SOUTH COAST REPERTORY INC (EIN 956122708) - 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

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

SOUTH COAST REPERTORY, INC. EDUCATES INDIVIDUALS THROUGH THE PRODUCTION OF DRAMATIC ENTERTAINMENT.

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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
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

SOUTH COAST REPERTORY INC