Beaumont Civic Ballet (EIN 741931030) - 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

1971

Legal Domicile

Phone

4098384397

Tax Period

2024-06-01 to 2025-05-31

Beaumont Civic Ballet, founded in 1971, is a small nonprofit in the Arts, Culture & Humanities sector that reported $262K in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $42K, a strong 16% operating margin.

Mission

Regional dance company to promote community interest in classical ballet by providing high quality performances while nurturing the growth and development of the company 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 (2024)

Revenue Breakdown

Contributions & Grants $163,542

Program Service Revenue $107,272

Investment Income $0

Other Revenue $-8,635

TOTAL REVENUE $262,179

Expense Breakdown

Grants Paid $4,000

Salaries & Benefits $65,594

Fundraising Expenses $27,233

Program Expenses $153,179

Other Expenses $150,339

TOTAL EXPENSES $219,933

Year-over-Year Comparison

	2024	2023	Change
Revenue	$262,179	$180,923	+0.4%
Expenses	$219,933	$233,087	-0.1%
Net Income	$42,246	$-52,164	-1.8%

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

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

$34,660

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kelly Jackson	Executive Dir	28.00	Officer	$34,660	$0	$34,660
Monique Zummo Steinhagen	Artistic Direc.	12.00	Officer	$0	$0	$0
Megan Forgas Anderson	Assoc Director	12.00	Officer	$0	$0	$0
Heather Montalbano	President	8.00	Officer	$0	$0	$0
Madeline Blalock	Secretary	2.00	Officer	$0	$0	$0
Lauren Williams	Treasurer	3.00	Officer	$0	$0	$0
Kathryn Messina	Fundraising	3.00	Officer	$0	$0	$0
Samantha Hemmenway	Fundraising	3.00	Officer	$0	$0	$0
Melinda Terry	Production	3.00	Officer	$0	$0	$0
Amber Gibbs	Bazaar	2.00	Officer	$0	$0	$0
Rebecca Rogers	Marketing	2.00	Officer	$0	$0	$0
Lisa Matthews	Marketing	2.00	Officer	$0	$0	$0
Carrie Zilhman	Patron Apprec	2.00	Officer	$0	$0	$0
Mackenzie Blanchard	Volunteer Coord	2.00	Officer	$0	$0	$0
Kate Leverett	Grant Dev	2.00	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	$262,179	$219,933	$148,774	$42,246
2024	$180,923	$233,087	$108,029	$-52,164
2023	$221,854	$186,664	$151,926	$35,190
2022	$167,850	$124,435	$115,396	$43,415

Beaumont Civic Ballet