Civic Intelligence

Musical Box Society International

EIN 11-6102991 • 501(c)3 • Springfield, MO

Profile

Society of preservation of musical boxes

P O Box 10196Springfield, MO 65808

www.mbsi.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.05x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.26x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

37th percentile

-1.1%

Higher net margin than 37% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

39th percentile

-0.8%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

20%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$762,941

Down $6,272 (-0.8%) from 2023

Liabilities

Down

$41,909

Down $4,546 (-9.8%) from 2023

Net Assets

Down

$721,032

Down $1,726 (-0.2%) from 2023

Revenue

Up

$163,590

Up $27,577 (+20%) from 2023

Expenses

Up

$165,316

Up $18,343 (+12%) from 2023

Net Income

Up

-$1,726

Up $9,234 (+84%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2016: $762,241Liabilities 2016: $53,926Net Assets 2016: $708,3152016Assets 2017: $771,160Liabilities 2017: $56,717Net Assets 2017: $714,4432017Assets 2018: $795,019Liabilities 2018: $50,030Net Assets 2018: $744,9892018Assets 2019: $815,871Liabilities 2019: $48,674Net Assets 2019: $767,1972019Assets 2020: $813,567Liabilities 2020: $45,354Net Assets 2020: $768,2132020Assets 2021: $798,788Liabilities 2021: $48,793Net Assets 2021: $749,9952021Assets 2022: $780,444Liabilities 2022: $46,726Net Assets 2022: $733,7182022Assets 2023: $769,213Liabilities 2023: $46,455Net Assets 2023: $722,7582023Assets 2024: $762,941Liabilities 2024: $41,909Net Assets 2024: $721,0322024

Highlighted filing

2024

Assets$762,941
Liabilities$41,909
Net Assets$721,032

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2016: $172,294Expenses 2016: $154,329Net Income 2016: $17,9652016Revenue 2017: $162,012Expenses 2017: $155,883Net Income 2017: $6,1292017Revenue 2018: $192,151Expenses 2018: $161,604Net Income 2018: $30,5472018Revenue 2019: $203,127Expenses 2019: $180,919Net Income 2019: $22,2082019Revenue 2020: $117,012Expenses 2020: $115,996Net Income 2020: $1,0162020Revenue 2021: $138,358Expenses 2021: $156,576Net Income 2021: -$18,2182021Revenue 2022: $146,826Expenses 2022: $163,103Net Income 2022: -$16,2772022Revenue 2023: $136,013Expenses 2023: $146,973Net Income 2023: -$10,9602023Revenue 2024: $163,590Expenses 2024: $165,316Net Income 2024: -$1,7262024

Highlighted filing

2024

Revenue$163,590
Expenses$165,316
Net Income-$1,726

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 13, 2025
Return Version
2024v5.2
Gross Receipts
$163,590
Mission and Program Overview

Mission

Society of preservation of musical boxes

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$637,000$637,000→ $0
Cash and Non-Interest-Bearing Accounts$65,009$62,664▼ $2,345
Savings and Temporary Cash Investments$46,781$54,586▲ $7,805
Accounts Receivable$9,966$5,884▼ $4,082
Prepaid Expenses and Deferred Charges$10,457$2,807▼ $7,650
Total Assets$769,213$762,941▼ $6,272
Liabilities
Deferred Revenue$43,572$38,295▼ $5,277
Accounts Payable and Accrued Expenses$2,883$3,614▲ $731
Total Liabilities$46,455$41,909▼ $4,546
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$398,642$388,117▼ $10,525
Net Assets With Donor Restrictions$324,116$332,915▲ $8,799
Total Net Assets Fund Balance$722,758$721,032▼ $1,726
Total Liabilities and Net Assets / Fund Balance$769,213$762,941▼ $6,272

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$163,605$595▲ $9,148$9,148$164,200
2023$162,460$1,145▲ $4,613$4,613$163,605
2022$310,816$610▲ $797$149,763$162,460
2021$319,203$2,723▲ $2,474$13,584$310,816
2020$314,630$6,023▲ $4,471$5,921$319,203
Compensation and Service Providers

Board Members and Trustees

NameTitle
Matt JaroPresident
Bob CalettiVice President
Dave CalendineTrustee
David CorkrumTrustee
Edward CooleyTrustee
Mary Ellen MyersTrustee
Rich PoppeTrustee
Richard DuttonTrustee
Rick SwaneyTrustee
Linda BirkittRecording Secretary
Edward KozakTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$71,333
Program Service Revenue
$63,083
Investment Income
$26,362
Other Revenue
$2,812
All Other Contributions
$4,533
Change in Net Assets
$-1,726
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$153,475
Salaries, Compensation, and Employee Benefits$11,841
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$49,134--$49,134
Other Salaries and Wages-$11,000-$11,000
Fees for Services Accounting-$8,900-$8,900
Insurance-$6,503-$6,503
Office Expenses-$4,346-$4,346
Information Technology-$2,269-$2,269
Advertising-$1,770-$1,770
Payroll Taxes-$841-$841
Other Expenses$73,574$791-$791
Total Functional Expenses$122,708$42,608$0$165,316
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Misc Liab-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B

Either the treasurer, president or vice-president reviews and signs the 990.

Form 990, Part VI, Line 12C

Each year every trustee, officer, and committee member must renew this document and provide it to the secretary who is responsible for updating the organizations records.

Form 990, Part VI, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Musical Box Society International
EIN
11-6102991
Address
P O BOX 10196, SPRINGFIELD, MO 65808

Signing Officer

Name
Edward Kozak
Title
Treasurer
Signed
2025-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward Kozak
Formed
1949
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
1
Volunteers
50

Preparer

Firm
Cinda L Rodgers CPA PC
Address
P O Box 14404, Springfield, MO 65814
Preparer
Cinda L Rodgers
Phone
4178897300
Supplemental Narrative

Financial Statement Notes

III 1A

The society has elected not to capitalize its museum collection since contributed items are not used for financial gain, but held for educational purposes, public exhibition, or public service research. The assets from the contributions are preserved, protected, cared for and are never encumbered. Mbsi has a policy requiring that if the assets are sold, the proceeds from the sale will be used to acquire other collection assets.

III 4

The collection contains various mechanical instruments which have been displayed in temporary exhibits in various museums. Some of the instruments are held in storage for future generations and preservation.

IV 4

Created for the benefit of special projects or programs by the trustees.

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IRS990/PYSalariesCompEmpBnftPaidAmt011841
IRS990/PYTotalExpensesAmt0146973
IRS990/PYTotalRevenueAmt0136013
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-1726
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt048655
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt046781
IRS990/SavingsAndTempCashInvstGrp/EOYAmt054586
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt071333
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt069295
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt079158
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt072553
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt079082
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0371421
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt026362
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013263
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06623
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09593
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014046
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt069887
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt048655
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt038237
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt042190
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt038755
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0664
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0168501
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt026362
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013263
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06623
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09593
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt014046
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt069887
IRS990ScheduleA/InvestmentIncomeCYPct00.11390
IRS990ScheduleA/InvestmentIncomePYPct00.09150
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02812
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01105
IRS990ScheduleA/OtherIncome509Grp/TotalAmt03917
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.82470
IRS990ScheduleA/PublicSupportPY509Pct00.72790
IRS990ScheduleA/PublicSupportTotal509Amt0506167
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt033755
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt033755
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt033755
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt033755
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0119988
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0107532
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0121348
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0111308
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt079746
IRS990ScheduleA/Total509Grp/TotalAmt0539922
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0149162
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0121900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0127971
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0120901
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt093792
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0613726
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0163605
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0595
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0164200
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt09148
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt09148
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0162460
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01145
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0163605
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04613
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt04613
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0310816
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0610
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0162460
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0797
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0149763
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0319203
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02723
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0310816
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02474
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt013584
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0314630
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt06023
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0319203
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04471
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt05921
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1MISC LIAB
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SOCIETY HAS ELECTED NOT TO CAPITALIZE ITS MUSEUM COLLECTION SINCE CONTRIBUTED ITEMS ARE NOT USED FOR FINANCIAL GAIN, BUT HELD FOR EDUCATIONAL PURPOSES, PUBLIC EXHIBITION, OR PUBLIC SERVICE RESEARCH. THE ASSETS FROM THE CONTRIBUTIONS ARE PRESERVED, PROTECTED, CARED FOR AND ARE NEVER ENCUMBERED. MBSI HAS A POLICY REQUIRING THAT IF THE ASSETS ARE SOLD, THE PROCEEDS FROM THE SALE WILL BE USED TO ACQUIRE OTHER COLLECTION ASSETS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE COLLECTION CONTAINS VARIOUS MECHANICAL INSTRUMENTS WHICH HAVE BEEN DISPLAYED IN TEMPORARY EXHIBITS IN VARIOUS MUSEUMS. SOME OF THE INSTRUMENTS ARE HELD IN STORAGE FOR FUTURE GENERATIONS AND PRESERVATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CREATED FOR THE BENEFIT OF SPECIAL PROJECTS OR PROGRAMS BY THE TRUSTEES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0III 1A
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1III 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2IV 4
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EITHER THE TREASURER, PRESIDENT OR VICE-PRESIDENT REVIEWS AND SIGNS THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH YEAR EVERY TRUSTEE, OFFICER, AND COMMITTEE MEMBER MUST RENEW THIS DOCUMENT AND PROVIDE IT TO THE SECRETARY WHO IS RESPONSIBLE FOR UPDATING THE ORGANIZATIONS RECORDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19

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