SOUTH COAST REPERTORY INC

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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

1965

Legal Domicile

Principal Officer

SUZANNE APPEL

Phone

7147085500

Tax Period

2023-09-01 to 2024-08-31

SOUTH COAST REPERTORY INC, founded in 1965, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $10.0M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $15.9M exceeded revenue, resulting in a 59% operating deficit.

Mission

SCR WAS ESTABLISHED FOR THE PURPOSE OF EDUCATING AND SERVING ITS COMMUNITY WITH PRODUCTIONS OF DRAMATIC ENTERTAINMENT ON ITS STAGES AND OFFERING DRAMATIC CLASSES FOR YOUTH THROUGH ADULTS (THE CONSERVATORY) BOTH ONSITE AND IN COMMUNITY VENUES THROUGHOUT ORANGE COUNTY.

Program Service Accomplishments

Program 1

Expenses: $11,926,705 Revenue: $3,480,753

STAGE PRODUCTIONS:FOR 23-24, SCR CONTINUED PRODUCING AT A REDUCED LEVEL FROM PRE-PANDEMIC SEASONS. SCR PROVIDED A TOTAL OF 7 PLAYS PERFORMED ON THE TWO MAIN INDOOR STAGES, INCLUDING ONE PRODUCTION...

STAGE PRODUCTIONS:FOR 23-24, SCR CONTINUED PRODUCING AT A REDUCED LEVEL FROM PRE-PANDEMIC SEASONS. SCR PROVIDED A TOTAL OF 7 PLAYS PERFORMED ON THE TWO MAIN INDOOR STAGES, INCLUDING ONE PRODUCTION FOR YOUNG AUDIENCES, AS WELL AS ITS HOLIDAY TRADITIONAL A CHRISTMAS CAROL. EACH PLAY PERFORMED FOR THREE TO FIVE WEEKS. THERE WERE ALSO READINGS OF NEWLY-WRITTEN PLAYS PERFORMED BY ACTORS AT VARIOUS DATES DURING THE YEARS, INCLUDING AT OUR PLAYWRIGHTS FESTIVAL DEVOTED TO PRESENTING SEVERAL NEW WORKS OVER A 3-DAY WEEKEND. IN ADDITION, DURING THE SUMMER, WE CONTINUED THE OUTSIDE SCR PRODUCTION, INTRODUCED INITIALLY IN THE SUMMER OF 2021, PRESENTED IN PARTNERSHIP WITH THE MISSION SAN JUAN CAPISTRANO, WHERE AN OUTDOOR MUSICAL WAS OFFERED FOR LIVE AUDIENCES.

Program 2

Expenses: $1,074,510 Revenue: $629,247

CONSERVATORY: THIS COMPREHENSIVE PROGRAM OFFERS SPECIALIZED THEATRE TRAINING FOR CHILDREN AND ADULTS, TAUGHT BY WORKING THEATRE PROFESSIONALS. THE CONSERVATORY HAS FOUR COMPONENTS: THE YOUTH AND TEEN PROGRAM, FOR STUDENTS GRADES 3-12, IS HELD IN THREE 10-WEEK SESSIONS THROUGHOUT THE SCHOOL YEAR. THE YOUTH PROGRAM IS FOR GRADES 3-6 AND THE TEEN PROGRAM IS FOR GRADES 7-12. ALSO OFFERED IS THE SUMMER THEATRE WORKSHOP, A 2-WEEK INTRODUCTORY SESSION HELD IN AUGUST FOR YOUTHS GRADES 3-12; AND THE NEIGHBORHOOD CONSERVATORY, A 10-WEEK VERSION OF THE YOUNG CONSERVATORY OFFERED FREE-OF-CHARGE AT COMMUNITY CENTERS, FOR CHILDREN WHO WOULD OTHERWISE NOT HAVE ACCESS TO SUCH A PROGRAM. SCHOLARSHIPS FOR THE YOUTH AND TEEN PROGRAMS ARE AWARDED TO STUDENTS WHO DISTINGUISH THEMSELVES IN SCR'S NEIGHBORHOOD CONSERVATORY PROGRAMS BASED ON COMMITMENT, ENTHUSIASM, PERSONAL GROWTH AND THE ABILITY TO WORK IN AN ENSEMBLE. THE JUNIOR, TEEN AND SUMMER PLAYERS ARE PERFORMANCE GROUPS FOR YOUNG PEOPLE WITH AT LEAST TWO YEARS OF CONSERVATORY TRAINING. THREE TIMES A YEAR THEY PERFORM PROFESSIONALLY WRITTEN, DIRECTED AND DESIGNED PRODUCTIONS FOR PAID AUDIENCES IN THE NICHOLAS STUDIO. THE THEATRE CONSERVATORY, FOR STUDENTS 18 AND OVER, OFFERS CLASSES IN FOUR 8-WEEK SESSIONS. THESE CLASSES TEACH THE FUNDAMENTALS THROUGH EXERCISES IN BASIC SKILLS OF IMPROVISATION, COMMUNICATION AND SCENE WORK. STUDENTS IN THIS PROGRAM ARE BOTH VOCATIONAL AND/OR INTERESTED IN A PROFESSIONAL CAREER.

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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 $3,285,985

Program Service Revenue $4,110,000

Investment Income $2,754,349

Other Revenue $-149,920

TOTAL REVENUE $10,000,414

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,334,335

Fundraising Expenses $1,258,784

Program Expenses $13,001,215

Other Expenses $7,608,885

TOTAL EXPENSES $15,943,220

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,000,414	$8,883,571	+0.1%
Expenses	$15,943,220	$11,657,923	+0.4%
Net Income	$-5,942,806	$-2,774,352	+1.1%

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

414

Volunteers

293

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

$605,874

Total Directors

$716,064

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARTIN E BENSON	FOUNDING ARTISTIC DIRECTOR	20.00	Director	$47,132	$8,322	$55,454
DAVID M EMMES PHD	FOUNDING ARTISTIC DIRECTOR	20.00	Director	$47,132	$7,604	$54,736
DAVID IVERS	ARTISTIC DIRECTOR	40.00	Officer Director	$293,570	$17,053	$310,623
PAULA TOMEI	MANAGING DIRECTOR	40.00	Officer Director	$274,006	$21,245	$295,251
TAYLA NEVO-HACOHEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
ADRIAN S GRIGGS	VP, FINANCE	1.00	Officer Director	$0	$0	$0
MICHAEL C RAY	VP, ADVANCEMENT	1.00	Officer Director	$0	$0	$0
LEONA ARONOFF-SADACCA	VP, COMMUNITY RELATIONS	1.00	Officer Director	$0	$0	$0
MICHAEL R HARDS CTP	VP, DEVELOPMENT	1.00	Officer Director	$0	$0	$0
DEEPAK NANDA	TRUSTEE	1.00	Director	$0	$0	$0
GIULIA NEWTON	TRUSTEE	1.00	Director	$0	$0	$0
ERNESTO M VASQUEZ	TRUSTEE	1.00	Director	$0	$0	$0
FELIX YAN	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH A LOBE	TRUSTEE	1.00	Director	$0	$0	$0
LEA KONG	TRUSTEE	1.00	Director	$0	$0	$0
NICKIE WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
JULIA VOCE	TRUSTEE	1.00	Director	$0	$0	$0
SOPHIE HALL CRIPE	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN SHIELDKRET-DULL	TRUSTEE	1.00	Director	$0	$0	$0
TIMOTHY KAY	TRUSTEE	1.00	Director	$0	$0	$0
TARA NETHERTON	TRUSTEE	1.00	Director	$0	$0	$0
MARK PETERSON	TRUSTEE	1.00	Director	$0	$0	$0
BRUCE WAGNER	TRUSTEE	1.00	Director	$0	$0	$0
CLARE KIKLOWICZ	DIRECTOR OF MARKETING	40.00	Highest	$121,390	$4,545	$125,935
BIL SCHROEDER	DIRECTOR OF DEVELOPMENT	40.00	Highest	$111,936	$16,053	$127,989
LORI MONNIER	GENERAL MANAGER	40.00	Highest	$109,378	$4,253	$113,631

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
2024	$10,000,414	$15,943,220	$74,818,207	$-5,942,806
2023	$8,883,571	$11,657,923	$74,684,478	$-2,774,352
2022	$10,887,700	$10,688,918	$74,482,360	$198,782
2021	$5,710,509	$7,285,999	$83,774,342	$-1,575,490
2020	$16,222,724	$10,296,761	$74,615,311	$5,925,963
2019	$14,347,146	$11,392,580	$69,024,438	$2,954,566
2018	$11,573,076	$11,872,659	$70,892,519	$-299,583