OHIO CONTEMPORARY BALLET (EIN 341645238) - 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

1987

Legal Domicile

Principal Officer

MARGARET A CARLSON

Phone

2163973757

Tax Period

2024-07-01 to 2025-06-30

OHIO CONTEMPORARY BALLET, founded in 1987, is a small nonprofit that reported $779K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $727K left a modest 7% surplus.

Mission

OCB IGNITES AUDIENCE PASSION AND PARTICIPATION IN CONTEMPORARY DANCE THROUGH PERFORMANCE, OUTREACH PROGRAMS 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 $493,535

Program Service Revenue $221,467

Investment Income $77

Other Revenue $64,085

TOTAL REVENUE $779,164

Expense Breakdown

Grants Paid $0

Salaries & Benefits $363,974

Fundraising Expenses $51,880

Program Expenses $600,837

Other Expenses $363,490

TOTAL EXPENSES $727,464

Year-over-Year Comparison

	2024	2023	Change
Revenue	$779,164	$642,371	+0.2%
Expenses	$727,464	$677,949	+0.1%
Net Income	$51,700	$-35,578	-2.5%

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

$48,000

Total Directors

$48,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGARET A CARLSON	EXECUTIVE DI	40.00	Officer Director	$48,000	$0	$48,000
DAVID M DUSEK	PRESIDENT	4.00	Officer Director	$0	$0	$0
ANN LEVIN	VICE PRESIDE	4.00	Officer Director	$0	$0	$0
FREDERICK LAUTZENHEISER	SECRETARY	4.00	Officer Director	$0	$0	$0
MARY ANNE GARVEY	TREASURER	4.00	Officer Director	$0	$0	$0
ROB SCHWAB	PAST PRESIDE	4.00	Officer Director	$0	$0	$0
DAVID DUSEK	PAST PRESIDE	4.00	Officer Director	$0	$0	$0
JAMES FARLEY	PAST PRESIDE	4.00	Officer Director	$0	$0	$0
JERI CHAIKIN	PAST PRESIDE	4.00	Officer Director	$0	$0	$0
ANN ENNIS	PAST PRESIDE	4.00	Officer Director	$0	$0	$0
LAURA CLEVELAND	BOARD MEMBER	2.00	Director	$0	$0	$0
LESLIE KAUFMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
LEAH MACRAILD	BOARD MEMBER	2.00	Director	$0	$0	$0
JOANNE MORSCHER	BOARD MEMBER	2.00	Director	$0	$0	$0
DEBORAH L NEALE	BOARD MEMBER	2.00	Director	$0	$0	$0
PATRICIA PERSICO	BOARD MEMBER	2.00	Director	$0	$0	$0
RICHARD RINEHART JR	BOARD MEMBER	2.00	Director	$0	$0	$0
CHARLES SHEEHE	BOARD MEMBER	2.00	Director	$0	$0	$0
ANNA SOSKIC	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES GRAHAM	BOARD MEMBER	2.00	Director	$0	$0	$0
DORA RAE VACTOR	BOARD MEMBER	2.00	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	$779,164	$727,464	$308,667	$51,700
2024	$642,371	$677,949	$254,356	$-35,578
2023	$660,929	$623,776	$287,891	$37,153
2022	$625,765	$639,113	$254,098	$-13,348
2021	$563,203	$504,628	$322,174	$58,575
2020	$522,223	$504,748	$251,660	$17,475
2019	$491,111	$497,570	$193,585	$-6,459

OHIO CONTEMPORARY BALLET