THEATRE ASPEN

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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

1983

Legal Domicile

Principal Officer

J KENNETH TATE

Phone

9709259313

Tax Period

2025-01-01 to 2025-12-31

THEATRE ASPEN, founded in 1983, is a community nonprofit in the Arts, Culture & Humanities sector that reported $5.7M in total revenue in fiscal year 2025. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $5.2M left a modest 10% surplus.

Mission

ENTERTAIN, ENLIGHTEN, ENRICH, EDUCATE AND CHALLENGE THE RESIDENTS AND VISITORS OF THE ROARING FORK VALLEY THROUGH PROFESSIONAL QUALITY THEATRICAL PRODUCTIONS, NEW PLAY DEVELOPMENT INITIATIVES AND A BROAD SPECTRUM OF EDUCATIONAL PROGRAMS.

Program Service Accomplishments

Program 1

Expenses: $4,599,759 Revenue: $1,872,028

PRODUCE THEATRICAL PRODUCTIONS USING BOTH PROFESSIONAL AND AMATEUR ACTORS.

Program 2

Expenses: $133,542 Revenue: $408,681

PROVIDE THEATRICAL EDUCTATION PROGRAMS TO CHILDREN AND ADULTS OF THE ROARING FORK VALLEY.

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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 $3,356,655

Program Service Revenue $2,280,709

Investment Income $14,809

Other Revenue $94,156

TOTAL REVENUE $5,746,329

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,250,912

Fundraising Expenses $145,639

Program Expenses $4,733,301

Other Expenses $2,923,886

TOTAL EXPENSES $5,174,798

Year-over-Year Comparison

	2025	2024	Change
Revenue	$5,746,329	$4,910,536	+0.2%
Expenses	$5,174,798	$5,279,250	0.0%
Net Income	$571,531	$-368,714	-2.6%

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
ROBIN SMITH	CO-CHAIR	5.00	Officer Director	$0	$0	$0
CLARE EVERT-SHANE	CO-CHAIR	5.00	Officer Director	$0	$0	$0
AMANDA HIRSH	DIRECTOR	2.00	Director	$0	$0	$0
SAMUEL SAXTON	DIRECTOR	2.00	Director	$0	$0	$0
ROBIN BUCHALTER	DIRECTOR	2.00	Director	$0	$0	$0
RACHEL KLAUSNER	DIRECTOR	2.00	Director	$0	$0	$0
OBIE OBERMAN	DIRECTOR	2.00	Director	$0	$0	$0
NINA KOTICK	DIRECTOR	2.00	Director	$0	$0	$0
NANCY BLANK	DIRECTOR	2.00	Director	$0	$0	$0
MONICA VIDAL	DIRECTOR	2.00	Director	$0	$0	$0
MICHELE DEWITT	DIRECTOR	2.00	Director	$0	$0	$0
LISA BAKER	DIRECTOR	2.00	Director	$0	$0	$0
LESHA ELSENBROOK	DIRECTOR	2.00	Director	$0	$0	$0
SOLEDAD HURST	DIRECTOR	2.00	Director	$0	$0	$0
JIM GRUSECKI	DIRECTOR	2.00	Director	$0	$0	$0
TERRI CAINE	DIRECTOR	2.00	Director	$0	$0	$0
JEN STYSLINGER	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA LEE	DIRECTOR	2.00	Director	$0	$0	$0
CHARLENE FREEDLAND	DIRECTOR	2.00	Director	$0	$0	$0
CHUCK WALL	DIRECTOR	2.00	Director	$0	$0	$0
COURTNEY PRESUTTI	DIRECTOR	2.00	Director	$0	$0	$0
JERRY PARKER	DIRECTOR	2.00	Director	$0	$0	$0
DAVID CHAZEN	DIRECTOR	2.00	Director	$0	$0	$0
ERICA SIMPSON	DIRECTOR	2.00	Director	$0	$0	$0
ERIN BECKER	DIRECTOR	2.00	Director	$0	$0	$0
DON SHORT	DIRECTOR	2.00	Director	$0	$0	$0
DARLYNN FELLMAN	DIRECTOR	2.00	Director	$0	$0	$0
MARK MASON	DIRECTOR	2.00	Director	$0	$0	$0
BRYAN WEINGARTEN	DIRECTOR	2.00	Director	$0	$0	$0
JULIET SHIELD-TAYLOR	SECRETARY	3.00	Officer Director	$0	$0	$0
KENNY TATE	TREASURER	3.00	Officer Director	$0	$0	$0
KENNY LIPSCHUTZ	VICE CHAIR	3.00	Officer Director	$0	$0	$0
BRITT MARDEN	DIRECTOR OF ARTISTIC PLANNING	40.00	Highest	$125,552	$23,644	$149,196
MICHAEL RADERSTORF	EXECUTIVE PRODUCER	50.00	Highest	$140,392	$10,309	$150,701
JED BERNSTEIN	PRODUCING DIRECTOR	50.00	Highest	$240,625	$38,772	$279,397

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	$5,746,329	$5,174,798	$2,448,783	$571,531
2024	$4,910,536	$5,279,250	$1,925,934	$-368,714
2023	$4,643,568	$4,600,213	$2,335,115	$43,355
2022	$4,194,638	$4,472,411	$2,133,321	$-277,773
2021	$3,832,324	$3,352,944	$2,636,414	$479,380
2020	$2,382,323	$2,240,852	$1,812,095	$141,471
2019	$3,346,246	$3,392,726	$1,894,307	$-46,480
2018	$2,827,678	$2,910,270	$1,757,194	$-82,592