SOUTHERN APPALACHIAN REPERTORY THEATRE (EIN 562216920) - 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

1974

Legal Domicile

Principal Officer

DAN LUNSFORD

Phone

8286891185

Tax Period

2025-01-01 to 2025-12-31

SOUTHERN APPALACHIAN REPERTORY THEATRE, founded in 1974, is a small nonprofit in the Arts, Culture & Humanities sector that reported $300K in total revenue in fiscal year 2025. Revenue surged 20% from the prior year, signaling strong growth momentum.

Mission

Production of live theatre and other performance entertainment. Celebrate the art and culture of the Southern Appalachian region. Attract nonresidents to the local area, thereby providing additional patronage to local businesses and providing economic impact.

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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 (2025)

Revenue Breakdown

Contributions & Grants $185,207

Program Service Revenue $103,597

Investment Income $265

Other Revenue $11,126

TOTAL REVENUE $300,195

Expense Breakdown

Grants Paid $5,585

Salaries & Benefits $226,825

Fundraising Expenses $10,305

Program Expenses $230,526

Other Expenses $91,106

TOTAL EXPENSES $323,516

Year-over-Year Comparison

	2025	2024	Change
Revenue	$300,195	$249,756	+0.2%
Expenses	$323,516	$240,945	+0.3%
Net Income	$-23,321	$8,811	-3.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN LUNSFORD	CHAIR	5.00	Officer Director	$0	$0	$0
PATTY HIGGINS	SECRETARY	3	Officer Director	$0	$0	$0
JOE BLAIR	TREASURER	3	Officer Director	$0	$0	$0
DOROTHY RAPP	ASSISTANT TREASURER	3	Officer Director	$0	$0	$0
GRETA BYRD	DIRECTOR	3	Director	$0	$0	$0
JOHN HOUGH	DIRECTOR	2	Director	$0	$0	$0
CONNIE KRAMER	DIRECTOR	2	Director	$0	$0	$0
DONNA KULL	DIRECTOR	2	Director	$0	$0	$0
NICHOLE LONG	DIRECTOR	2	Director	$0	$0	$0
JENNIE MATTHEWS	DIRECTOR	2	Director	$0	$0	$0
JANICE SCHREIBER	DIRECTOR	2	Director	$0	$0	$0
RICHARD SEAGLE	DIRECTOR	3	Director	$0	$0	$0
ROBIN SMATHERS	DIRECTOR	3	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	$300,195	$323,516	$35,930	$-23,321
2024	No data	No data	No data	No data
2019	$324,065	$321,984	$12,069	$2,081

SOUTHERN APPALACHIAN REPERTORY THEATRE