MENLOWE BALLET

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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

2011

Legal Domicile

Principal Officer

LISA SHIVELEY

Phone

6507431453

Tax Period

2023-01-01 to 2023-12-31

MENLOWE BALLET, founded in 2011, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $13K in total revenue in fiscal year 2023. Revenue surged 373% from the prior year, signaling strong growth momentum. Expenses of $67K exceeded revenue, resulting in a 418% operating deficit.

Mission

MENLOWE BALLET PERFORMS WORKS THAT IMPACT AUDIENCES THROUGH CLEAN, FRESH, AND INNOVATIVE CHOREOGRAPHY RANGING FROM CULTURAL TO CONTEMPORARY WORKS. IT OFFERS A PROFESSIONAL PERFORMING OPPORTUNITY TO ELITE STUDENTS FROM THE AWARD WINNING, AND NATIONALLY RECOGNIZED, MENLO PARK ACADEMY OF DANCE. THIS DYNAMIC ORGANIZATION PERFORMS IMAGINATIVE AND ILLUMINATING NEW WORKS ENHANCING THE DANCE CANVAS FOR THE ENTIRE SAN FRANCISCO BAY AREA COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $57,742

IN 2023, MENLOWE BALLET CO-PRODUCED A HOLIDAY PRODUCTION, WINTER SUITE, WITH THREE COMPANY DANCERS. OUR ARTISTS PERFORMED ALONGSIDE 80+ LOCAL STUDENT DANCERS, GIVING THESE ASPIRING YOUTH AN...

IN 2023, MENLOWE BALLET CO-PRODUCED A HOLIDAY PRODUCTION, WINTER SUITE, WITH THREE COMPANY DANCERS. OUR ARTISTS PERFORMED ALONGSIDE 80+ LOCAL STUDENT DANCERS, GIVING THESE ASPIRING YOUTH AN OPPORTUNITY TO LEARN FROM OUR SEASONED PROFESSIONALS.

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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 $13,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $13,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,000

Fundraising Expenses $0

Program Expenses $57,742

Other Expenses $62,293

TOTAL EXPENSES $67,293

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,000	$2,750	+3.7%
Expenses	$67,293	$69,605	0.0%
Net Income	$-54,293	$-66,855	-0.2%

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

N/A

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

$5,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CONNIE AHERN	CHAIR	1.00	Officer Director	$0	$0	$0
LISA SHIVELEY	EXECUTIVE DIRECTOR & SECRE	10.00	Officer Director	$0	$0	$0
CHRISTINA JONES	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL LOWE	ARTISTIC DIRECTOR	10.00	Director	$5,000	$0	$5,000
SARAH-JANE MEASOR	DIRECTOR	1.00	Director	$0	$0	$0
MEG SLOAN	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$13,000	$67,293	$1,106	$-54,293
2022	$2,750	$69,605	$55,399	$-66,855
2021	$14,350	$97,428	$122,254	$-83,078
2020	$172,737	$204,560	$205,332	$-31,823
2019	$322,621	$456,194	$237,155	$-133,573
2018	$592,634	$479,051	$370,728	$113,583