SOUTHERN THEATER FOUNDATION

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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

OCHEN KAYLAN

Phone

6123400155

Tax Period

2019-01-01 to 2019-12-31

SOUTHERN THEATER FOUNDATION, founded in 1978, is a small nonprofit that reported $251K in total revenue in fiscal year 2019. Expenses of $228K left a modest 9% surplus.

Mission

THE SOUTHERN THEATER'S MISSION IS TO FOSTER A COMMUNITY OF EXCEPTIONAL ARTISTS.

Program Service Accomplishments

Program 1

Expenses: $178,092 Revenue: $173,177

THE PRIMARY PROGRAM OF THE SOUTHERN THEATER IS THE ARTSHARE PROGRAM. IN 2019, 25 ARTSHARE PERFORMANCE COMPANIES WERE CURATED AS PART OF THE SOUTHERN'S SEASON AND CONTRACTED FOR PERFORMANCES WITHIN...

THE PRIMARY PROGRAM OF THE SOUTHERN THEATER IS THE ARTSHARE PROGRAM. IN 2019, 25 ARTSHARE PERFORMANCE COMPANIES WERE CURATED AS PART OF THE SOUTHERN'S SEASON AND CONTRACTED FOR PERFORMANCES WITHIN THE SEASON. COMPANIES THAT ARE PART OF THE ARTSHARE PROGRAM DO NOT HAVE AN UPFRONT RENTAL COST. INSTEAD REVENUE FROM TICKET SALES ARE SPLIT BETWEEN THE SOUTHERN AND THE COMPANY. ARTSHARE COMPANIES ALSO RECEIVE ASSISTANCE WITH SUPPORT SERVICES SUCH AS TICKET SALES, MARKETING, AND TECHNICAL ASSISTANCE.GUEST PRESENTERS ARE COMPANIES THAT PAY UPFRONT RENTAL COSTS AND RECEIVE SUPPORT TO PRESENT THEIR PRODUCTION VIA THE RENTAL AGREEMENT.THE ARTSHARE MEMBERSHIP PROGRAM PROVIDES A MONTHLY SUBSCRIPTION OPTION FOR PATRONS TO ATTEND ALL ARTSHARE PERFORMANCES WITHIN THE MONTH THEY ARE MEMBERS. SINGLE TICKET SALES ARE AVAILABLE FOR ALL ARTSHARE SHOWS AS WELL. SOME GUEST PRESENTERS GIVE ARTSHARE MEMBERS A DISCOUNT OFF REGULAR TICKET PRICES.

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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 (2019)

Revenue Breakdown

Contributions & Grants $69,012

Program Service Revenue $173,177

Investment Income $33

Other Revenue $8,517

TOTAL REVENUE $250,739

Expense Breakdown

Grants Paid $0

Salaries & Benefits $54,046

Fundraising Expenses $65

Program Expenses $178,092

Other Expenses $173,659

TOTAL EXPENSES $227,705

Year-over-Year Comparison

	2019	2018	Change
Revenue	$250,739	$247,911	+0.0%
Expenses	$227,705	$238,354	0.0%
Net Income	$23,034	$9,557	+1.4%

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

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
OCHEN KAYLAN	CHAIR	2.00	Officer Director	$0	$0	$0
RITA DIBBLE	VICE CHAIR	2.00	Officer Director	$0	$0	$0
REBEKAH COOK	TREASURER	2.00	Officer Director	$0	$0	$0
SETH BROCKLEY	SECRETARY	2.00	Officer Director	$0	$0	$0
DAHLIA BRUE	DIRECTOR	2.00	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
2019	$250,739	$227,705	$163,973	$23,034
2018	$247,911	$238,354	$150,887	$9,557