GUTHRIE THEATER FOUNDATION (EIN 410854160) - 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

1961

Legal Domicile

Principal Officer

JENNIFER REEDSTROM BISHOP

Phone

6122256000

Tax Period

2023-09-01 to 2024-08-31

GUTHRIE THEATER FOUNDATION, founded in 1961, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $36.1M in total revenue in fiscal year 2023. Expenses of $33.9M left a modest 6% surplus.

Mission

THE GUTHRIE THEATER, FOUNDED IN 1963, IS AN AMERICAN CENTER FOR THEATER PERFORMANCE, PRODUCTION, EDUCATION, AND PROFESSIONAL TRAINING.

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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 $16,039,660

Program Service Revenue $14,783,366

Investment Income $4,941,385

Other Revenue $287,294

TOTAL REVENUE $36,051,705

Expense Breakdown

Grants Paid $80,509

Salaries & Benefits $18,397,830

Fundraising Expenses $1,697,298

Program Expenses $27,030,212

Other Expenses $15,351,386

TOTAL EXPENSES $33,943,666

Year-over-Year Comparison

	2023	2022	Change
Revenue	$36,051,705	$37,377,343	0.0%
Expenses	$33,943,666	$36,103,936	-0.1%
Net Income	$2,108,039	$1,273,407	+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

671

Volunteers

198

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

$1,073,272

Total Directors

$841,114

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH HAJ	DIRECTOR	40.00	Officer Director	$781,368	$59,746	$841,114
JOHN JUNEK	PAST CHAIR	10.00	Officer Director	$0	$0	$0
JENNIFER REEDSTROM BISHOP	CHAIR	15.00	Officer Director	$0	$0	$0
DAVID DINES	TREASURER	10.00	Officer Director	$0	$0	$0
SUSAN W ALLEN	SECRETARY	5.00	Officer Director	$0	$0	$0
MARTHA GOLDBERG ARONSON	DIRECTOR	5.00	Director	$0	$0	$0
Y MARC BELTON	DIRECTOR	5.00	Director	$0	$0	$0
ABDHISH BHAVSAR	DIRECTOR	5.00	Director	$0	$0	$0
MICHAEL J BLUM	DIRECTOR	5.00	Director	$0	$0	$0
PETER BREW	DIRECTOR	5.00	Director	$0	$0	$0
AMY FITERMAN	DIRECTOR	5.00	Director	$0	$0	$0
DARREL GERMAN	DIRECTOR	5.00	Director	$0	$0	$0
TODD HARTMAN	DIRECTOR	5.00	Director	$0	$0	$0
DIANE HOFSTEDE	DIRECTOR	5.00	Director	$0	$0	$0
TIMOTHY A HUEBSCH	DIRECTOR	5.00	Director	$0	$0	$0
DAVID HURRELL	DIRECTOR	5.00	Director	$0	$0	$0
HANS KABAT	DIRECTOR	5.00	Director	$0	$0	$0
CHRISTINE KUCERA KALLA	DIRECTOR	5.00	Director	$0	$0	$0
JAY KIEDROWSKI	DIRECTOR	5.00	Director	$0	$0	$0
JOHN KNAPP	DIRECTOR	5.00	Director	$0	$0	$0
DAVID M LILLY JR	DIRECTOR	5.00	Director	$0	$0	$0
KRISTEN LUDGATE	DIRECTOR THRU 05/2024	5.00	Director	$0	$0	$0
MICHAEL MCCORMICK	DIRECTOR	5.00	Director	$0	$0	$0
W THOMAS MCENERY	DIRECTOR	5.00	Director	$0	$0	$0
MUNIR MEGHJEE	DIRECTOR	5.00	Director	$0	$0	$0
JENNIFER MELIN MILLER	DIRECTOR	5.00	Director	$0	$0	$0
RENEE MONTZ	DIRECTOR	5.00	Director	$0	$0	$0
DAVID MOORE JR	DIRECTOR	5.00	Director	$0	$0	$0
LYNN MYHRAN	DIRECTOR	5.00	Director	$0	$0	$0
WENDY NELSON	DIRECTOR	5.00	Director	$0	$0	$0
TODD NOTEBOOM	DIRECTOR	5.00	Director	$0	$0	$0
ANNE PAAPE	DIRECTOR	5.00	Director	$0	$0	$0
IRENE QUARSHIE	DIRECTOR THRU 09/2023	5.00	Director	$0	$0	$0
ANN RAINHART	DIRECTOR	5.00	Director	$0	$0	$0
ROBERT A ROSENBAUM	DIRECTOR	5.00	Director	$0	$0	$0
REBECCA KOENIG ROLOFF	DIRECTOR	5.00	Director	$0	$0	$0
JERRY RUDOWSKY	DIRECTOR	5.00	Director	$0	$0	$0
KENNETH F SPENCE	DIRECTOR	5.00	Director	$0	$0	$0
KWELI P THOMPSON	DIRECTOR	5.00	Director	$0	$0	$0
MEREDITH BOONE TUTTEROW	DIRECTOR	5.00	Director	$0	$0	$0
STEVE C WEBSTER	DIRECTOR	5.00	Director	$0	$0	$0
JAMIE WILSON	DIRECTOR	5.00	Director	$0	$0	$0
TODD ZAUN	DIRECTOR	5.00	Director	$0	$0	$0
TRISHA KIRK	MANAGING DIRECTOR	40.00	Officer	$197,867	$34,291	$232,158
JOEL KRAUSE	DIRECTOR OF PRODUCTION	40.00	Highest	$146,583	$12,993	$159,576
JENNIFER BAUMGARTNER	CAMPAIGN DIRECTOR	40.00	Highest	$133,482	$19,466	$152,948
JANET BALEJ	DIRECTOR OF FINANCE	40.00	Highest	$130,319	$23,155	$153,474
TRACY BRIGDEN	SENIOR ARTISTIC PRODUCER	40.00	Highest	$119,747	$34,865	$154,612
WILLIAM SCHNEIDER	DIRECTOR OF ITS	40.00	Highest	$111,574	$35,552	$147,126
JAMES HASKINS	FORMER MANAGING DIR. THRU 08/2023	40.00		$290,018	$30,765	$320,783

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
2024	$36,051,705	$33,943,666	$160,661,885	$2,108,039
2023	$37,377,343	$36,103,936	$152,917,477	$1,273,407
2022	$38,832,182	$29,522,220	$157,320,019	$9,309,962
2021	$17,905,053	$16,363,475	$166,811,777	$1,541,578
2020	$18,685,485	$25,864,338	$150,141,249	$-7,178,853
2019	$24,696,711	$31,001,513	$155,269,541	$-6,304,802
2018	$38,487,110	$32,247,930	$161,169,674	$6,239,180

GUTHRIE THEATER FOUNDATION