The Ballet Chicago Company (EIN 363557501) - 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

Daniel Duell

Phone

3122518838

Tax Period

2024-09-01 to 2025-08-31

The Ballet Chicago Company, founded in 1987, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $379K, a strong 22% operating margin.

Mission

The purpose of The Ballet Chicago Company is to promote and encourage the art of classical ballet, to foster and develop educational dance programs, and to cultivate and perform for the widest possible audience.

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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 $620,051

Program Service Revenue $1,020,962

Investment Income $2,630

Other Revenue $68,720

TOTAL REVENUE $1,712,363

Expense Breakdown

Grants Paid $0

Salaries & Benefits $700,714

Fundraising Expenses $105,544

Program Expenses $961,649

Other Expenses $632,164

TOTAL EXPENSES $1,332,878

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,712,363	$1,533,043	+0.1%
Expenses	$1,332,878	$1,717,636	-0.2%
Net Income	$379,485	$-184,593	-3.1%

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

N/A

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

$84,985

Total Directors

$84,985

Key Employees

$83,658

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Daniel Duell	Vice President	040.00	Officer Director	$84,985	$0	$84,985
Patricia Blair	Key Employee	040.00	Key Emp	$83,658	$0	$83,658
Diana Kantner	President	002.00	Officer Director	$0	$0	$0
Ravi Shah	Treasurer	002.00	Officer Director	$0	$0	$0
Patrick Myers	Member	001.00	Director	$0	$0	$0
Hugh Jedwill	Member	001.00	Director	$0	$0	$0
Josh Hunt	Member	001.00	Director	$0	$0	$0
Lee Ann Jarousse	Member	001.00	Director	$0	$0	$0
Mahima Keswani	Member	001.00	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	$1,712,363	$1,332,878	$1,439,758	$379,485
2024	$1,533,043	$1,717,636	$1,747,955	$-184,593
2023	$1,392,906	$1,659,230	$2,156,876	$-266,324
2022	$1,522,334	$1,729,635	$494,898	$-207,301
2021	$1,702,645	$1,621,327	$732,974	$81,318
2020	$1,448,970	$1,585,668	$637,428	$-136,698
2019	$1,836,530	$1,665,505	$360,025	$171,025
2018	$1,544,701	$1,542,860	$202,876	$1,841

The Ballet Chicago Company