Civic Intelligence

Southern California Ballet Inc.

990 • Fiscal year 2016 • EIN 33-0051841

Oct 01, 2015 to Sep 30, 2016 • Filed on Feb 12, 2017

12285 World Trade DriveSan Diego, CA 92128

(858) 674-4506

Siviq Scores

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

Liabilities / Assets

88th percentile

0.43x

Higher debt load relative to assets than 88% of similar nonprofits.

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

Liabilities / Revenue

82nd percentile

0.11x

Higher debt load relative to revenue than 82% of similar nonprofits.

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

Net Margin

33rd percentile

-3.5%

Higher net margin than 33% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

23rd percentile

-17%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

92nd percentile

92%

Faster revenue growth than 92% of similar nonprofits.

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

Assets

Down

$93,253

Down $18,963 (-17%) from 2015

Net Assets

Down

$53,240

Down $13,003 (-20%) from 2015

Liabilities

Down

$40,013

Down $5,960 (-13%) from 2015

Revenue

Up

$372,748

Up $178,285 (+92%) from 2015

Expenses

Up

$385,751

Up $194,047 (+101%) from 2015

Net Income

Down

-$13,003

Down $15,762 (-571%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $46,177Net Assets 2012: $46,1772012Assets 2013: $48,313Net Assets 2013: $48,3132013Assets 2014: $63,484Net Assets 2014: $63,4842014Assets 2015: $112,216Liabilities 2015: $45,973Net Assets 2015: $66,2432015Assets 2016: $93,253Liabilities 2016: $40,013Net Assets 2016: $53,2402016Assets 2017: $91,838Liabilities 2017: $17,023Net Assets 2017: $74,8152017Assets 2018: $141,691Liabilities 2018: $28,783Net Assets 2018: $112,9082018Assets 2019: $132,851Liabilities 2019: $15,797Net Assets 2019: $117,0542019Assets 2020: $173,113Liabilities 2020: $7,304Net Assets 2020: $165,8092020Assets 2021: $194,823Liabilities 2021: $29,787Net Assets 2021: $165,0362021Assets 2022: $156,225Liabilities 2022: $29,177Net Assets 2022: $127,0482022Assets 2023: $267,851Liabilities 2023: $31,550Net Assets 2023: $236,3012023Assets 2024: $340,799Liabilities 2024: $37,469Net Assets 2024: $303,3302024Assets 2025: $535,050Liabilities 2025: $44,498Net Assets 2025: $490,5522025

Highlighted filing

2016

Assets$93,253
Liabilities$40,013
Net Assets$53,240

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $66,675Expenses 2012: $61,170Net Income 2012: $5,5052012Revenue 2013: $65,095Expenses 2013: $62,959Net Income 2013: $2,1362013Revenue 2014: $63,900Expenses 2014: $48,729Net Income 2014: $15,1712014Revenue 2015: $194,463Expenses 2015: $191,704Net Income 2015: $2,7592015Revenue 2016: $372,748Expenses 2016: $385,751Net Income 2016: -$13,0032016Revenue 2017: $459,558Expenses 2017: $437,983Net Income 2017: $21,5752017Revenue 2018: $522,851Expenses 2018: $488,014Net Income 2018: $34,8372018Revenue 2019: $586,181Expenses 2019: $582,036Net Income 2019: $4,1452019Revenue 2020: $518,183Expenses 2020: $529,211Net Income 2020: -$11,0282020Revenue 2021: $480,797Expenses 2021: $543,533Net Income 2021: -$62,7362021Revenue 2022: $702,278Expenses 2022: $739,504Net Income 2022: -$37,2262022Revenue 2023: $909,241Expenses 2023: $797,467Net Income 2023: $111,7742023Revenue 2024: $934,672Expenses 2024: $863,011Net Income 2024: $71,6612024Revenue 2025: $1,084,563Expenses 2025: $897,341Net Income 2025: $187,2222025

Highlighted filing

2016

Revenue$372,748
Expenses$385,751
Net Income-$13,003
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Feb 12, 2017
Return Version
2015v3.0
Gross Receipts
$378,994
Mission and Program Overview

Mission

To empower aspiring dancers to reach their full potential and to elevate the community through education programs and imaginative performances.

To provide enrichment, education, and entertainment for the community, and to provide performance and artistic opportunities for dedicated young dancers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$66,243$53,240▼ $13,003
Land, Buildings, and Equipment, Net$33,641$29,734▼ $3,907
Cash and Non-Interest-Bearing Accounts$62,973$26,224▼ $36,749
Savings and Temporary Cash Investments-$25,134-
Accounts Receivable$13,247$0▼ $13,247
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$112,216$93,253▼ $18,963
Other Assets Total$2,355$12,161▲ $9,806
Liabilities
Unsecured Notes Loans Payable$35,000$25,000▼ $10,000
Other Liabilities$1,494$7,702▲ $6,208
Deferred Revenue$8,575$4,710▼ $3,865
Accounts Payable and Accrued Expenses$904$2,601▲ $1,697
Total Liabilities$45,973$40,013▼ $5,960
Net Assets / Fund Balance
Total Net Assets Fund Balance$66,243$53,240▼ $13,003
Total Liabilities and Net Assets / Fund Balance$112,216$93,253▼ $18,963

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$29,734$116,682$146,416
Other Assets Org$9,556--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Teresa WorleyPresident
Danielle MurphyVice President
Sylvia Palmer-ZetlerArtistic Director
Jennifer CapellaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,089
Program Service Revenue
$351,239
Investment Income
$9
Other Revenue
$9,411
All Other Contributions
$12,089
Change in Net Assets
$-13,003
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$223,446
Salaries, Compensation, and Employee Benefits$162,305
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$135,566$12,630-$148,196
Occupancy$93,664--$93,664
All Other Expenses$13,706$2,276-$15,982
Advertising$15,692--$15,692
Payroll Taxes$13,099$1,010-$14,109
Insurance-$8,677-$8,677
Other Expenses$8,034--$8,034
Depreciation Depletion$3,907--$3,907
Office Expenses-$3,845-$3,845
Fees for Services Accounting-$3,740-$3,740
Travel$3,387--$3,387
Fees for Services Other-$709-$709
Total Functional Expenses$352,864$32,887$0$385,751
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,657
Fundraising Direct Expenses$6,246
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$10,968$10,968$3,296$7,672
Total Events$10,968$10,968$6,246$4,722
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$7,702
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Black Mountain Dance Foundation
EIN
33-0051841
Phone
8586744506
Address
12285 WORLD TRADE DRIVE, SAN DIEGO, CA 92128

Signing Officer

Name
Jennifer Capella
Title
Treasurer
Signed
2017-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Capella
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
17
Volunteers
80

Preparer

Firm
Janice Talleur CPA
Address
16870 WEST BERNARDO DRIVE SUITE 400, SAN DIEGO, CA 92127
Preparer
Janice Talleur CPA
Phone
8582432559
Supplemental Narrative

Additional Explanations

Volunteers

The organization is proudly aided throughout the year by over 100 parent and community volunteers. These volunteers provide fundraising, marketing and community outreach support in addition to assisting during the performances. During 2016, the volunteers spent over 10,000 hours supporting the organizations efforts.

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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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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt066243
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt053240
IRS990/SavingsAndTempCashInvstGrp/EOYAmt025134
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012089
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05285
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01075
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt028999
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0351239
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0190754
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt055810
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt058297
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt063873
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0719973
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0748972
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0363328
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0196039
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061085
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063572
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt064948
IRS990ScheduleA/Total509Grp/TotalAmt0748972
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0363328
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0196039
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt061085
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt063572
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt064948
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0748972
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02605
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt19556
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1PREPAID EXPENSES
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt029734
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0116682
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0146416
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07702
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt029734
IRS990ScheduleD/TotalBookValueOtherAssetsAmt012161
IRS990ScheduleD/TotalLiabilityAmt07702
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06246
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010968
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt010968
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010968
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt010968
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04722
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03296
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03296
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02950
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02950
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION IS PROUDLY AIDED THROUGHOUT THE YEAR BY OVER 100 PARENT AND COMMUNITY VOLUNTEERS. THESE VOLUNTEERS PROVIDE FUNDRAISING, MARKETING AND COMMUNITY OUTREACH SUPPORT IN ADDITION TO ASSISTING DURING THE PERFORMANCES. DURING 2016, THE VOLUNTEERS SPENT OVER 10,000 HOURS SUPPORTING THE ORGANIZATIONS EFFORTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2VOLUNTEERS
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0112216
IRS990/TotalAssetsEOYAmt093253
IRS990/TotalAssetsGrp/BOYAmt0112216
IRS990/TotalAssetsGrp/EOYAmt093253
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt012089
IRS990/TotalEmployeeCnt017
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032887
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0352864
IRS990/TotalFunctionalExpensesGrp/TotalAmt0385751
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt045973
IRS990/TotalLiabilitiesEOYAmt040013
IRS990/TotalLiabilitiesGrp/BOYAmt045973
IRS990/TotalLiabilitiesGrp/EOYAmt040013
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt066243
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt053240
IRS990/TotalProgramServiceExpensesAmt0352864
IRS990/TotalProgramServiceRevenueAmt0351239
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0351248
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0372748
IRS990/TotalVolunteersCnt080
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0112216
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt093253
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt03387
IRS990/TravelGrp/TotalAmt03387
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt035000
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt025000
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0SOUTHERNCALIFORNIABALLET.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Capella
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-12

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.54$0.04$0.49$1.08$0.90$0.19
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.04$0.30$0.93$0.86$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.03$0.24$0.91$0.80$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.16$0.03$0.13$0.70$0.74$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.03$0.17$0.48$0.54$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.17$0.01$0.17$0.52$0.53$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.02$0.12$0.59$0.58$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.03$0.11$0.52$0.49$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.02$0.07$0.46$0.44$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.09$0.04$0.05$0.37$0.39$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.11$0.05$0.07$0.19$0.19$0.00
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.06$0.06$0.05$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.05$0.07$0.06$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.05$0.07$0.06$0.01
Peer Organizations

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