EDUCATIONAL THEATRE ASSOCIATION (EIN 310743605) - 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

1929

Legal Domicile

Principal Officer

JENNIFER KATONA

Phone

5134213900

Tax Period

2023-01-01 to 2023-12-31

EDUCATIONAL THEATRE ASSOCIATION, founded in 1929, is a community nonprofit in the Arts, Culture & Humanities sector that reported $7.4M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

EDTA IS A NATIONAL NONPROFIT SUPPORTING THEATRE IN SCHOOLS.

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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 $563,842

Program Service Revenue $6,166,684

Investment Income $97,423

Other Revenue $524,311

TOTAL REVENUE $7,352,260

Expense Breakdown

Grants Paid $151,878

Salaries & Benefits $2,334,844

Fundraising Expenses $50,940

Program Expenses $6,560,598

Other Expenses $5,046,326

TOTAL EXPENSES $7,533,048

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,352,260	$6,334,342	+0.2%
Expenses	$7,533,048	$6,440,747	+0.2%
Net Income	$-180,788	$-106,405	+0.7%

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

425

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

$230,157

Total Directors

$230,157

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER KATONA	EXECUTIVE DIRECTOR	40.00	Officer Director	$226,698	$3,459	$230,157
KRISTA CARSON ELHAI	PRESIDENT	4.00	Officer Director	$0	$0	$0
RICHARD FRAZIER	VICE-PRESIDENT - START 7/1/23	4.00	Officer Director	$0	$0	$0
NICK GINSBERG	TREASURER - START 7/1/23	4.00	Officer Director	$0	$0	$0
HELEN DURANLEAU-BRENNAN	PRESIDENT EX OFFICIO - UNTIL 6/30/23	4.00	Officer Director	$0	$0	$0
BRIANA NAVARRO	BOARD MEMBER	4.00	Director	$0	$0	$0
LESLIE JOHNSON	BOARD MEMBER	4.00	Director	$0	$0	$0
PATRICIA SANTANELLO	BOARD MEMBER	4.00	Director	$0	$0	$0
SILVIA SCAIFE	BOARD MEMBER	4.00	Director	$0	$0	$0
TRICIA PATRICK	BOARD MEMBER	4.00	Director	$0	$0	$0
CHERYL WILLIAMS	BOARD MEMBER - START 7/1/23	4.00	Director	$0	$0	$0
ERIN CARR	BOARD MEMBER - UNTIL 6/30/23	4.00	Director	$0	$0	$0
JEFF WHITING	BOARD MEMBER - UNTIL 6/30/23	4.00	Director	$0	$0	$0
MARK DRUM	BOARD MEMBER - UNTIL 6/30/23	4.00	Director	$0	$0	$0
BRIAN MONK	CHIEF OPERATIONS OFFICER	40.00	Highest	$162,676	$5,764	$168,440
ALLISON DOLAN	CHIEF CONTENT OFFICER	40.00	Highest	$143,640	$8,083	$151,723
SHERI COKER	CHIEF FINANCIAL OFFICER	40.00	Highest	$100,792	$5,582	$106,374

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	$7,352,260	$7,533,048	$6,326,557	$-180,788
2022	$6,334,342	$6,440,747	$6,173,455	$-106,405
2021	$5,022,100	$4,059,808	$6,195,575	$962,292
2020	$4,060,084	$5,806,860	$4,547,140	$-1,746,776
2019	$7,917,385	$7,860,640	$5,811,130	$56,745
2018	$7,501,304	$7,118,116	$5,722,561	$383,188

EDUCATIONAL THEATRE ASSOCIATION