Civic Intelligence

Southern California Ballet Inc.

990 • Fiscal year 2019 • EIN 33-0051841

Oct 01, 2018 to Sep 30, 2019 • Filed on Jun 02, 2020

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

67th percentile

0.12x

Higher debt load relative to assets than 67% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

49th percentile

0.03x

Higher debt load relative to revenue than 49% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

42nd percentile

0.7%

Higher net margin than 42% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

21st percentile

-6.2%

Faster asset growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

64th percentile

12%

Faster revenue growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$132,851

Down $8,840 (-6.2%) from 2018

Net Assets

Up

$117,054

Up $4,146 (+3.7%) from 2018

Liabilities

Down

$15,797

Down $12,986 (-45%) from 2018

Revenue

Up

$586,181

Up $63,330 (+12%) from 2018

Expenses

Up

$582,036

Up $94,022 (+19%) from 2018

Net Income

Down

$4,145

Down $30,692 (-88%) from 2018

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

2019

Assets$132,851
Liabilities$15,797
Net Assets$117,054

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

2019

Revenue$586,181
Expenses$582,036
Net Income$4,145
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jun 2, 2020
Return Version
2018v3.1
Gross Receipts
$594,513
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
Cash and Non-Interest-Bearing Accounts$59,876$66,647▲ $6,771
Savings and Temporary Cash Investments$46,161$36,137▼ $10,024
Land, Buildings, and Equipment, Net$24,129$23,134▼ $995
Prepaid Expenses and Deferred Charges$7,355$4,278▼ $3,077
Accounts Receivable$1,016$0▼ $1,016
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-
Total Assets$141,692$132,851▼ $8,841
Other Assets Total$3,155$2,655▼ $500
Liabilities
Other Liabilities$6,548$6,978▲ $430
Deferred Revenue$17,780$6,569▼ $11,211
Accounts Payable and Accrued Expenses$4,455$2,250▼ $2,205
Total Liabilities$28,783$15,797▼ $12,986
Net Assets / Fund Balance
Unrestricted Net Assets$112,059$102,440▼ $9,619
Temporarily Rstr Net Assets$850$14,614▲ $13,764
Total Net Assets Fund Balance$112,909$117,054▲ $4,145
Total Liabilities and Net Assets / Fund Balance$141,692$132,851▼ $8,841

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$20,334$126,074$146,408
Equipment$2,800$700$3,500
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$40,171
Program Service Revenue
$532,926
Investment Income
$14
Other Revenue
$13,070
All Other Contributions
$35,326
Change in Net Assets
$4,145
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$307,165
Other Expenses$274,871
Total Fundraising Expense$2,481
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$274,928$5,145$1,005$281,078
Occupancy$117,166--$117,166
All Other Expenses$47,721$1,253$816$49,790
Payroll Taxes$25,516$477$94$26,087
Other Expenses$13,577$34$470$13,577
Travel$12,188$68-$12,256
Advertising$10,007$951$96$11,054
Depreciation Depletion$4,495--$4,495
Insurance$3,783$688-$4,471
Office Expenses-$3,572-$3,572
Fees for Services Accounting-$1,675-$1,675
Conferences and Meetings$25$15-$40
Total Functional Expenses$565,677$13,878$2,481$582,036
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$21,402
Fundraising Direct Expenses$8,332
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$21,025$16,680$1,680$15,000
Various Events$5,222$4,722-$4,722
Total Events$26,247$21,402$8,332$13,070
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$6,603
Studio Deposits$375
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
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
2020-06-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Teresa Worley
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
22
Volunteers
100

Preparer

Firm
Janice Talleur CPA
Address
16870 WEST BERNARDO DRIVE SUITE 400, SAN DIEGO, CA 92127
Preparer
Janice Talleur CPA
Phone
8582432559
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IRS990/OtherExpensesGrp/TotalAmt313577
IRS990/OtherLiabilitiesGrp/BOYAmt06548
IRS990/OtherLiabilitiesGrp/EOYAmt06978
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01005
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05145
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0274928
IRS990/OtherSalariesAndWagesGrp/TotalAmt0281078
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt094
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0477
IRS990/PayrollTaxesGrp/ProgramServicesAmt025516
IRS990/PayrollTaxesGrp/TotalAmt026087
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07355
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04278
IRS990/PrincipalOfficerNm0Teresa Worley
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0711120
IRS990/ProgramServiceRevenueGrp/BusinessCd1711120
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/Desc0Community Programs
IRS990/ProgramServiceRevenueGrp/Desc1Performance Income
IRS990/ProgramServiceRevenueGrp/Desc2Tuition and Dance Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt016282
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt184237
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2432407
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016282
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt184237
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2432407
IRS990/ProgSrvcAccomActy2Grp/Desc0PERFORMANCES AND WORKSHOPS DESIGNED TO MAKE THE ART OF DANCE AVAILABLE TO THE GENERAL PUBLIC.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt069414
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0100519
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt019229
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt014
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0236336
IRS990/PYOtherRevenueAmt010347
IRS990/PYProgramServiceRevenueAmt0492878
IRS990/PYRevenuesLessExpensesAmt034291
IRS990/PYSalariesCompEmpBnftPaidAmt0251841
IRS990/PYTotalExpensesAmt0488177
IRS990/PYTotalRevenueAmt0522468
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt04145
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0432746
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt046161
IRS990/SavingsAndTempCashInvstGrp/EOYAmt036137
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt032724
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037324
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt036130
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012089
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05285
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0123552
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0533265
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0492880
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0429826
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0351239
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0190754
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01997964
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt02121516
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0565989
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0530204
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0465956
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0363328
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0196039
IRS990ScheduleA/Total509Grp/TotalAmt02121516
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0565989
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0530204
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0465956
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0363328
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0196039
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02121516
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/EquipmentGrp/BookValueAmt02800
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0700
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03500
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt020334
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0126074
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0146408
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06603
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1375
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1STUDIO DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt023134
IRS990ScheduleD/TotalLiabilityAmt06978
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt04845
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt04345
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08332
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0VARIOUS EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05129
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01523

Document Assets

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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
2019Detailed filing. Detailed filing data is available for this year.$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