MUSICAL THEATER HERITAGE INC (EIN 431828531) - 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

GEORGE NORTON

Phone

8162216987

Tax Period

2023-01-01 to 2023-12-31

MUSICAL THEATER HERITAGE INC, founded in 1998, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.2M in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $2.0M left a modest 9% surplus.

Mission

FOR THE AWARENESS AND APPRECIATION OF THE AMERICAN MUSICAL

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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 $654,069

Program Service Revenue $1,476,776

Investment Income $25,629

Other Revenue $21,208

TOTAL REVENUE $2,177,682

Expense Breakdown

Grants Paid $0

Salaries & Benefits $844,840

Fundraising Expenses $62,002

Program Expenses $1,760,037

Other Expenses $1,142,626

TOTAL EXPENSES $1,987,466

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,177,682	$1,549,360	+0.4%
Expenses	$1,987,466	$1,799,324	+0.1%
Net Income	$190,216	$-249,964	-1.8%

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

163

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

$229,523

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE NORTON	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAN DURWOOD	DIRECTOR	0.50	Director	$0	$0	$0
JOE LECLUYSE	SECRETARY	0.50	Officer Director	$0	$0	$0
RON LACKEY START 42023	DIRECTOR	0.50	Director	$0	$0	$0
MELODY FUGAZZOTTO START 62023	DIRECTOR	0.50	Director	$0	$0	$0
STACEY GILMAN	DIRECTOR	0.50	Director	$0	$0	$0
DAVID GRANT THRU 22023	DIRECTOR	0.50	Director	$0	$0	$0
TIM SCOTT	CHIEF EXECUTIVE	40.00	Officer	$129,838	$13,448	$143,286
CARLY LEE	TREASURER/MANAGING DIRECTOR	40.00	Officer	$73,844	$12,393	$86,237

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	No data	No data	No data	No data
2023	$2,177,682	$1,987,466	$1,142,990	$190,216
2022	$1,549,360	$1,799,324	$849,272	$-249,964
2021	$2,171,474	$1,311,146	$1,064,864	$860,328
2020	$735,698	$921,015	$360,640	$-185,317
2019	$1,737,223	$1,788,991	$434,603	$-51,768
2018	$1,946,342	$1,839,979	$389,647	$106,363

MUSICAL THEATER HERITAGE INC