ROCKBRIDGE BALLET (EIN 770622087) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

JENNA DONAHUE

Phone

5404633436

Tax Period

2024-07-01 to 2025-06-30

ROCKBRIDGE BALLET, founded in 2003, is a small nonprofit in the Youth Development sector that reported $254K in total revenue in fiscal year 2018. Revenue decreased 5% compared to the prior year.

Mission

ROCKBRIDGE BALLET'S MISSION IS DESCRIBED ON SCHEDULE O. ROCKBRIDGE BALLET PROVIDES THE INTERMEDIATE AND ADVANCED YOUTH DANCERS IN THE ROCKBRIDGE COUNTY COMMUNITY WITH THE OPPORTUNITY TO TRAIN, REHEARSE AND PERFORM FOR THE GENERAL PUBLIC IN ITS TWO ANNUAL DANCE CONCERTS. ROCKBRIDGE BALLET ALSO PROVIDES DANCE INSTRUCTION TO ITS COMPANY MEMBERS AS WELL AS OTHER YOUTH IN THE COMMUNITY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $81,861

Program Service Revenue $265,741

Investment Income $1,280

Other Revenue $8,093

TOTAL REVENUE $356,975

Expense Breakdown

Grants Paid $0

Salaries & Benefits $210,529

Fundraising Expenses $2,869

Program Expenses $328,757

Other Expenses $154,714

TOTAL EXPENSES $365,243

Year-over-Year Comparison

	2024	2023	Change
Revenue	$356,975	$361,739	0.0%
Expenses	$365,243	$352,008	+0.0%
Net Income	$-8,268	$9,731	-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

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

$81,775

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNA DONAHUE	PRESIDENT	0.00	Officer Director	$0	$0	$0
LAURA PEARSON	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
KATLYN HICKMAN	SECRETARY	0.00	Officer Director	$0	$0	$0
DENISE BOUCHER	TREASURER	0.00	Officer Director	$0	$0	$0
MELISSA GLADWELL-SAYRE	DIRECTOR	0.00	Director	$0	$0	$0
MELISSA GREER	DIRECTOR	0.00	Director	$0	$0	$0
STUART BROWN	DIRECTOR	0.00	Director	$0	$0	$0
LISA KEESEE	DIRECTOR	0.00	Director	$0	$0	$0
JACKIE WEAVER	DIRECTOR	0.00	Director	$0	$0	$0
JENNIFER PERDEW	DIRECTOR	0.00	Director	$0	$0	$0
BECKY FLESHMAN	DIRECTOR	0.00	Director	$0	$0	$0
JESSICA MARTIN	EXECUTIVE & ARTISTIC DIREC	40.00	Officer	$81,775	$0	$81,775

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	$356,975	$365,243	$131,907	$-8,268
2024	No data	No data	No data	No data
2023	$350,744	$325,855	$130,444	$24,889
2022	$264,610	$255,683	$105,555	$8,927
2021	$310,879	$232,887	$96,628	$77,992
2020	$209,284	$247,700	$40,436	$-38,416
2019	$254,409	$271,440	$58,538	$-17,031

ROCKBRIDGE BALLET