SHAKESPEARE PLAY ON SANTA CRUZ SHAKESPEARE (EIN 464635444) - 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

2013

Legal Domicile

Principal Officer

LORNE DECHTENBERG

Phone

8314606396

Tax Period

2023-01-01 to 2023-12-31

SHAKESPEARE PLAY ON SANTA CRUZ SHAKESPEARE, founded in 2013, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.1M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $2.4M exceeded revenue, resulting in a 11% operating deficit.

Mission

TO BRING AUDIENCES AND THEATRE ARTISTS TOGETHER TO CELEBRATE STORIES ABOUT OUR COLLECTIVE HUMANITY.

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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 $1,194,022

Program Service Revenue $868,546

Investment Income $50,903

Other Revenue $7,900

TOTAL REVENUE $2,121,371

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,409,457

Fundraising Expenses $158,495

Program Expenses $2,077,156

Other Expenses $954,053

TOTAL EXPENSES $2,363,510

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,121,371	$1,960,117	+0.1%
Expenses	$2,363,510	$2,100,383	+0.1%
Net Income	$-242,139	$-140,266	+0.7%

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

107

Volunteers

100

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

$211,533

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICK WRIGHT	PRESIDENT	10.00	Officer Director	$0	$0	$0
BILL RICHTER	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
CHRIS FROST	VICE-PRESIDENT	3.00	Officer Director	$0	$0	$0
LIZ SANDOVAL	TREASURER	2.00	Officer Director	$0	$0	$0
JEAN SHIMOGUCHI	SECRETARY	2.00	Officer Director	$0	$0	$0
MARGARET BROSE	DIRECTOR	1.00	Director	$0	$0	$0
MARY ANNE CARSON	DIRECTOR	1.00	Director	$0	$0	$0
LEE DUFFUS	DIRECTOR	1.00	Director	$0	$0	$0
ANNA HACKENBRACHT	DIRECTOR	1.00	Director	$0	$0	$0
KENT IMAI	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN LOHMAN	DIRECTOR	1.00	Director	$0	$0	$0
MIKE RYAN	ARTISTIC DIRECTOR 1/1-8/31	40.00	Officer	$56,718	$0	$56,718
LARRY MABREY	MANAGING DIRECTOR 1/1-6/9	40.00	Officer	$50,374	$12,879	$63,253
LORNE DECHTENBERG	MANAGING DIRECTOR 11/13-12/31	40.00	Officer	$11,246	$0	$11,246
CHARLES PASTERNAK	ARTISTIC DIRECTOR	40.00	Officer	$80,316	$0	$80,316

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	$2,121,371	$2,363,510	$2,808,691	$-242,139
2022	$1,960,117	$2,100,383	$3,061,439	$-140,266
2021	$2,096,481	$1,304,382	$3,202,482	$792,099
2020	$1,218,414	$829,990	$2,385,619	$388,424
2019	$1,672,541	$1,487,158	$1,988,802	$185,383
2018	$1,191,118	$1,449,120	$1,782,301	$-258,002

SHAKESPEARE PLAY ON SANTA CRUZ SHAKESPEARE