Civic Intelligence

San Diego Dance Theater

990 • Fiscal year 2016 • EIN 23-7112940

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 10, 2017

2650 Truxtun RoadSan Diego, CA 92106

(619) 225-1803

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

31st percentile

-4.7%

Higher net margin than 31% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

93rd percentile

$54,000

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

10th percentile

-43%

Faster asset growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$26,093

Down $19,765 (-43%) from 2015

Net Assets

Down

$25,938

Down $19,765 (-43%) from 2015

Liabilities

Flat

$155

Flat from 2015

Revenue

Down

$416,183

Down $57,301 (-12%) from 2015

Expenses

Down

$435,918

Down $31,406 (-6.7%) from 2015

Net Income

Down

-$19,735

Down $25,895 (-420%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $39,722Liabilities 2011: $120Net Assets 2011: $39,6022011Assets 2012: $46,988Liabilities 2012: $105Net Assets 2012: $46,8832012Assets 2013: $9,055Liabilities 2013: $419Net Assets 2013: $8,6362013Assets 2014: $40,988Liabilities 2014: $2,155Net Assets 2014: $38,8332014Assets 2015: $45,858Liabilities 2015: $155Net Assets 2015: $45,7032015Assets 2016: $26,093Liabilities 2016: $155Net Assets 2016: $25,9382016Assets 2017: $52,995Liabilities 2017: $155Net Assets 2017: $52,8402017Assets 2018: $82,663Liabilities 2018: $0Net Assets 2018: $82,6632018Assets 2019: $161,645Liabilities 2019: $6,905Net Assets 2019: $154,7402019Assets 2020: $97,532Liabilities 2020: $46,622Net Assets 2020: $50,9102020Assets 2021: $75,898Liabilities 2021: $71,725Net Assets 2021: $4,1732021Assets 2022: $85,626Liabilities 2022: $22,563Net Assets 2022: $63,0632022Assets 2023: $252,815Liabilities 2023: $15,057Net Assets 2023: $237,7582023Assets 2024: $96,330Liabilities 2024: $18,886Net Assets 2024: $77,4442024

Highlighted filing

2016

Assets$26,093
Liabilities$155
Net Assets$25,938

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $390,9132011Expenses 2012: $472,5562012Expenses 2013: $400,3462013Revenue 2014: $440,096Expenses 2014: $410,072Net Income 2014: $30,0242014Revenue 2015: $473,484Expenses 2015: $467,324Net Income 2015: $6,1602015Revenue 2016: $416,183Expenses 2016: $435,918Net Income 2016: -$19,7352016Revenue 2017: $433,159Expenses 2017: $406,257Net Income 2017: $26,9022017Revenue 2018: $485,036Expenses 2018: $454,062Net Income 2018: $30,9742018Revenue 2019: $549,741Expenses 2019: $479,197Net Income 2019: $70,5442019Revenue 2020: $452,491Expenses 2020: $556,425Net Income 2020: -$103,9342020Revenue 2021: $259,034Expenses 2021: $309,820Net Income 2021: -$50,7862021Revenue 2022: $547,767Expenses 2022: $488,877Net Income 2022: $58,8902022Revenue 2023: $700,835Expenses 2023: $526,140Net Income 2023: $174,6952023Revenue 2024: $435,452Expenses 2024: $595,766Net Income 2024: -$160,3142024

Highlighted filing

2016

Revenue$416,183
Expenses$435,918
Net Income-$19,735
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 10, 2017
Return Version
2015v3.0
Gross Receipts
$416,455
Mission and Program Overview

Mission

Dance Performances Dance Education Provide studio and performance space and equipment for dance at below-market rates

Dance Performances & Education

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$45,673$25,938▼ $19,735
Cash and Non-Interest-Bearing Accounts$44,645$24,507▼ $20,138
Accounts Receivable$359$-132▼ $491
Total Assets$45,828$26,093▼ $19,735
Other Assets Total$824$1,718▲ $894
Liabilities
Accounts Payable and Accrued Expenses$155$155→ $0
Total Liabilities$155$155→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$45,673$25,938▼ $19,735
Total Liabilities and Net Assets / Fund Balance$45,828$26,093▼ $19,735

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,718--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jean IsaacsArtistic DirectorFT$54,000$54,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$194,516
Program Service Revenue
$161,979
Investment Income
$0
Other Revenue
$59,688
All Other Contributions
$112,778
Change in Net Assets
$-19,735
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$325,840
Salaries, Compensation, and Employee Benefits$110,078
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$151,715$0$0$151,715
Occupancy$67,731$25,538$0$93,269
Current Officers, Directors, Trustees, and Key Employees$54,000$0$0$54,000
Other Salaries and Wages$0$46,800$0$46,800
Fees for Services Management$0$30,104$0$30,104
Payroll Taxes$4,973$4,305$0$9,278
Insurance$0$8,501$0$8,501
Advertising$5,714$0$0$5,714
Office Expenses$0$4,050$0$4,050
All Other Expenses$1,894$0$0$1,894
Other Expenses$123$241$0$364
Total Functional Expenses$316,379$119,539$0$435,918
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,588
Fundraising Direct Expenses$272
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
San Diego Dance Theater
EIN
23-7112940
Phone
6192251803
Address
2650 Truxtun Road, San Diego, CA 92106

Signing Officer

Name
Scott Holcombe
Title
Treasurer
Phone
6192251803
Signed
2017-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Holcombe
Formed
1972
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
2
Volunteers
35

Preparer

Firm
Rich Porter Attorney at Law
Address
10871 Charbono Point, San Diego, CA 92131-1505
Preparer
Rich Porter
Phone
6198049568
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

See attached note.

Pt VI, Line 12C

See attached note.

Pt VI, Line 15A

See attached note.

Pt VI, Line 8B

There are no committees "with authority to act on behalf of the governing body."

Form 990EZ, Part I, Line 8

Rent

Form 990EZ, Part I, Line 8

Royalties

Form 990EZ, Part I, Line 8

Concessions

Form 990EZ, Part I, Line 16

Advertising & PR

Form 990EZ, Part I, Line 16

Bank & merchant account charges, PayPal, etc.

Form 990EZ, Part I, Line 16

Conferences

Form 990EZ, Part I, Line 16

Contract Labor

Form 990EZ, Part I, Line 16

Dues & Subscriptions

Form 990EZ, Part I, Line 16

Insurance

Form 990EZ, Part I, Line 16

Meals

Form 990EZ, Part I, Line 16

Office Supplies

Form 990EZ, Part I, Line 16

Production Expenses

Form 990EZ, Part I, Line 16

Other Expenses

Form 990EZ, Part II, Line 26

Accounts Payable & Accrued Expenses

Form 990, Part IX, Line 24E

Concession items 1316. 1316. 0. 0.

Form 990, Part IX, Line 24E

Correct Rounding Error 0. 0. 0. 0.

Form 990, Part IX, Line 24E

Meals 72. 72. 0. 0.

Form 990, Part IX, Line 24E

Tenant Improvements 506. 506. 0. 0.

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IRS990/PYProgramServiceRevenueAmt0170371
IRS990/PYRevenuesLessExpensesAmt06160
IRS990/PYSalariesCompEmpBnftPaidAmt087798
IRS990/PYTotalExpensesAmt0467324
IRS990/PYTotalRevenueAmt0473484
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-19735
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt053122
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt093304
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt0250
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0250
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt045673
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt025938
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: Food & beverages, etc. for attendees 2013: 8466. Description: Miscellaneous revenue 2013: 271. 2014: 370.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0194516
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0244089
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0195518
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0174311
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0271768
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01080202
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt058655
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt053977
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt038577
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt022229
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0173438
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0161979
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0170370
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0182668
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0148763
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0181659
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0845439
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt058655
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt053977
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt038577
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt022229
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0173438
IRS990ScheduleA/InvestmentIncomeCYPct00.08230
IRS990ScheduleA/InvestmentIncomePYPct00.08940
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0370
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt08737
IRS990ScheduleA/OtherIncome509Grp/TotalAmt09107
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.91340
IRS990ScheduleA/PublicSupportPY509Pct00.90420
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01925641
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0356495
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0414459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0378186
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0323074
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0453427
IRS990ScheduleA/Total509Grp/TotalAmt01925641
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02108186
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01718
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Undeposited funds
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01718
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0See attached note.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1See attached note.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2See attached note.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3There are no committees "with authority to act on behalf of the governing body."
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rent
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Royalties
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Concessions
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Advertising & PR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank & merchant account charges, PayPal, etc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Conferences
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Contract Labor
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Dues & Subscriptions
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Insurance
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Meals
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Office Supplies
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Production Expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Accounts Payable & Accrued Expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Concession items 1316. 1316. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Correct Rounding Error 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Meals 72. 72. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Tenant Improvements 506. 506. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990, Part IX, Line 24e

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.19$0.77$4.35$5.96$1.60
2023Detailed filing. Detailed filing data is available for this year.$2.53$0.15$2.38$7.01$5.26$1.75
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.23$0.63$5.48$4.89$0.59
2021Detailed filing. Detailed filing data is available for this year.$0.76$0.72$0.04$2.59$3.10$0.51
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.47$0.51$4.52$5.56$1.04
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.07$1.55$5.50$4.79$0.71
2018Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$4.85$4.54$0.31
2017Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$4.33$4.06$0.27
2016Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$4.16$4.36$0.20
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$4.73$4.67$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.02$0.39$4.40$4.10$0.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$4.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.00$0.47$4.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.00$0.40$3.91