PHOENIX THEATRE INC (EIN 311069575) - 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

1983

Legal Domicile

Principal Officer

WILLIAM POWELL

Phone

3176352381

Tax Period

2023-09-01 to 2024-08-31

PHOENIX THEATRE INC, founded in 1983, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.9M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $1.3M, a strong 45% operating margin.

Mission

PHOENIX THEATRE SERVES AS A CATALYST IN THE INDIANAPOLIS REGION TO HELP NURTURE NEW TALENT, SHOWCASE DIVERSE VOICES, AND ENGAGE AUDIENCES WITH UNIQUE, CONTEMPORARY PRODUCTIONS.

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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 $2,080,276

Program Service Revenue $368,723

Investment Income $458,314

Other Revenue $630

TOTAL REVENUE $2,907,943

Expense Breakdown

Grants Paid $0

Salaries & Benefits $745,170

Fundraising Expenses $33,226

Program Expenses $593,562

Other Expenses $865,270

TOTAL EXPENSES $1,610,440

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,907,943	$3,254,455	-0.1%
Expenses	$1,610,440	$1,915,412	-0.2%
Net Income	$1,297,503	$1,339,043	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

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
DELIA ROBERTSON	MANAGING DIRECTOR	40.00	Officer Director	$0	$0	$0
LISA HARRIS MD	DIRECTOR	3.00	Director	$0	$0	$0
DAVID JOSE	CHAIRPERSON	3.00	Officer Director	$0	$0	$0
ABHIJEET MALATPURE	DIRECTOR	3.00	Director	$0	$0	$0
MARTHA O'CONNOR	DIRECTOR	3.00	Director	$0	$0	$0
JEAN RICHCREEK	DIRECTOR	3.00	Director	$0	$0	$0
MINDY SHAPIRO	DIRECTOR	3.00	Director	$0	$0	$0
ALYSON SMITH	SECRETARY	3.00	Officer Director	$0	$0	$0
DONA SIEBLER	GOVERNANCE CHAIR	3.00	Officer Director	$0	$0	$0
ROBERTA TISDUL CMP	DIRECTOR	3.00	Director	$0	$0	$0
TIFFANY TROTTER MBA	DIRECTOR	3.00	Director	$0	$0	$0
TOM FORMAN	VICE CHAIR	3.00	Officer Director	$0	$0	$0
SAM JONES	TREASURER	3.00	Officer Director	$0	$0	$0
DUSTIN MEEKS	DIRECTOR	3.00	Director	$0	$0	$0
LINDA ADENIYI	DIRECTOR	3.00	Director	$0	$0	$0
KRISTIANE SILVA BELLO	DIRECTOR	3.00	Director	$0	$0	$0
JENNIFER MENTINK	DIRECTOR	3.00	Director	$0	$0	$0
LAWREN MILLS	DIRECTOR	3.00	Director	$0	$0	$0
TREASE SEARS	DIRECTOR	3.00	Director	$0	$0	$0
JOHN WEINGARDT	DIRECTOR	3.00	Director	$0	$0	$0
WILLIAM POWELL	CEO	40.00	Officer 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	$2,907,943	$1,610,440	$11,742,511	$1,297,503
2023	$3,254,455	$1,915,412	$10,564,516	$1,339,043
2022	$2,492,697	$1,840,124	$9,411,520	$652,573
2021	$1,381,229	$1,318,081	$8,949,897	$63,148
2020	$1,478,312	$1,583,732	$9,105,674	$-105,420
2019	$2,016,551	$1,928,424	$8,595,875	$88,127
2018	$1,561,985	$3,539,975	$8,634,883	$-1,977,990

PHOENIX THEATRE INC