LUCKY PLUSH PRODUCTIONS (EIN 364490783) - 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

2002

Legal Domicile

Principal Officer

JENNIFER EDGCOMB

Phone

7738629484

Tax Period

2024-07-01 to 2025-06-30

LUCKY PLUSH PRODUCTIONS, founded in 2002, is a small nonprofit in the Arts, Culture & Humanities sector that reported $170K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Net assets of $605K represent 43 months of operating reserves.

Mission

LUCKY PLUSH PRODUCTIONS IS AN ENSEMBLE DANCE-THEATER COMPANY BASED IN CHICAGO, LED BY FOUNDER AND ARTISTIC DIRECTOR JULIA RHOADS. THE COMPANY IS COMMITTED TO PROVOKING AND SUPPORTING AN IMMEDIACY OF PRESENCE - A PALPABLE LIVE-NESS - SHARED BY PERFORMERS IN REAL TIME WITH AUDIENCES, A UNIQUE HYBRID OF HIGH-LEVEL DANCE AND THEATER, LUCKY PLUSH'S WORK IS RECOGNIZED FOR ITS LAYERED CHOREOGRAPHY, NUANCED DIALOGUE, SURPRISING HUMOR, AND SOCIALLY RELEVANT CONTENT.

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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 $96,170

Program Service Revenue $35,438

Investment Income $38,671

Other Revenue $0

TOTAL REVENUE $170,279

Expense Breakdown

Grants Paid $0

Salaries & Benefits $95,828

Fundraising Expenses $0

Program Expenses $92,054

Other Expenses $77,578

TOTAL EXPENSES $173,406

Year-over-Year Comparison

	2024	2023	Change
Revenue	$170,279	$207,267	-0.2%
Expenses	$173,406	$211,429	-0.2%
Net Income	$-3,127	$-4,162	-0.2%

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

$3,443

Total Directors

$3,443

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM GOLDMAN	Secretary	2.00	Officer Director	$3,443	$0	$3,443
JENNIFER EDGCOMB	Chairman	2.00	Officer Director	$0	$0	$0
DAN GOLDMAN	Director	0.50	Director	$0	$0	$0
MATT HOFFMAN	Director	0.50	Director	$0	$0	$0
NOELLE OSTERBUR	Treasurer	0.50	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	$170,279	$173,406	$617,709	$-3,127
2024	$207,267	$211,429	$610,278	$-4,162
2023	$210,571	$176,083	$619,144	$34,488
2022	$327,886	$257,879	$627,613	$70,007
2021	$250,264	$239,874	$630,131	$10,390
2020	$252,724	$311,005	$629,150	$-58,281
2020	$252,724	$311,005	$629,150	$-58,281
2018	$549,197	$417,734	$539,213	$131,463

LUCKY PLUSH PRODUCTIONS