GILBERT AND SULLIVAN SOCIETY OF SAN JOSE (EIN 237382448) - 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

Peter Krajewski

Phone

4082689261

Tax Period

2022-07-01 to 2023-06-30

GILBERT AND SULLIVAN SOCIETY OF SAN JOSE, founded in 1973, is a small nonprofit in the Arts, Culture & Humanities sector that reported $229K in total revenue in fiscal year 2022. Revenue surged 82% from the prior year, signaling strong growth momentum. Expenses of $219K left a modest 4% surplus.

Mission

The Gilbert & Sullivan Society of San Jose/Lyric Theatre is a community-based organization which serves the community by presenting family oriented light opera, conducts outreach programs, and offers development opportunities for our volunteer base.

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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 (2022)

Revenue Breakdown

Contributions & Grants $67,250

Program Service Revenue $160,740

Investment Income $368

Other Revenue $243

TOTAL REVENUE $228,601

Expense Breakdown

Grants Paid $0

Salaries & Benefits $35,926

Fundraising Expenses $490

Program Expenses $131,035

Other Expenses $183,137

TOTAL EXPENSES $219,063

Year-over-Year Comparison

	2022	2021	Change
Revenue	$228,601	$125,892	+0.8%
Expenses	$219,063	$134,691	+0.6%
Net Income	$9,538	$-8,799	-2.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sharon Martin	President	5	Officer Director	$0	$0	$0
Steve Austin	Vice-President	3	Officer Director	$0	$0	$0
Paul Zawilski	Secretary	3	Officer Director	$0	$0	$0
Peter Krajewski	Treasurer	3	Director	$0	$0	$0
Ann Byler	Board Member	1	Director	$0	$0	$0
Timothy Tsang	Board Member	1	Director	$0	$0	$0
Chris Frye	Board Member	5	Director	$0	$0	$0
Bruce Herman	Board Member	1	Director	$0	$0	$0
Dennis Gaushell	Board Member	1	Director	$0	$0	$0
Jeff Yaeger	Board Member	1	Director	$0	$0	$0
Larry Tom	Board Member	1	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
2023	$228,601	$219,063	$75,616	$9,538
2022	$125,892	$134,691	$66,078	$-8,799
2021	$90,254	$78,054	$75,062	$12,200
2021	$90,254	$78,054	$75,062	$12,200
2020	$175,322	$139,544	$62,647	$35,778

GILBERT AND SULLIVAN SOCIETY OF SAN JOSE