FOX TUCSON THEATRE FOUNDATION (EIN 860965120) - 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

1999

Legal Domicile

Principal Officer

BONNIE SCHOCK

Phone

5206241515

Tax Period

2023-01-01 to 2023-12-31

FOX TUCSON THEATRE FOUNDATION, founded in 1999, is a community nonprofit in the Arts, Culture & Humanities sector that reported $6.2M in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year.

Mission

YEAR-ROUND OPERATION OF THE HISTORIC FOX TUCSON THEATRE AS A VITAL, CHERISHED PERFORMANCE VENUE.

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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 $2,298,348

Program Service Revenue $3,457,633

Investment Income $10,932

Other Revenue $419,968

TOTAL REVENUE $6,186,881

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,401,753

Fundraising Expenses $437,053

Program Expenses $4,947,081

Other Expenses $4,397,686

TOTAL EXPENSES $6,027,439

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,186,881	$7,205,516	-0.1%
Expenses	$6,027,439	$4,481,029	+0.3%
Net Income	$159,442	$2,724,487	-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

120

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

$163,989

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER CHENAULT	DIRECTOR	0.50	Director	$0	$0	$0
MARTA HOLL	DIRECTOR	0.50	Director	$0	$0	$0
NEIL HOLSTAD	DIRECTOR	0.50	Director	$0	$0	$0
PAUL LINDSEY	DIRECTOR	0.50	Director	$0	$0	$0
NANCY MARCH	DIRECTOR	0.50	Director	$0	$0	$0
ANDREW MCWHIRTER	DIRECTOR	0.50	Director	$0	$0	$0
ANDREW MESHEL	DIRECTOR	0.50	Director	$0	$0	$0
CATHERENE MORTON	DIRECTOR	0.50	Director	$0	$0	$0
THOMAS ROBERTSON	DIRECTOR	0.50	Director	$0	$0	$0
TERENCE RUDKIN	DIRECTOR	0.50	Director	$0	$0	$0
JOANN SABBAGH	DIRECTOR	0.50	Director	$0	$0	$0
TERRI SAINT PIERRE	DIRECTOR	0.50	Director	$0	$0	$0
BRENT L DAVIS	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
BRUCE DUSENBERRY	PRESIDENT	2.00	Officer Director	$0	$0	$0
DAVID VOLK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
FRANK FILIPO	TREASURER	1.00	Officer Director	$0	$0	$0
SHERRY DOWNER	SECRETARY	1.00	Officer Director	$0	$0	$0
BONNIE SCHOCK	EXECUTIVE DIRECTOR	40.00	Officer	$140,196	$23,793	$163,989

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	$6,186,881	$6,027,439	$12,750,451	$159,442
2022	$7,205,516	$4,481,029	$13,008,607	$2,724,487
2021	$4,013,342	$2,227,101	$11,879,318	$1,786,241
2020	$3,325,815	$1,462,876	$10,098,055	$1,862,939
2019	$4,542,173	$4,408,864	$11,098,651	$133,309
2018	$4,566,926	$4,573,063	$11,363,466	$-6,137

FOX TUCSON THEATRE FOUNDATION