SAN JOSE DANCE THEATRE (EIN 942233859) - 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

1969

Legal Domicile

Principal Officer

ELIZABETH SWEENEY

Phone

4082869905

Tax Period

2023-07-01 to 2024-06-30

SAN JOSE DANCE THEATRE, founded in 1969, is a small nonprofit that reported $767K in total revenue in fiscal year 2023. Expenses of $942K exceeded revenue, resulting in a 23% operating deficit.

Mission

BALLET PRODUCTIONS PROVIDING OPPORTUNITIES FOR YOUNG DANCERS AGES 10 TO 20 TO PARTICIPATE WITH PROFESSIONAL DANCERS IN STAGE PRODUCTIONS

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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 $50,484

Program Service Revenue $715,960

Investment Income $65

Other Revenue $0

TOTAL REVENUE $766,509

Expense Breakdown

Grants Paid $0

Salaries & Benefits $481,174

Fundraising Expenses $0

Program Expenses $818,696

Other Expenses $460,816

TOTAL EXPENSES $941,990

Year-over-Year Comparison

	2023	2022	Change
Revenue	$766,509	N/A	N/A
Expenses	$941,990	N/A	N/A
Net Income	$-175,481	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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN DRAGINOFF	BOARD MEMBER	4.00	Director	$0	$0	$0
LEE FORBES	BOARD MEMBER	4.00	Director	$0	$0	$0
BARBI HAMILTON	BOARD MEMBER	4.00	Director	$0	$0	$0
JENNIFER JOYCE	BOARD MEMBER	4.00	Director	$0	$0	$0
JOHN TORREY	BOARD MEMBER	4.00	Director	$0	$0	$0
BRANDON LEWKE	TREASURER	8.00	Officer	$0	$0	$0
KAY PETTIT	SECRETARY	8.00	Officer	$0	$0	$0
ELIZABETH SWEENEY	PRESIDENT	8.00	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	$766,509	$941,990	$199,001	$-175,481
2023	$1,159,369	$1,394,047	$355,587	$-234,678
2022	$1,282,889	$1,061,488	$606,131	$221,401
2021	$411,330	$584,926	$447,493	$-173,596
2020	$888,601	$822,286	$556,856	$66,315
2019	$937,027	$659,909	$539,600	$277,118
2018	$405,415	$472,402	$31,836	$-66,987

SAN JOSE DANCE THEATRE