IN SERIES INC (EIN 521193830) - 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

1980

Legal Domicile

Principal Officer

TIMOTHY NELSON

Phone

2022047763

Tax Period

2024-07-01 to 2025-06-30

IN SERIES INC, founded in 1980, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $323K, a strong 25% operating margin.

Mission

WE MAKE THEATER FROM MUSIC: TRANSFORMING ARTISTS, AUDIENCES, AND COMMUNITY BY DISRUPTING EXPECTATIONS, NOURISHING EMPATHY, STIMULATING INSIGHT, AND DEEPENING THE CONVERSATION.

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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 $1,134,781

Program Service Revenue $178,605

Investment Income $378

Other Revenue $0

TOTAL REVENUE $1,313,764

Expense Breakdown

Grants Paid $0

Salaries & Benefits $244,630

Fundraising Expenses $165,806

Program Expenses $727,237

Other Expenses $745,940

TOTAL EXPENSES $990,570

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,313,764	$870,500	+0.5%
Expenses	$990,570	$883,683	+0.1%
Net Income	$323,194	$-13,183	-25.5%

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

$67,500

Total Directors

$67,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY NELSON	ARTISTIC DIRECTOR	40.00	Officer Director	$67,500	$0	$67,500
JANET FARRELL	PRESIDENT	2.00	Officer Director	$0	$0	$0
ANNA D MORALES	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LARRY HUFFMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
SHANNON MOUTON	TREASURER	2.00	Officer Director	$0	$0	$0
IRA BARTFIELD	DIRECTOR	1.00	Director	$0	$0	$0
JOHN FITZGERALD LOPEZ	DIRECTOR	1.00	Director	$0	$0	$0
KATIE DOUGHERTY	DIRECTOR	1.00	Director	$0	$0	$0
JACK VENTURA	DIRECTOR	1.00	Director	$0	$0	$0
ALAN SAVADA	DIRECTOR	1.00	Director	$0	$0	$0
SULTAN SHAKIR	DIRECTOR	1.00	Director	$0	$0	$0
PAULINE THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
STANLEY THURSTON	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN MINITE	DIRECTOR	1.00	Director	$0	$0	$0
MARJORIE ROSNER	DIRECTOR	1.00	Director	$0	$0	$0
JOCELYN ULRICH	DIRECTOR	1.00	Director	$0	$0	$0
KENT DEVEREAUX	DIRECTOR	1.00	Director	$0	$0	$0
MIRIAM HUTCHINS	DIRECTOR	1.00	Director	$0	$0	$0
NANCY MILLER	DIRECTOR	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	$1,313,764	$990,570	$624,728	$323,194
2024	No data	No data	No data	No data
2023	$860,330	$979,422	$281,685	$-119,092
2022	$896,979	$918,719	$330,093	$-21,740
2021	$772,948	$632,919	$353,643	$140,029

IN SERIES INC