American Players Theatre Endowment… - Form 990 Financial Data

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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

1987

Legal Domicile

Principal Officer

STEVE WESTPHAL

Phone

6085887401

Tax Period

2023-01-01 to 2023-12-31

American Players Theatre Endowment Trust, founded in 1987, is a small nonprofit that reported $107K in total revenue in fiscal year 2023. Revenue surged 387% from the prior year, signaling strong growth momentum. Expenses of $362K exceeded revenue, resulting in a 237% operating deficit.

Mission

trust invested its endowment funds for the benefit of its supported organization: American Players Theatre of Wisconsin, Inc. At end of 2023, Trust dissolved and gifted all assets to supported organization.

Program Service Accomplishments

Program 1

Expenses: $359,937

At the end of fiscal year, the Trust dissolved and gifted all of its assets to its supported organization: American Players Theatre of Wisconsin, Inc.

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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 $0

Program Service Revenue $0

Investment Income $107,338

Other Revenue $0

TOTAL REVENUE $107,338

Expense Breakdown

Grants Paid $359,937

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $359,937

Other Expenses $1,647

TOTAL EXPENSES $361,584

Year-over-Year Comparison

	2023	2022	Change
Revenue	$107,338	$22,052	+3.9%
Expenses	$361,584	$1,620	+222.2%
Net Income	$-254,246	$20,432	-13.4%

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

N/A

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
LAURA KOHLER	Trustee	0.100	Director	$0	$0	$0
STEVEN WESTPHAL	Trustee	1.000	Director	$0	$0	$0
DEAN RYERSON	Trustee	0.100	Director	$0	$0	$0
ROBERT ZELLERS	Trustee	0.100	Director	$0	$0	$0
SARA YOUNG	Trustee	0.500	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
2023	$107,338	$361,584	$112	$-254,246

American Players Theatre Endowment Trust