Jewel Theatre Company
Nonprofit profile at a glance
- EIN
- 223916870
- IRS 990-EZ coverage
- 2024–2024
- Forms available
- Form 990 2023, Form 990-EZ 2024, Form 990-T 2023
- Location
- Santa Cruz, CA, USA
- Phone
- 4084821057
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Theater
Reported finances
- Revenue
- $47,869
- Expenses
- $86,113
- Assets
- $40,698
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
8 people listed
Executive titles in this filing
- Julie James (Executive Director)
- Mary James (President)
- Earleen Overend (Vice President)
People named in this filing
- Julie James (Executive Director)
- Mary James (President)
- Earleen Overend (Vice President)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Charitable and Educational
What it reported doing in 2024
Jewel Theatre Company produces theatrical productions, from classical works to world premieres, including dramas, comedies, and musicals that entertain and increase our audience's awareness, knowledge and understanding of historical and topical issues. 1,000 to 10,000 persons benefit each year.
Operating model
- Revenue model
- Earned-program. 91% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 94
- Transparency & Controls: 82
- Sustainability: 27
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 84.5%; rating input score 84
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -79.9%; rating input score 9; 9th percentile among comparable filings
- Total-asset coverage ratio: 0.47; rating input score 29; 29th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 3% per year; rating input score 100; 64th percentile among comparable filings
- Asset growth: 8.1% per year; rating input score 100; 68th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 84.5% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $73K in reported program spending
- Leadership: top reported pay $0 · 8 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 3 filed schedules
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 9/100.
- High — Sustainability: Total-asset coverage ratio scored 29/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.