Civic Intelligence

Union County Youth Ballet

990EZ • Fiscal year 2020 • EIN 31-1660973

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

903 B North Charlotte AveMonroe, NC 28110

(704) 289-5733

Siviq Scores

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

Liabilities / Assets

54th percentile

0.01x

Higher debt load relative to assets than 54% of similar nonprofits.

2020 filings • NTEE A • <$500k nonprofits • Source year 2020

Liabilities / Revenue

60th percentile

0.03x

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

2020 filings • NTEE A • <$500k nonprofits • Source year 2020

Net Margin

22nd percentile

-25%

Higher net margin than 22% of similar nonprofits.

2020 filings • NTEE A • <$500k nonprofits • Source year 2020

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • NTEE A • <$500k nonprofits • Source year 2020

Asset Growth

32nd percentile

-5.7%

Faster asset growth than 32% of similar nonprofits.

2020 filings • NTEE A • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-60%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • NTEE A • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$151,499

Down $9,213 (-5.7%) from 2019

Net Assets

Down

$150,499

Down $9,001 (-5.6%) from 2019

Liabilities

Down

$1,000

Down $212 (-17%) from 2019

Revenue

Down

$36,512

Down $54,366 (-60%) from 2019

Expenses

Up

$45,514

Up $7,399 (+19%) from 2019

Net Income

Down

-$9,002

Down $61,765 (-117%) from 2019

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2016: $100,789Liabilities 2016: $4,010Net Assets 2016: $96,7792016Assets 2017: $92,703Liabilities 2017: $199Net Assets 2017: $92,5042017Assets 2018: $108,099Liabilities 2018: $1,362Net Assets 2018: $106,7372018Assets 2019: $160,712Liabilities 2019: $1,212Net Assets 2019: $159,5002019Assets 2020: $151,499Liabilities 2020: $1,000Net Assets 2020: $150,4992020Assets 2021: $176,274Liabilities 2021: $1,000Net Assets 2021: $175,2742021Assets 2022: $124,670Liabilities 2022: $4,143Net Assets 2022: $120,5272022Assets 2023: $138,909Net Assets 2023: $138,9092023Assets 2024: $148,809Liabilities 2024: $3,085Net Assets 2024: $145,7242024

Highlighted filing

2020

Assets$151,499
Liabilities$1,000
Net Assets$150,499

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2016: $45,872Expenses 2016: $7,777Net Income 2016: $38,0952016Revenue 2017: $35,578Expenses 2017: $39,853Net Income 2017: -$4,2752017Revenue 2018: $53,299Expenses 2018: $39,066Net Income 2018: $14,2332018Revenue 2019: $90,878Expenses 2019: $38,115Net Income 2019: $52,7632019Revenue 2020: $36,512Expenses 2020: $45,514Net Income 2020: -$9,0022020Revenue 2021: $57,005Expenses 2021: $32,230Net Income 2021: $24,7752021Revenue 2022: -$28,478Expenses 2022: $26,275Net Income 2022: -$54,7532022Revenue 2023: $55,922Expenses 2023: $37,531Net Income 2023: $18,3912023Revenue 2024: $57,824Expenses 2024: $51,011Net Income 2024: $6,8132024

Highlighted filing

2020

Revenue$36,512
Expenses$45,514
Net Income-$9,002
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$79,232
Mission and Program Overview

Mission

Provide appreciation and opportunities in the art of ballet dancing through performances for the residents of union county, nc

To provide appreciation and opportunities in the art of ballet dancing through performances for the residents of union county, nc

Program Services

DescriptionGrantsExpenses
YEARLY PRODUCTION OF NUTCRACKER BALLET AND CITY BALLET TO PROVIDE ENTERTAINMENT AND APPRECIATION FOR THE ART OF BALLET DANCING IN UNION CO, NC.-$88,234
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BONITA SIMPSONArtistic Director-$0--
TARA BEAVERAssist Artis-$0--
AMY HELMSAssist Artis-$0--
MARY KAY CANUPPAdmin Assist-$0--
SUSAN BREEDLOVEPresident-$0--
KIM ORMISTONVice Preside-$0--
CHARLENE GEISLERSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Nutcracker/wiza$48,336$48,336$41,440$6,896
Total Events$48,336$48,336$41,440$6,896
Filing and Contact Details

Filer

Filer Name
Union County Youth Ballet
EIN
31-1660973
Phone
7042895733
Address
903 B NORTH CHARLOTTE AVE, MONROE, NC 28110

Signing Officer

Name
Bonita Simpson
Title
Artistic Director
Phone
7042895733
Signed
2021-11-10

Preparer

Firm
Rhonda H Marsh Accountant Inc
Address
1807 MORGAN MILL RD, MONROE, NC 28110-3644
Preparer
Celeste D Helms
Phone
7042895155
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 138 office 2,286 insurance 725 bank fees 277 maint/repairs 8,315 pest control 125 sales tax expense 1,631 promotion of the arts 666 contribution - scholarshi 8,542 supplies 2,176 misc contributions 200 due & subscriptions 285 license expense 641 boutique supplies 149 non-investment depreciation 115 total 26,271

Form 990-ez, Part II, Line 24

Computer, monitor 1/2 interest 0 576 less accumulated depreciation 0 115 total 0 461

Form 990-ez, Part II, Line 26

Credit card balance 1,212 0 n/p sba loan 0 1,000

Form 990-ez, Part III

To provide appreciation and opportunities in the art of ballet dancing through performances for the residents of union county, nc

Raw XML Appendix175 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ARTISTIC DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ASSIST ARTIS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 138 OFFICE 2,286 INSURANCE 725 BANK FEES 277 MAINT/REPAIRS 8,315 PEST CONTROL 125 SALES TAX EXPENSE 1,631 PROMOTION OF THE ARTS 666 CONTRIBUTION - SCHOLARSHI 8,542 SUPPLIES 2,176 MISC CONTRIBUTIONS 200 DUE & SUBSCRIPTIONS 285 LICENSE EXPENSE 641 BOUTIQUE SUPPLIES 149 NON-INVESTMENT DEPRECIATION 115 TOTAL 26,271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPUTER, MONITOR 1/2 INTEREST 0 576 LESS ACCUMULATED DEPRECIATION 0 115 TOTAL 0 461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREDIT CARD BALANCE 1,212 0 N/P SBA LOAN 0 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE APPRECIATION AND OPPORTUNITIES IN THE ART OF BALLET DANCING THROUGH PERFORMANCES FOR THE RESIDENTS OF UNION COUNTY, NC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BONITA SIMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ARTISTIC DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07042895733
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION COUNTY YOUTH BALLET
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0311660973
ReturnHeader/Filer/PhoneNum07042895733
ReturnHeader/Filer/USAddress/AddressLine1Txt0903 B NORTH CHARLOTTE AVE
ReturnHeader/Filer/USAddress/CityNm0MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561951727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RHONDA H MARSH ACCOUNTANT INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01807 MORGAN MILL RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0281103644
ReturnHeader/PreparerPersonGrp/PhoneNum07042895155
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CELESTE D HELMS
ReturnHeader/ReturnTs02021-11-16T20:16:23-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BONITA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIMPSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings