NEAR WEST THEATRE INC (EIN 341881815) - 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

1978

Legal Domicile

Principal Officer

MICHAEL OBERTACZ

Phone

2169619750

Tax Period

2024-07-01 to 2025-06-30

NEAR WEST THEATRE INC, founded in 1978, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 51% from the prior year, signaling strong growth momentum. Expenses of $1.4M exceeded revenue, resulting in a 14% operating deficit.

Mission

NEAR WEST THEATRE CREATES LIVE-CHANGING THEATRE ARTS EXPERIENCES THAT EMPOWER OUR COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $778,250

Program Service Revenue $348,472

Investment Income $1,968

Other Revenue $135,553

TOTAL REVENUE $1,264,243

Expense Breakdown

Grants Paid $0

Salaries & Benefits $717,771

Fundraising Expenses $203,827

Program Expenses $1,162,811

Other Expenses $728,604

TOTAL EXPENSES $1,446,375

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,264,243	$839,025	+0.5%
Expenses	$1,446,375	$1,381,314	+0.0%
Net Income	$-182,132	$-542,289	-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

200

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

$172,020

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL OBERTACZ	EXECUTIVE DI	50.00	Officer	$89,428	$0	$89,428
TRINIDAD SNIDER	ARTISTIC DIR	50.00	Officer	$82,592	$0	$82,592
EMILY BAXTER	TRUSTEE	1.00	Director	$0	$0	$0
JASON BRISTOL	TRUSTEE	1.00	Director	$0	$0	$0
BRANDON CASTANEDA	TRUSTEE	1.00	Director	$0	$0	$0
TOI COMER	TRUSTEE	1.00	Director	$0	$0	$0
KRISTY CRUZ	TRUSTEE	1.00	Director	$0	$0	$0
DYLAN FALLON	TRUSTEE	1.00	Director	$0	$0	$0
EMILY GESSNER	TRUSTEE	1.00	Director	$0	$0	$0
MATTHEW GRIMES	TRUSTEE	1.00	Director	$0	$0	$0
KENNETH KALYNCHUK	PRESIDENT	2.00	Officer Director	$0	$0	$0
JAMES LAZARUS	TREASURER	2.00	Officer Director	$0	$0	$0
JAZMIN LONG	TRUSTEE	1.00	Director	$0	$0	$0
DEANNA MURLIN	TRUSTEE	1.00	Director	$0	$0	$0
BRANDON RUDD	TRUSTEE	1.00	Director	$0	$0	$0
DIVYA SRIDHAR	TRUSTEE	1.00	Director	$0	$0	$0
EDWARD STOCKHAUSEN	SECRETARY	2.00	Officer Director	$0	$0	$0
ASHLEY WASIELEWSKI	TRUSTEE	1.00	Director	$0	$0	$0
DEB YANDALA	VICE PRESIDE	2.00	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
2025	$1,264,243	$1,446,375	$7,074,516	$-182,132
2024	$839,025	$1,381,314	$7,056,499	$-542,289
2023	$1,278,273	$1,209,590	$7,340,627	$68,683
2022	$708,436	$1,081,044	$7,134,795	$-372,608
2021	$1,034,612	$730,582	$7,808,090	$304,030
2020	$1,139,442	$1,081,583	$7,377,782	$57,859
2019	$2,268,902	$1,310,064	$7,083,537	$958,838
2018	$966,436	$1,316,772	$6,074,142	$-350,336

NEAR WEST THEATRE INC