AMERICAN SOCIETY FOR THEATRE RESEARCH (EIN 116110103) - 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

1956

Principal Officer

LISA JACKSON-SCHEBETTA

Phone

6282224088

Tax Period

2024-06-01 to 2025-05-31

AMERICAN SOCIETY FOR THEATRE RESEARCH, founded in 1956, is a small nonprofit that reported $414K in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $82K, a strong 20% operating margin.

Mission

TO FURTHER RESEARCH AND INSTRUCTION IN ALL ASPECTS OF THEATRE AND DRAMA SCHOLARSHIP

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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 $96,073

Program Service Revenue $184,829

Investment Income $67,363

Other Revenue $65,494

TOTAL REVENUE $413,759

Expense Breakdown

Grants Paid $29,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $332,163

Other Expenses $302,913

TOTAL EXPENSES $332,163

Year-over-Year Comparison

	2024	2023	Change
Revenue	$413,759	$539,967	-0.2%
Expenses	$332,163	$314,387	+0.1%
Net Income	$81,596	$225,580	-0.6%

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

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
P HERRERA	PRESIDENT	10	Officer Director	$0	$0	$0
L CUMMINGS	VP CONFERENCES	10	Officer Director	$0	$0	$0
NOE MONTEZ	VP FOR PUBLCTN	2	Officer Director	$0	$0	$0
KATE BREDESON	VP AWARDS	5	Officer Director	$0	$0	$0
LISA JACKSON-	SCHEBETTA,TRES	5	Officer Director	$0	$0	$0
ERIC GLOVER	SECRETARY	5	Officer Director	$0	$0	$0
J RODRIGUEZ	EXEC COMM MBR	2	Director	$0	$0	$0
S CHAKRABARTI	EXEC COMM MBR	2	Director	$0	$0	$0
L EDMONDSON	EXEC COMM MBR	2	Director	$0	$0	$0
P HERNANDEZ	EXEC COMM MBR	2	Director	$0	$0	$0
KHALID LONG	EXEC COMM MBR	2	Director	$0	$0	$0
BETHANY HUGHES	EXEC COMM MBR	2	Director	$0	$0	$0
E MAYER-GARCIA	EXEC COMM MBR	2	Director	$0	$0	$0
R WILLIAMS	EXEC COMM MBR	2	Director	$0	$0	$0
R WILLIAMS	EXEC COMM MBR	2	Director	$0	$0	$0
A M ROGUS	GRAD STUD REP	2	Director	$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	$413,759	$332,163	$1,453,599	$81,596
2024	$539,967	$314,387	$1,376,691	$225,580
2023	$316,250	$334,124	$1,160,732	$-17,874
2022	$247,367	$367,240	$1,166,635	$-119,873
2021	$343,900	$123,364	$1,271,009	$220,536
2020	$319,471	$262,756	$1,052,936	$56,715
2019	$207,768	$229,429	$1,014,697	$-21,661
2018	$365,264	$309,276	$1,016,780	$55,988

AMERICAN SOCIETY FOR THEATRE RESEARCH