Civic Intelligence

San Diego Ballet

990 • Fiscal year 2021 • EIN 33-0461414

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 20, 2022

Organization Profilewww.sandiegoballet.org

View Organization Page

2650 Truxtun Road Room 102San Diego, CA 92106

(619) 294-7374

Siviq Scores

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

Liabilities / Assets

81st percentile

0.16x

Higher debt load relative to assets than 81% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

80th percentile

0.11x

Higher debt load relative to revenue than 80% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

38th percentile

1.1%

Higher net margin than 38% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

90th percentile

$39,533

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

62nd percentile

16%

Faster asset growth than 62% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

20th percentile

-42%

Faster revenue growth than 20% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$278,863

Up $37,886 (+16%) from 2020

Net Assets

Up

$234,429

Up $371 (+0.2%) from 2020

Liabilities

Up

$44,434

Up $37,515 (+542%) from 2020

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin38th percentile

Revenue

Down

$406,107

Down $289,366 (-42%) from 2020

Expenses

Down

$401,736

Down $290,773 (-42%) from 2020

Net Income

Up

$4,371

Up $1,407 (+47%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$600K$400K$200K$0Assets 2020: $240,977Liabilities 2020: $6,919Net Assets 2020: $234,0582020Assets 2021: $278,863Liabilities 2021: $44,434Net Assets 2021: $234,4292021Assets 2022: $491,107Liabilities 2022: $136,634Net Assets 2022: $354,4732022Assets 2023: $480,101Liabilities 2023: $123,885Net Assets 2023: $356,2162023Assets 2024: $240,856Liabilities 2024: $74,690Net Assets 2024: $166,1662024

Highlighted filing

2021

Assets$278,863
Liabilities$44,434
Net Assets$234,429
Open 2021 Filing

Operations Trend

Revenue Growth20th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $695,473Expenses 2020: $692,509Net Income 2020: $2,9642020Revenue 2021: $406,107Expenses 2021: $401,736Net Income 2021: $4,3712021Revenue 2022: $860,986Expenses 2022: $738,964Net Income 2022: $122,0222022Revenue 2023: $968,733Expenses 2023: $969,120Net Income 2023: -$3872023Revenue 2024: $911,963Expenses 2024: $1,102,013Net Income 2024: -$190,0502024

Highlighted filing

2021

Revenue$406,107
Expenses$401,736
Net Income$4,371
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 20, 2022
Return Version
2020v4.2
Gross Receipts
$414,570
Mission and Program Overview

Mission

Excite, entertain and enrich diverse audiences.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$102,442$166,824▲ $64,382
Savings and Temporary Cash Investments$100,546$100,450▼ $96
Prepaid Expenses and Deferred Charges$32,002--
Accounts Receivable$4,578$11,589▲ $7,011
Land, Buildings, and Equipment, Net$1,409--
Total Assets$240,977$278,863▲ $37,886
Liabilities
Deferred Revenue$6,919$44,434▲ $37,515
Total Liabilities$6,919$44,434▲ $37,515
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$234,058$234,429▲ $371
Total Net Assets Fund Balance$234,058$234,429▲ $371
Total Liabilities and Net Assets / Fund Balance$240,977$278,863▲ $37,886

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$38,401$38,401
Other Land Buildings-$34,602$34,602
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Matthew CarneyExecutive DirectorFT$39,533$39,533

Board Members and Trustees

NameTitle
Dionne SchleyPresident
Cynthia NapoleanMember
Fe Li Tan TwiteMember
Julie BaumanMember
Julie BrossySecretary
Ted BardusonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$222,679
Program Service Revenue
$188,785
Investment Income
$4
Other Revenue
$-5,361
All Other Contributions
$154,649
Change in Net Assets
$4,371
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$215,099
Other Expenses$186,637
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$155,528--$155,528
Current Officers, Directors, Trustees, and Key Employees$31,626$7,907-$39,533
Payroll Taxes$16,725$715-$17,440
Other Expenses$108,617$16,515-$16,515
Office Expenses$3,091$3,000-$6,091
Fees for Services Accounting-$4,254-$4,254
Advertising$2,982$1,140-$4,122
All Other Expenses$2,565$1,417-$3,982
Information Technology-$3,712-$3,712
Insurance-$3,542-$3,542
Travel-$3,293-$3,293
Other Employee Benefits$2,078$520-$2,598
Fees for Services Other$1,875$555-$2,430
Depreciation Depletion$1,978--$1,978
Occupancy$250$1,400-$1,650
Interest-$210-$210
Fees for Services Management$150--$150
Total Functional Expenses$352,782$48,954$0$401,736
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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, Section B, Line 11B

“Form 990 is reveiwed and compared to year end financial statements and approved by the Board of Directors. Form 990 is signed by the Board authorized director. A signed copy is made available to the Board of Directors for approval.”

Form 990, Part VI, Section C, Line 19

“San Diego Ballets public disclosure Form 990 public disclosure is made available to the public at the San Diego Ballet office.”

Filing and Contact Details

Filer

Filer Name
San Diego Ballet
EIN
33-0461414
Phone
6192947374
Address
2650 Truxtun Road Room 102, San Diego, CA 92106

Signing Officer

Name
Matthew Carney
Title
Executive Director
Signed
2022-04-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Carney
Formed
1990
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
26
Volunteers
65

Preparer

Firm
Munger & Company CPAs
Address
2170 South El Camino Real Suite 217, Oceanside, CA 92054
Preparer
Roland W Munger
Phone
7607308020
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is reveiwed and compared to year end financial statements and approved by the Board of Directors. Form 990 is signed by the Board authorized director. A signed copy is made available to the Board of Directors for approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1San Diego Ballets public disclosure Form 990 public disclosure is made available to the public at the San Diego Ballet office.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roland W Munger
ReturnHeader/ReturnTs02022-04-20T07:40:43-00:00
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$278,863
Liabilities
$44,434
Net assets
$234,429
Revenue
$406,107
Expenses
$401,736
Net income
$4,371
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.24$0.07$0.17$0.91$1.10$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.48$0.12$0.36$0.97$0.97$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.49$0.14$0.35$0.86$0.74$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.28$0.04$0.23$0.41$0.40$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.24$0.01$0.23$0.70$0.69$0.00