WAGON WHEEL THEATRE INC (EIN 263885020) - 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

Phone

5742678041

Tax Period

2023-10-01 to 2024-09-30

WAGON WHEEL THEATRE INC is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.6M in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $1.5M left a modest 9% surplus.

Mission

OUR MISSION IS TO PROVIDE PERFORMING ARTS EXPERIENCES THAT CREATE COMMUNITY UNITY, EDUCATIONAL OPPORTUNITIES, AND ECONOMIC GROWTH.

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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 $521,082

Program Service Revenue $972,262

Investment Income $9,750

Other Revenue $117,416

TOTAL REVENUE $1,620,510

Expense Breakdown

Grants Paid $0

Salaries & Benefits $672,853

Fundraising Expenses $46,915

Program Expenses $1,023,706

Other Expenses $800,004

TOTAL EXPENSES $1,472,857

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,620,510	$1,796,094	-0.1%
Expenses	$1,472,857	$2,159,463	-0.3%
Net Income	$147,653	$-363,369	-1.4%

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

157

Volunteers

2119

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
Adam Turner	Vice President	5.0	Officer Director	$0	$0	$0
April Fitterling	Secretary	5.0	Officer Director	$0	$0	$0
Emily Illingworth Kosnik	President	5.0	Officer Director	$0	$0	$0
Kristin Mason	Treasurer	5.0	Officer Director	$0	$0	$0
Alyssa Lowe	Board Member	2.0	Director	$0	$0	$0
Brandon Stewart	Board Member	2.0	Director	$0	$0	$0
Chris Plack	Board Member	2.0	Director	$0	$0	$0
Leo Patino	Board Member	2.0	Director	$0	$0	$0
Melissa Jordan	Board Member	2.0	Director	$0	$0	$0
Sea Grandon	Board Member	2.0	Director	$0	$0	$0
Shawn Brown	Board Member	2.0	Director	$0	$0	$0
Terry White	Board member	2.0	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
2024	$449,331	$645,971	$2,095,077	$-196,640
2024	$1,620,510	$1,472,857	$2,197,730	$147,653
2023	$1,796,094	$2,159,463	$2,040,899	$-363,369
2022	$1,923,728	$2,165,663	$2,266,953	$-241,935
2021	$2,220,604	$1,408,413	$2,882,962	$812,191
2020	$926,435	$1,026,860	$2,166,448	$-100,425
2019	$1,834,472	$1,732,882	$1,359,122	$101,590
2018	$2,006,897	$1,766,774	$1,371,455	$240,123

WAGON WHEEL THEATRE INC