Smuin Ballet (EIN 943197247) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

Madeleine Boshart

Phone

4155565000

Tax Period

2024-07-01 to 2025-06-30

Smuin Ballet, founded in 1994, is a community nonprofit in the Arts, Culture & Humanities sector that reported $4.7M in total revenue in fiscal year 2024. Expenses of $5.2M exceeded revenue, resulting in a 10% operating deficit.

Mission

Smuin Contemporary Ballet thrives on diverse views and dance styles to create art that is original, evocative, and entertaining. By creating a platform for artists to flourish, we foster innovation. By embracing bold ideals and ideas, we unleash the limitless power of dance. We are committed to sharing our passion for dance through performances, classes, and community engagement.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,890,143

Program Service Revenue $1,515,828

Investment Income $24,280

Other Revenue $317,292

TOTAL REVENUE $4,747,543

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,473,592

Fundraising Expenses $474,269

Program Expenses $3,723,135

Other Expenses $1,749,750

TOTAL EXPENSES $5,223,342

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,747,543	$4,630,624	+0.0%
Expenses	$5,223,342	$5,180,923	+0.0%
Net Income	$-475,799	$-550,299	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$101,838

Total Directors

$101,838

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lori Laqua	Managing Director	40.00		$154,746	$0	$154,746
Amy Seiwert	Artistic Director	40.00		$135,812	$0	$135,812
Alicia Tos	Development Dir	40.00		$126,309	$0	$126,309
Celia Fushille	Trustee	2.00	Officer Director	$101,838	$0	$101,838
Madeleine Boshart	President	4.00	Officer Director	$0	$0	$0
Trisha Mount	Vice President	4.00	Officer Director	$0	$0	$0
Karen D Kadushin	Secretary	4.00	Officer Director	$0	$0	$0
Hal Louchheim	Treasurer	4.00	Officer Director	$0	$0	$0
Bahar Aghighi MD	Trustee	2.00	Director	$0	$0	$0
Lee D Baxter	Trustee	2.00	Director	$0	$0	$0
Bruce Braden	Trustee	2.00	Director	$0	$0	$0
Mark Palmer	Trustee	2.00	Director	$0	$0	$0
John Konstin	Trustee	2.00	Director	$0	$0	$0
Linda Membreno MD	Trustee	2.00	Director	$0	$0	$0
John Schlag	Trustee	2.00	Director	$0	$0	$0
Randy Soso	Trustee	2.00	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
2025	$4,747,543	$5,223,342	$8,605,410	$-475,799
2024	$4,630,624	$5,180,923	$9,105,465	$-550,299
2023	$3,770,404	$4,275,080	$9,618,446	$-504,676
2022	$3,860,023	$3,598,955	$10,091,492	$261,068
2021	$3,416,712	$2,409,677	$10,104,768	$1,007,035
2020	$4,377,866	$3,597,422	$9,677,595	$780,444
2019	$5,023,002	$4,183,206	$7,788,841	$839,796

Smuin Ballet