SOUTH BAY MUSICAL THEATRE (EIN 941704916) - 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

1960

Legal Domicile

Principal Officer

BRADEN TAYLOR

Phone

4086744347

Tax Period

2023-01-01 to 2023-12-31

SOUTH BAY MUSICAL THEATRE, founded in 1960, is a small nonprofit that reported $484K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year.

Mission

THEATER ARTS PRDUCTIONS, MUSICAL PRODUCTIONS-200 MEMBERS PARTICIPATE IN AND AUDIENCES OF 1200+ ATTENDED 40+ PERFORMANCES OF THREE MUSICALS AT LOW COST COMMUNITY THEATER PRICES. 150+ STUDENTS AND/OR LOW INCOME COMMUNITY MEMBERS ATTENDED THREE PREVIEW PERFORMANCES.

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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 $94,664

Program Service Revenue $385,339

Investment Income $4,443

Other Revenue $0

TOTAL REVENUE $484,446

Expense Breakdown

Grants Paid $0

Salaries & Benefits $177,028

Fundraising Expenses $0

Program Expenses $351,006

Other Expenses $303,588

TOTAL EXPENSES $480,616

Year-over-Year Comparison

	2023	2022	Change
Revenue	$484,446	$591,456	-0.2%
Expenses	$480,616	$418,689	+0.1%
Net Income	$3,830	$172,767	-1.0%

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

$1,054

Total Directors

Key Employees

$40,383

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL HIRSCH	BOARDMEMBER - CHAIRMAN	1.00	Officer	$0	$0	$0
BRADEN TAYLOR	BOARD MEMBER - CFO	1.00	Officer	$1,054	$0	$1,054
DANIEL SINGLETARY	BOARD MEMBER - CTO	1.00	Officer	$0	$0	$0
NICOLE TUNG	BOARD MEMBER - SECRETARY	1.00	Officer	$0	$0	$0
TIPU PURKAYASTHA	BOARD MEMBER	1.00	Director	$0	$0	$0
SARA DEAN	EXECUTIVE DIRECTOR	40.00	Key Emp	$40,383	$0	$40,383
ANN LUCENA	BOARD MEMBER	1.00	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	$484,446	$480,616	$448,245	$3,830
2022	$591,456	$418,689	$496,974	$172,767
2021	$547,236	$258,955	$450,876	$288,281
2020	$209,641	$224,638	$169,802	$-14,997

SOUTH BAY MUSICAL THEATRE