ASPEN SANTA FE BALLET ENDOWMENT INC (EIN 821009713) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

LEIGH MOIOLA

Phone

9709257175

Tax Period

2023-09-01 to 2024-08-31

ASPEN SANTA FE BALLET ENDOWMENT INC, founded in 2017, is a small nonprofit in the Arts, Culture & Humanities sector that reported $287K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $182K, a strong 63% operating margin.

Mission

THE ORGANIZATION'S PURPOSE IS TO HOLD AND MANAGE ENDOWMENT FUNDS FOR ASPEN SANTA FE BALLET, INC. IT SEEKS TO PROVIDE ASPEN SANTA FE BALLET, INC. WITH A RELIABLE SOURCE OF SUPPORT WHILE ROTECTING ITS INVESTMENTS AGAINST INFLATION AND WIDE SWINGS IN THE CAPITAL MARKETS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $287,124

Other Revenue $0

TOTAL REVENUE $287,124

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $105,552

TOTAL EXPENSES $105,552

Year-over-Year Comparison

	2023	2022	Change
Revenue	$287,124	$332,483	-0.1%
Expenses	$105,552	$95,256	+0.1%
Net Income	$181,572	$237,227	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

$212,843

Total Directors

$212,843

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEAN-PHILIPPE MALATY	EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$6,890	$212,843
KELLEY PURNELL	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL HAUGER	DIRECTOR	1.00	Director	$0	$0	$0
LEIGH MOIOLA	PRESIDENT	1.00	Officer Director	$0	$0	$0
A CHARLES FORTE	SECRETARY	1.00	Officer Director	$0	$0	$0
DENISE JURGENS	TREASURER	1.00	Officer 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
2024	$287,124	$105,552	$15,676,165	$181,572
2023	$332,483	$95,256	$13,089,795	$237,227
2022	$135,837	$139,288	$12,824,948	$-3,451
2021	$1,973,844	$152,120	$11,177,590	$1,821,724
2021	$1,973,844	$152,120	$11,177,590	$1,821,724
2020	$1,158,911	$81,956	$9,355,866	$1,076,955
2019	$283,802	$181,798	$7,850,715	$102,004
2018	$457,845	$66,867	$7,304,696	$390,978

ASPEN SANTA FE BALLET ENDOWMENT INC