THE ROXEY BALLET COMPANY (EIN 223466604) - 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

1996

Legal Domicile

Principal Officer

SCOTT SCHIED

Phone

6093977616

Tax Period

2024-07-01 to 2025-06-30

THE ROXEY BALLET COMPANY, founded in 1996, is a small nonprofit in the Arts, Culture & Humanities sector that reported $467K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

ADVANCE AND PROMOTE THE ART OF DANCE

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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 (2024)

Revenue Breakdown

Contributions & Grants $205,437

Program Service Revenue $261,852

Investment Income $57

Other Revenue $0

TOTAL REVENUE $467,346

Expense Breakdown

Grants Paid $0

Salaries & Benefits $317,839

Fundraising Expenses $1,426

Program Expenses $385,511

Other Expenses $166,833

TOTAL EXPENSES $484,672

Year-over-Year Comparison

	2024	2023	Change
Revenue	$467,346	$427,397	+0.1%
Expenses	$484,672	$458,285	+0.1%
Net Income	$-17,326	$-30,888	-0.4%

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

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

$78,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK A ROXEY	ARTISTIC DIRECTOR	40.00	Director	$78,000	$0	$78,000
MELISSA A ROXEY	NON-VOTING DIRECTOR	40.00	Director	$0	$0	$0
JUDITH ARNOLD	DIRECTOR	5.00	Director	$0	$0	$0
DINA ERICKSON	DIRECTOR	5.00	Director	$0	$0	$0
SOLANA HOFFMAN-CARTER	DIRECTOR	0.00	Director	$0	$0	$0
JEAN HYATT	DIRECTOR	5.00	Director	$0	$0	$0
AUSTIN JARBOE	DIRECTOR TREASURER	5.00	Officer Director	$0	$0	$0
DAVID MAR	DIRECTOR VP	5.00	Officer Director	$0	$0	$0
REBECCA TAGGART	DIRECTOR	0.00	Director	$0	$0	$0
SCOTT SCHIED	DIRECTOR - PRESIDENT	5.00	Officer	$0	$0	$0
LEES HUMMEL	DIRECTOR SECRETARY	20.00	Officer	$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	$467,346	$484,672	$308,012	$-17,326
2024	$427,397	$458,285	$326,824	$-30,888
2023	$481,522	$545,092	$414,518	$-63,570
2022	$618,045	$380,955	$465,933	$237,090
2021	$360,203	$251,871	$280,793	$108,332
2020	$394,651	$352,414	$209,485	$42,237
2019	$368,592	$357,674	$190,570	$10,918
2018	$311,684	$345,777	$138,801	$-34,093

THE ROXEY BALLET COMPANY