THEATER ET AL INC DBA THE CHOCOLATE FACTORY THEATER (EIN 134038993) - 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

1997

Legal Domicile

Principal Officer

FRANK WU

Phone

7184827069

Tax Period

2023-07-01 to 2024-06-30

THEATER ET AL INC DBA THE CHOCOLATE FACTORY THEATER, founded in 1997, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.0M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

THEATER ET AL, INC. DBA THE CHOCOLATE FACTORY THEATER (THE ORGANIZATION") IS AN ARTIST-RUN AND CENTERED INCUBATOR FOR EXPERIMENTAL PERFORMANCE, AN ARTIST SERVICE ORGANIZATION AND A COMMUNITY ANCHOR.

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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 (2023)

Revenue Breakdown

Contributions & Grants $819,348

Program Service Revenue $123,509

Investment Income $12,100

Other Revenue $70,679

TOTAL REVENUE $1,025,636

Expense Breakdown

Grants Paid $0

Salaries & Benefits $758,302

Fundraising Expenses $44,485

Program Expenses $869,562

Other Expenses $361,570

TOTAL EXPENSES $1,119,872

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,025,636	$921,381	+0.1%
Expenses	$1,119,872	$1,071,212	+0.0%
Net Income	$-94,236	$-149,831	-0.4%

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

115

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

$221,489

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE EISENSTAT	PRESIDENT	2.00	Officer Director	$0	$0	$0
FRANK WU	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JONATHAN KRATTER	TREASURER	2.00	Officer Director	$0	$0	$0
JIMMY VAN BRAMER	SECRETARY	1.00	Officer Director	$0	$0	$0
CHRIS AJEMIAN	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL FISH	TRUSTEE	1.00	Director	$0	$0	$0
VALLEJO GANTNER	TRUSTEE	1.00	Director	$0	$0	$0
NEIL GREENBERG	TRUSTEE	1.00	Director	$0	$0	$0
JERRY LASPISA	TRUSTEE	1.00	Director	$0	$0	$0
DIANA MANALANG	TRUSTEE	1.00	Director	$0	$0	$0
MOE YOUSUF	TRUSTEE	1.00	Director	$0	$0	$0
ANTONIO RAMOS	TRUSTEE	1.00	Director	$0	$0	$0
SHEILA LEWANDOWSKI	EXECUTIVE DIRECTOR	60.00	Officer	$100,828	$13,556	$114,384
BRIAN ROGERS	ARTISTIC DIRECTOR	60.00	Officer	$93,549	$13,556	$107,105

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	No data	No data	No data	No data
2024	$1,025,636	$1,119,872	$1,744,761	$-94,236
2023	$921,381	$1,071,212	$1,868,865	$-149,831
2022	$764,850	$744,537	$1,962,686	$20,313
2021	$1,326,702	$630,237	$2,003,467	$696,465
2020	$1,358,892	$664,692	$1,205,345	$694,200
2019	$696,187	$609,805	$509,272	$86,382
2018	$755,974	$573,751	$422,330	$182,223

THEATER ET AL INC DBA THE CHOCOLATE FACTORY THEATER