SAN DIEGO MUSICAL THEATRE (EIN 331147422) - 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

2006

Legal Domicile

Phone

8585605740

Tax Period

2023-07-01 to 2024-06-30

SAN DIEGO MUSICAL THEATRE, founded in 2006, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.3M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $1.5M exceeded revenue, resulting in a 19% operating deficit.

Mission

TO PASSIONATELY PRODUCE AND PROVIDE MUSICAL THEATRE THAT IGNITES THE HUMAN SPIRIT.

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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 $521,318

Program Service Revenue $734,248

Investment Income $0

Other Revenue $38,768

TOTAL REVENUE $1,294,334

Expense Breakdown

Grants Paid $0

Salaries & Benefits $700,044

Fundraising Expenses $6,065

Program Expenses $1,435,037

Other Expenses $835,715

TOTAL EXPENSES $1,535,759

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,294,334	$1,165,033	+0.1%
Expenses	$1,535,759	$1,306,436	+0.2%
Net Income	$-241,425	$-141,403	+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

N/A

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
CINDA LUCAS	Trustee	2.00	Director	$0	$0	$0
ALEX NEMIROSKI	Trustee	2.00	Director	$0	$0	$0
ERIN LEWIS	President	35.00	Officer	$0	$0	$0
GARY LEWIS	Treasurer	40.00	Officer	$0	$0	$0
HEIDI MEYER	Secretary	2.00	Officer	$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	No data	No data	No data	No data
2024	$1,294,334	$1,535,759	$110,452	$-241,425
2023	$1,165,033	$1,306,436	$377,044	$-141,403
2022	$681,124	$1,001,297	$493,597	$-320,173
2021	$630,842	$241,631	$40,244	$389,211
2020	$1,464,357	$1,341,513	$70,005	$122,844
2019	$1,406,685	$1,506,765	$25,995	$-100,080
2018	$1,574,929	$1,322,498	$258,543	$252,431

SAN DIEGO MUSICAL THEATRE