MUSICAL THEATER SOUTHWEST (EIN 856014364) - 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

1966

Legal Domicile

Principal Officer

Andy Boehnlein

Phone

5052659119

Tax Period

2025-02-01 to 2025-12-31

MUSICAL THEATER SOUTHWEST, founded in 1966, is a small nonprofit in the Arts, Culture & Humanities sector that reported $304K in total revenue in fiscal year 2025. Revenue surged 52% from the prior year, signaling strong growth momentum. Expenses of $261K left a modest 14% surplus.

Mission

MTS aims to ignite the lifelong love of performing arts and promote valuing creativity, community, and artistic excellence.

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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 $101,633

Program Service Revenue $202,642

Investment Income $11

Other Revenue $0

TOTAL REVENUE $304,286

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,532

Program Expenses $218,694

Other Expenses $261,014

TOTAL EXPENSES $261,014

Year-over-Year Comparison

	2025	2024	Change
Revenue	$304,286	$200,026	+0.5%
Expenses	$261,014	$233,546	+0.1%
Net Income	$43,272	$-33,520	-2.3%

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

200

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

$800

Key Employees

$2,800

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ashli Saenz	Vice President	20	Key Emp	$2,800	$0	$2,800
Thompson Chesnutt	Director	10	Director	$800	$0	$800
John Shelton	Director	15	Director	$0	$0	$0
Jenni Reed	Director	10	Director	$0	$0	$0
Andy Boehnlein	President	25	Officer	$0	$0	$0
Xavier Visage	Secretary	20	Officer	$0	$0	$0
Deborah Flores	Treasurer	20	Officer	$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	No data	No data	No data	No data
2025	$304,286	$261,014	$95,349	$43,272
2024	$223,266	$242,182	$80,491	$-18,916
2022	$232,252	$173,370	$501,525	$58,882
2021	$69,924	$99,368	$429,552	$-29,444
2020	$256,401	$241,545	$458,996	$14,856

MUSICAL THEATER SOUTHWEST