SAN FRANCISCO BALLET ASSOCIATION (EIN 941415298) - 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

1933

Legal Domicile

Principal Officer

BRANISLAV HENSELMANN

Phone

4158615600

Tax Period

2024-07-01 to 2025-06-30

SAN FRANCISCO BALLET ASSOCIATION, founded in 1933, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $70.8M in total revenue in fiscal year 2024. Expenses of $67.1M left a modest 5% surplus.

Mission

SF BALLET'S MISSION IS TO SHAPE BALLET'S FUTURE BY CREATING WORKS OF (SEE SCH. O) UNCOMPROMISING EXCELLENCE, IDENTIFYING AND DEVELOPING EXTRAORDINARY TALENT, AND SERVING AS A CATALYS FOR CULTURAL TRANSFORMATION. WE BLEND INNOVATION WITH ACCOUNTABILITY, LOCAL ROOTS WITH GLOBAL RESONANCE, CREATING EXPERIENCES THAT SHIFT PERSPECTIVES AND INSPIRE BOLD CREATIVITY ACROSS GENERATIONS.

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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 $39,698,287

Program Service Revenue $31,591,636

Investment Income $183,189

Other Revenue $-692,302

TOTAL REVENUE $70,780,810

Expense Breakdown

Grants Paid $1,299,297

Salaries & Benefits $47,047,276

Fundraising Expenses $2,413,927

Program Expenses $55,875,649

Other Expenses $18,802,967

TOTAL EXPENSES $67,149,540

Year-over-Year Comparison

	2024	2023	Change
Revenue	$70,780,810	$70,408,508	+0.0%
Expenses	$67,149,540	$64,170,654	+0.0%
Net Income	$3,631,270	$6,237,854	-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

811

Volunteers

499

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

$1,658,280

Total Directors

Key Employees

$1,806,301

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALISON MAUZE	CHAIR OF THE BOARD	10.00	Officer Director	$0	$0	$0
SONIA H EVERS	TRUSTEE & IMMEDIATE PAST CO-CHAIR	10.00	Director	$0	$0	$0
ROBERT G SHAW	TRUSTEE & IMMEDIATE PAST CO-CHAIR	10.00	Director	$0	$0	$0
JAMES H HERBERT II	VICE CHAIR	5.00	Officer Director	$0	$0	$0
DIANE B WILSEY	VICE CHAIR	5.00	Officer Director	$0	$0	$0
JENNIFER J MCCALL	SECRETARY	5.00	Officer Director	$0	$0	$0
SUSAN S BRIGGS	ASSISTANT SECRETARY	5.00	Officer Director	$0	$0	$0
JEFF MINICK	TREASURER	5.00	Officer Director	$0	$0	$0
JOLA ANDERSON	TRUSTEE	2.00	Director	$0	$0	$0
MARISA M AVANSINO	TRUSTEE	2.00	Director	$0	$0	$0
RICHARD C BARKER	TRUSTEE (THRU 05/25)	2.00	Director	$0	$0	$0
ALEX BECKMAN	TRUSTEE (THRU 03/25)	2.00	Director	$0	$0	$0
LYDIA BERGMAN	TRUSTEE	2.00	Director	$0	$0	$0
DAVID BOWMAN	TRUSTEE	2.00	Director	$0	$0	$0
KATIE COLENDICH	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTINE LEONG CONNORS	TRUSTEE	2.00	Director	$0	$0	$0
DAVID C COX	TRUSTEE	2.00	Director	$0	$0	$0
SUSAN P DIEKMAN	TRUSTEE	2.00	Director	$0	$0	$0
SHELBY M GANS	TRUSTEE	2.00	Director	$0	$0	$0
DR RICHARD GIBBS	TRUSTEE	2.00	Director	$0	$0	$0
MONICA L GROSSMAN	TRUSTEE	2.00	Director	$0	$0	$0
ALAN HENRICKS	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL P N A HORMEL	TRUSTEE	2.00	Director	$0	$0	$0
DR THOMAS M JACKSON	TRUSTEE	2.00	Director	$0	$0	$0
MICHELLE GILMAN JASEN	TRUSTEE	2.00	Director	$0	$0	$0
SAMUEL JEFFERY	TRUSTEE	2.00	Director	$0	$0	$0
JAYSON JOHNSON	TRUSTEE	2.00	Director	$0	$0	$0
NANCY KUKACKA	TRUSTEE	2.00	Director	$0	$0	$0
YASUNOBU KYOGOKU	TRUSTEE	2.00	Director	$0	$0	$0
KELSEY LAMOND	TRUSTEE	2.00	Director	$0	$0	$0
BRENDA LEFF	TRUSTEE	2.00	Director	$0	$0	$0
MARISSA MAYER	TRUSTEE	2.00	Director	$0	$0	$0
MADHUKAR V NAMBURI	TRUSTEE	2.00	Director	$0	$0	$0
ALEXANDRA NEWMAN	TRUSTEE	2.00	Director	$0	$0	$0
JOHN S OSTERWEIS	TRUSTEE	10.00	Director	$0	$0	$0
JOHN T PALMER	TRUSTEE	2.00	Director	$0	$0	$0
CARL F PASCARELLA	TRUSTEE	2.00	Director	$0	$0	$0
YURIE PASCARELLA	TRUSTEE	2.00	Director	$0	$0	$0
JEREMY RISHEL	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTINE RUSSELL	TRUSTEE	2.00	Director	$0	$0	$0
RANDEE SEIGER	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTINE E SHERRY	TRUSTEE	2.00	Director	$0	$0	$0
YAEL SHRAGER	TRUSTEE	2.00	Director	$0	$0	$0
CATHERINE SLAVONIA	TRUSTEE	2.00	Director	$0	$0	$0
LEAH A SOLIVAN	TRUSTEE	2.00	Director	$0	$0	$0
DAVID HOOKER SPENCER	TRUSTEE	2.00	Director	$0	$0	$0
JUDY C SWANSON	TRUSTEE	2.00	Director	$0	$0	$0
JENNIFER M WALSKE	TRUSTEE	2.00	Director	$0	$0	$0
GARY S WILLIAMS JR	TRUSTEE	2.00	Director	$0	$0	$0
TIMOTHY C WU	TRUSTEE	2.00	Director	$0	$0	$0
LAREINA YEE	TRUSTEE	2.00	Director	$0	$0	$0
JANICE HANSEN ZAKIN	TRUSTEE	2.00	Director	$0	$0	$0
TAMARA ROJO	ART DIR & PRIN CHOREO	50.00	Officer	$615,086	$22,129	$637,215
ARTURO JACOBUS	INTERIM EXECUTIVE DIR. (THRU 11/24)	28.00	Officer	$546,588	$10,980	$557,568
ROBERT H FORE III	CHIEF FINANCIAL OFFICER (THRU 12/24)	40.00	Officer	$312,223	$35,095	$347,318
BRANISLAV HENSELMANN	EXECUTIVE DIRECTOR (AS OF 09/24)	50.00	Officer	$115,698	$481	$116,179
LEONARD EGERT	GENERAL MANAGER (THRU 03/25)	50.00	Key Emp	$304,063	$22,031	$326,094
MARTIN WEST	MUSIC DIRECTOR & PRIN. CONDUCTOR	50.00	Key Emp	$320,280	$26,732	$347,012
KARIN BIRKLAND	HUMAN RESOURCES DIR. (THRU 12/24)	50.00	Key Emp	$229,688	$14,208	$243,896
KRISTIN LANGER BERTRAND	CAMPAIGN DIRECTOR	40.00	Key Emp	$205,950	$16,433	$222,383
BRYNN KATHLEEN MYERS	CHIEF PHILANTHROPY OFFICER	40.00	Key Emp	$179,499	$9,844	$189,343
LISA POPPEN	CHIEF MARKETING OFFICER	40.00	Key Emp	$276,975	$19,929	$296,904
GRACE MADUELL HOLMES	SCHOOL DIRECTOR	40.00	Key Emp	$162,744	$17,925	$180,669
SASHA E DE SOLA	PRINCIPAL DANCER	40.00	Highest	$213,931	$33,865	$247,796
CORDULA MERKS	CONCERT MASTER	40.00	Highest	$228,980	$38,381	$267,361
YUAN-YUAN TAN	PRINCIPAL DANCER	40.00	Highest	$207,238	$28,221	$235,459
ROBISON AARON	DANCER	40.00	Highest	$186,313	$30,245	$216,558
FLAHERTY FRANCES	DANCER	40.00	Highest	$186,534	$29,623	$216,157
HELGI TOMASSON	FORMER ARTISTIC DIRECTOR	0.00		$165,330	$0	$165,330

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	$70,780,810	$67,149,540	$49,224,955	$3,631,270
2024	No data	No data	No data	No data
2023	$59,752,588	$60,754,433	$38,436,381	$-1,001,845
2022	$63,638,947	$53,441,529	$37,086,752	$10,197,418
2021	$32,776,998	$39,300,401	$40,889,067	$-6,523,403
2020	$42,335,157	$51,159,678	$42,362,954	$-8,824,521
2019	$53,062,172	$56,727,767	$47,319,813	$-3,665,595
2018	$54,309,312	$56,180,481	$52,559,268	$-1,871,169

SAN FRANCISCO BALLET ASSOCIATION