Civic Intelligence

Laguna Ballet Inc

990EZ • Fiscal year 2019 • EIN 33-0254431

Oct 01, 2018 to Sep 30, 2019 • Filed on Feb 05, 2020

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

97th percentile

1.94x

Higher debt load relative to assets than 97% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

93rd percentile

0.51x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

24th percentile

-9.5%

Higher net margin than 24% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

51st percentile

1.9%

Faster revenue growth than 51% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$27,715

Down $5,968 (-18%) from 2018

Net Assets

Down

-$25,918

Down $9,981 (-63%) from 2018

Liabilities

Up

$53,633

Up $4,013 (+8.1%) from 2018

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin24th percentile

Revenue

Up

$105,520

Up $1,940 (+1.9%) from 2018

Expenses

Down

$115,500

Down $31,873 (-22%) from 2018

Net Income

Up

-$9,980

Up $33,813 (+77%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2019

Assets$27,715
Liabilities$53,633
Net Assets-$25,918
Open 2019 Filing

Operations Trend

Revenue Growth51st 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

2019

Revenue$105,520
Expenses$115,500
Net Income-$9,980
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Feb 5, 2020
Return Version
2018v3.2
Gross Receipts
$105,520
Mission and Program Overview

Mission

Performing arts education

Program Services

DescriptionGrantsExpenses
TO PROVIDE FOR THE DEVELOPMENT, PROMOTION AND PERFORMANCE EXPERIENCE FOR THE PERFORMING ARTS-$107,633
TO PROVIDE FOR THE DEVELOPMENT, PROMOTION AND PERFORMANCE EXPERIENCE FOR THE PERFORMING ARTS--
Compensation and Service Providers
Top Officer Pay77th 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
2020-02-05
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 105,520 total 105,520”

Form 990-ez, Part I, Line 16

“Expenses office 184 information technology 180 travel 18,739 interest 3,162 insurance 1,458 performance related 87,395 non-investment depreciation 41 total 111,159”

Form 990-ez, Part II, Line 24

“Studio equipment 9,431 9,431 less accumulated depreciation 9,331 9,372 total 100 59”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 25,261 20,932 unsecured notes and loans payable 24,360 32,701”

Form 990-ez, Part III, Line 31

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

Raw XML Appendix144 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/BOYAmt033583
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027656
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9980
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0560
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033683
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027715
IRS990EZ/GrossReceiptsAmt0105520
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-15938
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-25918
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-15938
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-25918
IRS990EZ/OccupancyRentUtltsAndMaintAmt03781
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/BOYAmt0100
IRS990EZ/OtherAssetsTotalDetail/EOYAmt059
IRS990EZ/OtherExpensesTotalAmt0111159
IRS990EZ/OtherRevenueTotalAmt0105520
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/ProgramServiceExpensesAmt0107633
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt049621
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt053633
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0115500
IRS990EZ/TotalProgramServiceExpensesAmt0107633
IRS990EZ/TotalRevenueAmt0105520
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt041798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt046898
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0105520
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0103580
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt098366
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0113642
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt080385
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0501493
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0548391
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0105520
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0103580
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt098366
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0118742
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0122183
IRS990ScheduleA/Total509Grp/TotalAmt0548391
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0105520
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0103580
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt098366
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0118742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0122183
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0548391
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PERFORMANCE REVENUES 105,520 TOTAL 105,520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 184 INFORMATION TECHNOLOGY 180 TRAVEL 18,739 INTEREST 3,162 INSURANCE 1,458 PERFORMANCE RELATED 87,395 NON-INVESTMENT DEPRECIATION 41 TOTAL 111,159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STUDIO EQUIPMENT 9,431 9,431 LESS ACCUMULATED DEPRECIATION 9,331 9,372 TOTAL 100 59
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 25,261 20,932 UNSECURED NOTES AND LOANS PAYABLE 24,360 32,701
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERY GILBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09498554702
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-05
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/AtSubmissionCreationDeviceId07F02CB3A849DB1296A28A168A318C9E5FCC9C46D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07F02CB3A849DB1296A28A168A318C9E5FCC9C46D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.189.3.138
ReturnHeader/FilingSecurityInformation/IPDt02020-02-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:42:07
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/PreparationDt02020-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAN ZUCKER CPA
ReturnHeader/ReturnTs02020-02-11T14:42:07-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,715
Liabilities
$53,633
Net assets
-$25,918
Revenue
$105,520
Expenses
$115,500
Net income
-$9,980
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
2019Detailed filing. Detailed filing data is available for this year.$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
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