Civic Intelligence

Ballet Minnesota Inc.

990 • Fiscal year 2019 • EIN 41-1703583

Sep 01, 2018 to Aug 31, 2019 • Filed on Feb 24, 2020

314 Chester StreetSaint Paul, MN 55107

(651) 290-0513

Siviq Scores

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

Liabilities / Assets

74th percentile

0.05x

Higher debt load relative to assets than 74% of similar nonprofits.

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

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

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

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

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

Top Officer Pay

79th percentile

$6,386

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

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

Asset Growth

90th percentile

87%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

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

Assets

Up

$26,078

Up $12,098 (+87%) from 2018

Net Assets

Up

$24,684

Up $20,649 (+512%) from 2018

Liabilities

Down

$1,394

Down $8,551 (-86%) from 2018

Revenue

Up

$196,771

Up $29,620 (+18%) from 2018

Expenses

Down

$176,122

Down $5,536 (-3.0%) from 2018

Net Income

Up

$20,649

Up $35,156 (+242%) from 2018

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $8,852Liabilities 2011: $1,835Net Assets 2011: $7,0172011Assets 2012: $20,398Liabilities 2012: $977Net Assets 2012: $19,4212012Assets 2013: $11,230Liabilities 2013: $835Net Assets 2013: $10,3952013Assets 2014: $22,618Liabilities 2014: $17,000Net Assets 2014: $5,6182014Assets 2015: $13,298Liabilities 2015: $3,113Net Assets 2015: $10,1852015Assets 2016: $19,366Liabilities 2016: $367Net Assets 2016: $18,9992016Assets 2017: $18,545Liabilities 2017: $3Net Assets 2017: $18,5422017Assets 2018: $13,980Liabilities 2018: $9,945Net Assets 2018: $4,0352018Assets 2019: $26,078Liabilities 2019: $1,394Net Assets 2019: $24,6842019Assets 2020: $18,063Liabilities 2020: $0Net Assets 2020: $18,0632020Assets 2021: $69,621Liabilities 2021: $560Net Assets 2021: $69,0612021Assets 2022: $47,010Liabilities 2022: $2,063Net Assets 2022: $44,9472022Assets 2023: $8,373Liabilities 2023: $7,817Net Assets 2023: $5562023Assets 2024: $25,027Liabilities 2024: $6,014Net Assets 2024: $19,0132024

Highlighted filing

2019

Assets$26,078
Liabilities$1,394
Net Assets$24,684

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $212,883Expenses 2011: $211,071Net Income 2011: $1,8122011Revenue 2012: $213,187Expenses 2012: $200,683Net Income 2012: $12,5042012Revenue 2013: $265,224Expenses 2013: $274,250Net Income 2013: -$9,0262013Revenue 2014: $211,541Expenses 2014: $216,317Net Income 2014: -$4,7762014Revenue 2015: $221,649Expenses 2015: $217,083Net Income 2015: $4,5662015Revenue 2016: $209,569Expenses 2016: $200,755Net Income 2016: $8,8142016Revenue 2017: $186,445Expenses 2017: $186,902Net Income 2017: -$4572017Revenue 2018: $167,151Expenses 2018: $181,658Net Income 2018: -$14,5072018Revenue 2019: $196,771Expenses 2019: $176,122Net Income 2019: $20,6492019Revenue 2020: $152,855Expenses 2020: $159,475Net Income 2020: -$6,6202020Revenue 2021: $109,703Expenses 2021: $58,705Net Income 2021: $50,9982021Revenue 2022: $155,668Expenses 2022: $179,782Net Income 2022: -$24,1142022Revenue 2023: $137,066Expenses 2023: $181,457Net Income 2023: -$44,3912023Revenue 2024: $145,214Expenses 2024: $129,257Net Income 2024: $15,9572024

Highlighted filing

2019

Revenue$196,771
Expenses$176,122
Net Income$20,649
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Feb 24, 2020
Return Version
2018v3.1
Gross Receipts
$205,021
Mission and Program Overview

Mission

Ballet minnesota's mission is to enrich the lives by creating and sharing the artistry in dance through public presentations and education.

To enrich lives by creating & sharing artistry in dance through public presentations & education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$11,985$24,043▲ $12,058
Savings and Temporary Cash Investments$300$535▲ $235
Prepaid Expenses and Deferred Charges$695$500▼ $195
Total Assets$13,980$26,078▲ $12,098
Other Assets Total$1,000$1,000→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$9,819--
Accounts Payable and Accrued Expenses$126$1,394▲ $1,268
Other Liabilities-$0-
Total Liabilities$9,945$1,394▼ $8,551
Net Assets / Fund Balance
Unrestricted Net Assets$4,035$24,684▲ $20,649
Total Net Assets Fund Balance$4,035$24,684▲ $20,649
Total Liabilities and Net Assets / Fund Balance$13,980$26,078▲ $12,098
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Taylor HuberExecutive DirectorPT$6,386$6,386

Board Members and Trustees

NameTitle
Julia LauwagiePresident (interim)
Laurie ParkerVice President
Becca StevensDirector
Danielle MattsonDirector
Heather MurphyDirector
Renee StewardDirector
Beth KockelmanSecretary
Patty RowellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$57,111
Program Service Revenue
$133,476
Investment Income
$0
Other Revenue
$6,184
All Other Contributions
$37,845
Change in Net Assets
$20,649
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$174,944
Professional Fundraising Fees$1,178
Total Fundraising Expense$1,178
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$62,743--$62,743
Advertising$16,660--$16,660
Other Expenses$13,891--$13,891
Occupancy-$11,700-$11,700
Office Expenses-$6,531-$6,531
Fees for Services Management-$6,000-$6,000
Insurance-$4,573-$4,573
Fees for Services Accounting-$1,600-$1,600
Travel$1,268--$1,268
Fees for Services Professional Fundraising--$1,178$1,178
Total Functional Expenses$144,540$30,404$1,178$176,122
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,963
Fundraising Direct Expenses$1,421
Professional Fundraising Fees$1,178
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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

The returned was prepated by a cpa. Copies of this information return were distributed to each board member before submitted. Each member was asked to review the documents and provide feedback.

Form 990, Part VI, Section C, Line 19

The organization does not actively make its governing documents and financial statements available to the public. They will be provided upon request.

Filing and Contact Details

Filer

Filer Name
Ballet Minnesota
EIN
41-1703583
Phone
6512900513
Address
314 CHESTER STREET, SAINT PAUL, MN 55107

Signing Officer

Name
Taylor Huber
Title
Executive Director
Phone
6512900513
Signed
2020-02-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Taylor Huber
Formed
1991
Legal Domicile
Mn
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
200

Preparer

Firm
Mahoneyulbrichchristiansen & Russ Pa
Address
10 RIVER PARK PLAZA SUITE 800, SAINT PAUL, MN 55107
Preparer
Marc a Kotsonas
Phone
6512276695
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Dancers: program service expenses 28,943. Management and general expenses 0. Fundraising expenses 0. Total expenses 28,943. Production contract services: program service expenses 33,800. Management and general expenses 0. Fundraising expenses 0. Total expenses 33,800.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgSrvcAccomActy3Grp/Desc0OUR FALL CONCERT HAS BEEN MODIFIED TO YOUTH CONCERT SERIES, WHERE BALLET MINNESOTA PARTNERS WITH A HIGH SCHOOL ORCHESTRA TO SHARE THE STAGE. BALLET MINNESOTA CHOREOGRAPHS A BRAND NEW PIECE TO THE MUSIC THE ORCHESTRA HAS PREVIOUSLY CHOSEN. THIS IS A UNIQUE PERFORMANCE WHERE THE DANCERS PERFORM IN FRONT OF THE ORCHESTRA, ALLOWING OUR AUDIENCE TO SEE THE MUSIC COME TO LIFE. THE CONCERT SERIES WAS HELD FEBRAURY 2019 AT LOURDES HIGH SCHOOL IN ROCHESTER.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt032069
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt052516
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0197793
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0766877
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.50020
IRS990ScheduleA/PublicSupportPY170Pct00.56650
IRS990ScheduleA/PublicSupportTotal170Amt0107595
IRS990ScheduleA/SubstantialContributorsTotAmt090198
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt057151
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt013588
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt042469
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt032069
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt052516
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0197793
IRS990ScheduleA/TotalSupportAmt0215118
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt01540
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt04814
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt03865
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt07106
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt017325
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/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURNED WAS PREPATED BY A CPA. COPIES OF THIS INFORMATION RETURN WERE DISTRIBUTED TO EACH BOARD MEMBER BEFORE SUBMITTED. EACH MEMBER WAS ASKED TO REVIEW THE DOCUMENTS AND PROVIDE FEEDBACK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT ACTIVELY MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THEY WILL BE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DANCERS: PROGRAM SERVICE EXPENSES 28,943. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,943. PRODUCTION CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 33,800. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,800.
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 IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt013980
IRS990/TotalAssetsEOYAmt026078
IRS990/TotalAssetsGrp/BOYAmt013980
IRS990/TotalAssetsGrp/EOYAmt026078
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt057111
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01178
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030404
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0144540
IRS990/TotalFunctionalExpensesGrp/TotalAmt0176122
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09945
IRS990/TotalLiabilitiesEOYAmt01394
IRS990/TotalLiabilitiesGrp/BOYAmt09945
IRS990/TotalLiabilitiesGrp/EOYAmt01394
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04035
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt024684
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0144540
IRS990/TotalProgramServiceRevenueAmt0133476
IRS990/TotalReportableCompFromOrgAmt06386
IRS990/TotalRevenueGrp/ExclusionAmt01542
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0138118
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0196771
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0200
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt013980
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt026078
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01268
IRS990/TravelGrp/TotalAmt01268
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04035
IRS990/UnrestrictedNetAssetsGrp/EOYAmt024684
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0314 CHESTER STREET
IRS990/USAddress/CityNm0SAINT PAUL
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055107
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.BALLETMINNESOTA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TAYLOR HUBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06512900513
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BALLET MINNESOTA
ReturnHeader/Filer/BusinessNameControlTxt0BALL
ReturnHeader/Filer/EIN0411703583
ReturnHeader/Filer/PhoneNum06512900513
ReturnHeader/Filer/USAddress/AddressLine1Txt0314 CHESTER STREET
ReturnHeader/Filer/USAddress/CityNm0SAINT PAUL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055107
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A7B85E2DAFD6C55447C2E455C2EBDAFE0D75B4F6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.160.107.97
ReturnHeader/FilingSecurityInformation/IPDt02020-02-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:12:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411647057
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAHONEYULBRICHCHRISTIANSEN & RUSS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 RIVER PARK PLAZA SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT PAUL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055107
ReturnHeader/PreparerPersonGrp/PhoneNum06512276695
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARC A KOTSONAS
ReturnHeader/ReturnTs02020-02-24T17:51:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.06$0.19$1.45$1.29$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.08$0.01$1.37$1.81$0.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.02$0.45$1.56$1.80$0.24
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.01$0.69$1.10$0.59$0.51
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.18$0.00$0.18$1.53$1.59$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.26$0.01$0.25$1.97$1.76$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.10$0.04$1.67$1.82$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.00$0.19$1.86$1.87$0.00
2016Summary only. Only limited summary data is available for this year.$0.19$0.00$0.19$2.10$2.01$0.09
2015Summary only. Only limited summary data is available for this year.$0.13$0.03$0.10$2.22$2.17$0.05
2014Summary only. Only limited summary data is available for this year.$0.23$0.17$0.06$2.12$2.16$0.05
2013Summary only. Only limited summary data is available for this year.$0.11$0.01$0.10$2.65$2.74$0.09
2012Summary only. Only limited summary data is available for this year.$0.20$0.01$0.19$2.13$2.01$0.13
2011Summary only. Only limited summary data is available for this year.$0.09$0.02$0.07$2.13$2.11$0.02