THEATRE ASPEN (EIN 742319032) - 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

1983

Legal Domicile

Principal Officer

KENNY TATE

Phone

9709259313

Tax Period

2024-01-01 to 2024-12-31

THEATRE ASPEN, founded in 1983, is a community nonprofit in the Arts, Culture & Humanities sector that reported $4.9M in total revenue in fiscal year 2024.

Mission

PROFESSIONAL THEATRE

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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 $2,415,742

Program Service Revenue $1,907,319

Investment Income $18,695

Other Revenue $568,780

TOTAL REVENUE $4,910,536

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,153,027

Fundraising Expenses $108,687

Program Expenses $4,859,892

Other Expenses $3,126,223

TOTAL EXPENSES $5,279,250

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,910,536	$4,643,568	+0.1%
Expenses	$5,279,250	$4,600,213	+0.1%
Net Income	$-368,714	$43,355	-9.5%

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

120

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
ALAN ALTMAN	DIRECTOR	2.00	Director	$0	$0	$0
ALI PHILLIPS	TREASURER	2.00	Officer Director	$0	$0	$0
AMY VERSCHLEISER	DIRECTOR	2.00	Director	$0	$0	$0
ARJUN GUPTA	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA LEE	DIRECTOR	2.00	Director	$0	$0	$0
BRYAN WEINGARTEN	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
CLARE EVERT-SHANE	PRESIDENT	5.00	Officer Director	$0	$0	$0
DARLYNN FELLMAN	DIRECTOR	2.00	Director	$0	$0	$0
DAVID CHAZEN	DIRECTOR	2.00	Director	$0	$0	$0
DON SHORT	DIRECTOR	2.00	Director	$0	$0	$0
JEFF GRINSPOON	DIRECTOR	2.00	Director	$0	$0	$0
JEN STYSLINGER	DIRECTOR	2.00	Director	$0	$0	$0
JIM GRUSECKI	DIRECTOR	2.00	Director	$0	$0	$0
JULIET SHIELD-TAYLOR	SECRETARY	2.00	Officer Director	$0	$0	$0
KAREN BROOKS	DIRECTOR	2.00	Director	$0	$0	$0
KENNY TATE	DIRECTOR	2.00	Director	$0	$0	$0
LISA BAKER	DIRECTOR	2.00	Director	$0	$0	$0
MARK MASON	DIRECTOR	2.00	Director	$0	$0	$0
MEREDITH BERMAN	DIRECTOR	2.00	Director	$0	$0	$0
NICHOLS DUBRUL	DIRECTOR	2.00	Director	$0	$0	$0
RACHEL KLAUSNER	DIRECTOR	2.00	Director	$0	$0	$0
ROBIN SMITH	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
SOLEDAD HURST	FORMER CHAIR	2.00	Director	$0	$0	$0
TERRI CAINE	DIRECTOR	2.00	Director	$0	$0	$0
TRACY EGGLESTON	DIRECTOR	2.00	Director	$0	$0	$0
MICHELE DEWITT	DIRECTOR	2.00	Director	$0	$0	$0
COURTNEY PRESUTTI	DIRECTOR	2.00	Director	$0	$0	$0
NANCY BLANK	DIRECTOR	2.00	Director	$0	$0	$0
DAVID OBERMAN	DIRECTOR	2.00	Director	$0	$0	$0
KENNY LIPSCHUTZ	DIRECTOR	2.00	Director	$0	$0	$0
JERRY PARKER	DIRECTOR	2.00	Director	$0	$0	$0
ERICA SIMPSON	DIRECTOR	2.00	Director	$0	$0	$0
MONICA VIDAL	DIRECTOR	2.00	Director	$0	$0	$0
JED BERNSTEIN	PRODUCING DIRECTOR	40.00	Highest	$268,508	$0	$268,508
EMILY ZECK	EMPLOYEE	40.00	Highest	$150,000	$0	$150,000

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	$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

THEATRE ASPEN