ANITA N MARTINEZ BALLET FOLKLORIC INC (EIN 751814458) - 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

1981

Legal Domicile

Principal Officer

LISA MESA-ROGERS

Phone

2148280181

Tax Period

2018-10-01 to 2019-09-30

ANITA N MARTINEZ BALLET FOLKLORIC INC, founded in 1981, is a small nonprofit that reported $179K in total revenue in fiscal year 2018. Revenue fell 43% from the prior year — a significant decline worth monitoring.

Mission

THE ORGANIZATION IS DEDICATED TO INSTILLING CULTURAL PRIDE AND HERITAGE IN HISPANIC YOUTH WHILE EDUCATING THE GENERAL PUBLIC ABOUT THE HISPANIC CULTURAL CONTRIBUTION TO AMERICAN SOCIETY

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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 (2018)

Revenue Breakdown

Contributions & Grants $88,036

Program Service Revenue $90,509

Investment Income $0

Other Revenue $0

TOTAL REVENUE $178,545

Expense Breakdown

Grants Paid $0

Salaries & Benefits $35,535

Fundraising Expenses $4,236

Program Expenses $143,027

Other Expenses $154,412

TOTAL EXPENSES $189,947

Year-over-Year Comparison

	2018	2017	Change
Revenue	$178,545	$315,195	-0.4%
Expenses	$189,947	$297,683	-0.4%
Net Income	$-11,402	$17,512	-1.7%

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

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

$12,262

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANITA N MARTINEZ	FOUNDER	1.00	Director	$0	$0	$0
LEONOR MARQUEZ	TREASURER	4.00	Officer Director	$0	$0	$0
ANITA N MARTINEZ	FOUNDER	1.00	Director	$0	$0	$0
GILES DAVIDSON	PRESIDENT	4.00	Officer Director	$0	$0	$0
CHRISTY ZEGUB	SECRETARY	1.00	Officer Director	$0	$0	$0
JUANITA H NANEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBBIE F NEWMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JANET SPENCE HOLLAND	BOARD MEMBER	1.00	Director	$0	$0	$0
JOANNA Y RIDGWAY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JUDY WATSON	BOARD MEMBER	1.00	Director	$0	$0	$0
LENOR MARQUEZ	TREASURER	1.00	Officer Director	$0	$0	$0
LISA MESA-ROGERS	EXECUTIVE DIRECTOR	40.00	Key Emp	$12,262	$0	$12,262

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
2019	$178,545	$189,947	$113,675	$-11,402

ANITA N MARTINEZ BALLET FOLKLORIC INC