BALLET OKLAHOMA INC (EIN 237003520) - 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

1969

Legal Domicile

Principal Officer

DANA MCCRORY

Phone

4057788901

Tax Period

2024-07-01 to 2025-06-30

BALLET OKLAHOMA INC, founded in 1969, is a community nonprofit in the Arts, Culture & Humanities sector that reported $6.2M in total revenue in fiscal year 2024. Expenses of $6.9M exceeded revenue, resulting in a 13% operating deficit.

Mission

OKLAHOMA CITY BALLET INSPIRES ITS AUDIENCE THROUGH CLASSICAL AND CONTEMPORARY DANCE PERFORMANCES, A STRONG EDUCATIONAL PROGRAM, AND COMMUNITY ENGAGEMENT.

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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 $2,433,339

Program Service Revenue $3,568,508

Investment Income $149,994

Other Revenue $1,708

TOTAL REVENUE $6,153,549

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,932,555

Fundraising Expenses $689,941

Program Expenses $5,746,794

Other Expenses $3,006,892

TOTAL EXPENSES $6,939,447

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,153,549	$6,033,687	+0.0%
Expenses	$6,939,447	$5,777,810	+0.2%
Net Income	$-785,898	$255,877	-4.1%

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

$295,208

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETH KERR	TRUSTEE	1.00	Director	$0	$0	$0
BRONDA WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
CATHERINE CAGIGAL	PRESIDENT/MEMBER AT LARGE	3.00	Officer Director	$0	$0	$0
CHRISTOPHER LLOYD	PAST PRESIDENT	3.00	Officer Director	$0	$0	$0
DEEMAH RAMADAN	TRUSTEE	1.00	Director	$0	$0	$0
GABRIELLE BUTLER	TREASURER/SECRETARY	3.00	Officer Director	$0	$0	$0
GIRMA MOANING	SECRETARY/TREASURER	3.00	Officer Director	$0	$0	$0
HANNAH HUDSON	TRUSTEE	1.00	Director	$0	$0	$0
HEATHER BUSEY	TRUSTEE	1.00	Director	$0	$0	$0
HILARY PRICE	TRUSTEE	1.00	Director	$0	$0	$0
JAKE YUNKER	TRUSTEE	1.00	Director	$0	$0	$0
JON FISHER	GOVERNANCE CHAIR	3.00	Officer Director	$0	$0	$0
KEN MILLER	TRUSTEE	1.00	Director	$0	$0	$0
LARRY KEIGWIN	TRUSTEE	1.00	Director	$0	$0	$0
LOUIS ALMARAZ	TRUSTEE	1.00	Director	$0	$0	$0
MARI COOK MEDLEY	TRUSTEE	1.00	Director	$0	$0	$0
PAIGE SHEPHERD	TRUSTEE	1.00	Director	$0	$0	$0
RACHEL BROWN	TRUSTEE	1.00	Director	$0	$0	$0
RICH JOHNSON	PRESIDENT	3.00	Officer Director	$0	$0	$0
SALLY STARLING	TRUSTEE	1.00	Director	$0	$0	$0
SARAH JORDAN	TRUSTEE	1.00	Director	$0	$0	$0
SETH LEWIS	TRUSTEE	1.00	Director	$0	$0	$0
STEPHANIE KAZENSKE	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER BOWMAN	TRUSTEE	1.00	Director	$0	$0	$0
JO LYNNE JONES	EXECUTIVE DIRECTOR	40.00	Officer	$150,963	$10,628	$161,591
RYAN JOLICOUER-NYE	ARTISTIC DIRECTOR	40.00	Officer	$128,789	$4,828	$133,617

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	$6,153,549	$6,939,447	$11,682,678	$-785,898
2024	$6,033,687	$5,777,810	$12,166,118	$255,877
2023	$5,190,308	$5,673,574	$11,698,479	$-483,266
2022	$6,558,215	$4,856,713	$11,290,114	$1,701,502
2021	$3,365,985	$3,300,922	$9,840,405	$65,063
2020	$3,909,314	$4,160,537	$9,610,300	$-251,223
2019	$3,883,355	$4,070,709	$9,416,486	$-187,354

BALLET OKLAHOMA INC