Civic Intelligence

Ballets with a Twist Foundation

990PF • Fiscal year 2018 • EIN 46-5643684

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 07, 2019

158 Chambers Street No 3rd FLNew York, NY 10007

(212) 732-1813

Siviq Scores

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

Liabilities / Assets

37th percentile

0.02x

Higher debt load relative to assets than 37% of similar nonprofits.

2018 filings • NTEE A • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

75th percentile

0.29x

Higher debt load relative to revenue than 75% of similar nonprofits.

2018 filings • NTEE A • $1M-$5M nonprofits • Source year 2018

Net Margin

3rd percentile

-121%

Higher net margin than 3% of similar nonprofits.

2018 filings • NTEE A • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • NTEE A • $1M-$5M nonprofits • Source year 2018

Asset Growth

20th percentile

-5.7%

Faster asset growth than 20% of similar nonprofits.

2018 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2015 to 2018

Revenue Growth

10th percentile

-36%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2015 to 2018

Assets

Down

$4,247,606

Down $820,635 (-16%) from 2015

Net Assets

$4,156,983

No earlier filing loaded for comparison.

Liabilities

Down

$90,623

Down $35,595 (-28%) from 2015

Revenue

Down

$317,271

Down $877,114 (-73%) from 2015

Expenses

Down

$701,582

Down $17,380 (-2.4%) from 2015

Net Income

Down

-$384,311

Down $859,734 (-181%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2014: $4,693,177Liabilities 2014: $61,0232014Assets 2015: $5,068,241Liabilities 2015: $126,2182015Assets 2018: $4,247,606Liabilities 2018: $90,623Net Assets 2018: $4,156,9832018Assets 2019: $4,194,044Liabilities 2019: $145,688Net Assets 2019: $4,048,3562019Assets 2020: $4,201,286Liabilities 2020: $149,211Net Assets 2020: $4,052,0752020Assets 2021: $4,192,998Liabilities 2021: $187,676Net Assets 2021: $4,005,3222021Assets 2022: $3,015,912Liabilities 2022: $198,195Net Assets 2022: $2,817,7172022Assets 2023: $2,801,684Liabilities 2023: $111,4152023Assets 2024: $2,493,198Liabilities 2024: $56,275Net Assets 2024: $2,436,9232024

Highlighted filing

2018

Assets$4,247,606
Liabilities$90,623
Net Assets$4,156,983

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $5,026,662Expenses 2014: $359,188Net Income 2014: $4,667,4742014Revenue 2015: $1,194,385Expenses 2015: $718,962Net Income 2015: $475,4232015Revenue 2018: $317,271Expenses 2018: $701,582Net Income 2018: -$384,3112018Revenue 2019: $592,276Expenses 2019: $906,183Net Income 2019: -$313,9072019Revenue 2020: $177,635Expenses 2020: $654,475Net Income 2020: -$476,8402020Revenue 2021: $443,932Expenses 2021: $550,119Net Income 2021: -$106,1872021Revenue 2022: $137,784Expenses 2022: $640,300Net Income 2022: -$502,5162022Revenue 2023: $285,171Expenses 2023: $752,613Net Income 2023: -$467,4422023Revenue 2024: $435,548Expenses 2024: $755,997Net Income 2024: -$320,4492024

Highlighted filing

2018

Revenue$317,271
Expenses$701,582
Net Income-$384,311
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 7, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARILYN KLAUSDirector, President,&TreasFT$0--
STEPHEN GABOURYDirector, Vice PresidentFT$0--
LYNN WALSHDirector, Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Ballets With a Twist Foundation
EIN
46-5643684
Phone
2127321813
Address
158 CHAMBERS STREET NO 3RD FL, NEW YORK, NY 10007

Signing Officer

Name
Marilyn Klaus
Title
President
Phone
2127321813
Signed
2019-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Owen J Flanagan & Co
Address
60 EAST 42ND STREET, NEW YORK, NY 10165
Preparer
Kevin Sunkel
Phone
2126822783
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0170619
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-1035
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-384311
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0307367
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04464350
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04848661
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04156983
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt025
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01490
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02361
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02361
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02361
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03590
IRS990PF/FMVAssetsEOYAmt04247606
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt057049
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt052778
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt08639
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt03518
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt08639
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt08639
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt038610
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt017336
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt017336
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0328791
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0237246
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0237246
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02246335
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01611150
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01611150
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt07623
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt016588
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt06152
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt08965
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt08965
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt084984
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt085032
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt085032
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01926662
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01764912
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01764912
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt033151
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt037845
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt055309
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt055119
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt055119
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0248500
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0459207
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0459207
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04938861
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04247606
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04247606
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt090200
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt090623
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04938861
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04247606
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04848661
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04156983
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt04848661
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt04156983
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04534248
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0293199
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04175871
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt068014
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt065178
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0223312
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04466234
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04534248
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt072000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt160501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt259589
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0CATHERINE ZEHR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1LEAH D GERSTENLAUER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2AENGUS L ORTIZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0COSTUME DESIGNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1ADMIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2ADMIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0158 CHAMBERS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1158 CHAMBERS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2158 CHAMBERS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd010007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd110007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd210007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt050000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0BARBARA HEIZER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0PROMOTIONAL CONSULTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0PHA 515 WEST END AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt065.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt150.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARILYN KLAUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1STEPHEN GABOURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LYNN WALSH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR, PRESIDENT,&TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR, VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR, SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0158 CHAMBERS STREET 3RD FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1158 CHAMBERS STREET 3RD FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2OSB BUSINESS SERVICES INC 277
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0BROADWAY STE 510
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK

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