WINDSOR THEATRE DEVELOPMENT (EIN 421477649) - 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

1998

Legal Domicile

Principal Officer

JIM DAVIES

Phone

6414564389

Tax Period

2025-01-01 to 2025-12-31

WINDSOR THEATRE DEVELOPMENT, founded in 1998, is a small nonprofit in the Arts, Culture & Humanities sector that reported $147K in total revenue in fiscal year 2025. Revenue decreased 7% compared to the prior year. Expenses of $164K exceeded revenue, resulting in a 12% operating deficit.

Mission

RENOVATION OF HISTORIC THEATRE

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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 (2025)

Revenue Breakdown

Contributions & Grants $28,276

Program Service Revenue $100,223

Investment Income $211

Other Revenue $17,922

TOTAL REVENUE $146,632

Expense Breakdown

Grants Paid $0

Salaries & Benefits $31,039

Fundraising Expenses $0

Program Expenses $163,833

Other Expenses $132,794

TOTAL EXPENSES $163,833

Year-over-Year Comparison

	2025	2024	Change
Revenue	$146,632	$157,073	-0.1%
Expenses	$163,833	$185,243	-0.1%
Net Income	$-17,201	$-28,170	-0.4%

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

$6,864

Total Directors

$10,021

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM DAVIES	PRESIDENT	13.20	Officer Director	$6,864	$0	$6,864
DONNA SPEEDY	DIRECTOR	N/A	Director	$0	$0	$0
DORI JO BERDING	DIRECTOR	N/A	Director	$0	$0	$0
WENDY BUSEMAN	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
LAELA RAGSDALE	SECRETARY	N/A	Director	$0	$0	$0
SALLY CRANDELL	DIRECTOR	N/A	Director	$0	$0	$0
LEON KUEHNER	DIRECTOR	N/A	Director	$0	$0	$0
DYANNE PRALLE	TREASURER	N/A	Director	$0	$0	$0
DAN RODEMEYER	DIRECTOR	N/A	Director	$0	$0	$0
MARY SYMENS	DIRECTOR	N/A	Director	$0	$0	$0
MATT GROHE	DIRECTOR	N/A	Director	$0	$0	$0
REED MASTERS	DIRECTOR	6.08	Director	$3,157	$0	$3,157

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	$146,632	$163,833	$364,443	$-17,201
2024	$157,073	$185,243	$385,665	$-28,170
2023	$193,737	$156,966	$423,669	$36,771
2022	$134,733	$145,316	$427,504	$-10,583
2021	$109,881	$101,317	$441,855	$8,564
2020	$108,909	$97,463	$436,390	$11,446
2019	$151,920	$163,149	$436,714	$-11,229
2018	$160,142	$160,757	$452,554	$-615

WINDSOR THEATRE DEVELOPMENT