Civic Intelligence

Berkshire Ballet Theatre

990 • Fiscal year 2018 • EIN 47-0877397

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 22, 2018

Organization ProfileNA
828 Interlaken DriveLake Zurich, IL 60047

(847) 438-7281

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

91st percentile

97%

Faster asset growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

54th percentile

3.4%

Faster revenue growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$33,763

Up $16,665 (+97%) from 2017

Net Assets

Up

$33,763

Up $16,665 (+97%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin66th percentile

Revenue

Up

$138,577

Up $4,615 (+3.4%) from 2017

Expenses

Down

$121,912

Down $1,535 (-1.2%) from 2017

Net Income

Up

$16,665

Up $6,150 (+58%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$40K$30K$20K$10K$0Assets 2011: $2,826Liabilities 2011: $0Net Assets 2011: $2,8262011Assets 2012: $5,070Liabilities 2012: $0Net Assets 2012: $5,0702012Assets 2013: $12,897Liabilities 2013: $0Net Assets 2013: $12,8972013Assets 2014: $7,693Liabilities 2014: $0Net Assets 2014: $7,6932014Assets 2015: $9,570Liabilities 2015: $0Net Assets 2015: $9,5702015Assets 2016: $6,583Liabilities 2016: $0Net Assets 2016: $6,5832016Assets 2017: $17,098Liabilities 2017: $0Net Assets 2017: $17,0982017Assets 2018: $33,763Liabilities 2018: $0Net Assets 2018: $33,7632018Assets 2019: $26,107Liabilities 2019: $2,352Net Assets 2019: $23,7552019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2018

Assets$33,763
Liabilities$0
Net Assets$33,763
Open 2018 Filing

Operations Trend

Revenue Growth54th percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $38,1242011Expenses 2012: $42,7552012Expenses 2013: $51,0902013Revenue 2014: $93,067Expenses 2014: $98,271Net Income 2014: -$5,2042014Revenue 2015: $87,393Expenses 2015: $85,516Net Income 2015: $1,8772015Revenue 2016: $97,084Expenses 2016: $100,071Net Income 2016: -$2,9872016Revenue 2017: $133,962Expenses 2017: $123,447Net Income 2017: $10,5152017Revenue 2018: $138,577Expenses 2018: $121,912Net Income 2018: $16,6652018Revenue 2019: $137,769Expenses 2019: $147,777Net Income 2019: -$10,0082019Revenue 2020: $4,933Expenses 2020: $30,764Net Income 2020: -$25,8312020

Highlighted filing

2018

Revenue$138,577
Expenses$121,912
Net Income$16,665
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 22, 2018
Return Version
2017v2.2
Gross Receipts
$138,577
Mission and Program Overview

Mission

Dance performance (community outreach)

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$17,098$33,763▲ $16,665
Rtn Earn Endowment Incm Other Fnds$17,098$33,763▲ $16,665
Total Assets$17,098$33,763▲ $16,665
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$17,098$33,763▲ $16,665
Total Liabilities and Net Assets / Fund Balance$17,098$33,763▲ $16,665
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Victoria SummersPresident
Deborah KentTrustee
George MartinTrustee
Jill StoneTrustee
John DicksonTrustee
Logan PanjkovichTrustee
Sandra PierceTrustee
Tony JungTrustee
Gary SummersSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$138,538
Program Service Revenue
$0
Investment Income
$39
Other Revenue
$0
All Other Contributions
$26,034
Change in Net Assets
$16,665
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$121,912
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$39,315$5,105-$44,420
Advertising-$2,593-$2,593
Information Technology-$1,788-$1,788
Other Expenses$13,390$1,172-$1,172
Fees for Services Accounting-$865-$865
Insurance-$707-$707
All Other Expenses-$275-$275
Office Expenses-$6-$6
Total Functional Expenses$109,401$12,511$0$121,912
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raffle$43,606$43,606-$43,606
Nutcracker$5,234$5,234-$5,234
Total Events$140,177$140,177-$140,177
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
Yes
Backup withholding compliance
Yes
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

Officer directors etc family relationship Part VI line 2

“HUSBAND AND WIFE”

Form 990 governing body review Part VI line 11

“The executive board reviews the forms 990 before the tax returns are filed”

Governing documents etc available to public Part VI line 19

“Documents are available by calling the officesof berkshre ballet theatre and requesting them”

Filing and Contact Details

Filer

Filer Name
Berkshire Ballet Theatre
EIN
47-0877397
Address
828 INTERLAKEN DRIVE, LAKE ZURICH, IL 60047

Signing Officer

Name
Victoria Summers
Title
President
Phone
8474387281
Signed
2018-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Victoria Summers
Formed
2002
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
7
Employees
0
Volunteers
9

Preparer

Firm
Joseph C Barna & Company
Address
770 APACHE COURT, LAKE ZURICH, IL 60047
Preparer
Joseph C Barna
Phone
8474386325
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Other feesinstructor training = $14,814.00subcontract exp = $55,647.00 total other fees = $70,461.00”

Raw XML AppendixShowing 400 of 406 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.

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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt093054
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05234
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt043606
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt091337
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0140177
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05234
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt043606
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt091337
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0140177
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0140177
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HUSBAND AND WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE BOARD REVIEWS THE FORMS 990 BEFORE THE TAX RETURNS ARE FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE BY CALLING THE OFFICESOF BERKSHRE BALLET THEATRE AND REQUESTING THEM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER FEESINSTRUCTOR TRAINING = $14,814.00SUBCONTRACT EXP = $55,647.00 TOTAL OTHER FEES = $70,461.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3List of other fees for services expenses Part IX line 11g
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0109401
IRS990/TotalFunctionalExpensesGrp/TotalAmt0121912
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalOtherProgSrvcRevenueAmt043740
IRS990/TotalProgramServiceExpensesAmt0109401
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt039
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0138577
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt017098
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt033763
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/USAddress/ZIPCd060047
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0NA
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VICTORIA SUMMERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08474387281
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERKSHIRE BALLET THEATRE
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0470877397
ReturnHeader/Filer/USAddress/AddressLine1Txt0828 INTERLAKEN DRIVE
ReturnHeader/Filer/USAddress/CityNm0LAKE ZURICH
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03661832018235mxirhbc
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-08-23
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.173.173.64
ReturnHeader/FilingSecurityInformation/IPDt02018-08-23
ReturnHeader/FilingSecurityInformation/IPTm013:00:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363567642
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOSEPH C BARNA & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0770 APACHE COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE ZURICH
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ReturnHeader/PreparerPersonGrp/PhoneNum08474386325

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,763
Liabilities
$0
Net assets
$33,763
Revenue
$138,577
Expenses
$121,912
Net income
$16,665
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.05$0.31$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.02$0.24$1.38$1.48$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$1.39$1.22$0.17
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.00$0.17$1.34$1.23$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.00$0.07$0.97$1.00$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.87$0.86$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.93$0.98$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.13$0.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$0.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$0.38