STAGE WEST THEATRE FORMERLY ALLIED THEATRE GROUP INC (EIN 752495487) - 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

1999

Legal Domicile

Principal Officer

LISA DAVIS

Phone

8177849378

Tax Period

2023-10-01 to 2024-09-30

STAGE WEST THEATRE FORMERLY ALLIED THEATRE GROUP INC, founded in 1999, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.0M in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. Net assets of $5.9M represent 35 months of operating reserves.

Mission

STAGE WEST SERVES THE GREATER FORT WORTH COMMUNITY WITH THEATRE AND LIVE EVENTS THAT ENTERTAIN, PROVOKE, AND INSPIRE. WE STRIVE TO BE AN ESSENTIAL PART OF LIFE IN NORTH TEXAS-RECOGNIZED AS A GREAT PLACE TO WORK, CREATE, AND VISIT-WHILE PRODUCING A BALANCED, REPRESENTATIVE SLATE OF PROGRAMMING AND PLACING THE PATRON AND GUEST-ARTIST EXPERIENCE FIRST.

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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 $1,104,152

Program Service Revenue $697,288

Investment Income $79,286

Other Revenue $162,006

TOTAL REVENUE $2,042,732

Expense Breakdown

Grants Paid $0

Salaries & Benefits $913,802

Fundraising Expenses $17,204

Program Expenses $1,138,519

Other Expenses $1,128,934

TOTAL EXPENSES $2,042,736

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,042,732	$1,545,235	+0.3%
Expenses	$2,042,736	$1,575,755	+0.3%
Net Income	$-4	$-30,520	-1.0%

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

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
NATHAN VASSEUR	PRESIDENT	1.00	Officer Director	$0	$0	$0
JENN WHITMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MAGGIE KNAPP	SECRETARY	1.00	Officer Director	$0	$0	$0
THOMAS MCCRAW	TREASURER	1.00	Officer Director	$0	$0	$0
ADAM BARTELL BAGGS	DIRECTOR	1.00	Director	$0	$0	$0
SHARI BARNES	DIRECTOR	1.00	Director	$0	$0	$0
TRACY CLIBURN	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS FAIRCHILD	DIRECTOR	1.00	Director	$0	$0	$0
YVONNE JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
DALISA MCANALLY	DIRECTOR	1.00	Director	$0	$0	$0
SHANNNON MCGRANN	DIRECTOR	1.00	Director	$0	$0	$0
LEILA PEEPLES	DIRECTOR	1.00	Director	$0	$0	$0
PAIGE KELLY HENDRICKS RUSSEY	DIRECTOR	1.00	Director	$0	$0	$0
CATHY REAGAN SHEFFIELD	DIRECTOR	1.00	Director	$0	$0	$0
CAROL STANFORD	DIRECTOR	1.00	Director	$0	$0	$0
VAN ANTHONY WILLIAMS JOINED APRIL 2	DIRECTOR	1.00	Director	$0	$0	$0
RICK WITTENBRAKER	DIRECTOR	1.00	Director	$0	$0	$0
PAUL SWEITZER	DIRECTOR	1.00	Director	$0	$0	$0
RANDY THOMSON	DIRECTOR	1.00	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	$2,042,732	$2,042,736	$6,870,485	$-4
2023	$1,545,235	$1,575,755	$6,590,616	$-30,520
2022	$1,957,504	$1,468,032	$6,705,286	$489,472
2021	$1,638,699	$714,788	$6,388,028	$923,911
2020	$1,828,793	$897,895	$5,309,063	$930,898
2019	$2,453,479	$980,242	$4,392,946	$1,473,237
2018	$1,766,123	$967,114	$2,849,392	$799,009

STAGE WEST THEATRE FORMERLY ALLIED THEATRE GROUP INC