BALLET HAWAII (EIN 990163014) - 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

1988

Legal Domicile

Principal Officer

RICHARD VIDA

Phone

8085218600

Tax Period

2023-07-01 to 2024-06-30

BALLET HAWAII, founded in 1988, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

BALLET HAWAII'S MISSION IS TO TEACH, PRESENT, PRODUCE, AND PROMOTE DANCE IN HAWAII.

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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 $438,509

Program Service Revenue $1,359,814

Investment Income $39,604

Other Revenue $123,466

TOTAL REVENUE $1,961,393

Expense Breakdown

Grants Paid $0

Salaries & Benefits $868,750

Fundraising Expenses $102,232

Program Expenses $1,737,944

Other Expenses $1,207,143

TOTAL EXPENSES $2,075,893

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,961,393	$1,713,329	+0.1%
Expenses	$2,075,893	$1,827,532	+0.1%
Net Income	$-114,500	$-114,203	+0.0%

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

$104,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN SCHULL	PRESIDENT	4.00	Officer Director	$0	$0	$0
DR PHILIP MCNAMEE	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
CAROL NAISH	SECRETARY	4.00	Officer Director	$0	$0	$0
KENNY LEE	TREASURER	4.00	Officer Director	$0	$0	$0
MARGERY BRONSTER	DIRECTOR	2.00	Director	$0	$0	$0
MAILE COOKE	DIRECTOR	2.00	Director	$0	$0	$0
JANIE DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
PAUL JURCSAK	DIRECTOR	2.00	Director	$0	$0	$0
DR JENNIFER KING	DIRECTOR	2.00	Director	$0	$0	$0
FLORIA KOMER	DIRECTOR	2.00	Director	$0	$0	$0
BEVERLY KRAVITT	DIRECTOR	2.00	Director	$0	$0	$0
NICOLE KUNZ-REH	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA O'NEILL HANNON	DIRECTOR	2.00	Director	$0	$0	$0
MARION PHILPOTTS MILLER	DIRECTOR	2.00	Director	$0	$0	$0
ELISHA MORRIS	DIRECTOR	2.00	Director	$0	$0	$0
JACKIE TAKESHITA	DIRECTOR	2.00	Director	$0	$0	$0
LARRY TAKUMI	DIRECTOR	2.00	Director	$0	$0	$0
ANDREA USHIJIMA	DIRECTOR	2.00	Director	$0	$0	$0
CAROLYN BERRY WILSON	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA GILES	FORMER DIRECTOR	2.00	Director	$0	$0	$0
PAMELA TAYLOR TONGG	ARTISTIC DIRECTOR	50.00	Officer	$100,000	$0	$100,000
RICHARD VIDA	EXECUTIVE DIRECTOR	50.00	Officer	$4,500	$0	$4,500

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	$1,961,393	$2,075,893	$1,932,069	$-114,500
2023	$1,713,329	$1,827,532	$2,018,354	$-114,203
2022	$1,938,974	$1,300,111	$2,135,192	$638,863
2021	$1,154,633	$600,647	$1,342,747	$553,986
2020	$1,554,957	$1,507,881	$827,711	$47,076
2019	$1,798,331	$2,037,737	$646,114	$-239,406
2018	$1,742,670	$1,986,218	$902,698	$-243,548

BALLET HAWAII