MONTEREY PENINSULA BALLET THEATRE CORP (EIN 815074438) - 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

2017

Legal Domicile

Principal Officer

CAMILLE REITH

Phone

8312332513

Tax Period

2024-05-01 to 2025-04-30

MONTEREY PENINSULA BALLET THEATRE CORP, founded in 2017, is a small nonprofit in the Arts, Culture & Humanities sector that reported $262K in total revenue in fiscal year 2024. The organization ran a surplus of $49K, a strong 19% operating margin.

Mission

FOSTERING THE PASSION AND DEVELOPMENT OF LOCAL YOUTH THROUGH THE PERFORMING ARTS.

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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 $85,064

Program Service Revenue $171,733

Investment Income $0

Other Revenue $4,992

TOTAL REVENUE $261,789

Expense Breakdown

Grants Paid $4,190

Salaries & Benefits $76,229

Fundraising Expenses $0

Program Expenses $200,388

Other Expenses $132,822

TOTAL EXPENSES $213,241

Year-over-Year Comparison

	2024	2023	Change
Revenue	$261,789	$245,732	+0.1%
Expenses	$213,241	$204,605	+0.0%
Net Income	$48,548	$41,127	+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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER WATTS	PRESIDENT	12.50	Officer Director	$0	$0	$0
KIMBERLY BENSON	SECRETARY	2.00	Officer Director	$0	$0	$0
ALICIA BENN	DIRECTOR	0.75	Director	$0	$0	$0
BONNIE BOLLMAN	DIRECTOR	0.75	Director	$0	$0	$0
DAVID CARMONA	DIRECTOR	0.75	Director	$0	$0	$0
RYAN MCGUIRK	DIRECTOR	0.75	Director	$0	$0	$0
JASON NEVES	DIRECTOR	0.75	Director	$0	$0	$0
CAMILLE REITH	TREASURER	6.00	Officer Director	$0	$0	$0
VIRGINIA SWAN	DIRECTOR	2.50	Director	$0	$0	$0
EMMA WAROFF	DIRECTOR	0.75	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	$261,789	$213,241	$253,322	$48,548
2024	$245,732	$204,605	$205,214	$41,127

MONTEREY PENINSULA BALLET THEATRE CORP