SANTA CRUZ BALLET THEATRE (EIN 770076069) - 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

1982

Legal Domicile

Phone

8313257386

Tax Period

2022-08-01 to 2023-07-31

SANTA CRUZ BALLET THEATRE, founded in 1982, is a small nonprofit that reported $211K in total revenue in fiscal year 2022. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $44K, a strong 21% operating margin.

Mission

To inspire the community and create opportunities for young artists through the advancement of the art of ballet

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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 (2022)

Revenue Breakdown

Contributions & Grants $65,193

Program Service Revenue $129,990

Investment Income $0

Other Revenue $15,530

TOTAL REVENUE $210,713

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $131,160

Other Expenses $166,374

TOTAL EXPENSES $166,374

Year-over-Year Comparison

	2022	2021	Change
Revenue	$210,713	$241,792	-0.1%
Expenses	$166,374	$243,582	-0.3%
Net Income	$44,339	$-1,790	-25.8%

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

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CIARA HARRAHER	Trustee	10.00	Director	$0	$0	$0
REBECCA DYMOND	Trustee	10.00	Director	$0	$0	$0
CATHERINE HEISINGER	Trustee	10.00	Director	$0	$0	$0
LILY SWAN	Trustee	10.00	Director	$0	$0	$0
LISA NAGAMINE	Trustee	10.00	Director	$0	$0	$0
LISA STANFORD	Trustee	10.00	Director	$0	$0	$0
MICHELLE MORTON	Treasurer	10.00	Officer	$0	$0	$0
CHRISTINA MCLAUGHLIN	Vice President	10.00	Officer	$0	$0	$0
KIMBERLY MILES SEIKEL	Vice President	10.00	Officer	$0	$0	$0
LINDA SWAN	President	10.00	Officer	$0	$0	$0
KELLY SHULMAN	Secretary	10.00	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
2023	$210,713	$166,374	$65,618	$44,339
2022	$241,792	$243,582	$24,434	$-1,790
2020	$316,772	$206,971	$16,756	$109,801
2019	$269,250	$309,511	$1,620	$-40,261

SANTA CRUZ BALLET THEATRE