THE CAPITOL THEATER FOUNDATION OF BURLINGTON IOWA (EIN 202372290) - 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

2005

Legal Domicile

Principal Officer

ZACH JAMES

Phone

3192371099

Tax Period

2023-01-01 to 2023-12-31

THE CAPITOL THEATER FOUNDATION OF BURLINGTON IOWA, founded in 2005, is a small nonprofit in the Arts, Culture & Humanities sector that reported $558K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $100K, a strong 18% operating margin.

Mission

THE ACQUISITION AND RESTORATION OF THE CAPITOL THEATER AND ISU BUILDINGS TO PROVIDE A VENUE FOR PERFORMING ARTS EVENTS IN BURLINGTON, IOWA. IN 2012 BEGAN OPERATING AS A REGIONAL PERFORMING ARTS CENTER FOR SOUTHEAST IOWA AND WEST CENTRAL ILLINOIS.

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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 $390,597

Program Service Revenue $141,191

Investment Income $1,553

Other Revenue $24,869

TOTAL REVENUE $558,210

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,735

Fundraising Expenses $717

Program Expenses $389,709

Other Expenses $396,625

TOTAL EXPENSES $458,360

Year-over-Year Comparison

	2023	2022	Change
Revenue	$558,210	$485,882	+0.1%
Expenses	$458,360	$585,095	-0.2%
Net Income	$99,850	$-99,213	-2.0%

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

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
CHAD BIRD	DIRECTOR	N/A	Director	$0	$0	$0
KEVIN CARR	DIRECTOR	N/A	Director	$0	$0	$0
TERRI DOWELL	DIRECTOR	N/A	Director	$0	$0	$0
JORDAN FRAHM	DIRECTOR	N/A	Director	$0	$0	$0
SYDNEY GERST	DIRECTOR	N/A	Director	$0	$0	$0
TADD GOOD	DIRECTOR	N/A	Director	$0	$0	$0
TOMI HAGAN	DIRECTOR	N/A	Director	$0	$0	$0
ZACH JAMES	PRESIDENT	N/A	Officer Director	$0	$0	$0
DONNA LOGAN	SECRETARY	N/A	Director	$0	$0	$0
ED MANSHEIM	TREASURER	N/A	Officer Director	$0	$0	$0
DANIEL PAPPAS	DIRECTOR	N/A	Director	$0	$0	$0
JEFF POULTER	DIRECTOR	N/A	Director	$0	$0	$0
JAMES RHODES	DIRECTOR	N/A	Director	$0	$0	$0
RUSS RODRIGUEZ	DIRECTOR	N/A	Director	$0	$0	$0
KAY SACKVILLE	DIRECTOR	N/A	Director	$0	$0	$0
KEITH SCHULZ	VICE PRESIDE	N/A	Officer 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
2024	No data	No data	No data	No data
2023	$558,210	$458,360	$2,502,182	$99,850
2022	$485,882	$585,095	$2,400,855	$-99,213
2021	$364,662	$285,683	$2,444,385	$78,979
2021	$544,162	$285,683	$2,444,385	$258,479
2020	$185,791	$217,062	$2,421,548	$-31,271
2019	$260,502	$267,598	$2,429,038	$-7,096
2018	$277,781	$302,082	$2,509,352	$-24,301

THE CAPITOL THEATER FOUNDATION OF BURLINGTON IOWA