BALLET METROPOLITAN INC (EIN 310858562) - 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

1974

Legal Domicile

Principal Officer

SUE PORTER

Phone

6142294860

Tax Period

2024-07-01 to 2025-06-30

BALLET METROPOLITAN INC, founded in 1974, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $10.1M in total revenue in fiscal year 2024. Expenses of $8.7M left a modest 13% surplus.

Mission

DANCE CREATION AND PERFORMANCES, DANCE ACADEMY INSTRUCTION AND EDUCATION/COMMUNITY OUTREACH.

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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 $3,852,526

Program Service Revenue $5,938,966

Investment Income $263,343

Other Revenue $11,329

TOTAL REVENUE $10,066,164

Expense Breakdown

Grants Paid $511,633

Salaries & Benefits $5,004,848

Fundraising Expenses $247,587

Program Expenses $7,660,340

Other Expenses $3,205,530

TOTAL EXPENSES $8,722,011

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,066,164	$9,860,862	+0.0%
Expenses	$8,722,011	$8,596,083	+0.0%
Net Income	$1,344,153	$1,264,779	+0.1%

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

200

Volunteers

200

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

$258,612

Total Directors

$258,612

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUE PORTER	EXECUTIVE DIRECTOR	50.00	Officer Director	$156,017	$21,316	$177,333
REMI WORTMEYER	ARTISTIC DIRECTOR (ENTER 7/24)	50.00	Officer Director	$79,198	$2,081	$81,279
BETH FISHER	CHAIR	10.00	Officer Director	$0	$0	$0
HERB BRESLER	IMMEDIATE PAST CHAIR	5.00	Officer Director	$0	$0	$0
ELLEN GERMAN BERNDT	VICE CHAIR	5.00	Officer Director	$0	$0	$0
ADRIENNE BROKAW	VICE CHAIR	5.00	Officer Director	$0	$0	$0
MARION FISHER	VICE CO-CHAIR	5.00	Officer Director	$0	$0	$0
MICHELE HOLCOMB	VICE CHAIR	5.00	Officer Director	$0	$0	$0
DEBORA KANE	VICE CHAIR	5.00	Officer Director	$0	$0	$0
DEBRA DENDAHL HADLEY	VICE CHAIR	5.00	Officer Director	$0	$0	$0
MELISSA KASS	VICE CO-CHAIR	5.00	Officer Director	$0	$0	$0
ELISA MCCURDY	VICE CHAIR	5.00	Officer Director	$0	$0	$0
VICTORIA POWERS	VICE CHAIR	5.00	Officer Director	$0	$0	$0
JASMINE ZELLNER	SECRETARY	5.00	Officer Director	$0	$0	$0
PATRICIA JACKSON	TREASURER	5.00	Officer Director	$0	$0	$0
AMY BONITATIBUS	TRUSTEE	1.00	Director	$0	$0	$0
STACEY BOROWICZ	TRUSTEE	1.00	Director	$0	$0	$0
DEBBIE PHILLIPS BOWER	TRUSTEE	1.00	Director	$0	$0	$0
TRISH CADWALLADER	TRUSTEE	1.00	Director	$0	$0	$0
ROD CHU	TRUSTEE	1.00	Director	$0	$0	$0
KIMBERLY COLEMAN	TRUSTEE	1.00	Director	$0	$0	$0
AMANDA CONNER	TRUSTEE	1.00	Director	$0	$0	$0
MARK CORNA	TRUSTEE	1.00	Director	$0	$0	$0
JOE DECOLA	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN DOUGLASS	TRUSTEE	1.00	Director	$0	$0	$0
AMELIA GANDARA	TRUSTEE	1.00	Director	$0	$0	$0
MOLLY HUGHES	TRUSTEE	1.00	Director	$0	$0	$0
PAMELA HUTCHINSON	TRUSTEE	1.00	Director	$0	$0	$0
KAREN JENNINGS	TRUSTEE	1.00	Director	$0	$0	$0
JOHN KAUFFMAN	TRUSTEE	1.00	Director	$0	$0	$0
SARAH KLINGBEIL	TRUSTEE	1.00	Director	$0	$0	$0
MONICA KRIDLER	TRUSTEE	1.00	Director	$0	$0	$0
STACY LILLY	TRUSTEE	1.00	Director	$0	$0	$0
CINDY LYNCH	TRUSTEE	1.00	Director	$0	$0	$0
KARA MUNDY	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER SALOPEK	TRUSTEE	1.00	Director	$0	$0	$0
REIKO SHIROIWA	EX-OFFICIO	1.00	Director	$0	$0	$0
CHERYL SIMON	TRUSTEE	1.00	Director	$0	$0	$0
REBECCA SLAYMAN	TRUSTEE	1.00	Director	$0	$0	$0
NANCY STRAUSE	TRUSTEE	1.00	Director	$0	$0	$0
KATHY WALTHER	TRUSTEE	1.00	Director	$0	$0	$0
KAITLIN WEBER	TRUSTEE (ENTER 9/24)	1.00	Director	$0	$0	$0
ROBYN WENZKE	TRUSTEE	1.00	Director	$0	$0	$0
SUSANNA ZHU	TRUSTEE	1.00	Director	$0	$0	$0
DONNA ZIANNI	FINANCE DIRECTOR	40.00	Highest	$103,500	$0	$103,500

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	$10,066,164	$8,722,011	$16,766,902	$1,344,153
2024	$9,860,862	$8,596,083	$15,665,541	$1,264,779
2023	$9,629,111	$8,179,291	$14,358,588	$1,449,820
2022	$7,739,690	$6,567,555	$13,150,540	$1,172,135
2021	$5,312,169	$4,284,925	$11,726,149	$1,027,244
2020	$6,519,161	$6,479,781	$9,575,178	$39,380
2019	$7,327,927	$6,915,312	$10,455,753	$412,615
2018	$6,957,459	$6,372,472	$9,940,571	$584,987

BALLET METROPOLITAN INC