OREGON BALLET THEATRE (EIN 931009305) - 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

SHANE JEWELL

Phone

5032270977

Tax Period

2024-07-01 to 2025-06-30

OREGON BALLET THEATRE, founded in 1989, is a community nonprofit in the Arts, Culture & Humanities sector that reported $8.9M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year.

Mission

OREGON BALLET THEATRE IS COMMITTED TO SHARING OUR PASSION FOR THE EXPRESSIVE POWER OF BALLET, INSPIRING AN ENDURING APPRECIATION OF DANCE, AND CONNECTING IN MEANINGFUL WAYS TO OUR COMMUNITY THROUGH EXCELLENCE IN PERFORMANCE, TRAINING, AND EDUCATIONAL PROGRAMS. OREGON BALLET THEATRE IS THE LARGEST PROFESSIONAL BALLET COMPANY IN OREGON, EMPLOYING NEARLY 200 PEOPLE AND ATTRACTING ARTISTS FROM AROUND THE GLOBE WITH OUR REPUTATION FOR EXCELLENCE. THE COMPANY IS ROOTED IN THE TRADITIONS OF CLASSICAL BALLET, WITH A REPERTOIRE THAT RANGES FROM THE GREAT CLASSICS TO PREMIERES FROM SOME OF THE MOST EXCITING CHOREOGRAPHIC VOICES IN THE FIELD TODAY. OUR MISSION IS DEDICATED TO THE VITALITY OF, AND ACCESS TO, WORLD-CLASS BALLET PERFORMANCE AND TRAINING IN OUR REGION. IN ADDITION TO OUR 5-SHOW MAIN STAGE SEASON, WE TRAIN DANCERS FROM 4 YEARS OLD TO 80 YEARS OLD.

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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 $2,334,911

Program Service Revenue $6,269,563

Investment Income $244,598

Other Revenue $82,664

TOTAL REVENUE $8,931,736

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,175,983

Fundraising Expenses $585,934

Program Expenses $8,430,965

Other Expenses $4,303,243

TOTAL EXPENSES $9,479,226

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,931,736	$10,508,720	-0.2%
Expenses	$9,479,226	$9,565,842	0.0%
Net Income	$-547,490	$942,878	-1.6%

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

404

Volunteers

200

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

$297,009

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIELLE ROWE	ARTISTIC DIR	40.00	Highest	$191,301	$7,009	$198,310
SHANE JEWELL	EXECUTIVE DI	40.00	Officer	$180,059	$7,009	$187,068
NICOLAS GAUDREAU	DEVELOPMENT	40.00	Highest	$122,158	$7,009	$129,167
DONNA SIEKMANN	DIRECTOR OF	40.00	Officer	$109,357	$584	$109,941
MELODY ROSE	CHAIR	2.00	Officer Director	$0	$0	$0
JARED KENDAL	VICE CHAIR	2.00	Officer Director	$0	$0	$0
CATE SWEENEY	SECRETARY	2.00	Officer Director	$0	$0	$0
ERIN MBOUP	TREASURER	2.00	Officer Director	$0	$0	$0
ADRIANE BLACKMAN	DIRECTOR	2.00	Director	$0	$0	$0
ADRIA CASSIDY	DIRECTOR	2.00	Director	$0	$0	$0
SANDRA COST	DIRECTOR	2.00	Director	$0	$0	$0
JANNA DAVYDOVA	DIRECTOR	2.00	Director	$0	$0	$0
ELIZAVETA GUSTAFSON	DIRECTOR	2.00	Director	$0	$0	$0
MARC HILL	DIRECTOR	2.00	Director	$0	$0	$0
JULIET HILLMAN	DIRECTOR	2.00	Director	$0	$0	$0
KIMBERLY MACK IRELAND	DIRECTOR	2.00	Director	$0	$0	$0
BILLY LADD	DIRECTOR	2.00	Director	$0	$0	$0
CATHERINE LEVI	DIRECTOR	2.00	Director	$0	$0	$0
NOLAN LIENHART	DIRECTOR	2.00	Director	$0	$0	$0
CALEB SCHLESINGER	DIRECTOR	2.00	Director	$0	$0	$0
SANDA STEIN	DIRECTOR	2.00	Director	$0	$0	$0
LAUREN THIBODEAUX	DIRECTOR	2.00	Director	$0	$0	$0
BEN WAECHTER	DIRECTOR	2.00	Director	$0	$0	$0
MIKE WEDDLE	DIRECTOR	2.00	Director	$0	$0	$0
LEIGH GOLDBERGER	DIRECTOR	2.00	Director	$0	$0	$0
BENJAMIN SIMOENS	DIRECTOR	2.00	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
2025	$8,931,736	$9,479,226	$11,077,972	$-547,490
2024	$10,508,720	$9,565,842	$11,121,738	$942,878
2023	$8,079,141	$8,579,289	$10,477,011	$-500,148
2022	$9,410,499	$7,619,893	$8,514,467	$1,790,606
2021	$4,319,589	$3,664,502	$6,406,620	$655,087
2020	$8,174,296	$7,672,751	$6,001,266	$501,545
2019	$8,069,652	$8,078,822	$6,075,098	$-9,170

OREGON BALLET THEATRE