COUNT BASIE THEATRE INC (EIN 221950890) - 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

1972

Legal Domicile

Principal Officer

ADAM PHILIPSON

Phone

7322248778

Tax Period

2024-07-01 to 2025-06-30

COUNT BASIE THEATRE INC, founded in 1972, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $28.2M in total revenue in fiscal year 2024. Expenses of $26.0M left a modest 8% surplus.

Mission

TO INSPIRE, EDUCATE AND ENTERTAIN THROUGH ITS DISTINCT AND ENGAGING CULTURAL AND ARTISTIC OFFERINGS THAT EMBRACE AND AMPLIFY THE DIVERSITY OF THE REGION.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $6,524,989

Program Service Revenue $20,488,437

Investment Income $1,035,359

Other Revenue $153,113

TOTAL REVENUE $28,201,898

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,983,004

Fundraising Expenses $1,631,227

Program Expenses $22,315,411

Other Expenses $18,987,815

TOTAL EXPENSES $25,970,819

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,201,898	$29,098,598	0.0%
Expenses	$25,970,819	$25,790,914	+0.0%
Net Income	$2,231,079	$3,307,684	-0.3%

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

419

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

$937,018

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM PHILIPSON	CEO & PRESIDENT	60.0	Officer	$607,554	$49,054	$656,608
KAREN FRANKLIN	CHIEF FINANCIAL OFFICER	40.0	Officer	$263,741	$16,669	$280,410
ISIDORE SACKOWITZ	CHIEF OPERATING OFFICER	40.0	Highest	$240,717	$2,226	$242,943
JONATHAN E VENA	CHIEF MARKETING OFFICER	40.0	Highest	$185,868	$24,355	$210,223
LYSA J ISRAEL	SR. DIRECTOR OF DEVELOPMENT	40.0	Highest	$163,471	$339	$163,810
SAMANTHA GIUSTINIANI	VP, EDUCATION & OUTREACH	40.0	Highest	$141,999	$20,984	$162,983
ANN MARIE KEENAN	HUMAN RESOURCES DIRECTOR	40.0	Highest	$118,037	$17,726	$135,763
JEREMY GRUNIN	CHAIRPERSON	5.0	Officer Director	$0	$0	$0
MAGGIE RIKER	Co-Vice Chairperson	5.0	Officer Director	$0	$0	$0
STEPHEN CUTLER	TREASURER	5.0	Officer Director	$0	$0	$0
MARIA MAHER	CO-SECRETARY	5.0	Officer Director	$0	$0	$0
MICHAEL PARENT	Co-Vice Chairperson	5.0	Officer Director	$0	$0	$0
SOVONNA DAY-GOINS	CO-SECRETARY	5.0	Officer Director	$0	$0	$0
ROBIN KLEIN	Governance Chair	5.0	Officer Director	$0	$0	$0
CLAUDIA DULAC	dei officer	5.0	Officer Director	$0	$0	$0
STUART ALDEROTY	Board Member	1.0	Director	$0	$0	$0
MITCHELL ANSELL	Board Member	1.0	Director	$0	$0	$0
ALISON BANKS-MOORE	Board Member	1.0	Director	$0	$0	$0
TOM BERNARD	Board Member	1.0	Director	$0	$0	$0
SARAH BRADLEY	Board Member	1.0	Director	$0	$0	$0
MICHAEL BRUNO	Board Member	1.0	Director	$0	$0	$0
HEATHER BURKE	Board Member	1.0	Director	$0	$0	$0
JAMES M CADET	Board Member	1.0	Director	$0	$0	$0
PUJA CHOUDHRY	Board Member	0.0	Director	$0	$0	$0
JERRY CONATY	Board Member	1.0	Director	$0	$0	$0
CRAIG CUMMINGS	Board Member	1.0	Director	$0	$0	$0
LAUREN GOLDFARB	Board Member	1.0	Director	$0	$0	$0
YVONNE GRAYSON	Board Member	1.0	Director	$0	$0	$0
DELISHA GRANT	Board Member	1.0	Director	$0	$0	$0
JASON JURGENS	Board Member	1.0	Director	$0	$0	$0
STEPHEN KAIMAN	Board Member	1.0	Director	$0	$0	$0
NANCY KARPF	Board Member	1.0	Director	$0	$0	$0
MARSHALL KNOPF	Board Member	1.0	Director	$0	$0	$0
MARIO MONELLO	Board Member	1.0	Director	$0	$0	$0
MARK ROHL	Board Member	1.0	Director	$0	$0	$0
PETER T ROSELLE	Board Member	1.0	Director	$0	$0	$0
MATTHEW J SAKER	Board Member	1.0	Director	$0	$0	$0
PERICLES SCARANNI	Board Member	1.0	Director	$0	$0	$0
CAROL STILLWELL	Board Member	1.0	Director	$0	$0	$0
FRAN TURNER	Board Member	1.0	Director	$0	$0	$0
JOE WAJDA	Board Member	1.0	Director	$0	$0	$0
TOM WIDENER	Board Member	0.0	Director	$0	$0	$0
DARRELL LAWRENCE WILLIS SR	Board Member	1.0	Director	$0	$0	$0
KAYE WISE	Board Member	1.0	Director	$0	$0	$0
EDWARD ZIPPRICH	Board Member	1.0	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	$28,201,898	$25,970,819	$74,408,996	$2,231,079
2024	$29,098,598	$25,790,914	$73,513,850	$3,307,684
2023	$25,156,070	$22,552,655	$69,340,268	$2,603,415
2022	$22,922,878	$19,893,486	$62,515,984	$3,029,392
2021	$14,783,970	$9,756,016	$61,930,466	$5,027,954
2020	$10,735,757	$10,931,745	$55,404,363	$-195,988
2019	$20,239,762	$14,809,491	$46,969,371	$5,430,271
2018	$17,406,384	$14,138,600	$32,657,561	$3,267,784

COUNT BASIE THEATRE INC