Civic Intelligence

Balboa Theatre Foundation

990 • Fiscal year 2017 • EIN 33-0193564

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization ProfileWWW.THEBALBOATHEATRE.ORG
PO Box 371461San Diego, CA 92137

(619) 461-7722

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

1st percentile

-413%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

38th percentile

-0.4%

Faster asset growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$779,850

Down $3,244 (-0.4%) from 2016

Net Assets

Down

$779,850

Down $3,244 (-0.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin1st percentile

Revenue

Down

$786

Down $152,113 (-99%) from 2016

Expenses

Down

$4,030

Down $2,650 (-40%) from 2016

Net Income

Down

-$3,244

Down $149,463 (-102%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$1.0M$500K$0Assets 2011: $692,969Liabilities 2011: $223,830Net Assets 2011: $469,1392011Assets 2012: $696,101Liabilities 2012: $223,261Net Assets 2012: $472,8402012Assets 2013: $692,456Liabilities 2013: $208,261Net Assets 2013: $484,1952013Assets 2014: $868,681Liabilities 2014: $203,261Net Assets 2014: $665,4202014Assets 2015: $794,136Liabilities 2015: $157,261Net Assets 2015: $636,8752015Assets 2016: $783,094Liabilities 2016: $0Net Assets 2016: $783,0942016Assets 2017: $779,850Liabilities 2017: $0Net Assets 2017: $779,8502017Assets 2018: $773,082Liabilities 2018: $0Net Assets 2018: $773,0822018Assets 2019: $763,856Liabilities 2019: $0Net Assets 2019: $763,8562019Assets 2020: $759,925Liabilities 2020: $0Net Assets 2020: $759,9252020Assets 2021: $765,445Liabilities 2021: $0Net Assets 2021: $765,4452021Assets 2022: $756,208Liabilities 2022: $0Net Assets 2022: $756,2082022Assets 2023: $755,088Liabilities 2023: $0Net Assets 2023: $755,0882023

Highlighted filing

2017

Assets$779,850
Liabilities$0
Net Assets$779,850
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

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

$200K$100K$0-$100KExpenses 2011: $24,2082011Expenses 2012: $17,3892012Revenue 2013: $12,687Expenses 2013: $9,332Net Income 2013: $3,3552013Revenue 2014: $187,099Expenses 2014: $10,874Net Income 2014: $176,2252014Revenue 2015: $11,502Expenses 2015: $40,047Net Income 2015: -$28,5452015Revenue 2016: $152,899Expenses 2016: $6,680Net Income 2016: $146,2192016Revenue 2017: $786Expenses 2017: $4,030Net Income 2017: -$3,2442017Revenue 2018: $0Expenses 2018: $6,768Net Income 2018: -$6,7682018Revenue 2019: -$3,868Expenses 2019: $5,358Net Income 2019: -$9,2262019Revenue 2020: $596Expenses 2020: $4,527Net Income 2020: -$3,9312020Revenue 2021: $9,371Expenses 2021: $3,851Net Income 2021: $5,5202021Revenue 2022: $0Expenses 2022: $9,237Net Income 2022: -$9,2372022Revenue 2023: $3,879Expenses 2023: $4,999Net Income 2023: -$1,1202023

Highlighted filing

2017

Revenue$786
Expenses$4,030
Net Income-$3,244
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Gross Receipts
$14,501
Mission and Program Overview

Mission

To provide the resources to enhance and nurture the historic Balboa Theatre as a cultural center for San Diego arts and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$66,870$59,736▼ $7,134
Investments in Publicly Traded Securities$25,138$29,028▲ $3,890
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$783,094$779,850▼ $3,244
Other Assets Total$691,086$691,086→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$783,094$779,850▼ $3,244
Total Net Assets Fund Balance$783,094$779,850▼ $3,244
Total Liabilities and Net Assets / Fund Balance$783,094$779,850▼ $3,244

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$691,086--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Bruce WarrenPresident
Paul SaundersSecretary
Gregory FunkTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,461
Program Service Revenue
$0
Investment Income
$3,890
Other Revenue
$-10,565
Change in Net Assets
$-3,244
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,030
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance-$2,971-$2,971
All Other Expenses-$169-$169
Other Expenses$190$70-$70
Total Functional Expenses$820$3,210$0$4,030
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$13,715
Fundraising Gross Income$3,150
Professional Fundraising Fees$0
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-
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
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, 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
Balboa Theatre Foundation
EIN
33-0193564
Address
PO BOX 371461, SAN DIEGO, CA 92137

Signing Officer

Name
Gregory Funk
Title
Treasurer
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
8
Independent Board Members
0
Employees
0

Preparer

Firm
Parkway Tax Service
Address
2606 Fletcher Parkway, El Cajon, CA 92020
Preparer
Gregory Funk Ea
Phone
6194617722
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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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ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY FUNK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BALBOA THEATRE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BALB
ReturnHeader/Filer/EIN0330193564
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 371461
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092137
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330250532
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Parkway Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02606 Fletcher Parkway
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Cajon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092020
ReturnHeader/PreparerPersonGrp/PhoneNum06194617722
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY FUNK EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-15T20:43:46-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$779,850
Liabilities
$0
Net assets
$779,850
Revenue
$786
Expenses
$4,030
Net income
-$3,244
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.04$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$0.00$0.09$0.09
2021Detailed filing. Detailed filing data is available for this year.$7.65$0.00$7.65$0.09$0.04$0.06
2020Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$0.01$0.05$0.04
2019Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$0.04$0.05$0.09
2018Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$0.00$0.07$0.07
2017Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$0.01$0.04$0.03
2016Detailed filing. Detailed filing data is available for this year.$7.83$0.00$7.83$1.53$0.07$1.46
2015Detailed filing. Detailed filing data is available for this year.$7.94$1.57$6.37$0.12$0.40$0.29
2014Detailed filing. Detailed filing data is available for this year.$8.69$2.03$6.65$1.87$0.11$1.76
2013Detailed filing. Detailed filing data is available for this year.$6.92$2.08$4.84$0.13$0.09$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.96$2.23$4.73$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.93$2.24$4.69$0.24