Ann Brodies Carolina Ballet (EIN 570878338) - 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

1988

Legal Domicile

Phone

8037716303

Tax Period

2022-07-01 to 2023-06-30

Ann Brodies Carolina Ballet, founded in 1988, is a small nonprofit that reported $271K in total revenue in fiscal year 2022.

Mission

To Educate and train young ballet dancers

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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 (2022)

Revenue Breakdown

Contributions & Grants $97,992

Program Service Revenue $174,088

Investment Income $0

Other Revenue $-1,266

TOTAL REVENUE $270,814

Expense Breakdown

Grants Paid $0

Salaries & Benefits $128,206

Fundraising Expenses $0

Program Expenses $260,959

Other Expenses $145,842

TOTAL EXPENSES $274,048

Year-over-Year Comparison

	2022	2021	Change
Revenue	$270,814	$269,649	+0.0%
Expenses	$274,048	$284,148	0.0%
Net Income	$-3,234	$-14,499	-0.8%

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

150

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

$43,225

Total Directors

$43,225

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mimi Worrell	Artistic Direct	40.00	Officer Director	$43,225	$0	$43,225
Mandy Vega	Immed Past Pres	1.00	Officer Director	$0	$0	$0
See Attached	Members	0.00	Director	$0	$0	$0
Tashia Myers	Secretary	1.00	Officer Director	$0	$0	$0
Aaron Griswold	President	1.00	Officer Director	$0	$0	$0
Ashley Mallory Lindler	Treasurer	1.00	Officer	$0	$0	$0
John Whitehead	Executive Dir.	20.00	Officer	$0	$0	$0
Jeff McKeever	CMFA Director	1.00	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
2024	No data	No data	No data	No data
2023	$270,814	$274,048	$17,730	$-3,234
2022	$269,649	$284,148	$17,294	$-14,499
2021	$229,794	$259,358	$31,142	$-29,564
2020	$306,076	$248,838	$60,111	$57,238
2019	$347,702	$327,320	$13,016	$20,382
2018	$310,354	$326,510	$7,305	$-16,156

Ann Brodies Carolina Ballet