NEW BALLET SCHOOL DOWNTOWN SAN JOSE INC (EIN 811657501) - 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

2016

Legal Domicile

Principal Officer

DALIA RAWSON

Phone

4083525616

Tax Period

2024-07-01 to 2025-06-30

NEW BALLET SCHOOL DOWNTOWN SAN JOSE INC, founded in 2016, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.6M in total revenue in fiscal year 2024.

Mission

PROVIDING UNPARALLELED TRAINING FOR SERIOUS PRE-PROFESSIONAL BALLET STUDENTS. TRAINING AT THE NEW BALLET FOCUSES ON DEVELOPMENTALLY APPROPRIATE INSTRUCTION AND DANCER HEATLH FOR EACH STUDENT.

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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 $489,007

Program Service Revenue $1,103,733

Investment Income $26,229

Other Revenue $20,632

TOTAL REVENUE $1,639,601

Expense Breakdown

Grants Paid $0

Salaries & Benefits $840,199

Fundraising Expenses $79,307

Program Expenses $1,153,649

Other Expenses $857,724

TOTAL EXPENSES $1,697,923

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,639,601	$1,648,732	0.0%
Expenses	$1,697,923	$1,724,291	0.0%
Net Income	$-58,322	$-75,559	-0.2%

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

120

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

$73,182

Total Directors

$73,182

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DALIA RAWSON	PRESIDENT AN	5.00	Officer Director	$73,182	$0	$73,182
ELIZABETH GUMMERE	TREASURER	2.00	Officer Director	$0	$0	$0
ELIZABETH STRIEBECK	SECRETARY	2.00	Director	$0	$0	$0
BILL PERRY	BOARD MEMBER	2.00	Director	$0	$0	$0
MIKE LEE	BOARD MEMBER	2.00	Director	$0	$0	$0
LOURDES YASHAR	BOARD MEMBER	2.00	Director	$0	$0	$0
RAUL PERALEZ	BOARD MEMBER	2.00	Director	$0	$0	$0
SAMUEL CORTEZ	BOARD MEMBER	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	$1,639,601	$1,697,923	$3,407,208	$-58,322
2024	$1,648,732	$1,724,291	$3,406,556	$-75,559
2023	$1,563,043	$1,496,085	$3,629,616	$66,958
2022	$1,661,389	$1,409,975	$1,175,523	$251,414
2021	$1,191,856	$1,006,566	$1,149,090	$185,290
2020	$1,272,297	$1,299,408	$820,932	$-27,111
2019	$1,540,730	$1,305,860	$797,669	$234,870
2018	$1,463,383	$1,275,836	$588,216	$187,547

NEW BALLET SCHOOL DOWNTOWN SAN JOSE INC