BOWEN MCCAULEY DANCE INC (EIN 541818423) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

LUCY BOWEN MCCAULEY

Phone

7039105175

Tax Period

2021-07-01 to 2022-06-30

BOWEN MCCAULEY DANCE INC, founded in 1996, is a small nonprofit that reported $351K in total revenue in fiscal year 2020.

Mission

BMDC EDUCATES, ENTERTAINS AND INSPIRES THROUGH ITS PROFESSIONAL DANCE COMPANY PERFORMANCES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $198,690

Program Service Revenue $11,658

Investment Income $2

Other Revenue $33

TOTAL REVENUE $210,383

Expense Breakdown

Grants Paid $15,000

Salaries & Benefits $107,422

Fundraising Expenses $0

Program Expenses $283,603

Other Expenses $174,726

TOTAL EXPENSES $297,148

Year-over-Year Comparison

	2021	2020	Change
Revenue	$210,383	$350,502	-0.4%
Expenses	$297,148	$340,622	-0.1%
Net Income	$-86,765	$9,880	-9.8%

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

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

$152,817

Total Directors

$78,150

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER J LAURIA	CHAIRMAN	1.00	Officer Director	$0	$0	$0
NICOLE CRILEY	TREASURER	1.00	Officer Director	$0	$0	$0
SUSAN SCHWELLING	SECRETARY	1.00	Officer Director	$0	$0	$0
LUCY BOWEN MCCAULEY	FOUNDING ARTISTIC DIRECTOR	40.00	Officer Director	$78,150	$0	$78,150
TIMOTHY CARLTON	BOARD MEMBER (UNTIL 10/21)	1.00	Director	$0	$0	$0
TRICIA CEDOTAL	BOARD MEMBER (UNTIL 10/21)	1.00	Director	$0	$0	$0
CHRISTINA CLARK	BOARD MEMBER (UNTIL 10/21)	1.00	Director	$0	$0	$0
CHRISTINE CONNER	BOARD MEMBER (UNTIL 10/21)	1.00	Director	$0	$0	$0
RUSTIN M LEWIS	BOARD MEMBER (UNTIL 10/21)	1.00	Director	$0	$0	$0
KIMBERLY MACEDO	BOARD MEMBER (UNTIL 10/21)	1.00	Director	$0	$0	$0
JOSEPH MEADOWS	BOARD MEMBER (UNTIL 10/21)	1.00	Director	$0	$0	$0
ADRIAN STANTON	BOARD MEMBER (UNTIL 10/21)	1.00	Director	$0	$0	$0
HELEN CHAMBERLIN	EXECUTIVE DIRECTOR (UNTIL 10/21)	40.00	Officer	$74,667	$0	$74,667

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
2022	$210,383	$297,148	$31,350	$-86,765
2021	$350,502	$340,622	$247,859	$9,880

BOWEN MCCAULEY DANCE INC