Civic Intelligence

San Diego Ballet

990 • Fiscal year 2023 • EIN 33-0461414

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 10, 2024

Organization Profilewww.sandiegoballet.org

View Organization Page

2650 Truxtun Road APT 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

79th percentile

0.26x

Higher debt load relative to assets than 79% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.13x

Higher debt load relative to revenue than 71% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

40th percentile

-0.0%

Higher net margin than 40% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

77th percentile

$72,835

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

33rd percentile

-2.2%

Faster asset growth than 33% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

56th percentile

13%

Faster revenue growth than 56% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$480,101

Down $11,006 (-2.2%) from 2022

Net Assets

Up

$356,216

Up $1,743 (+0.5%) from 2022

Liabilities

Down

$123,885

Down $12,749 (-9.3%) from 2022

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin40th percentile

Revenue

Up

$968,733

Up $107,747 (+13%) from 2022

Expenses

Up

$969,120

Up $230,156 (+31%) from 2022

Net Income

Down

-$387

Down $122,409 (-100%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2023

Assets$480,101
Liabilities$123,885
Net Assets$356,216
Open 2023 Filing

Operations Trend

Revenue Growth56th 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

2023

Revenue$968,733
Expenses$969,120
Net Income-$387
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 10, 2024
Return Version
2022v5.0
Gross Receipts
$989,345
Mission and Program Overview

Mission

Excite, entertain and enrich diverse audiences.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$381,813$366,738▼ $15,075
Savings and Temporary Cash Investments$100,450$100,450→ $0
Land, Buildings, and Equipment, Net$1,656$5,588▲ $3,932
Accounts Receivable$4,268$3,885▼ $383
Prepaid Expenses and Deferred Charges$2,920$3,440▲ $520
Total Assets$491,107$480,101▼ $11,006
Liabilities
Deferred Revenue$136,634$114,523▼ $22,111
Accounts Payable and Accrued Expenses-$9,362-
Total Liabilities$136,634$123,885▼ $12,749
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$354,473$356,216▲ $1,743
Total Net Assets Fund Balance$354,473$356,216▲ $1,743
Total Liabilities and Net Assets / Fund Balance$491,107$480,101▼ $11,006

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,588$38,552$44,140
Other Land Buildings-$34,602$34,602
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Matthew CarneyExecutive DirectorFT$72,835$72,835

Board Members and Trustees

NameTitle
Ted BardusonPresident
Julie BaumanVice President
Belinda ZamaconaMember
Carla SoteloMember
Cynthia NapoleanMember
Fe Li Tan TwiteMember
Lynette HarrisMember
Nick AsaadMember
Julie BrossySecretary
Joy Sevin-JewellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$468,196
Program Service Revenue
$472,221
Investment Income
$0
Other Revenue
$28,316
All Other Contributions
$468,196
Change in Net Assets
$-387
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$580,656
Salaries, Compensation, and Employee Benefits$375,021
Total Fundraising Expense$49,477
Grants and Similar Amounts Paid$13,443
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$161,372$60,646-$222,018
Fees for Services Other$203,001--$203,001
Occupancy$90,554$7,043$3,018$100,615
Current Officers, Directors, Trustees, and Key Employees-$36,418$36,417$72,835
Travel$59,654--$59,654
Other Employee Benefits$23,431$14,094$5,288$42,813
Advertising$30,957$7,354-$38,311
Payroll Taxes$20,444$12,297$4,614$37,355
Office Expenses$17,291$6,093$119$23,503
Grants to Domestic Individuals$13,443--$13,443
Other Expenses$89,182$13,423-$13,423
Information Technology-$4,593-$4,593
All Other Expenses$3,373$933$21$4,327
Royalties$3,000--$3,000
Fees for Services Management-$2,600-$2,600
Fees for Services Accounting-$1,600-$1,600
Total Functional Expenses$752,549$167,094$49,477$969,120
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
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
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.”

Form 990, Part VI, Section B, Line 12C

“If a conflict of interest has been identified, it is reviewed on an induvial case by case basis. A task force is formed with one SDB staff member and at least one member of the SDB Board of Directors. Depending on the conflict, this group with determine the action taken.”

Form 990, Part VI, Section B, Line 15A

“Every April the SDB Board of Directors along with the Executive Director develops the budget for the following year. The full board then votes to approve the budget including determining and approving pay of employees. The budget is the reviewed Quarterly thereafter.”

Form 990, Part VI, Section B, Line 15B

“Once the board approved the budget the Executive Director reviews pay for staff members. The ED makes recommendations for the Board to vote on if any chance occur during the year.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Matthew Carney
Title
Executive Director
Phone
6192947374
Signed
2024-01-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Carney
Formed
1990
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
27
Volunteers
58

Preparer

Firm
Munger & Company CPAs
Address
1818 Avocado Road, Oceanside, CA 92054
Preparer
Roland W Munger
Phone
7607308020
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IRS990/ProgramServiceRevenueGrp/Desc2Performance - Touring and Local
IRS990/ProgramServiceRevenueGrp/Desc3Commitment Fees
IRS990/ProgramServiceRevenueGrp/Desc4San Diego Ballet School
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0910
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt128185
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2300087
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt313260
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4129779
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0910
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt128185
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2300087
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt313260
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4129779
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0404411
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt033769
IRS990/PYOtherRevenueAmt022806
IRS990/PYProgramServiceRevenueAmt0433769
IRS990/PYRevenuesLessExpensesAmt0724273
IRS990/PYSalariesCompEmpBnftPaidAmt0102944
IRS990/PYTotalExpensesAmt0136713
IRS990/PYTotalRevenueAmt0860986
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IRS990/QuidProQuoContriDisclInd0true
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IRS990/ReconcilationRevenueExpnssAmt0-387
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt014400
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0472221
IRS990/RoyaltiesGrp/ProgramServicesAmt03000
IRS990/RoyaltiesGrp/TotalAmt03000
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100450
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0100450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0468196
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0404411
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0222679
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0318364
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0288139
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01701789
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt028425
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt030470
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt058899
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0196
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0196
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96640
IRS990ScheduleA/PublicSupportPY170Pct00.97960
IRS990ScheduleA/PublicSupportTotal170Amt01701789
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0468196
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0222679
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0318364
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0288139
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01701789
IRS990ScheduleA/TotalSupportAmt01760884
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt05588
IRS990ScheduleD/EquipmentGrp/DepreciationAmt038552
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt044140
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt034602
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt034602
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05588
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2If a conflict of interest has been identified, it is reviewed on an induvial case by case basis. A task force is formed with one SDB staff member and at least one member of the SDB Board of Directors. Depending on the conflict, this group with determine the action taken.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Every April the SDB Board of Directors along with the Executive Director develops the budget for the following year. The full board then votes to approve the budget including determining and approving pay of employees. The budget is the reviewed Quarterly thereafter.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Once the board approved the budget the Executive Director reviews pay for staff members. The ED makes recommendations for the Board to vote on if any chance occur during the year.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 15b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0491107
IRS990/TotalAssetsEOYAmt0480101
IRS990/TotalAssetsGrp/BOYAmt0491107
IRS990/TotalAssetsGrp/EOYAmt0480101
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0468196
IRS990/TotalEmployeeCnt027
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt049477
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0167094
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0752549
IRS990/TotalFunctionalExpensesGrp/TotalAmt0969120
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0136634
IRS990/TotalLiabilitiesEOYAmt0123885
IRS990/TotalLiabilitiesGrp/BOYAmt0136634

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$480,101
Liabilities
$123,885
Net assets
$356,216
Revenue
$968,733
Expenses
$969,120
Net income
-$387
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