PIT & BALCONY INC (EIN 386006243) - 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

Principal Officer

AMY SPADAFORE

Phone

9897546587

Tax Period

2023-08-01 to 2024-07-31

PIT & BALCONY INC is a small nonprofit in the Arts, Culture & Humanities sector that reported $315K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $68K, a strong 22% operating margin.

Mission

TO CREATE A DYNAMIC COMMUNITY THEATRE THAT ENGAGES ARTISTS AND AUDIENCES IN ENRICHING PERFORMING ARTS EXPERIENCES.

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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 $258,474

Program Service Revenue $55,066

Investment Income $76

Other Revenue $1,356

TOTAL REVENUE $314,972

Expense Breakdown

Grants Paid $0

Salaries & Benefits $87,302

Fundraising Expenses $0

Program Expenses $243,695

Other Expenses $159,609

TOTAL EXPENSES $246,911

Year-over-Year Comparison

	2023	2022	Change
Revenue	$314,972	$281,164	+0.1%
Expenses	$246,911	$253,841	0.0%
Net Income	$68,061	$27,323	+1.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOPE BROWN	SECRETARY	N/A	Officer	$0	$0	$0
ANNIE GOWER	DIRECTOR	N/A	Officer	$0	$0	$0
L'OREAL HARTWELL	DIRECTOR	N/A	Officer	$0	$0	$0
STEVE HENSLEY	PRESIDENT	N/A	Officer	$0	$0	$0
GRADY HOLMES JR	DIRECTOR	N/A	Officer	$0	$0	$0
MATTHEW KEHOE	VICE - PRESI	N/A	Officer	$0	$0	$0
DAVID LYMAN	PRESIDENT EX	N/A	Officer	$0	$0	$0
LINSEY MORRELL	DIRECTOR	N/A	Officer	$0	$0	$0
MARY SPADAFORE	DIRECTOR	N/A	Officer	$0	$0	$0
CONNER WIELAND	TREASURER	N/A	Officer	$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
2024	$314,972	$246,911	$485,895	$68,061
2023	$281,164	$253,841	$435,998	$27,323
2022	$229,531	$225,758	$384,576	$3,773
2021	$210,554	$139,053	$400,810	$71,501
2018	$208,949	$203,128	$385,607	$5,821

PIT & BALCONY INC