THE COTERIE INC

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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

1979

Legal Domicile

Principal Officer

JONATHAN THOMAS

Phone

8164746785

Tax Period

2024-09-01 to 2025-08-31

THE COTERIE INC, founded in 1979, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.6M in total revenue in fiscal year 2024.

Mission

THE MISSION OF THE COTERIE IS TO CELEBRATE YOUNG PEOPLE AND ENGAGE DIVERSE COMMUNITIES THROUGH PROFESSIONAL THEATRE AND EDUCATION PROGRAMS THAT FOSTER CREATIVITY, CONFIDENCE, AND COMPASSION.

Program Service Accomplishments

Program 1

Expenses: $598,701 Revenue: $691,608

THEATRICAL PRODUCTIONS FOR CHILDREN AND YOUNG ADULTS. 6 PRODUCTIONS, 325 PERFORMANCES IN RESIDENCE WITH 54,773 IN ATTENDANCE.

Program 2

Expenses: $102,312 Revenue: $171,015

EDUCATIONAL WORKSHOPS/CLASSES AT THE THEATRE AND IN SCHOOLS/COMMUNITY CENTERS, 225 CLASSES/WORKSHOPS WITH 4,472 IN ATTENDANCE.

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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 $808,266

Program Service Revenue $727,556

Investment Income $3

Other Revenue $52,217

TOTAL REVENUE $1,588,042

Expense Breakdown

Grants Paid $0

Salaries & Benefits $975,612

Fundraising Expenses $68,515

Program Expenses $1,099,174

Other Expenses $689,747

TOTAL EXPENSES $1,665,359

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,588,042	$1,544,727	+0.0%
Expenses	$1,665,359	$1,670,049	0.0%
Net Income	$-77,317	$-125,322	-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

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
SARA ANTHONY	DIRECTOR	3.00	Director	$0	$0	$0
AMY GRAHAM	SECRETARY	3.00	Officer Director	$0	$0	$0
LATANYA FRANKLIN	DIRECTOR	3.00	Director	$0	$0	$0
JENNIFER INGRAHAM	DIRECTOR	3.00	Director	$0	$0	$0
ANDREW VAN DER LAAN	DIRECTOR	3.00	Director	$0	$0	$0
NICOLE JACOBS-SILVEY	COMMUNITY ENGAGEMENT	3.00	Officer Director	$0	$0	$0
KATIE HALL	DIRECTOR	3.00	Director	$0	$0	$0
GREG OBORNY	DIRECTOR	3.00	Director	$0	$0	$0
ASHLEE PARKER-OSBORNE	DIRECTOR	3.00	Director	$0	$0	$0
THERESA STOKER	TREASURER	3.00	Officer Director	$0	$0	$0
KRISTINA THOMPSON	SECRETARY	3.00	Officer Director	$0	$0	$0
ALI SAUCIER	DEVELOPMENT	3.00	Officer Director	$0	$0	$0
GABY LUCAS	DIRECTOR	3.00	Director	$0	$0	$0
JOE BELLINGER	PRESIDENT	3.00	Officer Director	$0	$0	$0
CARLOS GONZALEZ	DIRECTOR	3.00	Director	$0	$0	$0
LAURA ANTOLAK	BOARD ENGAGEMENT	3.00	Officer Director	$0	$0	$0
AVA DELSEMME	DIRECTOR	3.00	Director	$0	$0	$0
ASHLEY STROHM	DIRECTOR	3.00	Director	$0	$0	$0
ANGELA BEDELL	BOARD ENGAGEMENT	3.00	Officer Director	$0	$0	$0
RICHARD BROWNE	DIRECTOR	3.00	Director	$0	$0	$0
MICHAEL JUDY	DIRECTOR	3.00	Director	$0	$0	$0
CARLA NOACK	DIRECTOR	3.00	Director	$0	$0	$0
NATALIE SIMMS-PATTON	DIRECTOR	3.00	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
2025	$1,588,042	$1,665,359	$431,346	$-77,317
2024	$1,544,727	$1,670,049	$462,183	$-125,322
2023	$1,625,436	$1,692,509	$600,635	$-67,073
2022	$1,131,042	$1,176,671	$645,610	$-45,629
2021	$1,276,948	$783,304	$700,402	$493,644
2020	$932,295	$1,061,664	$372,443	$-129,369
2019	$1,489,619	$1,379,651	$334,682	$109,968
2018	$1,302,216	$1,340,452	$253,268	$-38,236