Bal d Hiver Benefit Inc (EIN 621368312) - 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

1947

Legal Domicile

Principal Officer

Allison Jones

Phone

6154403029

Tax Period

2021-08-01 to 2022-07-31

Bal d Hiver Benefit Inc, founded in 1947, is a micro nonprofit that reported $94K in total revenue in fiscal year 2021. Expenses of $117K exceeded revenue, resulting in a 24% operating deficit.

Mission

The Bal d'Hiver Benefit is a Charity Ball the proceeds of which are distributed among three charities: Family & Children's Services CASA and Kappa Alpha Theta Foundation

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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 (2021)

Revenue Breakdown

Contributions & Grants $116,576

Program Service Revenue $0

Investment Income $187

Other Revenue $-22,422

TOTAL REVENUE $94,341

Expense Breakdown

Grants Paid $108,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $108,000

Other Expenses $9,225

TOTAL EXPENSES $117,225

Year-over-Year Comparison

	2021	2020	Change
Revenue	$94,341	$95,749	0.0%
Expenses	$117,225	$22,215	+4.3%
Net Income	$-22,884	$73,534	-1.3%

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

N/A

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
Cathy Krumm	Board Member	1.00	Director	$0	$0	$0
Susana Huddleston	Board Member	1.00	Director	$0	$0	$0
Anne Kloeppel	Board Member	5.00	Officer Director	$0	$0	$0
Nancy Youssef	Board Member	1.00	Director	$0	$0	$0
Mary Bess Corbin	Board Member	1.00	Director	$0	$0	$0
Jessica Siegel Dial	Board Member	1.00	Director	$0	$0	$0
Amy Colton	Chairman	5.00	Officer Director	$0	$0	$0
Caroline Smith	Board Member	3.00	Officer Director	$0	$0	$0
Mary Lee Bartlett	Board Member	1.00	Director	$0	$0	$0
Kathryn Harlan	Board Member	1.00	Director	$0	$0	$0
Cami Stoddard	Board Member	1.00	Director	$0	$0	$0
Jenney Springer Keaty	Board Member	1.00	Director	$0	$0	$0
Betsy Hunt	Board Member	1.00	Director	$0	$0	$0
Devereux Pollack	Board Member	1.00	Director	$0	$0	$0
Allison Jones	Secretary Treasurer	1.00	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
2022	$94,341	$117,225	$53,053	$-22,884
2021	$95,749	$22,215	$75,937	$73,534
2020	$49,618	$108,086	$2,403	$-58,468

Bal d Hiver Benefit Inc