THE ZEPHYR THEATRE

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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

2016

Legal Domicile

Principal Officer

ERIC DAVIS

Phone

6513004942

Tax Period

2025-01-01 to 2025-12-31

THE ZEPHYR THEATRE, founded in 2016, is a small nonprofit in the Arts, Culture & Humanities sector that reported $430K in total revenue in fiscal year 2025. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $97K, a strong 23% operating margin.

Mission

TO FURTHER THE ARTS AND PROVIDE ARTS EDUCATION

Program Service Accomplishments

Program 1

Expenses: $149,582 Revenue: $102,923

PROVIDING BOTH IN SCHOOL AND COMMUNITY EDUCATION BASED PROGRAMMING THAT INCLUDES ART, MUSIC, AND THEATRE CLASSES.

Program 2

Expenses: $97,093 Revenue: $115,384

CONCERT AND ARTS PERFORMANCES AND PROGRAMMING.

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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 $211,271

Program Service Revenue $218,307

Investment Income $3

Other Revenue $0

TOTAL REVENUE $429,581

Expense Breakdown

Grants Paid $0

Salaries & Benefits $131,863

Fundraising Expenses $25,531

Program Expenses $246,675

Other Expenses $200,676

TOTAL EXPENSES $332,539

Year-over-Year Comparison

	2025	2024	Change
Revenue	$429,581	$357,265	+0.2%
Expenses	$332,539	$332,810	0.0%
Net Income	$97,042	$24,455	+3.0%

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

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

$45,100

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM WECKWERTH	INTERIM EXECUTIVE DIRECTOR	30.00	Officer	$45,100	$0	$45,100
NICOLE BARTELT	BOARD CHAIR	4.00	Officer Director	$0	$0	$0
LARA OTSUKA	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
ERIC JACKSON	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
ERIC DAVIS	SECRETARY	2.00	Officer Director	$0	$0	$0
SAM MAHN	TREASURER	2.00	Officer Director	$0	$0	$0
JEFF YATES	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
NOELLE LECHEVALIER-DUFAULT	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
RANDY GUTZMAN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MARY BETH MOHN	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
EMILY STALOCH	BOARD OF TRUSTEES	1.00	Director	$0	$0	$0
LARRY ODEBRECHT	BOARD OF TRUSTEES	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
2025	$429,581	$332,539	$93,647	$97,042
2024	No data	No data	No data	No data
2023	$717,642	$329,181	$62,115	$388,461
2022	$1,654,344	$1,989,297	$2,340,740	$-334,953
2021	$1,695,950	$1,715,801	$2,381,052	$-19,851
2020	$489,047	$603,391	$2,419,933	$-114,344
2019	$631,009	$797,927	$2,451,273	$-166,918
2018	$631,832	$394,835	$2,482,991	$236,997