Ballet Yuma (EIN 860746893) - 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

1995

Legal Domicile

Principal Officer

Emma Cong

Phone

9283144762

Tax Period

2023-08-01 to 2024-07-31

Ballet Yuma, founded in 1995, is a small nonprofit in the Education sector that reported $185K in total revenue in fiscal year 2023. Expenses of $175K left a modest 5% surplus.

Mission

Community Education about 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 $42,569

Program Service Revenue $109,891

Investment Income $883

Other Revenue $31,351

TOTAL REVENUE $184,694

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,529

Fundraising Expenses $0

Program Expenses $165,649

Other Expenses $147,468

TOTAL EXPENSES $174,997

Year-over-Year Comparison

	2023	2022	Change
Revenue	$184,694	$171,763	+0.1%
Expenses	$174,997	$154,950	+0.1%
Net Income	$9,697	$16,813	-0.4%

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

N/A

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

$15,029

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Emma Cong	Treasurer	16.00	Officer	$15,029	$0	$15,029
Jennifer Coleman	Company Manager	20.00		$12,500	$0	$12,500
Samantha Marquez	Director	1.00	Director	$0	$0	$0
Kathleen Sinclair	Director	1.00	Director	$0	$0	$0
Samantha Byrd	Director	1.00	Director	$0	$0	$0
John Heiligenthal	Director	1.00	Director	$0	$0	$0
Heather Madrigal	Director	1.00	Director	$0	$0	$0
Madilyn Toms	Director	1.00	Director	$0	$0	$0
Lorelei Bensel Kinkead	Secretary	5.00	Officer	$0	$0	$0
Brian Brown	Vice President	5.00	Officer	$0	$0	$0
Sam Guerrero	President	5.00	Officer	$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	$184,694	$174,997	$198,277	$9,697
2019	$189,614	$179,815	$129,658	$9,799
2018	$172,537	$171,074	$117,957	$1,463

Ballet Yuma