Ballet Repertory Theatre of New Mexico (EIN 850378385) - 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

1989

Legal Domicile

Principal Officer

Ling Faith-Heuertz

Phone

5058881054

Tax Period

2024-08-01 to 2025-07-31

Ballet Repertory Theatre of New Mexico, founded in 1989, is a small nonprofit in the Arts, Culture & Humanities sector that reported $299K in total revenue in fiscal year 2024. Expenses of $255K left a modest 15% surplus.

Mission

Enhance the cultural arts community through dance performance company and dance academy.

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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 $45,584

Program Service Revenue $252,586

Investment Income $21

Other Revenue $916

TOTAL REVENUE $299,107

Expense Breakdown

Grants Paid $0

Salaries & Benefits $53,871

Fundraising Expenses $7,902

Program Expenses $205,985

Other Expenses $200,758

TOTAL EXPENSES $254,629

Year-over-Year Comparison

	2024	2023	Change
Revenue	$299,107	$288,188	+0.0%
Expenses	$254,629	$236,915	+0.1%
Net Income	$44,478	$51,273	-0.1%

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

$40,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Katherine Giese	Executive & Artist Director	50.00	Director Highest	$40,000	$0	$40,000
Ling Faith-Heuertz	President	0.50	Officer Director	$0	$0	$0
Rob Mangone	Treasurer/Secretary	0.10	Officer Director	$0	$0	$0
Julia Keleher	Vice President	0.25	Officer Director	$0	$0	$0
Kelly Smith	Director	0.50	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	$299,107	$254,629	$760,733	$44,478
2024	$288,188	$236,915	$722,562	$51,273
2023	$310,843	$234,130	$678,597	$76,713
2022	$154,735	$158,571	$606,392	$-3,836
2021	$148,060	$131,613	$616,070	$16,447
2020	$226,784	$216,824	$611,410	$9,960
2019	$265,309	$244,529	$617,702	$20,780
2018	$296,729	$256,466	$612,872	$40,263

Ballet Repertory Theatre of New Mexico