SAN FRANCISCO BALLET ENDOWMENT FOUNDATION

EIN: 942747262 501(c)(3) Arts, Culture & Humanities

SAN FRANCISCO, CA

Total Revenue
$16,556,521
Total Expenses
$11,455,755
Total Assets
$171,133,669
Net Assets
$170,144,888
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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
1980
Legal Domicile
CA
Principal Officer
NANCY KUKACKA
Phone
4158615600
Tax Period
2024-07-01 to 2025-06-30

SAN FRANCISCO BALLET ENDOWMENT FOUNDATION, founded in 1980, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $16.6M in total revenue in fiscal year 2024. Revenue fell 71% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $5.1M, a strong 31% operating margin.

Mission

HOLDING AND MANAGING FUNDS FOR THE BENEFIT OF THE SAN FRANCISCO BALLET ASSOCIATION.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,755,918
Program Service Revenue $0
Investment Income $14,800,603
Other Revenue $0
TOTAL REVENUE $16,556,521

Expense Breakdown

Grants Paid $10,280,468
Salaries & Benefits $487,229
Fundraising Expenses $449,121
Program Expenses $10,807,660
Other Expenses $688,058
TOTAL EXPENSES $11,455,755

Year-over-Year Comparison

2024 2023 Change
Revenue $16,556,521 $57,649,644 -0.7%
Expenses $11,455,755 $6,199,725 +0.8%
Net Income $5,100,766 $51,449,919 -0.9%
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

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Governance

Voting Members
6
Independent Members
6
Employees
N/A
Volunteers
6

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
5
$476,163
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NANCY KUKACKA PRESIDENT 5.00
Officer Director
$0 $0 $0
THOMAS E HORN TREASURER (THRU 1/25) 5.00
Officer Director
$0 $0 $0
JOHN S OSTERWEIS PRESIDENT EMERITUS 2.00
Director
$0 $0 $0
ALKA SINGAL DIRECTOR (AS OF 8/24) 2.00
Director
$0 $0 $0
HILARY C PIERCE DIRECTOR 2.00
Director
$0 $0 $0
RICHARD C BARKER DIRECTOR (THRU 5/25) 2.00
Director
$0 $0 $0
SALLY X YU DIRECTOR 2.00
Director
$0 $0 $0
SUSAN S BRIGGS DIRECTOR 2.00
Director
$0 $0 $0
ROBERT H FORE III CHIEF FINANCIAL OFFICER (THRU 12/24) 10.00
Officer
$62,445 $47,651 $359,875
LYNDA GUSTAFSON INTERIM CFO (THRU 9/25) 0.00
Officer
$0 $0 $0
CARMEN CREEL SECRETARY 2.00
Officer
$0 $10,770 $116,288
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 $16,556,521 $11,455,755 $171,133,669 $5,100,766
2024 $57,649,644 $6,199,725 $158,954,966 $51,449,919
2023 $8,228,961 $11,773,497 $111,913,362 $-3,544,536
2022 $-5,955,633 $6,671,233 $115,604,092 $-12,626,866
2021 $23,966,743 $6,437,041 $139,886,048 $17,529,702
2020 $3,698,531 $5,664,457 $116,192,033 $-1,965,926
2019 $9,282,961 $6,100,774 $126,645,343 $3,182,187
2018 $9,093,586 $5,811,030 $127,218,080 $3,282,556
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