SERENDIPITY THEATRE COMPANY D/B/A 2ND STORY (EIN 364289710) - 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

1999

Legal Domicile

Principal Officer

MATTHEW BRAUN

Phone

7732798580

Tax Period

2024-08-01 to 2025-07-31

SERENDIPITY THEATRE COMPANY D/B/A 2ND STORY, founded in 1999, is a small nonprofit in the Arts, Culture & Humanities sector that reported $583K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $555K left a modest 5% surplus.

Mission

A STORYTELLING ORGANIZATION THAT HOSTS STORY-SHARING EXPERIENCES AROUND AND BEYOND CHICAGO. THESE EXPERIENCES WHICH COME IN THE FORM OF PERFORMANCES, CLASSES AND WORKSHOPS, AND CORPORATE PROGRAMS, ARE ROOTED IN STORY AND SEEK TO FULFILL A VISION OF A WORLD DRIVEN BY EMPATHY.

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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 $452,482

Program Service Revenue $126,986

Investment Income $403

Other Revenue $3,493

TOTAL REVENUE $583,364

Expense Breakdown

Grants Paid $0

Salaries & Benefits $361,010

Fundraising Expenses $101,847

Program Expenses $356,878

Other Expenses $194,324

TOTAL EXPENSES $555,334

Year-over-Year Comparison

	2024	2023	Change
Revenue	$583,364	$491,454	+0.2%
Expenses	$555,334	$585,244	-0.1%
Net Income	$28,030	$-93,790	-1.3%

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

$107,526

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW BRAUN	PRESIDENT	3.00	Officer	$0	$0	$0
STACEY SAUNDERS	VICE-PESIDENT	2.00	Officer	$0	$0	$0
DANA BRITTO	TREASURER	2.00	Officer	$0	$0	$0
JESSICA WETMORE	SECRETARY	1.00	Officer	$0	$0	$0
DALIA ARAGON	DIRECTOR	1.00	Director	$0	$0	$0
ROB CONSTANTINE	DIRECTOR	1.00	Director	$0	$0	$0
LYNNETTE LI-RAPPAPORT	DIRECTOR	1.00	Director	$0	$0	$0
JULIE LYNN	DIRECTOR	1.00	Director	$0	$0	$0
LILIAN MATSUDA	DIRECTOR	1.00	Director	$0	$0	$0
VINCE PAGAN-HILL	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER SCHROEDER	DIRECTOR	1.00	Director	$0	$0	$0
S SIMMONS	DIRECTOR	1.00	Director	$0	$0	$0
LINDA SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
AIMY TIEN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID WAGENER	DIRECTOR	1.00	Director	$0	$0	$0
NICHOLAS WARD	DIRECTOR	1.00	Director	$0	$0	$0
DANIELLE ZILLE	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA HUTCHINSON	MANAGING DIRECTOR	40.00	Director	$31,397	$0	$31,397
AMANDA DELHEIMER	ARTISTIC DIRECTOR	40.00	Director	$69,629	$6,500	$76,129

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	$583,364	$555,334	$372,014	$28,030
2024	$491,454	$585,244	$363,797	$-93,790
2023	$574,282	$475,318	$474,492	$98,964
2022	$451,088	$403,107	$312,027	$47,981
2021	$371,708	$275,348	$286,693	$96,360
2020	$309,428	$254,903	$189,127	$54,525

SERENDIPITY THEATRE COMPANY D/B/A 2ND STORY