JOYCE THEATER FOUNDATION INC (EIN 133038262) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

LINDA SHELTON

Phone

2126919740

Tax Period

2023-09-01 to 2024-08-31

JOYCE THEATER FOUNDATION INC, founded in 1980, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $17.2M in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $16.1M left a modest 6% surplus.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROMOTE, CULTIVATE, SPONSOR, DEVELOP, AID AND ADVANCE THE PUBLIC INTEREST IN, AND APPRECIATION OF, THE ART OF DANCE AND CHOREOGRAPHY, THE RELATED ARTS OF MUSIC, PAINTING, DESIGN AND THEATER.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $8,841,908

Program Service Revenue $6,941,168

Investment Income $1,166,195

Other Revenue $240,469

TOTAL REVENUE $17,189,740

Expense Breakdown

Grants Paid $454,758

Salaries & Benefits $7,702,622

Fundraising Expenses $1,321,874

Program Expenses $12,841,749

Other Expenses $7,943,657

TOTAL EXPENSES $16,101,037

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,189,740	$11,655,562	+0.5%
Expenses	$16,101,037	$13,367,597	+0.2%
Net Income	$1,088,703	$-1,712,035	-1.6%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

167

Volunteers

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

$1,246,109

Total Directors

$889,341

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMIT WADHWANEY	CHAIR	1.00	Officer Director	$0	$0	$0
CHARLES M ADELMAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
STEPHANIE R BRESLOW	TREASURER	1.00	Officer Director	$0	$0	$0
JANE E GOLDBERG	SECRETARY	1.00	Officer Director	$0	$0	$0
R RICHARD ABLON	TRUSTEE	1.00	Director	$0	$0	$0
ROB ASHFORD	TRUSTEE	1.00	Director	$0	$0	$0
MONICA F AZARE	TRUSTEE	1.00	Director	$0	$0	$0
JOHN M BASNAGE DE BEAUVAL	TRUSTEE	1.00	Director	$0	$0	$0
AJAY BHANDARAM	TRUSTEE	1.00	Director	$0	$0	$0
ALAN CUMMING	TRUSTEE	1.00	Director	$0	$0	$0
KEANE EHSANI	TRUSTEE	1.00	Director	$0	$0	$0
JOHN FALK	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL FELLER	TRUSTEE	1.00	Director	$0	$0	$0
MELINA FISHER	TRUSTEE	1.00	Director	$0	$0	$0
RONALD GUMBAZ	TRUSTEE	1.00	Director	$0	$0	$0
TONI HOOVER	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT MUSIKER	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN G PAPPAJOHN	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN M PESNER	TRUSTEE	1.00	Director	$0	$0	$0
MERYL ROSOFSKY	TRUSTEE	1.00	Director	$0	$0	$0
SAUL SANDERS	TRUSTEE	1.00	Director	$0	$0	$0
LAUREN E SHORTT	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN FAWCETT SOSIN	TRUSTEE	1.00	Director	$0	$0	$0
MONICA B VOLDSTAD	TRUSTEE	1.00	Director	$0	$0	$0
CATHY WEINROTH	TRUSTEE	1.00	Director	$0	$0	$0
MADELYN WILS	TRUSTEE	1.00	Director	$0	$0	$0
JKERRY CLAYTON	CHAIR EMERITUS	1.00	Director	$0	$0	$0
VIRGINIA A MILLHISER	CHAIR EMERITUS	1.00	Director	$0	$0	$0
LINDA SHELTON	EXECUTIVE DIRECTOR	40.00	Officer Director	$840,651	$48,690	$889,341
MARGARET HOLLENBECK	DIRECTOR OF FINANCE	40.00	Officer	$300,875	$55,893	$356,768
DANIELLE GEE	DIRECTOR OF PROGRAMMING	40.00	Highest	$148,734	$18,199	$166,933
HUONG HOANG	GENERAL MANAGER	40.00	Highest	$132,557	$22,889	$155,446
ANDREW SHEAGREN	DIRECTOR OF MARKETING	40.00	Highest	$130,371	$25,070	$155,441
LOUIS ALBRUZZESE	DIRECTOR OF OPERATIONS	40.00	Highest	$130,183	$24,184	$154,367
JEFFREY SEGAL	DIRECTOR OF PRODUCTION	40.00	Highest	$116,773	$47,847	$164,620

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
2024	$17,189,740	$16,101,037	$76,399,416	$1,088,703
2023	$11,655,562	$13,367,597	$60,029,989	$-1,712,035
2022	$13,871,756	$13,943,902	$59,883,244	$-72,146
2021	$14,438,714	$6,071,412	$65,012,257	$8,367,302
2020	$11,935,544	$8,984,518	$53,324,878	$2,951,026
2019	$12,934,322	$11,559,203	$49,307,889	$1,375,119
2018	$9,867,857	$9,986,683	$49,345,024	$-118,826

JOYCE THEATER FOUNDATION INC