JEWEL THEATRE COMPANY (EIN 223916870) - 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

Julie James

Phone

4084821057

Tax Period

2023-07-01 to 2024-06-30

JEWEL THEATRE COMPANY, founded in 2005, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.2M in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $1.8M exceeded revenue, resulting in a 43% operating deficit.

Mission

Jewel Theatre Company is dedicated to creating extraordinary productions that explore and advance the art of theatre by entertaining, enlightening and engaging the community.

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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 $637,820

Program Service Revenue $589,104

Investment Income $9,055

Other Revenue $0

TOTAL REVENUE $1,235,979

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,033,186

Fundraising Expenses $0

Program Expenses $1,658,213

Other Expenses $740,020

TOTAL EXPENSES $1,773,206

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,235,979	$1,562,939	-0.2%
Expenses	$1,773,206	$1,489,253	+0.2%
Net Income	$-537,227	$73,686	-8.3%

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

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

$93,204

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julie James	Executive Dir.	40.00	Officer	$85,665	$7,539	$93,204
Mary James	President	6.00	Officer Director	$0	$0	$0
Earleen Overend	Vice President	1.00	Officer Director	$0	$0	$0
Martha Seaver	Secretary	1.00	Officer Director	$0	$0	$0
Scott Walecka	Treasurer	1.00	Officer Director	$0	$0	$0
George Newell	Director	1.00	Director	$0	$0	$0
Carolyn Hyatt	Director	1.00	Director	$0	$0	$0
Owen Brown	Director	1.00	Director	$0	$0	$0
Corinne Wipke	Director	1.00	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	$1,235,979	$1,773,206	$248,259	$-537,227
2023	$1,562,939	$1,489,253	$703,222	$73,686
2022	$1,493,496	$1,109,287	$664,931	$384,209
2021	$606,763	$525,419	$444,937	$81,344
2020	$1,020,811	$1,084,369	$239,004	$-63,558
2019	$1,480,552	$1,389,775	$262,780	$90,777
2018	$1,132,714	$1,129,236	$174,491	$3,478

JEWEL THEATRE COMPANY