San Diego Ballet (EIN 330461414) - 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

1990

Legal Domicile

Principal Officer

Matthew Carney

Phone

6192947374

Tax Period

2023-07-01 to 2024-06-30

San Diego Ballet, founded in 1990, is a small nonprofit in the Unknown sector that reported $912K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $1.1M exceeded revenue, resulting in a 21% operating deficit.

Mission

Excite, entertain and enrich diverse audiences.

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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 $406,669

Program Service Revenue $477,749

Investment Income $0

Other Revenue $27,545

TOTAL REVENUE $911,963

Expense Breakdown

Grants Paid $0

Salaries & Benefits $483,972

Fundraising Expenses $74,962

Program Expenses $909,285

Other Expenses $618,041

TOTAL EXPENSES $1,102,013

Year-over-Year Comparison

	2023	2022	Change
Revenue	$911,963	$968,733	-0.1%
Expenses	$1,102,013	$969,120	+0.1%
Net Income	$-190,050	$-387	+490.1%

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

$89,230

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Matthew Carney	Executive Director	040.00	Officer	$89,230	$0	$89,230
Ted Barduson	President	002.00	Officer Director	$0	$0	$0
Julie Brossy	Secretary	002.00	Officer Director	$0	$0	$0
Julie Bauman	Vice President	002.00	Officer Director	$0	$0	$0
Fe Li Tan Twite	Member	002.00	Director	$0	$0	$0
Nick Asaad	Member	002.00	Director	$0	$0	$0
Lynette Harris	Treasurer	002.00	Officer Director	$0	$0	$0
Carla Sotelo	Member	002.00	Director	$0	$0	$0
Belinda Zamacona	Member	002.00	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
2025	No data	No data	No data	No data
2024	$911,963	$1,102,013	$240,856	$-190,050
2023	$968,733	$969,120	$480,101	$-387
2022	$860,986	$738,964	$491,107	$122,022
2021	$406,107	$401,736	$278,863	$4,371
2020	$695,473	$692,509	$240,977	$2,964

San Diego Ballet