South Charlotte Ballet Foundation

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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

2023

Legal Domicile

Principal Officer

Anita Wieland

Tax Period

2024-01-01 to 2024-12-31

South Charlotte Ballet Foundation, founded in 2023, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $72K in total revenue in fiscal year 2024. Expenses of $69K left a modest 4% surplus.

Mission

South Charlotte Ballet Foundation mission is to develop the potential of our student dancers in a supportive, professional, nurturing environment to enrich the local community through quality artistic performances and outreach programs.

Program Service Accomplishments

Program 1

Expenses: $68,573 Revenue: $66,711

Provided opportunities for 16 community children to learn ballet dancing during the year.

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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 $5,042

Program Service Revenue $66,711

Investment Income $0

Other Revenue $0

TOTAL REVENUE $71,753

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $68,573

Other Expenses $68,573

TOTAL EXPENSES $68,573

Year-over-Year Comparison

	2024	2023	Change
Revenue	$71,753	N/A	N/A
Expenses	$68,573	N/A	N/A
Net Income	$3,180	N/A	N/A

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEN HALL	President	5.00	Officer Director	$0	$0	$0
ANITA P WIELAND	TreasurerVP	2.00	Officer Director	$0	$0	$0
JENNIFER YOUSE	Secretary	0.25	Officer Director	$0	$0	$0
STEPHANIE LESTER	Board Member	1.00	Director	$0	$0	$0
ANDREA JOHNSON	Board Member	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	$71,753	$68,573	$13,726	$3,180