Bodhi Tree Concerts

Nonprofit profile at a glance

EIN
454757600
IRS 990-EZ coverage
2012–2025
Forms available
Form 990-EZ 2025
Location
La Jolla, CA, USA
Phone
9175969359
Rating
42
Verdict
MIXED
Rating confidence
Moderate
Sector
Music
Affiliation
Buddhism

Reported finances

Revenue
$18,666
Expenses
$11,075
Assets
$52,658
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

14 people listed

Executive titles in this filing

  • JAMIE MORAN (PRESIDENT)
  • BLANCA VALENZUELA (VICE-PRESIDENT)

People named in this filing

  • WALTER DUMELLE (FOUNDER)
  • DIANA DUMELLE (FOUNDER)
  • JAMIE MORAN (PRESIDENT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Charitable

What it reported doing in 2025

Promotion of music concerts to benefit various local charities

Operating model

Revenue model
Donor-supported. 71% of the money available for current operations came from contributions and gifts.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 82
  • Sustainability: 79
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: 0%; rating input score 0

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 40.7%; rating input score 86; 86th percentile among comparable filings
  • Total-asset coverage ratio: 4.75; rating input score 83; 83rd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 33.8% per year; rating input score 100; 88th percentile among comparable filings
  • Revenue growth: 12.3% per year; rating input score 100; 83rd percentile among comparable filings
  • Asset growth: 27.4% per year; rating input score 100; 89th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 14 people listed
  • Consistency: 7 of 8 current checks pass · 1 finding to review
  • Schedules: 2 filed schedules
  • Filing history: 14 filing years from 2012 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • Review — Sustainability: Officer compensation ratio scored 56/100.