Civic Intelligence

Laguna Ballet Inc

990EZ • Fiscal year 2016 • EIN 33-0254431

Oct 01, 2015 to Sep 30, 2016 • Filed on Feb 08, 2017

Organization ProfileN/A
23854 Via Fabricante F3Mission Viejo, CA 92691

(949) 855-4702

Siviq Scores

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

Liabilities / Assets

87th percentile

0.36x

Higher debt load relative to assets than 87% of similar nonprofits.

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

Liabilities / Revenue

89th percentile

0.30x

Higher debt load relative to revenue than 89% of similar nonprofits.

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

Net Margin

16th percentile

-20%

Higher net margin than 16% 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

29th percentile

-9.4%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

44th percentile

-2.8%

Faster revenue growth than 44% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$97,127

Down $15,771 (-14%) from 2014

Net Assets

Down

$62,027

Down $39,731 (-39%) from 2014

Liabilities

Up

$35,100

Up $23,960 (+215%) from 2014

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin16th percentile

Revenue

Up

$118,742

Up $3,331 (+2.9%) from 2014

Expenses

Up

$143,029

Up $5,721 (+4.2%) from 2014

Net Income

Down

-$24,287

Down $2,390 (-11%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$200K$100K$0-$100KAssets 2011: $115,747Net Assets 2011: $115,7472011Assets 2014: $112,898Liabilities 2014: $11,140Net Assets 2014: $101,7582014Assets 2016: $97,127Liabilities 2016: $35,100Net Assets 2016: $62,0272016Assets 2018: $33,683Liabilities 2018: $49,620Net Assets 2018: -$15,9372018Assets 2019: $27,715Liabilities 2019: $53,633Net Assets 2019: -$25,9182019Assets 2020: $25,364Liabilities 2020: $61,945Net Assets 2020: -$36,5812020Assets 2021: $66,356Liabilities 2021: $68,157Net Assets 2021: -$1,8012021Assets 2022: $81,262Liabilities 2022: $68,064Net Assets 2022: $13,1982022Assets 2025: $182,734Liabilities 2025: $48,475Net Assets 2025: $134,2592025

Highlighted filing

2016

Assets$97,127
Liabilities$35,100
Net Assets$62,027
Open 2016 Filing

Operations Trend

Revenue Growth44th percentile

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

$200K$100K$0-$100KRevenue 2011: $113,329Expenses 2011: $89,970Net Income 2011: $23,3592011Revenue 2014: $115,411Expenses 2014: $137,308Net Income 2014: -$21,8972014Revenue 2016: $118,742Expenses 2016: $143,029Net Income 2016: -$24,2872016Revenue 2018: $103,580Expenses 2018: $147,373Net Income 2018: -$43,7932018Revenue 2019: $105,520Expenses 2019: $115,500Net Income 2019: -$9,9802019Revenue 2020: $75,554Expenses 2020: $86,217Net Income 2020: -$10,6632020Revenue 2021: $103,026Expenses 2021: $68,247Net Income 2021: $34,7792021Revenue 2022: $155,533Expenses 2022: $140,534Net Income 2022: $14,9992022Revenue 2025: $168,081Expenses 2025: $128,173Net Income 2025: $39,9082025

Highlighted filing

2016

Revenue$118,742
Expenses$143,029
Net Income-$24,287
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Feb 8, 2017
Return Version
2015v3.0
Gross Receipts
$118,742
Mission and Program Overview

Mission

Performing arts education

Program Services

DescriptionGrantsExpenses
TO PROVIDE FOR THE DEVELOPMENT, PROMOTION AND PERFORMANCE EXPERIENCE FOR THE PERFORMING ARTS-$118,714
TO PROVIDE FOR THE DEVELOPMENT, PROMOTION AND PERFORMANCE EXPERIENCE FOR THE PERFORMING ARTS--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERY GILBERTPresidentPT$0--
SHIRLEY ROCHONVice PresidePT$0--
Filing and Contact Details

Filer

Filer Name
Laguna Ballet Inc
EIN
33-0254431
Phone
9498554702
Address
23854 VIA FABRICANTE F3, MISSION VIEJO, CA 92691

Signing Officer

Name
Shery Gilbert
Title
President
Phone
9498554702
Signed
2017-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Mission Tax and Financial
Address
25411 CABOT ROAD STE 211, LAGUNA HILLS, CA 92653
Preparer
Jan Zucker CPA
Phone
9498376162
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Performance revenues 69,825 total 69,825”

Form 990-ez, Part I, Line 16

“Expenses office 1,215 information technology 480 travel 5,760 interest 1,964 performance related 112,648 non-investment depreciation 306 total 122,373”

Form 990-ez, Part II, Line 24

“Studio equipment 9,432 9,431 less accumulated depreciation 8,828 9,133 total 604 298”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 20,897 21,393 unsecured notes and loans payable 0 13,707”

Form 990-ez, Part III, Line 31

“To provide for the development, promotion and performance experience for the performing arts”

Raw XML Appendix142 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHERY GILBERT
IRS990EZ/BooksInCareOfDetail/PhoneNum09498554702
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt023854 VIA FABRICANTE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MISSION VIEJO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092691
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0106607
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt096829
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05100
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-24287
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01305
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0107211
IRS990EZ/Form990TotalAssetsGrp/EOYAmt097127
IRS990EZ/GrossReceiptsAmt0118742
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt043817
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086314
IRS990EZ/NetAssetsOrFundBalancesEOYAmt062027
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt086314
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt062027
IRS990EZ/OccupancyRentUtltsAndMaintAmt019351
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHERY GILBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHIRLEY ROCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0604
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0298
IRS990EZ/OtherExpensesTotalAmt0122373
IRS990EZ/OtherRevenueTotalAmt069825
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PERFORMING ARTS EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE FOR THE DEVELOPMENT, PROMOTION AND PERFORMANCE EXPERIENCE FOR THE PERFORMING ARTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE FOR THE DEVELOPMENT, PROMOTION AND PERFORMANCE EXPERIENCE FOR THE PERFORMING ARTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0118714
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt020897
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt035100
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0143029
IRS990EZ/TotalProgramServiceExpensesAmt0118714
IRS990EZ/TotalRevenueAmt0118742
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt041798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035132
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt037904
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt030205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0150139
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0113642
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt080385
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt080279
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt087727
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt089191
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0451224
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0601363
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0118742
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0122183
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0115411
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0125631
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0119396
IRS990ScheduleA/Total509Grp/TotalAmt0601363
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0118742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0122183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0115411
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0125631
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0119396
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0601363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PERFORMANCE REVENUES 69,825 TOTAL 69,825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 1,215 INFORMATION TECHNOLOGY 480 TRAVEL 5,760 INTEREST 1,964 PERFORMANCE RELATED 112,648 NON-INVESTMENT DEPRECIATION 306 TOTAL 122,373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STUDIO EQUIPMENT 9,432 9,431 LESS ACCUMULATED DEPRECIATION 8,828 9,133 TOTAL 604 298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 20,897 21,393 UNSECURED NOTES AND LOANS PAYABLE 0 13,707
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO PROVIDE FOR THE DEVELOPMENT, PROMOTION AND PERFORMANCE EXPERIENCE FOR THE PERFORMING ARTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERY GILBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09498554702
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAGUNA BALLET INC
ReturnHeader/Filer/BusinessNameControlTxt0LAGU
ReturnHeader/Filer/EIN0330254431
ReturnHeader/Filer/PhoneNum09498554702
ReturnHeader/Filer/USAddress/AddressLine1Txt023854 VIA FABRICANTE F3
ReturnHeader/Filer/USAddress/CityNm0MISSION VIEJO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092691
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330650247
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MISSION TAX AND FINANCIAL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025411 CABOT ROAD STE 211
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAGUNA HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092653
ReturnHeader/PreparerPersonGrp/PhoneNum09498376162
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAN ZUCKER CPA
ReturnHeader/ReturnTs02017-02-27T12:41:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,127
Liabilities
$35,100
Net assets
$62,027
Revenue
$118,742
Expenses
$143,029
Net income
-$24,287
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.83$0.48$1.34$1.68$1.28$0.40
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.68$0.13$1.56$1.41$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.68$0.02$1.03$0.68$0.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.62$0.37$0.76$0.86$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.54$0.26$1.06$1.16$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.50$0.16$1.04$1.47$0.44
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.35$0.62$1.19$1.43$0.24
2014Detailed filing. Detailed filing data is available for this year.$1.13$0.11$1.02$1.15$1.37$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$1.16$1.13$0.90$0.23