ZEPHYRUS ARTS INSTITUTE (EIN 822902239) - 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

2017

Legal Domicile

Principal Officer

MATTHEW SUMNER

Phone

9184914036

Tax Period

2023-10-01 to 2024-09-30

ZEPHYRUS ARTS INSTITUTE, founded in 2017, is a small nonprofit in the Arts, Culture & Humanities sector that reported $266K in total revenue in fiscal year 2023. Revenue surged 56% from the prior year, signaling strong growth momentum. Expenses of $252K left a modest 5% surplus.

Mission

TO FOSTER OPPORTUNITIES THAT ARE LIFE-CHANGING AND DRIVE EACH MEMBERS TO DISCOVER THEIR HIGHEST POTENTIAL AS ARTISTS, PERFORMERS AND INDIVIDUALS IN AN ENVIRONMENT OF RESPECT AND SELF-DISCIPLINE.

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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 $60,285

Program Service Revenue $194,884

Investment Income $0

Other Revenue $10,905

TOTAL REVENUE $266,074

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $252,354

Other Expenses $252,354

TOTAL EXPENSES $252,354

Year-over-Year Comparison

	2023	2022	Change
Revenue	$266,074	$170,909	+0.6%
Expenses	$252,354	$163,598	+0.5%
Net Income	$13,720	$7,311	+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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW SUMNER	PRESIDENT	32.00	Director	$0	$0	$0
AARON MORTON	DIRECTOR	9.00	Director	$0	$0	$0
DAN POTTER	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY FRABLE	TREASURER	1.00	Director	$0	$0	$0
JO MORTON	SECRETARY	4.00	Director	$0	$0	$0
MICHAEL CLARK	DIRECTOR	24.00	Director	$0	$0	$0
JEREMY PARKER	DIRECTOR	5.00	Director	$0	$0	$0
JEREMY STEVENS	DIRECTOR	6.00	Director	$0	$0	$0
DAVID LAWRENCE	DIRECTOR	5.00	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	$266,074	$252,354	$72,053	$13,720
2023	$170,909	$163,598	$73,306	$7,311
2022	$131,948	$109,507	$51,006	$22,441

ZEPHYRUS ARTS INSTITUTE