WESTCHESTER BALLET COMPANY INC (EIN 136161349) - 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

1955

Legal Domicile

Principal Officer

MARGARET YAWMAN

Phone

9149414532

Tax Period

2023-09-01 to 2024-08-31

WESTCHESTER BALLET COMPANY INC, founded in 1955, is a small nonprofit in the Arts, Culture & Humanities sector that reported $353K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $411K exceeded revenue, resulting in a 17% operating deficit.

Mission

THE ORGANIZATION MAINTAINS A DANCE REPERTORY COMPANY FOR THE EDUCATION, TRAINING, AND ADVANCEMENT OF STUDENTS IN THE ART OF BALLET.

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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 $91,818

Program Service Revenue $276,391

Investment Income $3,487

Other Revenue $-18,951

TOTAL REVENUE $352,745

Expense Breakdown

Grants Paid $8,553

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $398,130

Other Expenses $402,793

TOTAL EXPENSES $411,346

Year-over-Year Comparison

	2023	2022	Change
Revenue	$352,745	$286,047	+0.2%
Expenses	$411,346	$299,716	+0.4%
Net Income	$-58,601	$-13,669	+3.3%

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

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICHOLAS LOGREA	DIRECTOR	5.00	Director	$0	$0	$0
AMY HARTE	PRESIDENT	10.00	Officer Director	$0	$0	$0
AMY HENRY	DIRECTOR	5.00	Director	$0	$0	$0
MARIANA LJULJDURAJ	SECRETARY	5.00	Officer Director	$0	$0	$0
MARGARET YAWMAN	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
JOANN DANIEL-ONATIVIA	TREASURER	5.00	Officer Director	$0	$0	$0
STEVEN GIEGER	DIRECTOR	5.00	Director	$0	$0	$0
FRANCES KEANE	DIRECTOR	5.00	Director	$0	$0	$0
JENNIFER MAGEE	DIRECTOR	5.00	Director	$0	$0	$0
TAMARAH BRIDGEWATER	DIRECTOR	5.00	Director	$0	$0	$0
NICOLE BOUTMY DE KATZMANN	DIRECTOR	5.00	Director	$0	$0	$0
LINDA JAMISON	DIRECTOR	5.00	Director	$0	$0	$0
RUTHIE KALAI	DIRECTOR	5.00	Director	$0	$0	$0
RENEE LAVERDIERE	DIRECTOR	5.00	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
2024	$352,745	$411,346	$135,906	$-58,601
2023	$286,047	$299,716	$194,506	$-13,669
2022	$311,829	$236,388	$208,174	$75,441
2020	$194,266	$224,709	$-6,317	$-30,443
2019	$213,746	$224,576	$24,126	$-10,830

WESTCHESTER BALLET COMPANY INC