Ballet Theatre of Boston Inc D/B/A Jose Mateo Ballet Theatre (EIN 042773619) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

JOSE MATEO

Phone

6173547467

Tax Period

2023-07-01 to 2024-06-30

Ballet Theatre of Boston Inc D/B/A Jose Mateo Ballet Theatre, founded in 1987, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.1M in total revenue in fiscal year 2023. Revenue surged 63% from the prior year, signaling strong growth momentum. Expenses of $1.9M left a modest 8% surplus.

Mission

TO CREATE BALLETS OF EXCELLENCE THAT ARE STIMULATING AND CULTURALLY RELEVANT TO DIVERSE AUDIENCES; TO CREATE AN INNOVATIVE APPROACH TO BALLET TRAINING THAT WELCOMES DIVERSITY, AND ENSURES UNANIMOUS PARTICIPATION AND ACHIEVEMENT BY ALL STUDENTS TO CREATE SUSTAINABLE, INCLUSIVE AND ENGAGING OUTREACH PROGRAMS THAT MAKE BALLET ACCESSIBLE TO PARTICIPANTS OF ALL RACIAL, CULTURAL AND ECONOMIC BACKGROUNDS; AND TO REPOSITION DANCE IN OUR CULTURE AND EXPAND ITS PURPOSE IN THE EDUCATION OF YOUTH ENRICHMENT IN COMMUNITY, LOCALLY AND BEYOND.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $933,598

Program Service Revenue $1,129,362

Investment Income $25,368

Other Revenue $0

TOTAL REVENUE $2,088,328

Expense Breakdown

Grants Paid $160,832

Salaries & Benefits $564,951

Fundraising Expenses $163,558

Program Expenses $1,525,602

Other Expenses $1,201,897

TOTAL EXPENSES $1,927,680

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,088,328	$1,280,381	+0.6%
Expenses	$1,927,680	$1,436,093	+0.3%
Net Income	$160,648	$-155,712	-2.0%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

150

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

$341,230

Total Directors

$165,788

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT FRASER	MANAGING DIRECTOR	40.0	Officer	$164,424	$11,018	$175,442
JOSE MATEO	PRESIDENT	40.0	Officer Director	$161,539	$4,249	$165,788
RICHARD P SHEA	CHAIR/TREASURER	5.0	Officer Director	$0	$0	$0
ELIZABETH FISCHER	SECRETARY	5.0	Officer Director	$0	$0	$0
ERLINE BELTON	DIRECTOR	5.0	Director	$0	$0	$0
MICHELLE CALDEIRA	DIRECTOR	5.0	Director	$0	$0	$0
BITHIAH CARTER	DIRECTOR	5.0	Director	$0	$0	$0
ROBERTA CHICOS	DIRECTOR	5.0	Director	$0	$0	$0
BRIAN CORR	DIRECTOR	5.0	Director	$0	$0	$0
LYNNE FEDERMAN	DIRECTOR	5.0	Director	$0	$0	$0
Elisa Daley	DIRECTOR	5.0	Director	$0	$0	$0
ELAINE SHANNON	DIRECTOR	5.0	Director	$0	$0	$0
NURI CHANDLER SMITH	DIRECTOR	5.0	Director	$0	$0	$0
DEANA MARTIN	DIRECTOR	5.0	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
2025	No data	No data	No data	No data
2024	$2,088,328	$1,927,680	$5,292,914	$160,648
2023	$1,280,381	$1,436,093	$5,269,223	$-155,712
2022	$2,167,380	$1,504,989	$2,314,686	$662,391
2021	$724,919	$721,460	$1,736,957	$3,459
2020	$1,894,445	$1,859,791	$1,695,658	$34,654
2019	$2,434,825	$2,413,934	$1,733,540	$20,891
2018	$2,051,317	$2,448,550	$1,894,840	$-397,233
2017	$2,155,613	$2,685,567	$2,280,654	$-529,954

Ballet Theatre of Boston Inc D/B/A Jose Mateo Ballet Theatre