Katia and Company Inc

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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

2017

Legal Domicile

Principal Officer

Katia McHaney

Phone

4153052153

Tax Period

2023-01-01 to 2023-12-31

Katia and Company Inc, founded in 2017, is a small nonprofit in the Arts, Culture & Humanities sector that reported $427K in total revenue in fiscal year 2023. Revenue surged 78% from the prior year, signaling strong growth momentum. The organization ran a surplus of $110K, a strong 26% operating margin.

Mission

To enrich the communities we serve by offering exciting and affordable performing arts opportunities for young people of all ages

Program Service Accomplishments

Program 1

Expenses: $49,502 Revenue: $57,842

Production of Matilda

Program 2

Expenses: $43,808 Revenue: $71,891

Production of Aladdin

Program 3

Expenses: $38,176 Revenue: $28,030

Bay to Broadway Program - took 23 kids across to New York City to visit Broadway and other areas of cultural enrichment

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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 $6,000

Program Service Revenue $421,035

Investment Income $6

Other Revenue $0

TOTAL REVENUE $427,041

Expense Breakdown

Grants Paid $3,020

Salaries & Benefits $143,512

Fundraising Expenses $0

Program Expenses $295,258

Other Expenses $170,658

TOTAL EXPENSES $317,190

Year-over-Year Comparison

	2023	2022	Change
Revenue	$427,041	$240,465	+0.8%
Expenses	$317,190	$244,569	+0.3%
Net Income	$109,851	$-4,104	-27.8%

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

Employees

Volunteers

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

$58,245

Key Employees

$55,650

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lora Nazarian	President	2.00	Director	$1,800	$0	$1,800
Katia McHaney	Secretary	45.00	Director Key Emp	$55,650	$0	$55,650
Daniel McHaney	Treasurer	1.00	Director	$0	$0	$0
Aimee Nazarian	Board Member	2.00	Director	$795	$0	$795
Amber Calkins	Board Member	2.00	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	No data	No data	No data	No data
2023	$427,041	$317,190	$190,633	$109,851
2022	$240,465	$244,569	$79,338	$-4,104
2020	$78,864	$106,638	$119,772	$-27,774
2019	$262,167	$243,026	$133,684	$19,141
2018	$301,361	$209,886	$105,149	$91,475