Midsummer Mozart Festival

Nonprofit profile at a glance

EIN
510169632
IRS 990-EZ coverage
2020–2024
Forms available
Form 990 2023, Form 990-EZ 2024
Location
San Francisco, CA, USA
Phone
5102190798
Rating
83
Verdict
STRONG
Rating confidence
Moderate
Sector
Music

Official website

Reported finances

Revenue
$75,660
Expenses
$114,272
Assets
$418,881
Liabilities
$20,747

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

5 people listed

People named in this filing

  • ROBIN WIRTHLIN (Secretary)
  • ROBIN HANSEN (Executive Dir.)
  • ANNE SYMANOVICH (Director)

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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The only music festival in North America dedicated to Mozart, our mission embraces both performance of highest artistic excellence and cultivation of new potential audience, including young people to assure the future appreciation of great music and the arts.

What it reported doing in 2024

A beloved Bay Area institution, the Midsummer Mozart Festival was founded in 1974 by George Cleve and a regional consortium of classical musicians, who recognized him as one of the world's great interpreters of the music of Wolfgang Amadeus Mozart. So now coming into our 40th Anniversary season, the Festival is still the only music festival in North America dedicated exclusively to Mozart. Under the baton of Maestro Cleve, the Festival presents a critically-acclaimed summer concert season featuring renowned international soloists as well as distinguished local artists, with a dedication to fresh and intelligent interpretation of the work of this most enduring and universally loved composer. Our mission embraces both performances of the highest artistic excellence, and cultivation of new audiences, including young people, to assure the future appreciation of great music, and the arts.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 100
  • Transparency & Controls: 75
  • Sustainability: 38
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 91.7%; rating input score 92; 3rd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -51%; rating input score 13; 13th percentile among comparable filings
  • Total-asset coverage ratio: 3.67; rating input score 79; 79th percentile among comparable filings
  • Liabilities to assets ratio: 0.05; rating input score 21; 21st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -4.8% per year; rating input score 0; 35th percentile among comparable filings
  • Asset growth: 16% per year; rating input score 100; 82nd percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $114K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 5 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • 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.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 13/100.
  • High — Sustainability: Liabilities to assets ratio scored 21/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.
  • High — Grant Readiness: California registration: this organization is not authorized to operate as a charity in California.