BALLET GUILD OF BIRMINGHAM

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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

1992

Legal Domicile

Principal Officer

CAROLYN LACY

Phone

2052634718

Tax Period

2023-10-01 to 2024-09-30

BALLET GUILD OF BIRMINGHAM, founded in 1992, is a micro nonprofit that reported $99K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

THE BALLET GUILD OF BIRMINGHAM IS AN INVITATIONAL GROUP THAT RAISES FUNDS TO SUPPORT THE ALABAMA BALLET THROUGHT ITS ANNUAL CHARITY BALL, THE BALL OF ROSES.

Program Service Accomplishments

Program 1

Expenses: $82,651

THE ANNUAL BALL OF ROSES IS HELD EACH YEAR TO SUPPORT THE ALABAMA BALLET. ALL MONEY RAISED THROUGH THIS EVENT IS PRESENTED TO THE ALABAMA BALLET. THE ALABAMA BALLET PROMOTES THE DEVELOPMENT OF...

THE ANNUAL BALL OF ROSES IS HELD EACH YEAR TO SUPPORT THE ALABAMA BALLET. ALL MONEY RAISED THROUGH THIS EVENT IS PRESENTED TO THE ALABAMA BALLET. THE ALABAMA BALLET PROMOTES THE DEVELOPMENT OF CLASSICAL AND CONTEMPORARY BALLET THROUGH HIGH QUALITY PERFORMANCES, DANCE EDUCATION AND COMMUNITY OUTREACH.

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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 $49,741

Program Service Revenue $0

Investment Income $588

Other Revenue $48,281

TOTAL REVENUE $98,610

Expense Breakdown

Grants Paid $66,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $82,651

Other Expenses $33,883

TOTAL EXPENSES $99,883

Year-over-Year Comparison

	2023	2022	Change
Revenue	$98,610	$80,487	+0.2%
Expenses	$99,883	$86,941	+0.1%
Net Income	$-1,273	$-6,454	-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

259

Independent Members

259

Employees

N/A

Volunteers

268

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
BROOKE DRINKARD WHATLEY	PRESIDENT	2.00	Officer Director	$0	$0	$0
ELEANOR TOLBERT	MEMBER-AT-LARGE	2.00	Officer Director	$0	$0	$0
ELIZABETH ANN SPARKS	BALL CHAIR	2.00	Officer Director	$0	$0	$0
REBECCA STUMP	BALL CO-CHAIR	2.00	Officer Director	$0	$0	$0
VIRGINIA GRISHAM	BALL TREASURER	2.00	Officer Director	$0	$0	$0
CAROLYN LACY	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KATHERINE BROWN	COMMITTEE SECRETARY	2.00	Officer Director	$0	$0	$0
EVERETTE RUSSELL	CORRESPONDING SECRETARY	2.00	Officer Director	$0	$0	$0
BROOKE DRINKARD WHATLEY	PARLIAMENTARIAN	2.00	Officer Director	$0	$0	$0
FAIRFAX DAVIS	GUILD TREASURER	2.00	Officer Director	$0	$0	$0
TRENT HULL	BOARD MEMBER	1.00	Director	$0	$0	$0
HELEN CRABTREE	BOARD MEMBER	1.00	Director	$0	$0	$0
GARLAND SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROL ANN PHILLIPS	BOARD MEMBER	1.00	Director	$0	$0	$0
TRICIA NOBLE	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLINE EZELL	BOARD MEMBER	1.00	Director	$0	$0	$0
RITA WRIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY MARGARET HENDRY	BOARD MEMBER	1.00	Director	$0	$0	$0
ASHELYNN SMITH	BOARD MEMBER	1.00	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
2024	$98,610	$99,883	$38,461	$-1,273
2023	$80,487	$86,941	$39,733	$-6,454
2022	$76,241	$71,084	$46,187	$5,157
2021	$72,968	$155,824	$41,030	$-82,856
2018	$126,378	$97,009	$44,569	$29,369