CHAUTAUQUA DANCE CIRCLE INC

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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

2006

Legal Domicile

Principal Officer

Richard Osborne

Phone

2163384104

Tax Period

2018-01-01 to 2018-12-31

CHAUTAUQUA DANCE CIRCLE INC, founded in 2006, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $28K in total revenue in fiscal year 2018. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $83K exceeded revenue, resulting in a 200% operating deficit.

Mission

1) Provide scholarships to dance students at the Chautauqua Institution and 2) present weekly programs during the Chautauqua Institution symmer season to grow the audience appreciation of dance

Program Service Accomplishments

Program 1

Expenses: $20,000 Revenue: $0

Gave Chautauqua Institution a check for $20,000 which provided dance scholarships for 5 students in the summer program. These students studied and performed at the Institution for approximately 7...

Gave Chautauqua Institution a check for $20,000 which provided dance scholarships for 5 students in the summer program. These students studied and performed at the Institution for approximately 7 weeks. Performaces were approximately weekly for 6 weeks with audiences ranging from 1,000 to 3,000. In some performances scholarship recipients danced with a resident professional companyCharlotte Ballet, and in others they danced in student-only events. This activity generated no revenue. Throughout the summer people were encouraged to become members and contribute dues so as to support scholarships the following summer. Of dues collected, 85-90% go to scholarships.

Program 2

Expenses: $1,850 Revenue: $0

Gave a reception following the alumni dance performance on August 1, 2018. Invitees were the broader dance community including the alumni dancers and staff, President members of the Chautauqua...

Gave a reception following the alumni dance performance on August 1, 2018. Invitees were the broader dance community including the alumni dancers and staff, President members of the Chautauqua Institution staff, and select members of the Chautauqua Dance Circle. This event was underwritten by donors at no cost to the participants. One or two much smaller but similar events were hosted.

Program 3

Expenses: $285 Revenue: $0

Offered dance appreciation programs of various sorts weekly, often more than one per week, throughout the nine week Chautauqua season. Additional activities to recognize dance students.

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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 (2018)

Revenue Breakdown

Contributions & Grants $27,782

Program Service Revenue $0

Investment Income $17

Other Revenue $0

TOTAL REVENUE $27,799

Expense Breakdown

Grants Paid $82,135

Salaries & Benefits $0

Fundraising Expenses $693

Program Expenses $82,135

Other Expenses $1,139

TOTAL EXPENSES $83,274

Year-over-Year Comparison

	2018	2017	Change
Revenue	$27,799	$50,565	-0.5%
Expenses	$83,274	$21,454	+2.9%
Net Income	$-55,475	$29,111	-2.9%

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

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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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chris Anderson	board member	1	Director	$0	$0	$0
Donald H Bernstein	board member	1	Director	$0	$0	$0
Beth Munro	board member	1	Director	$0	$0	$0
Karen Dakin	board member	1	Director	$0	$0	$0
Jeffrey Glazer	board member	1	Director	$0	$0	$0
Karen Goodell	board member	1	Director	$0	$0	$0
Terrie Vaile Hauck	board member	1	Director	$0	$0	$0
E Carol Maxwell	board member	1	Director	$0	$0	$0
Beverley Meer	board member	1	Director	$0	$0	$0
Richard Parlato	board member	1	Director	$0	$0	$0
Bonnie Rosenthal	board member	1	Director	$0	$0	$0
open	board member	1	Director	$0	$0	$0
Richard J Osborne	President	2	Officer	$0	$0	$0
Pat Feighan	Vice President	1	Officer	$0	$0	$0
Jim Dakin	Treasurer	2	Officer	$0	$0	$0
Barbara Jacob	Secretary	1	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
2025	No data	No data	No data	No data
2018	$27,799	$83,274	$38,754	$-55,475