MONTEREY PENINSULA THEATRE TRUST (EIN 770498258) - 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

1998

Legal Domicile

Principal Officer

GARY F BOLEN

Phone

8316494495

Tax Period

2025-01-01 to 2025-12-31

MONTEREY PENINSULA THEATRE TRUST, founded in 1998, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $22K in total revenue in fiscal year 2025. Revenue fell 68% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $9K, a strong 43% operating margin.

Mission

The Mission of Monterey Peninsula Trust is to promotesupportenhance and fund theatre groups and individuals on the Monterey Peninsula

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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 $240

Program Service Revenue $0

Investment Income $21,443

Other Revenue $0

TOTAL REVENUE $21,683

Expense Breakdown

Grants Paid $8,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,229

Other Expenses $4,429

TOTAL EXPENSES $12,429

Year-over-Year Comparison

	2025	2024	Change
Revenue	$21,683	$67,644	-0.7%
Expenses	$12,429	$19,297	-0.4%
Net Income	$9,254	$48,347	-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

N/A

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	Role	Reportable Comp	Other Comp	Total
ERIC J DEL PIERO	DIRECTOR	Director	$0	$0	$0
TERESA DEL PIERO	DIRECTOR	Director	$0	$0	$0
DAN T BECK	VICE PRESIDENT	Officer Director	$0	$0	$0
GARY BOLEN	PRESIDENT	Officer Director	$0	$0	$0
SEAN BOULWARE	DIRECTOR	Director	$0	$0	$0
SKY A RAPPOPORT	TREASURER	Officer Director	$0	$0	$0
FAITH BEETY	DIRECTOR	Director	$0	$0	$0
JENNIFER FOREMAN	SECRETARY	Officer Director	$0	$0	$0
JILL MILLER	DIRECTOR	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	$21,683	$12,429	$430,449	$9,254
2024	$67,644	$19,297	$420,776	$48,347
2023	$10,181	$12,916	$372,346	$-2,735
2022	$13,322	$8,396	$377,226	$4,926
2021	$77,254	$11,203	$370,203	$66,051
2020	$20,470	$26,383	$306,123	$-5,913

MONTEREY PENINSULA THEATRE TRUST