South Valley Civic Theatre (EIN 237166385) - 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

1968

Legal Domicile

Phone

4084647130

Tax Period

2023-01-01 to 2023-12-31

South Valley Civic Theatre, founded in 1968, is a small nonprofit in the Arts, Culture & Humanities sector that reported $330K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $91K, a strong 28% operating margin.

Mission

LOCAL THEATRE PRODUCTIONS

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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 $101,383

Program Service Revenue $214,976

Investment Income $1,934

Other Revenue $12,026

TOTAL REVENUE $330,319

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $236,442

Other Expenses $238,948

TOTAL EXPENSES $238,948

Year-over-Year Comparison

	2023	2022	Change
Revenue	$330,319	$279,645	+0.2%
Expenses	$238,948	$203,380	+0.2%
Net Income	$91,371	$76,265	+0.2%

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

N/A

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
TRESSA BENDER	Director	1.00	Director	$0	$0	$0
MICHAEL GRIMM	Director	1.00	Director	$0	$0	$0
MICHAEL HORTA	Director	1.00	Director	$0	$0	$0
MALISHA KUMAR	Director	1.00	Director	$0	$0	$0
JENN OLIPHANT	Director	1.00	Director	$0	$0	$0
INGRID ROTTMAN	Director	1.00	Director	$0	$0	$0
BILL TINDALL	Director	1.00	Director	$0	$0	$0
KATHY TOM	Director	1.00	Director	$0	$0	$0
ELIZABETH MANDEL	VP PUBLICITY	5.00	Officer	$0	$0	$0
KIMBERLY LYNCH	President	5.00	Officer	$0	$0	$0
CAROL HARRIS	Secretary	5.00	Officer	$0	$0	$0
SCOTT LYNCH	Treasurer	5.00	Officer	$0	$0	$0
KEN CHRISTOPHER	VP Membership	5.00	Officer	$0	$0	$0
PETER MANDEL	PAST PRESIDENT	5.00	Officer	$0	$0	$0
MARILYN PIFER	VP BOX OFFICE	5.00	Officer	$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	$330,319	$238,948	$313,900	$91,371
2022	$279,645	$203,380	$221,754	$76,265
2019	$208,584	$164,248	$134,310	$44,336

South Valley Civic Theatre