STIEFEL THEATRE FOUNDATION ENDOWMENT FUND (EIN 451026227) - 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

2011

Legal Domicile

Principal Officer

R MICHAEL BEATTY

Phone

7858259134

Tax Period

2024-07-01 to 2025-06-30

STIEFEL THEATRE FOUNDATION ENDOWMENT FUND, founded in 2011, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $53K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $87K exceeded revenue, resulting in a 63% operating deficit.

Mission

THE ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY TO RAISE AND INVEST ENDOWMENT FUNDS FOR THE BENEFIT OF THE STIEFEL THEATRE OF THE PERFORMING ARTS FOUNDATION AND TO ADMINISTER ENDOWMENT FUNDS FOR SALINA SYMPHONY, INC.

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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 $4,000

Program Service Revenue $0

Investment Income $49,353

Other Revenue $0

TOTAL REVENUE $53,353

Expense Breakdown

Grants Paid $6,029

Salaries & Benefits $0

Fundraising Expenses $80,797

Program Expenses $6,029

Other Expenses $80,797

TOTAL EXPENSES $86,826

Year-over-Year Comparison

	2024	2023	Change
Revenue	$53,353	$44,905	+0.2%
Expenses	$86,826	$61,548	+0.4%
Net Income	$-33,473	$-16,643	+1.0%

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

N/A

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
R MICHAEL BEATTY	TRUSTEE	1.00	Director	$0	$0	$0
JIM MAES	TRUSTEE	1.00	Director	$0	$0	$0
MORRIE SODERBERG	TRUSTEE	1.00	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	$53,353	$86,826	$8,191,962	$-33,473
2024	$44,905	$61,548	$7,084,878	$-16,643
2023	$280,573	$29,251	$5,708,237	$251,322
2022	$120,874	$10,071	$4,652,194	$110,803
2021	$107,217	$6,579	$3,278,713	$100,638
2020	$58,805	$6,743	$2,749,953	$52,062
2019	$90,412	$2,476	$2,442,367	$87,936

STIEFEL THEATRE FOUNDATION ENDOWMENT FUND