SERIESFEST (EIN 822457698) - 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

2018

Legal Domicile

Principal Officer

RANDI KLEINER

Phone

9542944376

Tax Period

2024-09-01 to 2025-08-31

SERIESFEST, founded in 2018, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.6M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $1.9M exceeded revenue, resulting in a 19% operating deficit.

Mission

SERIESFEST IS A YEAR-ROUND NONPROFIT ORGANIZATION AND INTERNATIONAL TELEVISION FESTIVAL DEDICATED TO SUPPORTING THE ART OF EPISODIC STORYTELLING.

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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 $1,168,384

Program Service Revenue $381,914

Investment Income $0

Other Revenue $58,844

TOTAL REVENUE $1,609,142

Expense Breakdown

Grants Paid $44,780

Salaries & Benefits $544,637

Fundraising Expenses $217,176

Program Expenses $1,461,057

Other Expenses $1,329,876

TOTAL EXPENSES $1,919,293

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,609,142	$1,450,068	+0.1%
Expenses	$1,919,293	$1,614,400	+0.2%
Net Income	$-310,151	$-164,332	+0.9%

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

$139,155

Total Directors

$139,155

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RANDI KLEINER	CEO/CO-FOUND	40.00	Officer Director	$129,677	$9,478	$139,155
BETSY LEIGHTON	CO-CHAIR	0.50	Officer Director	$0	$0	$0
ROBERT LEIGHTON	CO-CHAIR	0.50	Officer Director	$0	$0	$0
BRITTA ERICKSON	SECRETARY	0.50	Officer Director	$0	$0	$0
STEVE SWOBODA	TREASURER	0.50	Officer Director	$0	$0	$0
NATALIE WEST	CHAIR OF GOV	0.50	Officer Director	$0	$0	$0
KRISTA SMITH	DIRECTOR EME	0.50	Director	$0	$0	$0
JONATHAN ALPERT	DIRECTOR	0.50	Director	$0	$0	$0
CHERI BARNER	DIRECTOR	0.50	Director	$0	$0	$0
TOM CUNHA	DIRECTOR	0.50	Director	$0	$0	$0
CAZ MATTHEWS	DIRECTOR	0.50	Director	$0	$0	$0
KAILY SMITH WESTBROOK	DIRECTOR	0.50	Director	$0	$0	$0
MARK LOHMANN	DIRECTOR	0.50	Director	$0	$0	$0
JAMES LINDSAY	DIRECTOR	0.50	Director	$0	$0	$0
JENNY BLOOM	DIRECTOR	0.50	Director	$0	$0	$0
ALI MILLICE	DIRECTOR	0.50	Director	$0	$0	$0
TULLY BRAGG	DIRECTOR	0.50	Director	$0	$0	$0
BRYANT PALMER	DIRECTOR	0.50	Director	$0	$0	$0
KEN ROTHSTEIN	DIRECTOR	0.50	Director	$0	$0	$0
YVETTE FRAMPTON	DIRECTOR	0.50	Director	$0	$0	$0
PAULETTE TATE	DIRECTOR	0.50	Director	$0	$0	$0
JIM JANICEK	DIRECTOR	0.50	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	$1,609,142	$1,919,293	$201,455	$-310,151
2024	$1,450,068	$1,614,400	$233,715	$-164,332
2023	$1,747,785	$2,232,094	$264,994	$-484,309
2022	$1,745,266	$2,236,075	$743,501	$-490,809
2021	$1,802,213	$1,010,253	$1,300,537	$791,960
2020	$865,017	$950,292	$476,119	$-85,275
2019	$1,854,045	$1,439,485	$655,064	$414,560

SERIESFEST