BALLROOM BARKS

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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

2009

Legal Domicile

Principal Officer

BONNIE HEGARTY-DIAZ

Phone

9173858064

Tax Period

2023-01-01 to 2023-12-31

Mission

THE ORGANIZATIONS MISSION IS TO SUPPORT ANIMAL WELFARE VIA CARE AND RESCUE, AND BY PROVIDING AFFORDABLE HOUSING OPPORTUNITIES FOR PET DOGS AND CATS AND THEIR OWNERS.

Program Service Accomplishments

Program 1

Expenses: $19,316

CARE AND RESCUE OF PETS, AND PROVIDING AFFORDABLE HOUSING OPPORTUNITIES FOR PET DOGS AND CATS AND THEIR OWNERS.

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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 $12,558

Program Service Revenue $0

Investment Income $0

Other Revenue $-12,558

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $19,316

Other Expenses $19,316

TOTAL EXPENSES $19,316

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$100,430	-1.0%
Expenses	$19,316	$101,234	-0.8%
Net Income	N/A	$-804	N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BONNIE HEGARTY-DIAZ	PRESIDENT & EXECUTIVE DIRE	40.00	Officer Director	$0	$0	$0
LORI BRIZZI	SECRETARY	2.00	Officer Director	$0	$0	$0
PATRICIA M PANEBIANCO	TREASURER	2.00	Officer 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	No data	$19,316	$818,585	No data
2022	$100,430	$101,234	$837,901	$-804
2021	$42,089	$79,635	$825,219	$-37,546
2020	$193,694	$215,162	$842,765	$-21,468
2019	$211,360	$60,000	$974,233	$151,360
2018	$167,499	$179,500	$822,873	$-12,001