THE WASHINGTON BALLET (EIN 520846173) - 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

1966

Legal Domicile

Principal Officer

KIRSTEN POOLE

Phone

2023623606

Tax Period

2023-07-01 to 2024-06-30

THE WASHINGTON BALLET, founded in 1966, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $14.2M in total revenue in fiscal year 2023.

Mission

BALLET COMPANY, SCHOOL OF BALLET AND COMMUNITY ENRICHMENT

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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 $5,903,663

Program Service Revenue $8,220,969

Investment Income $89,525

Other Revenue $-58,588

TOTAL REVENUE $14,155,569

Expense Breakdown

Grants Paid $317,556

Salaries & Benefits $6,399,263

Fundraising Expenses $1,625,806

Program Expenses $9,939,647

Other Expenses $7,570,321

TOTAL EXPENSES $14,287,140

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,155,569	$14,203,579	0.0%
Expenses	$14,287,140	$15,948,434	-0.1%
Net Income	$-131,571	$-1,744,855	-0.9%

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

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

188

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

$701,825

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUANNE ADAMS	VICE CHAIR	5.00	Officer Director	$0	$0	$0
BRITT BILES	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMIE BOUCHER	BOARD MEMBER	1.00	Director	$0	$0	$0
JANE ROSENTHAL CAFRITZ	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES DESANTIS	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID DESANTIS	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIN DROUIN	BOARD MEMBER	1.00	Director	$0	$0	$0
JEAN-MARIE FERNANDEZ	CHAIR	5.00	Officer Director	$0	$0	$0
EMILIA FERRARA	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURI FITZ-PEGADO	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM GALE	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL GOLDSTEIN	VICE CHAIR	5.00	Officer Director	$0	$0	$0
RYAN HAYES	BOARD MEMBER	1.00	Director	$0	$0	$0
MAUREEN HINMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ASHLEY HOLBROOK	BOARD MEMBER	1.00	Director	$0	$0	$0
HEATHER HUGHES	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH KEELEY	SECRETARY	5.00	Officer Director	$0	$0	$0
DIANNE KEPPLER	BOARD MEMBER	1.00	Director	$0	$0	$0
SARA LANGE	BOARD MEMBER	1.00	Director	$0	$0	$0
HANANE LEMLIH	BOARD MEMBER	1.00	Director	$0	$0	$0
EVE LILLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
TIMOTHY LOWERY	BOARD MEMBER	1.00	Director	$0	$0	$0
DOROTHY MCSWEENY	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE MONTES	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL OLDING	BOARD MEMBER	1.00	Director	$0	$0	$0
CARMEN PERKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
BARBARA ROTHKOPF	BOARD MEMBER	1.00	Director	$0	$0	$0
MARTHA SCHWIETERS	BOARD MEMBER	1.00	Director	$0	$0	$0
YOLANDA SCOTT	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY SLIMP	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER TULUMELLO	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID VOSVICK	BOARD MEMBER	1.00	Director	$0	$0	$0
DENA WIGGINS	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICIA WU	BOARD MEMBER	1.00	Director	$0	$0	$0
LOWELL YODER	TREASURER	5.00	Officer Director	$0	$0	$0
JULIE KENT-BARBEE	ARTISTIC DIRECTOR UNTIL 6/30/2023	40.00	Officer	$198,453	$3,675	$202,128
LYNN G QUINN	CHIEF FINANCE OFFICER UNTIL 3/2023	40.00	Officer	$54,951	$1,838	$56,789
KAREN SHEPHERD	DIR. OF GOV'T AFFAIRS/INTERIM MANAGING DIRECTOR	40.00	Officer	$236,069	$825	$236,894
PATRICK M MUHLEN-SCHULTE	MANAGING DIRECTOR UNTIL 2/2023	40.00	Officer	$82,632	$350	$82,982
KIRSTEN POOLE	CHIEF FINANCIAL OFFICER FROM 4/2023	40.00	Officer	$122,769	$263	$123,032
XIOMARA D REYES	PROFESSIONAL TRAINING DIVISION HEAD	40.00	Highest	$103,996	$7,390	$111,386

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
2024	$14,155,569	$14,287,140	$9,947,354	$-131,571
2023	$14,203,579	$15,948,434	$10,504,198	$-1,744,855
2022	$18,394,920	$13,819,836	$10,311,338	$4,575,084
2021	$8,999,163	$8,508,178	$7,153,807	$490,985
2020	$13,347,355	$12,502,475	$6,504,363	$844,880
2019	$13,243,060	$13,341,948	$6,992,977	$-98,888
2018	$12,358,090	$12,846,113	$7,170,943	$-488,023

THE WASHINGTON BALLET