Civic Intelligence

Laguna Ballet Inc

990EZ • Fiscal year 2017 • EIN 33-0254431

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 18, 2018

Organization ProfileN/A
26592 Sinforosa DrMission Viejo, CA 92691

(949) 855-4702

Siviq Scores

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

Liabilities / Assets

91st percentile

0.65x

Higher debt load relative to assets than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

93rd percentile

0.52x

Higher debt load relative to revenue than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

11th percentile

-35%

Higher net margin than 11% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$78,840

Down $18,287 (-19%) from 2016

Net Assets

Down

$27,856

Down $34,171 (-55%) from 2016

Liabilities

Up

$50,984

Up $15,884 (+45%) from 2016

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin11th percentile

Revenue

Down

$98,366

Down $20,376 (-17%) from 2016

Expenses

Down

$132,536

Down $10,493 (-7.3%) from 2016

Net Income

Down

-$34,170

Down $9,883 (-41%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth21st 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 2017: $78,840Liabilities 2017: $50,984Net Assets 2017: $27,8562017Assets 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

2017

Assets$78,840
Liabilities$50,984
Net Assets$27,856
Open 2017 Filing

Operations Trend

Revenue Growth26th 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 2017: $98,366Expenses 2017: $132,536Net Income 2017: -$34,1702017Revenue 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

2017

Revenue$98,366
Expenses$132,536
Net Income-$34,170
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 18, 2018
Return Version
2016v3.1
Gross Receipts
$98,366
Mission and Program Overview

Mission

Performing arts education

Program Services

DescriptionGrantsExpenses
TO PROVIDE FOR THE DEVELOPMENT, PROMOTION AND PERFORMANCE EXPERIENCE FOR THE PERFORMING ARTS-$112,936
TO PROVIDE FOR THE DEVELOPMENT, PROMOTION AND PERFORMANCE EXPERIENCE FOR THE PERFORMING ARTS--
Compensation and Service Providers
Top Officer Pay76th 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
26592 SINFOROSA DR, MISSION VIEJO, CA 92691

Signing Officer

Name
Shery Gilbert
Title
President
Phone
9498554702
Signed
2018-02-18
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 91,010 total 91,010”

Form 990-ez, Part I, Line 16

“Expenses marketing 38 office 639 information technology 214 travel 4,247 interest 2,652 806 performance related 107,647 non-investment depreciation 198 total 116,441”

Form 990-ez, Part II, Line 24

“Studio equipment 9,431 9,431 less accumulated depreciation 9,133 9,331 total 298 100”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 21,394 31,977 unsecured notes and loans payable 13,707 19,007”

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/BOYAmt096829
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt078740
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-34170
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0425
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt097127
IRS990EZ/Form990TotalAssetsGrp/EOYAmt078840
IRS990EZ/GrossReceiptsAmt098366
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07356
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062026
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027856
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt062026
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027856
IRS990EZ/OccupancyRentUtltsAndMaintAmt015670
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/BOYAmt0298
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0100
IRS990EZ/OtherExpensesTotalAmt0116441
IRS990EZ/OtherRevenueTotalAmt091010
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/ProgramServiceExpensesAmt0112936
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt035101
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt050984
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0132536
IRS990EZ/TotalProgramServiceExpensesAmt0112936
IRS990EZ/TotalRevenueAmt098366
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt041798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt035132
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt037904
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0119934
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt098366
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0113642
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt080385
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt080279
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt087727
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0460399
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0580333
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt098366
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0118742
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0122183
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0115411
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0125631
IRS990ScheduleA/Total509Grp/TotalAmt0580333
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt098366
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0118742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0122183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0115411
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0125631
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0580333
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PERFORMANCE REVENUES 91,010 TOTAL 91,010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MARKETING 38 OFFICE 639 INFORMATION TECHNOLOGY 214 TRAVEL 4,247 INTEREST 2,652 806 PERFORMANCE RELATED 107,647 NON-INVESTMENT DEPRECIATION 198 TOTAL 116,441
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STUDIO EQUIPMENT 9,431 9,431 LESS ACCUMULATED DEPRECIATION 9,133 9,331 TOTAL 298 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 21,394 31,977 UNSECURED NOTES AND LOANS PAYABLE 13,707 19,007
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERY GILBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09498554702
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAGUNA BALLET INC
ReturnHeader/Filer/BusinessNameControlTxt0LAGU
ReturnHeader/Filer/EIN0330254431
ReturnHeader/Filer/PhoneNum09498554702
ReturnHeader/Filer/USAddress/AddressLine1Txt026592 SINFOROSA DR
ReturnHeader/Filer/USAddress/CityNm0MISSION VIEJO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092691
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E92598E89F7304002BA9230BA308AF55EF034AE7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E92598E89F7304002BA9230BA308AF55EF034AE7
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/PreparationDt02018-02-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAN ZUCKER CPA
ReturnHeader/ReturnTs02018-03-05T10:19:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$78,840
Liabilities
$50,984
Net assets
$27,856
Revenue
$98,366
Expenses
$132,536
Net income
-$34,170
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
2017Detailed filing. Detailed filing data is available for this year.$0.79$0.51$0.28$0.98$1.33$0.34
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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