Segerstrom Center for the Arts (EIN 237287150) - 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

1973

Legal Domicile

Principal Officer

BRIAN L FINCK

Phone

7145562121

Tax Period

2024-07-01 to 2025-06-30

Segerstrom Center for the Arts, founded in 1973, is a major nonprofit in the Arts, Culture & Humanities sector that reported $106.0M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $91.4M left a modest 14% surplus.

Mission

ENRICHES AND TRANSFORMS LIVES BY ENTERTAINING, EDUCATING, ENGAGING OUR COMMUNITY THROUGH EXCEPTIONAL PROGRAMS FOR OUR STAGES, FOR THE CLASSROOM, AND FOR OUR 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 $26,206,717

Program Service Revenue $50,920,227

Investment Income $28,791,913

Other Revenue $61,079

TOTAL REVENUE $105,979,936

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,914,108

Fundraising Expenses $10,826,396

Program Expenses $67,465,886

Other Expenses $74,498,082

TOTAL EXPENSES $91,412,190

Year-over-Year Comparison

	2024	2023	Change
Revenue	$105,979,936	$123,405,978	-0.1%
Expenses	$91,412,190	$89,585,433	+0.0%
Net Income	$14,567,746	$33,820,545	-0.6%

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

768

Volunteers

519

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

$1,166,539

Total Directors

$671,393

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Casey Reitz	President/CEO	40.0	Officer Director	$625,687	$45,706	$671,393
BRIAN FINCK	EVP CFO	40.0	Officer	$427,366	$67,780	$495,146
Lisa Middleton	VP MARKETING/COMM	40.0	Highest	$290,826	$40,218	$331,044
John Oliphant	SENIOR HEAD CARPENTER	40.0	Highest	$277,495	$46,540	$324,035
William Pate	HEAD CARPENTER	40.0	Highest	$228,330	$40,252	$268,582
Dean Yarborough	CIO	40.0	Highest	$197,395	$18,657	$216,052
Aaron Egigian	Interim VP Programming	40.0	Highest	$203,528	$11,387	$214,915
Sally Crockett	SECRETARY/DIRECTOR	1.0	Officer Director	$0	$0	$0
John Phelan	CHAIR OF THE BOARD/DIRECTOR	1.0	Officer Director	$0	$0	$0
Stewart Smith	TREAS./DIRECTOR	1.0	Officer Director	$0	$0	$0
Julia Argyros	DIRECTOR	1.0	Director	$0	$0	$0
Deborah Bridges	Director	1.0	Director	$0	$0	$0
Louise Bryson	Director	1.0	Director	$0	$0	$0
Mark Chan	Director	1.0	Director	$0	$0	$0
Marta Bhathal	Director	1.0	Director	$0	$0	$0
Sandy Segerstrom Daniels	Director	1.0	Director	$0	$0	$0
James Driscoll	Director	1.0	Director	$0	$0	$0
Andra G Ellingson	Director	1.0	Director	$0	$0	$0
John L Ginger	Director	1.0	Director	$0	$0	$0
Jackie Glass	Director	1.0	Director	$0	$0	$0
Wendy Hales	Director	1.0	Director	$0	$0	$0
Betty Huang	Director	1.0	Director	$0	$0	$0
Kate Levering-Jahangiri	Director	1.0	Director	$0	$0	$0
Molly Jolly	Director	1.0	Director	$0	$0	$0
Roger T Kirwan	Director	1.0	Director	$0	$0	$0
Harmon Kong	Director	1.0	Director	$0	$0	$0
Karla Kraft	Director	1.0	Director	$0	$0	$0
Carole Haes Landon	Director	1.0	Director	$0	$0	$0
Shanaz Langson	Director	1.0	Director	$0	$0	$0
William Meehan	Director	1.0	Director	$0	$0	$0
Ethan F Morgan	Director	1.0	Director	$0	$0	$0
Rick J Muth	Director	1.0	Director	$0	$0	$0
Walter Parsadayan	Director	1.0	Director	$0	$0	$0
Mark Perry	Director	1.0	Director	$0	$0	$0
Bart Asner	Director	1.0	Director	$0	$0	$0
Maria Rigatti	Director	1.0	Director	$0	$0	$0
Elizabeth Segerstrom	Director	1.0	Director	$0	$0	$0
Holly Breaux Schwartz	Director	1.0	Director	$0	$0	$0
Jesse Bagley	Director	1.0	Director	$0	$0	$0
Tony Smith	Director	1.0	Director	$0	$0	$0
Connie Spenuzza	Director	1.0	Director	$0	$0	$0
John Stratman	Director	1.0	Director	$0	$0	$0
Samuel Tang	Director	1.0	Director	$0	$0	$0
Kelly Thomson	Director	1.0	Director	$0	$0	$0
Laura Vanderhook	Director	1.0	Director	$0	$0	$0
Gaddi Vasquez	Director	1.0	Director	$0	$0	$0
Jaynine Warner	Director	1.0	Director	$0	$0	$0
JANE FUJISHIGE YADA	DIRECTOR	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	$105,979,936	$91,412,190	$558,175,328	$14,567,746
2024	$123,405,978	$89,585,433	$533,633,708	$33,820,545
2023	$124,069,073	$85,517,661	$511,911,797	$38,551,412
2022	$84,488,930	$62,344,120	$493,213,588	$22,144,810
2021	$61,182,781	$28,919,629	$524,446,610	$32,263,152
2020	$43,264,544	$55,670,302	$446,490,306	$-12,405,758
2019	$77,342,004	$75,371,113	$457,561,547	$1,970,891
2018	$78,991,713	$74,939,901	$460,251,293	$4,051,812

Segerstrom Center for the Arts