Orlando Shakespeare Theater Inc (EIN 592931698) - 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

1989

Legal Domicile

Principal Officer

JESSE PEREZ

Phone

4074471700

Tax Period

2024-06-01 to 2025-05-31

Orlando Shakespeare Theater Inc, founded in 1989, is a community nonprofit in the Arts, Culture & Humanities sector that reported $5.0M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Net assets of $13.7M represent 33 months of operating reserves.

Mission

TO ENRICH OUR COMMUNITY WITH ENGAGING PROFESSIONAL THEATER, INSPIRING EDUCATIONAL EXPERIENCES AND THOUGHT-PROVOKING NEW PLAYS.

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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 $3,030,320

Program Service Revenue $1,332,389

Investment Income $283,177

Other Revenue $395,629

TOTAL REVENUE $5,041,515

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,943,757

Fundraising Expenses $224,668

Program Expenses $3,892,128

Other Expenses $2,251,961

TOTAL EXPENSES $5,195,718

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,041,515	$4,068,607	+0.2%
Expenses	$5,195,718	$4,853,170	+0.1%
Net Income	$-154,203	$-784,563	-0.8%

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

129

Volunteers

304

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

$153,035

Total Directors

$28,192

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAWRENCE R MABREY	MGN DIRECTOR thru 11/2024	40.0	Officer	$124,843	$0	$124,843
Jim HELSINGER	AD & EX-OFFICIO MEMBER	40.0	Officer Director	$28,192	$0	$28,192
RITA LOWNDES	CHAIR	3.0	Officer Director	$0	$0	$0
Dr JOHN RICK SCHELL	BOARD MEMBER Eff. 01/2025	1.0	Officer Director	$0	$0	$0
A NONI HOLMES-KIDD	PRESIDENT EFF. 06/2024	3.0	Officer Director	$0	$0	$0
LINDA LANDMAN-GONZALEZ	1ST VP EFF. 06/2024	3.0	Officer Director	$0	$0	$0
DANIEL MCINTOSH	2nd VP Eff. 6/2024	3.0	Officer Director	$0	$0	$0
Valeria Shapiro	Secretary Eff. 06/2024	3.0	Officer Director	$0	$0	$0
JANET ZIOMEK	TREASURER	3.0	Officer Director	$0	$0	$0
BERNARD AUSTIN	BOARD MEMBER	1.0	Director	$0	$0	$0
DANIEL GALANTE	BOARD MEMBER	1.0	Director	$0	$0	$0
SUZANNE GILBERT	BOARD MEMBER	1.0	Director	$0	$0	$0
JENNIFER KEEHBAUCH	BOARD MEMBER	1.0	Director	$0	$0	$0
MACK MCLAUGHLIN	BOARD MEMBER	1.0	Director	$0	$0	$0
SHONN MCCLOUD	BOARD MEMBER	1.0	Director	$0	$0	$0
ROSY MILLS	BOARD MEMBER	1.0	Director	$0	$0	$0
ALONZO MITCHELL	BOARD MEMBER	1.0	Director	$0	$0	$0
MARY PALMER	BOARD MEMBER	1.0	Director	$0	$0	$0
A Brian Phillips	BOARD MEMBER	1.0	Director	$0	$0	$0
SASCHA RIZZO	BOARD MEMBER	1.0	Director	$0	$0	$0
ALVIN WANG	BOARD MEMBER	1.0	Director	$0	$0	$0
DOTTIE WATSON	BOARD MEMBER	1.0	Director	$0	$0	$0
MIKE KILBRIDE	BOARD MEMBER	1.0	Director	$0	$0	$0
JEFFREY MOORE	BOARD MEMBER	1.0	Director	$0	$0	$0
MICHAEL WAINSTEIN	BOARD MEMBER	1.0	Director	$0	$0	$0
MARCIA HOPE GOODWIN	BOARD MEMBER	1.0	Director	$0	$0	$0
ROSEANN HARRINGTON	BOARD MEMBER	1.0	Director	$0	$0	$0
JONATHAN GOETZ	Board Member EFF.06/2024	1.0	Director	$0	$0	$0
David Storm	Board Member Eff.06/2024	1.0	Director	$0	$0	$0
ALAN WILSON	BOARD MEMBER EFF 06/2024	1.0	Director	$0	$0	$0
Cheryl Collins	ED & EX-OFFICIO Eff. 2/2025	40.0	Officer Director	$0	$0	$0
Melissa Braillard	Board Member Eff. 06/2024	1.0	Director	$0	$0	$0
JASON LOCKER	BOARD MEMBER EFF. 6/2024	1.0	Director	$0	$0	$0
CHRIS MCCULLION	Board Member Eff. 06/2024	1.0	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	$5,041,515	$5,195,718	$14,099,167	$-154,203
2024	$4,068,607	$4,853,170	$13,670,980	$-784,563
2023	$4,113,620	$4,557,265	$6,167,085	$-443,645
2022	$4,359,887	$3,545,001	$6,529,809	$814,886
2021	$3,049,979	$2,645,511	$5,695,389	$404,468
2020	$3,468,900	$3,915,884	$5,645,498	$-446,984
2019	$3,742,914	$3,938,410	$5,666,235	$-195,496
2018	$3,667,946	$3,803,505	$5,804,584	$-135,559

Orlando Shakespeare Theater Inc