THE CHATTANOOGA BALLET (EIN 237247009) - 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

1975

Legal Domicile

Principal Officer

BRIAN MCSWEEN

Phone

4232650617

Tax Period

2024-06-01 to 2025-05-31

THE CHATTANOOGA BALLET, founded in 1975, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

TO SERVE THROUGH THE POWER 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 $251,108

Program Service Revenue $818,418

Investment Income $0

Other Revenue $82,402

TOTAL REVENUE $1,151,928

Expense Breakdown

Grants Paid $0

Salaries & Benefits $647,934

Fundraising Expenses $100,151

Program Expenses $936,655

Other Expenses $537,444

TOTAL EXPENSES $1,185,378

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,151,928	$1,036,104	+0.1%
Expenses	$1,185,378	$1,021,252	+0.2%
Net Income	$-33,450	$14,852	-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

Volunteers

617

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

$272,641

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COURTNEY KEEHAN	BOARD MEMBER	1.25	Director	$0	$0	$0
ASHLEY KINZLER	BOARD MEMBER	1.25	Director	$0	$0	$0
BETSY KRAMER	BOARD MEMBER	1.25	Director	$0	$0	$0
BROOKE FULLER	BOARD MEMBER	1.25	Director	$0	$0	$0
CLARA REGISTER	BOARD MEMBER	1.25	Director	$0	$0	$0
KATIE REED	BOARD MEMBER	1.25	Director	$0	$0	$0
ALEXIS WILLIS	BOARD MEMBER	1.25	Officer Director	$0	$0	$0
KEELAH JACKSON	BOARD MEMBER	1.25	Director	$0	$0	$0
BROOKE MOORE	BOARD MEMBER	1.25	Officer Director	$0	$0	$0
SHAWANDA MASON	BOARD MEMBER	1.25	Director	$0	$0	$0
ROBIN MORRISON	BOARD MEMBER	1.25	Director	$0	$0	$0
DUSTIN SUMMERS	BOARD MEMBER	1.25	Director	$0	$0	$0
MARK WALKER	BOARD MEMBER	1.25	Director	$0	$0	$0
LEONARD MURRAY	EMERITUS	1.25	Officer Director	$0	$0	$0
ASHLEY NOOJIN	PRESIDENT	1.25	Officer Director	$0	$0	$0
BRAD CARMONY	VICE CHAIR	1.25	Director	$0	$0	$0
BART ROLEN	TREASURER	1.25	Director	$0	$0	$0
DELANEY MCDOUGAL	SECRETARY	1.25	Director	$0	$0	$0
BRIAN MCSWEEN	CEO/ARTISTIC DIRECTOR	45.00	Officer	$100,286	$0	$100,286
ALY HAUGLAND	DIRECTOR OF DEVELOPMENT	45.00	Officer	$68,287	$0	$68,287
HALEY WARNER	PRODUCTION & WARDROBE MANA	45.00	Officer	$35,160	$0	$35,160
RYLAND ACREE	DIRECTOR OF EDUCATION	45.00	Officer	$25,963	$0	$25,963
MONICA ELLISON	MAKING MOVES COORDINATOR	20.00	Officer	$21,745	$0	$21,745
SAM SOLE	EDUCATION PROGRAM MANAGER	45.00	Officer	$21,200	$0	$21,200

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	$1,151,928	$1,185,378	$704,194	$-33,450
2024	$1,036,104	$1,021,252	$659,884	$14,852
2023	$1,013,850	$949,034	$636,243	$64,816
2022	$813,307	$690,454	$572,721	$122,853
2021	$484,517	$451,950	$484,198	$32,567
2020	$588,369	$546,817	$493,839	$41,552
2019	$486,208	$504,553	$466,162	$-18,345
2018	$481,509	$477,517	$476,491	$3,992

THE CHATTANOOGA BALLET