Transcendence Theatre Company
Nonprofit profile at a glance
- EIN
- 462182873
- IRS 990 coverage
- 2014–2024
- Forms available
- Form 990 2024
- Location
- Sonoma, CA, USA
- Phone
- 8774241414
- Rating
- 71
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Performing Arts Organizations
Reported finances
- Revenue
- $3,018,052
- Expenses
- $3,557,991
- Assets
- $4,506,574
- Liabilities
- $780,559
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- BRAD SUROSKY (EXECUTIVE DIRECTOR)
- SUSAN HOEFFEL (PRESIDENT & SECRETARY)
- JAN HOEFFEL (VICE PRESIDENT)
Highest reported compensation
- BRAD SUROSKY (EXECUTIVE DIRECTOR): $132,026 total reported compensation
- AMY MILLER (CREATIVE VISION DIRECTOR): $113,400 total reported compensation
- ANDREW KOENIGSBERG (DIRECTOR/ CONSULTANT): $96,000 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Performing arts organization dedicated to combining health and wellness with the arts in the community it serves.
What it reported doing in 2024
Transcendence theatre company's broadway under the stars is California wine country's premiere live entertainment experience, fourteen years and counting. With original outdoor musical revues every summer, an indoor holiday show every winter, and more, our mission is to create extraordinary evenings featuring the best talents from broadway and beyond all made possible through a valued partnership with the city of sonoma and the field of dreams.every season brings new shows. Every show hits new heights. Every person who joins us feels that singular sensation only possible from when music and movement lift us up beyond the everyday. In 2024, the large shows were: summertime!, don't stop us now, dancing in the streets & the gala, a sentimental journey.
Operating model
- Revenue model
- Donor-supported. 64% of the money available for current operations came from contributions and gifts.
- 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.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
SUPPORTED - The filed numbers largely add up and most filed governance safeguards are in place. A relatively small share of total spending goes to programs and fundraising costs are high for each dollar raised.
Rating breakdown
- Financial Efficiency: 56
- Transparency & Controls: 92
- Accountability: 73
- Sustainability: 26
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 63%; rating input score 63
- Program expense ratio: 53.4%; rating input score 53
- Fundraising efficiency: $6.96 raised per $1 spent on fundraising; rating input score 26; 26th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 62.5%; rating input score 62; 10th percentile among comparable filings
- Governance controls: 8 of 9 controls in place; rating input score 89
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -17.9%; rating input score 8; 8th percentile among comparable filings
- Total-asset coverage ratio: 1.27; rating input score 45; 45th percentile among comparable filings
- Liabilities to assets ratio: 0.17; rating input score 47; 47th percentile among comparable filings
- Officer compensation ratio: 11.1%; rating input score 27; 27th percentile among comparable filings
Growth
- Program expense growth: 1.3% per year; rating input score 100; 19th percentile among comparable filings
- Revenue growth: 8.3% per year; rating input score 100; 61st percentile among comparable filings
- Asset growth: 22.1% per year; rating input score 100; 87th percentile among comparable filings
Details
- Where the money goes: 63% of revenue deployed · 53.4% of spending went to programs
- Governance: 5 of 8 board members independent · 8 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $1.9M in reported program spending
- Leadership: top reported pay $132K · 9 people listed
- Consistency: 33 of 33 current checks pass
- Schedules: 5 filed schedules · includes major donors
- Filing history: 10 filing years from 2014 to 2024
- Contacts: How to reach this organization
- Money network: 4 filed money-flow records
- Related organizations: Filed and resolved organization relationships.
- 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.
- Review — Financial Efficiency: Program expense ratio scored 53/100.
- High — Financial Efficiency: Fundraising efficiency scored 26/100.
- High — Sustainability: Operating margin scored 8/100.
- Review — Accountability: Governance controls: Other executive compensation review process not reported.
- Moderate — Sustainability: Total-asset coverage ratio scored 45/100.
- High — Sustainability: Officer compensation ratio scored 27/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 47/100.