ASPEN SANTA FE BALLET (EIN 841150857) - 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

1990

Legal Domicile

Principal Officer

KELLEY PURNELL

Phone

9709257175

Tax Period

2023-09-01 to 2024-08-31

ASPEN SANTA FE BALLET, founded in 1990, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.9M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $3.5M exceeded revenue, resulting in a 20% operating deficit.

Mission

BY UPHOLDING THE HIGHEST STANDARDS OF ARTISTIC EXCELLENCE IN PERFORMANCE, EDUCATION AND OUTREACH, ASPEN SANTA FE BALLET CULTIVATES AND ENHANCES AN UNDERSTANDING AND APPRECIATION OF DANCE.

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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 $1,041,162

Program Service Revenue $1,781,745

Investment Income $70,766

Other Revenue $0

TOTAL REVENUE $2,893,673

Expense Breakdown

Grants Paid $15,242

Salaries & Benefits $1,391,375

Fundraising Expenses $86,042

Program Expenses $2,797,759

Other Expenses $2,061,576

TOTAL EXPENSES $3,468,193

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,893,673	$2,350,479	+0.2%
Expenses	$3,468,193	$2,834,549	+0.2%
Net Income	$-574,520	$-484,070	+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

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

$430,186

Total Directors

$430,186

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM MOSSBRUCKER	ARTISTIC DIRECTOR	50.00	Officer Director	$210,310	$7,033	$217,343
JEAN-PHILIPPE MALATY	EXECUTIVE DIRECTOR	50.00	Officer Director	$205,953	$6,890	$212,843
KELLEY PURNELL	PRESIDENT	10.00	Officer Director	$0	$0	$0
LEIGH MOIOLA	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DENISE JURGENS	TREASURER	5.00	Officer Director	$0	$0	$0
MICHAEL HAUGER	DIRECTOR	5.00	Officer Director	$0	$0	$0
A CHARLES FORTE	SECRETARY	5.00	Officer Director	$0	$0	$0
BARBARA GOLD	DIRECTOR	5.00	Officer Director	$0	$0	$0
NICHOLAS BUBRUL	DIRECTOR	1.00	Director	$0	$0	$0
TONY DILUCIA	DIRECTOR	2.00	Director	$0	$0	$0
JOHN GALANTE	DIRECTOR	1.00	Director	$0	$0	$0
MELINDA PAYSON	DIRECTOR	1.00	Director	$0	$0	$0
ESTHER PEARLSTONE	DIRECTOR	1.00	Director	$0	$0	$0
BILLY STOLZ	DIRECTOR	1.00	Director	$0	$0	$0
BEBE SCHWEPPE	DIRECTOR	1.00	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
2024	$2,893,673	$3,468,193	$4,970,236	$-574,520
2023	$2,350,479	$2,834,549	$4,767,467	$-484,070
2022	$2,372,275	$1,985,340	$4,386,476	$386,935
2021	$3,007,327	$2,000,070	$7,448,531	$1,007,257
2021	$3,007,327	$2,000,070	$7,448,531	$1,007,257
2020	$3,290,192	$3,742,484	$6,593,663	$-452,292
2019	$6,151,018	$4,825,749	$6,495,862	$1,325,269
2018	$4,989,986	$4,552,201	$5,293,609	$437,785

ASPEN SANTA FE BALLET