Berkeley Ballet Theater Inc (EIN 942711919) - 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

1981

Legal Domicile

Principal Officer

Alison Taylor Lange

Phone

9254021073

Tax Period

2023-09-01 to 2024-08-31

Berkeley Ballet Theater Inc, founded in 1981, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.5M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year.

Mission

Berkeley Ballet Theater's Mission is to provide rigorous classical ballet training in a diverse and nurturing environment to students of all ages and to enrich the community by providing the joy of dance to everyone.

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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 $285,710

Program Service Revenue $1,266,426

Investment Income $0

Other Revenue $-22,065

TOTAL REVENUE $1,530,071

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,043,980

Fundraising Expenses $168,581

Program Expenses $1,276,912

Other Expenses $617,090

TOTAL EXPENSES $1,661,070

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,530,071	$1,651,137	-0.1%
Expenses	$1,661,070	$1,611,249	+0.0%
Net Income	$-130,999	$39,888	-4.3%

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

100

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

$85,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alison Taylor Lange	Executive Dir.	40.00	Officer	$85,000	$0	$85,000
Tienne Lee	Vice President	0.50	Officer Director	$0	$0	$0
Molly Hart	Secretary	0.50	Officer Director	$0	$0	$0
Rob Depew	Chairman	0.50	Officer Director	$0	$0	$0
Mia Masia	Chairman	0.50	Officer Director	$0	$0	$0
Khiara Bridges	Director	0.25	Director	$0	$0	$0
Stacey May	Director	0.25	Director	$0	$0	$0
Binita Bhattacharjee	Director	0.25	Director	$0	$0	$0
David Featherstone	Director	0.25	Director	$0	$0	$0
Nick Rio	Director	0.25	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	$1,530,071	$1,661,070	$328,482	$-130,999
2023	$1,651,137	$1,611,249	$449,029	$39,888
2022	$1,708,534	$1,405,010	$457,039	$303,524
2021	$961,031	$1,210,040	$687,595	$-249,009
2020	$1,045,607	$1,131,428	$640,436	$-85,821
2019	$970,433	$1,127,253	$689,415	$-156,820
2018	$1,247,286	$1,099,277	$884,788	$148,009

Berkeley Ballet Theater Inc