SAN JOSE CHILDRENS MUSICAL THEATER (EIN 237235146) - 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

Principal Officer

DANA ZELL

Phone

4082885437

Tax Period

2023-09-01 to 2024-08-31

SAN JOSE CHILDRENS MUSICAL THEATER, founded in 1968, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.6M in total revenue in fiscal year 2023. Expenses of $3.9M exceeded revenue, resulting in a 11% operating deficit.

Mission

TO TRAIN AND EDUCATE TODAY'S YOUTH THROUGH MUSICAL THEATER, TO SET AND ACHIEVE HIGH ARTISTIC AND PERSONAL GOALS, AND TO INSPIRE THEM TO BECOME EXEMPLARY ARTISTS, PATRONS AND CITIZENS OF TOMORROW.

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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 $1,276,825

Program Service Revenue $2,254,163

Investment Income $46,677

Other Revenue $-26,320

TOTAL REVENUE $3,551,345

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,883,384

Fundraising Expenses $305,421

Program Expenses $3,241,096

Other Expenses $2,062,197

TOTAL EXPENSES $3,945,581

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,551,345	$3,484,081	+0.0%
Expenses	$3,945,581	$3,876,138	+0.0%
Net Income	$-394,236	$-392,057	+0.0%

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

174

Volunteers

300

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

$324,552

Total Directors

$324,552

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARIN WATSON	CHAIR	1.00	Officer Director	$0	$0	$0
KANISHA TURAY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL PEREIRA	SECRETARY	1.00	Officer Director	$0	$0	$0
DIPTI ARORA	TREASURER	0.50	Officer Director	$0	$0	$0
MARY CURTIS	AT LARGE	0.50	Director	$0	$0	$0
PAT D'ANGELO	AT LARGE (AUDIT)	1.00	Director	$0	$0	$0
STACY GALAVIZ	AT LARGE	0.50	Director	$0	$0	$0
SELINA GARRISON	AT LARGE	0.50	Director	$0	$0	$0
LEXIE LANOIE	AT LARGE	0.50	Director	$0	$0	$0
JOSH LEVINE	AT LARGE	0.50	Director	$0	$0	$0
MICHAEL MULCAHY	AT LARGE	1.00	Director	$0	$0	$0
MICHAEL PEREIRA	AT LARGE	0.50	Director	$0	$0	$0
EVELYN ODONNELL	AT LARGE	0.50	Director	$0	$0	$0
CARTER SKEATH	AT LARGE	0.50	Director	$0	$0	$0
LEE WILCOX	AT LARGE	0.50	Director	$0	$0	$0
KERRI EINERTSON WOOD	AT LARGE	0.50	Director	$0	$0	$0
EREZ YERESLOVE	AT LARGE	0.50	Director	$0	$0	$0
KEVIN HAUGE	ARTISTIC DIRECTOR	40.00	Officer Director	$176,609	$0	$176,609
DANA ZELL	MANAGING DIRECTOR	40.00	Officer Director	$147,943	$0	$147,943
LAKSHMI PARIGE	FINANCE DIRECTOR	40.00	Highest	$117,503	$0	$117,503

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	$3,551,345	$3,945,581	$4,495,041	$-394,236
2023	$3,484,081	$3,876,138	$5,162,231	$-392,057
2022	$3,420,152	$3,532,016	$3,729,498	$-111,864
2021	$2,611,136	$1,939,725	$3,879,407	$671,411
2020	$3,675,286	$2,422,653	$2,947,070	$1,252,633
2019	$2,778,716	$2,851,862	$1,346,371	$-73,146
2018	$2,868,324	$2,809,714	$1,478,018	$58,610

SAN JOSE CHILDRENS MUSICAL THEATER