San Diego County Theatrical Training Funds (EIN 562602461) - 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

2007

Legal Domicile

Principal Officer

BEN SHAW

Phone

6198491051

Tax Period

2023-10-01 to 2024-09-30

San Diego County Theatrical Training Funds, founded in 2007, is a small nonprofit in the Education sector that reported $506K in total revenue in fiscal year 2023. Revenue surged 59% from the prior year, signaling strong growth momentum. The organization ran a surplus of $103K, a strong 20% operating margin.

Mission

TO PROVIDE TRAINING AND EDUCATION FOR ELIGIBLE EMPLOYEES.

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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 $0

Program Service Revenue $500,843

Investment Income $5,468

Other Revenue $0

TOTAL REVENUE $506,311

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $375,000

Other Expenses $402,869

TOTAL EXPENSES $402,869

Year-over-Year Comparison

	2023	2022	Change
Revenue	$506,311	$318,241	+0.6%
Expenses	$402,869	$368,676	+0.1%
Net Income	$103,442	$-50,435	-3.1%

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

N/A

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
MATT LEVEQUE	MANAGEMENT TRUSTEE	0.5	Director	$0	$0	$0
JOAN FOSTER	MANAGEMENT TRUSTEE	0.5	Director	$0	$0	$0
JONATHAN SILVA	UNION TRUSTEE	0.5	Director	$0	$0	$0
BEN SHAW	UNION TRUSTEE - CHAIR	0.5	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
2024	$506,311	$402,869	$381,237	$103,442
2023	$318,241	$368,676	$271,547	$-50,435
2022	$268,411	$229,864	$313,037	$38,547
2021	$33,980	$167,725	$286,268	$-133,745
2020	$98,645	$216,103	$426,326	$-117,458
2019	$320,719	$92,368	$533,945	$228,351
2018	$152,064	$85,225	$305,808	$66,839

San Diego County Theatrical Training Funds