AUGUSTA BALLET INC (EIN 580944828) - 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

1964

Legal Domicile

Principal Officer

VALERIE WILLIAMS

Phone

7062610555

Tax Period

2019-07-01 to 2020-06-30

AUGUSTA BALLET INC, founded in 1964, is a micro nonprofit that reported $42K in total revenue in fiscal year 2019. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $52K exceeded revenue, resulting in a 23% operating deficit.

Mission

THE AUGUSTA BALLET PROVIDES DANCE EDUCATION, OUTREACH, AND PERFORMANCE.

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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 (2019)

Revenue Breakdown

Contributions & Grants $34,525

Program Service Revenue $7,499

Investment Income $0

Other Revenue $0

TOTAL REVENUE $42,024

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,807

Fundraising Expenses $0

Program Expenses $49,429

Other Expenses $43,947

TOTAL EXPENSES $51,754

Year-over-Year Comparison

	2019	2018	Change
Revenue	$42,024	$67,928	-0.4%
Expenses	$51,754	$50,202	+0.0%
Net Income	$-9,730	$17,726	-1.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VALERIE WILLIAMS HOGAN	PRESIDENT	10.00	Officer Director	$0	$0	$0
JAN BURCH	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
LORI ROBINSON	SECRETARY & GRANTS CHAIR	10.00	Officer Director	$0	$0	$0
PAIGE BERTRAM	TRUSTEE	5.00	Director	$0	$0	$0
JOSUE GARCIA	TRUSTEE	5.00	Director	$0	$0	$0
PAULA HERZ	TRUSTEE	10.00	Director	$0	$0	$0
LAVETTA JONES	TRUSTEE	10.00	Director	$0	$0	$0
LAURIE PILCHER	TRUSTEE	5.00	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
2020	$42,024	$51,754	$1,612	$-9,730
2019	$67,928	$50,202	$20,746	$17,726
2018	$83,830	$84,999	$2,949	$-1,169

AUGUSTA BALLET INC