BALLET AUSTIN FOUNDATION

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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

1998

Legal Domicile

Principal Officer

CATHY THOMPSON

Phone

5124826870

Tax Period

2024-08-01 to 2025-07-31

BALLET AUSTIN FOUNDATION, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $449K in total revenue in fiscal year 2024. Expenses of $426K left a modest 5% surplus.

Mission

THE FOUNDATION WAS ESTABLISHED IN 1998 TO ENCOURAGE PUBLIC SUPPORT OF BALLET AUSTIN AND TO RECEIVE, MANAGE AND INVEST CONTRIBUTIONS FOR THE EXCLUSIVE BENEFIT OF BALLET AUSTIN.

Program Service Accomplishments

Program 1

Expenses: $377,376

PROVIDE SUPPORT TO BALLET AUSTIN.

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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 $98,707

Program Service Revenue $0

Investment Income $350,055

Other Revenue $0

TOTAL REVENUE $448,762

Expense Breakdown

Grants Paid $377,376

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $377,376

Other Expenses $48,901

TOTAL EXPENSES $426,277

Year-over-Year Comparison

	2024	2023	Change
Revenue	$448,762	$444,850	+0.0%
Expenses	$426,277	$403,366	+0.1%
Net Income	$22,485	$41,484	-0.5%

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

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
SARAH BUTLER	SECRETARY	2.00	Officer Director	$0	$0	$0
JENNENE MASHBURN	TRUSTEE	2.00	Director	$0	$0	$0
TOM WELCH	EX-OFFICIO BA TREASURER	2.00	Director	$0	$0	$0
EDIE ROGAT	TREASURER	2.00	Officer Director	$0	$0	$0
CLIFF ERNST	LEGACY CIRCLE CHAIR	2.00	Officer Director	$0	$0	$0
EMILY MORELAND	VICE CHAIR	2.00	Officer Director	$0	$0	$0
CATHY THOMPSON	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
DIANE LANE	TRUSTEE	2.00	Director	$0	$0	$0
SLY MAJID	EX-OFFICIO BA PRESIDENT	2.00	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
2025	$448,762	$426,277	$11,854,747	$22,485
2024	$444,850	$403,366	$11,083,235	$41,484
2023	$252,377	$380,719	$10,125,399	$-128,342
2022	$305,590	$393,093	$9,609,007	$-87,503
2021	$1,631,051	$342,561	$10,876,119	$1,288,490
2020	$678,570	$313,619	$8,849,718	$364,951
2019	$293,178	$277,278	$8,120,525	$15,900
2018	$243,939	$253,815	$7,906,480	$-9,876