue $256,028

Investment Income $31,672

Other Revenue $0

TOTAL REVENUE $292,155

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $295,300

Other Expenses $312,498

TOTAL EXPENSES $312,498

Year-over-Year Comparison

	2024	2023	Change
Revenue	$292,155	$276,585	+0.1%
Expenses	$312,498	$269,105	+0.2%
Net Income	$-20,343	$7,480	-3.7%

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

N/A

Employees

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLAN PEDERSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
TRACIE BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
RAY JENSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHY KULPER	BOARD MEMBER	2.00	Director	$0	$0	$0
MYRNA PEDERSEN	BOARD MEMBER	8.00	Director	$0	$0	$0
MARY JANE ROGERS	BOARD MEMBER	3.00	Director	$0	$0	$0
SUSAN SEGAL	BOARD MEMBER	1.00	Director	$0	$0	$0
REBECCA FITCH	BOARD MEMBER	1.00	Director	$0	$0	$0
HELEN KULPER	BOARD MEMBER	1.00	Director	$0	$0	$0
RAEJEAN GOODRICH	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIAN BILLS	President	1.00	Officer	$0	$0	$0
JUDY SALEEN	Vice President	1.00	Officer	$0	$0	$0
DONELLE SQUIRES	Secretary	1.00	Officer	$0	$0	$0
WENDY FRANSCIONI	Treasurer	1.00	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	$292,155	$312,498	$402,431	$-20,343
2024	$276,585	$269,105	$402,950	$7,480
2023	$222,706	$241,963	$402,743	$-19,257
2020	$72,531	$73,423	$438,596	$-892
2019	$96,310	$72,406	$439,488	$23,904

Dixieland Monterey