Civic Intelligence

Carolina Ballet Theatre Inc Aterm

EIN 23-7282935 • 501(c)3 • Greenville, SC

Profile

Founded in 1972, Carolina Ballet Theatre is a 501(c)(3) non-profit organization and Greenville's only professional resident dance company who's mission is to engage, educate and entertain its audiences through the dynamic medium of dance.

PO Box 135Greenville, SC 29602

www.carolinaballet.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

50th percentile

0.02x

Higher debt load relative to assets than 50% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

39th percentile

0.00x

Higher debt load relative to revenue than 39% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

24th percentile

-9.9%

Higher net margin than 24% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

70th percentile

$58,253

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 10.9% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

7th percentile

-44%

Faster asset growth than 7% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

77th percentile

36%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$65,276

Down $51,525 (-44%) from 2024

Liabilities

Up

$1,038

Up $1,038 from 2024

Net Assets

Down

$64,238

Down $52,563 (-45%) from 2024

Operations
Liabilities / Revenue39th percentileNet Margin24th percentile

Revenue

Up

$532,928

Up $140,246 (+36%) from 2024

Expenses

Up

$585,491

Up $133,195 (+29%) from 2024

Net Income

Up

-$52,563

Up $7,051 (+12%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0-$50KAssets 2011: $27,132Liabilities 2011: $28,606Net Assets 2011: -$1,4742011Assets 2012: $25,755Liabilities 2012: $15,914Net Assets 2012: $9,8412012Assets 2013: $39,812Liabilities 2013: $29,616Net Assets 2013: $10,1962013Assets 2014: $46,079Liabilities 2014: $19,585Net Assets 2014: $26,4942014Assets 2015: $10,286Liabilities 2015: $1,560Net Assets 2015: $8,7262015Assets 2016: $34,014Liabilities 2016: $0Net Assets 2016: $34,0142016Assets 2017: $57,412Liabilities 2017: $0Net Assets 2017: $57,4122017Assets 2018: $99,644Liabilities 2018: $340Net Assets 2018: $99,3042018Assets 2019: $27,684Liabilities 2019: $0Net Assets 2019: $27,6842019Assets 2020: $42,623Liabilities 2020: $12,151Net Assets 2020: $30,4722020Assets 2021: $87,791Liabilities 2021: $0Net Assets 2021: $87,7912021Assets 2022: $170,716Liabilities 2022: $0Net Assets 2022: $170,7162022Assets 2023: $176,415Liabilities 2023: $0Net Assets 2023: $176,4152023Assets 2024: $116,801Liabilities 2024: $0Net Assets 2024: $116,8012024Assets 2025: $65,276Liabilities 2025: $1,038Net Assets 2025: $64,2382025

Highlighted filing

2025

Assets$65,276
Liabilities$1,038
Net Assets$64,238
Open 2025 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $419,5042011Expenses 2012: $272,2872012Expenses 2013: $358,6632013Revenue 2014: $435,730Expenses 2014: $479,433Net Income 2014: -$43,7032014Revenue 2015: $202,842Expenses 2015: $194,116Net Income 2015: $8,7262015Revenue 2016: $162,399Expenses 2016: $136,391Net Income 2016: $26,0082016Revenue 2017: $211,839Expenses 2017: $195,472Net Income 2017: $16,3672017Revenue 2018: $319,190Expenses 2018: $277,298Net Income 2018: $41,8922018Revenue 2019: $175,600Expenses 2019: $251,798Net Income 2019: -$76,1982019Revenue 2020: $261,067Expenses 2020: $261,142Net Income 2020: -$752020Revenue 2021: $174,516Expenses 2021: $117,197Net Income 2021: $57,3192021Revenue 2022: $357,408Expenses 2022: $272,483Net Income 2022: $84,9252022Revenue 2023: $299,378Expenses 2023: $293,679Net Income 2023: $5,6992023Revenue 2024: $392,682Expenses 2024: $452,296Net Income 2024: -$59,6142024Revenue 2025: $532,928Expenses 2025: $585,491Net Income 2025: -$52,5632025

Highlighted filing

2025

Revenue$532,928
Expenses$585,491
Net Income-$52,563
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$65,276
Liabilities
$1,038
Net assets
$64,238
Revenue
$532,928
Expenses
$585,491
Net income
-$52,563
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.01$0.64$5.33$5.85$0.53
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$3.93$4.52$0.60
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.00$1.76$2.99$2.94$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$3.57$2.72$0.85
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$1.75$1.17$0.57
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.12$0.30$2.61$2.61$0.00
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.00$0.28$1.76$2.52$0.76
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$0.99$3.19$2.77$0.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$2.12$1.95$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$1.62$1.36$0.26
2015Detailed filing. Detailed filing data is available for this year.$0.10$0.02$0.09$2.03$1.94$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.20$0.26$4.36$4.79$0.44
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.30$0.10$3.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.16$0.10$2.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.29$0.01$4.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 18, 2025
Return Version
2024v5.0
Gross Receipts
$624,773
Mission and Program Overview

Mission

Founded in 1972, Carolina Ballet Theatre is a 501(c)(3) non-profit organization and Greenville's only professional resident dance company who's mission is to engage, educate and entertain its audiences through the dynamic medium of dance.

Carolina ballet theatre's mission is to engage, educate and entertain audiences through the dynamic medium of dance

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$107,859$56,334▼ $51,525
Inventories for Sale or Use$8,942$8,942→ $0
Total Assets$116,801$65,276▼ $51,525
Liabilities
Other Liabilities-$1,038-
Total Liabilities$0$1,038▲ $1,038
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$116,801$64,238▼ $52,563
Total Net Assets Fund Balance$116,801$64,238▼ $52,563
Total Liabilities and Net Assets / Fund Balance$116,801$65,276▼ $51,525
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Roberta PhillipsExecutive DiFT$58,253$58,253

Board Members and Trustees

NameTitle
Nicole ChevesPresident
Cathryn LopezBoard Member
Christina FullerBoard Member
Katie HarrisonBoard Member
Kiere JoiBoard Member
Millie ThomassonBoard Member
Olivia DevoreBoard Member
Carissa IveySecretary
Lisa LarocqueTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$126,054
Program Service Revenue
$395,002
Investment Income
$19,346
Other Revenue
$-7,474
All Other Contributions
$9,607
Change in Net Assets
$-52,563
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$522,782
Salaries, Compensation, and Employee Benefits$62,709
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$252,808$697-$253,505
Occupancy$140,131$8,059-$148,190
Advertising$74,038--$74,038
Current Officers, Directors, Trustees, and Key Employees$52,428$5,825-$58,253
Insurance$12,007--$12,007
Fees for Services Accounting-$10,242-$10,242
Other Expenses$6,951--$6,951
Payroll Taxes$4,456--$4,456
Office Expenses$55$3,692-$3,747
Travel$964--$964
Fees for Services Legal-$50-$50
Total Functional Expenses$556,926$28,565$0$585,491
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$25,061
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$32,771-$25,061-
Total Events$32,771-$25,061$-25,061
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“.pdf version is provided to the full board for review prior to filing.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Carolina Ballet Theatre Inc Aterm
EIN
23-7282935
Phone
8646166157
Address
PO BOX 135, GREENVILLE, SC 29602

Signing Officer

Name
Lisa Larocque
Title
Treasurer
Phone
8646166157
Signed
2025-11-18

Organization Details

Principal Officer
Lisa Larocque
Formed
1972
Legal Domicile
Sc
Voting Board Members
10
Independent Board Members
10
Employees
1
Volunteers
62

Preparer

Firm
Copper Advisors
Address
777 LOWNDES HILL RD BLDG 2 102, GREENVILLE, SC 29607
Preparer
Philip D Mccoig CPA
Phone
8644074200
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

“In carolina ballet theatre's 2024-2025 season, the organization served as the peace center for the performing arts resident professional ballet company. As a part of its 53nd season, carolina ballet theatre offered 4 ballets. In october of 2024, the season opened with the performance of night at the museum. Continuing the longstanding christmas tradition, carolina ballet theatre returned to the concert hall of the peace center for the nutcracker. In march of 2024, the company hosted an outreach performance which benefitted the julie valentine center. For the season finale at the peace center, the company performed cinderella. In addition to the ticketed live performances,carolina ballet theatre also participated in several outreach programs. The carolina ballet theatre boys in ballet program which provides scholarships for school age boys to participate in a free 20 week program. This year cbt expanded its staff of professional and preprofessional dancers as well as contract multiple guest artists and production crew. The company's community cast represented over 140 student age dancers from more than 12 dance schools in the upstate area.”

Form 990, Part IX, Line 11G

“Contract workers 252,808 0 0 bank charges 0 697 0 total 252,808 697 0”

Raw XML AppendixShowing 400 of 402 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/BooksInCareOfDetail/PhoneNum08646166157
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IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/CYOtherRevenueAmt0-7474
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IRS990/CYRevenuesLessExpensesAmt0-52563
IRS990/CYSalariesCompEmpBnftPaidAmt062709
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IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/Desc0IN CAROLINA BALLET THEATRE'S 2024-2025 SEASON, THE ORGANIZATION SERVED AS THE PEACE CENTER FOR THE PERFORMING ARTS RESIDENT PROFESSIONAL BALLET COMPANY. AS A PART OF ITS 53ND SEASON, CAROLINA BALLET THEATRE OFFERED 4 BALLETS. IN OCTOBER OF 2024, THE SEASON OPENED WITH THE PERFORMANCE OF NIGHT AT THE MUSEUM. CONTINUING THE LONGSTANDING CHRISTMAS TRADITION, CAROLINA BALLET THEATRE RETURNED TO THE CONCERT HALL OF THE PEACE CENTER FOR THE NUTCRACKER. IN MARCH OF 2024, THE COMPANY HOSTED AN OUTREACH PERFORMANCE WHICH BENEFITTED THE JULIE VALENTINE CENTER. FOR THE SEASON FINALE AT THE PEACE CENTER, THE COMPANY PERFORMED CINDERELLA. IN ADDITION TO THE TICKETED LIVE PERFORMANCES,CAROLINA BALLET THEATRE ALSO PARTICIPATED IN SEVERAL OUTREACH PROGRAMS. THE CAROLINA BALLET THEATRE BOYS IN BALLET PROGRAM WHICH PROVIDES SCHOLARSHIPS FOR SCHOOL AGE BOYS TO PARTICIPATE IN A FREE 20 WEEK PROGRAM. THIS YEAR CBT EXPANDED ITS STAFF OF PROFESSIONAL AND PREPROFESSIONAL DANCERS AS WELL AS CONTRACT MULTIPLE GUEST ARTISTS AND PRODUCTION CREW. THE COMPANY'S COMMUNITY CAST REPRESENTED OVER 140 STUDENT AGE DANCERS FROM MORE THAN 12 DANCE SCHOOLS IN THE UPSTATE AREA.
IRS990/DescribedInSection501c3Ind0true
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IRS990/EmployeeCnt01
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IN CAROLINA BALLET THEATRE'S 2024-2025 SEASON, THE ORGANIZATION SERVED AS THE PEACE CENTER FOR THE PERFORMING ARTS RESIDENT PROFESSIONAL BALLET COMPANY. AS A PART OF ITS 53ND SEASON, CAROLINA BALLET THEATRE OFFERED 4 BALLETS. IN OCTOBER OF 2024, THE SEASON OPENED WITH THE PERFORMANCE OF NIGHT AT THE MUSEUM. CONTINUING THE LONGSTANDING CHRISTMAS TRADITION, CAROLINA BALLET THEATRE RETURNED TO THE CONCERT HALL OF THE PEACE CENTER FOR THE NUTCRACKER. IN MARCH OF 2024, THE COMPANY HOSTED AN OUTREACH PERFORMANCE WHICH BENEFITTED THE JULIE VALENTINE CENTER. FOR THE SEASON FINALE AT THE PEACE CENTER, THE COMPANY PERFORMED CINDERELLA. IN ADDITION TO THE TICKETED LIVE PERFORMANCES,CAROLINA BALLET THEATRE ALSO PARTICIPATED IN SEVERAL OUTREACH PROGRAMS. THE CAROLINA BALLET THEATRE BOYS IN BALLET PROGRAM WHICH PROVIDES SCHOLARSHIPS FOR SCHOOL AGE BOYS TO PARTICIPATE IN A FREE 20 WEEK PROGRAM. THIS YEAR CBT EXPANDED ITS STAFF OF PROFESSIONAL AND PREPROFESSIONAL DANCERS AS WELL AS CONTRACT MULTIPLE GUEST ARTISTS AND PRODUCTION CREW. THE COMPANY'S COMMUNITY CAST REPRESENTED OVER 140 STUDENT AGE DANCERS FROM MORE THAN 12 DANCE SCHOOLS IN THE UPSTATE AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1.PDF VERSION IS PROVIDED TO THE FULL BOARD FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTRACT WORKERS 252,808 0 0 BANK CHARGES 0 697 0 TOTAL 252,808 697 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA LAROCQUE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08646166157
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-18
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILIP D MCCOIG CPA
ReturnHeader/ReturnTs02025-11-18T17:21:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01

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