Anaheim Ballet (EIN 953645705) - 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

Phone

7144906150

Tax Period

2023-06-01 to 2024-05-31

Anaheim Ballet, founded in 1981, is a small nonprofit in the Arts, Culture & Humanities sector that reported $583K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year.

Mission

PURPOSE OF THIS ORGANIZATION IS TO EDUCATE AND TRAIN INDIVIDUALS OR GROUPS IN THE DANCE AND PERFORMING ARTS, AND THROUGH PRODUCTIONS AND DANCE RECITALS FOR THE PUBLIC AT LARGE, CREATE A CONTINUING INTEREST IN THE ART OF DANCE.

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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 $152,841

Program Service Revenue $430,140

Investment Income $0

Other Revenue $0

TOTAL REVENUE $582,981

Expense Breakdown

Grants Paid $0

Salaries & Benefits $405,748

Fundraising Expenses $0

Program Expenses $478,578

Other Expenses $228,790

TOTAL EXPENSES $634,538

Year-over-Year Comparison

	2023	2022	Change
Revenue	$582,981	$666,468	-0.1%
Expenses	$634,538	$624,232	+0.0%
Net Income	$-51,557	$42,236	-2.2%

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

$86,992

Total Directors

$86,992

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAWRENCE ROSENBERG	Director	40.00	Officer Director	$46,319	$0	$46,319
SARMA Lapenieks ROSENBERG	Director	35.00	Officer Director	$40,673	$0	$40,673
ROSALINDA MONROY	President	1.00	Officer Director	$0	$0	$0
DOUG MCKAY	Director	1.00	Director	$0	$0	$0
Vivan Gottheiner	Treasurer/Sec	1.00	Officer Director	$0	$0	$0
DALE MERRILL	Director	1.00	Director	$0	$0	$0
STEVE WELLS	Director	1.00	Director	$0	$0	$0
Jacque Lollie Walker	Vice President	1.00	Officer Director	$0	$0	$0
Rayell Segerstrom	Director	1.00	Director	$0	$0	$0
Natalie Imkamp	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
2024	$582,981	$634,538	$25,975	$-51,557
2024	$582,981	$634,538	$25,975	$-51,557
2023	$666,468	$624,232	$72,729	$42,236
2022	$552,118	$520,199	$28,789	$31,919
2021	$323,563	$323,118	$37,436	$445
2020	$436,549	$454,880	$33,237	$-18,331
2019	$465,404	$481,583	$16,163	$-16,179

Anaheim Ballet