Oakland Ballet Company (EIN 943395450) - 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

1996

Legal Domicile

Principal Officer

Graham Lustig

Phone

5108933132

Tax Period

2023-07-01 to 2024-06-30

Oakland Ballet Company, founded in 1996, is a small nonprofit in the Arts, Culture & Humanities sector that reported $977K in total revenue in fiscal year 2023. Expenses of $1.2M exceeded revenue, resulting in a 22% operating deficit.

Mission

Oakland Ballet Company's mission is to inspire the community by keeping the tradition of ballet exciting, vibrant and accessible.

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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 $493,576

Program Service Revenue $487,615

Investment Income $232

Other Revenue $-4,197

TOTAL REVENUE $977,226

Expense Breakdown

Grants Paid $0

Salaries & Benefits $503,046

Fundraising Expenses $74,461

Program Expenses $1,029,423

Other Expenses $668,538

TOTAL EXPENSES $1,194,284

Year-over-Year Comparison

	2023	2022	Change
Revenue	$977,226	$965,555	+0.0%
Expenses	$1,194,284	$1,135,932	+0.1%
Net Income	$-217,058	$-170,377	+0.3%

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

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

$90,000

Total Directors

$90,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Graham Lustig	Executive Dir.	40.00	Officer Director	$90,000	$0	$90,000
Nathan Williams	Chairman	2.00	Officer Director	$0	$0	$0
Carolyn Rinetti	Vice President	2.00	Officer Director	$0	$0	$0
Elizabeth Marrama	Treasurer	5.00	Officer Director	$0	$0	$0
Sarah Allendorf	Director	1.00	Director	$0	$0	$0
Michelle Migdal Gee	Director	1.00	Director	$0	$0	$0
Dale Marie Golden	Director	1.00	Director	$0	$0	$0
Michele Joseph	Director	1.00	Director	$0	$0	$0
Roz Perazzo	Director	5.00	Director	$0	$0	$0
Jeanette Robinson	Director	1.00	Director	$0	$0	$0
Angela Rodriguez Riemenschneider	Director	1.00	Director	$0	$0	$0
Lan Shaw	Director	1.00	Director	$0	$0	$0
Marilyn Snider	Director	1.00	Director	$0	$0	$0
Rosie Torres	Director	1.00	Director	$0	$0	$0
Anne Campbell Washington	Director	1.00	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	No data	No data	No data	No data
2024	$977,226	$1,194,284	$86,238	$-217,058
2023	$965,555	$1,135,932	$242,888	$-170,377
2022	$1,026,178	$879,112	$384,616	$147,066
2021	$472,696	$281,141	$316,006	$191,555
2020	$833,793	$816,271	$127,119	$17,522
2019	$914,950	$939,001	$103,730	$-24,051
2018	$852,755	$843,799	$103,540	$8,956

Oakland Ballet Company