THE YOCUM INSTITUTE FOR ARTS EDUCA… - Form 990 Financial Data

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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

1941

Legal Domicile

Principal Officer

SUSAN ROHN

Phone

6103761576

Tax Period

2024-07-01 to 2025-06-30

THE YOCUM INSTITUTE FOR ARTS EDUCATION INC, founded in 1941, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.1M in total revenue in fiscal year 2024. Net assets of $16.8M represent 97 months of operating reserves.

Mission

THE YOCUM INSTITUTE FOR ARTS EDUCATION'S MISSION IS TO CONNECT AND ENRICH OUR COMMUNITY THROUGH ARTS EDUCATION, CREATIVE PERFORMANCE AND INNOVATIVE PROGRAMMING.

Program Service Accomplishments

Program 1

Expenses: $1,864,432 Revenue: $1,344,970

THROUGH ON-SITE INSTRUCTION IN MUSIC, VISUAL ARTS, THEATRE, DANCE, MARTIAL ARTS, AND THE ARTS-BASED PRESCHOOL/KINDERGARTEN PROGRAMS, MORE THAN 800 STUDENTS OF ALL AGES ARE SERVED. APPROXIMATELY 80% OF OUR STUDENTS ARE UNDER THE AGE OF 18. ADDITIONALLY, PRODUCTIONS, EXHIBITS, CONCERTS AND OUTREACH PROGRAMS WITH PUBLIC AND PRIVATE SCHOOLS, LIBRARIES AND OTHER NONPROFITS IMPACT THE LIVES OF OVER 25,000 PEOPLE IN 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 (2024)

Revenue Breakdown

Contributions & Grants $719,747

Program Service Revenue $1,344,970

Investment Income $27,648

Other Revenue $-13,948

TOTAL REVENUE $2,078,417

Expense Breakdown

Grants Paid $11,081

Salaries & Benefits $1,150,742

Fundraising Expenses $62,948

Program Expenses $1,864,432

Other Expenses $903,314

TOTAL EXPENSES $2,065,137

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,078,417	$1,953,973	+0.1%
Expenses	$2,065,137	$1,944,987	+0.1%
Net Income	$13,280	$8,986	+0.5%

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

112

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

$94,946

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER ALEXANDER	PRESIDENT	1.00	Officer Director	$0	$0	$0
NICHOLAS BENTLEY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LYNNE A BURNS	DIRECTOR; 2ND VP AS OF MARCH 2025	1.00	Officer Director	$0	$0	$0
EDWARD BABIARZ	2ND VICE PRESIDENT THRU MARCH 2025	1.00	Officer Director	$0	$0	$0
CHRIS LUPPOLD CPA MBA	TREASURER	1.00	Officer Director	$0	$0	$0
RENE SHEWALTER	SECRETARY	1.00	Officer Director	$0	$0	$0
STEFANIE BUBNIS	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN GODFREY PHD	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA HEAD	DIRECTOR	1.00	Director	$0	$0	$0
SARA PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
BETSY RIDER-WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
LISA TIGER	DIRECTOR	1.00	Director	$0	$0	$0
ANN WOODWARD	DIRECTOR	1.00	Director	$0	$0	$0
AMY YOUNG	DIRECTOR	1.00	Director	$0	$0	$0
JAMES H YOCUM	DIRECTOR EMERITUS	1.00	Director	$0	$0	$0
SUSAN ROHN	EXECUTIVE DIRECTOR	40.00	Officer	$90,708	$4,238	$94,946

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	$2,078,417	$2,065,137	$17,840,224	$13,280
2024	$1,953,973	$1,944,987	$16,615,366	$8,986
2023	$1,540,944	$1,792,883	$15,635,940	$-251,939
2022	$1,674,179	$1,533,577	$15,531,722	$140,602
2021	$1,566,951	$1,289,407	$15,994,482	$277,544
2020	$1,754,363	$1,313,003	$13,341,409	$441,360
2019	$1,490,941	$1,414,458	$14,005,080	$76,483

THE YOCUM INSTITUTE FOR ARTS EDUCATION INC