BALLET SUN VALLEY INC (EIN 813872831) - 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

JAMES LASKI

Phone

2087277437

Tax Period

2023-10-01 to 2024-09-30

BALLET SUN VALLEY INC, founded in 2016, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.1M in total revenue in fiscal year 2023. Expenses of $934K left a modest 13% surplus.

Mission

TO ENGAGE, NOURISH & UPLIFT THE COMMUNITY BY DEEPENING IT'S CONNECTION TO WORLD-CLASS DANCE AND DANCE EDUCATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $838,432

Program Service Revenue $215,256

Investment Income $11,364

Other Revenue $9,877

TOTAL REVENUE $1,074,929

Expense Breakdown

Grants Paid $0

Salaries & Benefits $93,713

Fundraising Expenses $98,384

Program Expenses $815,212

Other Expenses $839,981

TOTAL EXPENSES $933,694

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,074,929	$1,085,623	0.0%
Expenses	$933,694	$917,685	+0.0%
Net Income	$141,235	$167,938	-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

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

$77,083

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD DAVIS	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
MONICA GROSSMAN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
GILLIAN DILALLO	SECRETARY	0.50	Officer Director	$0	$0	$0
JAMES LASKI	TREASURER	1.00	Officer Director	$0	$0	$0
KATHLEEN JONES	DIRECTOR	0.50	Director	$0	$0	$0
BOBBIE HERRELL	DIRECTOR	0.50	Director	$0	$0	$0
ADRIAN NORRIS	DIRECTOR	0.50	Director	$0	$0	$0
KELLI QUINLAN	EXECUTIVE DIRECTOR	30.00	Officer	$77,083	$0	$77,083

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
2024	$1,074,929	$933,694	$556,782	$141,235
2023	$1,085,623	$917,685	$415,569	$167,938
2022	$842,150	$986,191	$255,166	$-144,041
2021	$1,037,010	$1,025,357	$449,442	$11,653
2019	$840,777	$918,689	$266,440	$-77,912
2018	$877,278	$703,432	$333,948	$173,846

BALLET SUN VALLEY INC