Civic Intelligence

Berkshire Ballet Theatre

990 • Fiscal year 2019 • EIN 47-0877397

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 14, 2019

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

78th percentile

0.09x

Higher debt load relative to assets than 78% of similar nonprofits.

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

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

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

Net Margin

27th percentile

-7.3%

Higher net margin than 27% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

19th percentile

-23%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

47th percentile

-0.6%

Faster revenue growth than 47% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$26,107

Down $7,656 (-23%) from 2018

Net Assets

Down

$23,755

Down $10,008 (-30%) from 2018

Liabilities

Up

$2,352

Up $2,352 from 2018

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin27th percentile

Revenue

Down

$137,769

Down $808 (-0.6%) from 2018

Expenses

Up

$147,777

Up $25,865 (+21%) from 2018

Net Income

Down

-$10,008

Down $26,673 (-160%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2019

Assets$26,107
Liabilities$2,352
Net Assets$23,755
Open 2019 Filing

Operations Trend

Revenue Growth47th 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

2019

Revenue$137,769
Expenses$147,777
Net Income-$10,008
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 14, 2019
Return Version
2018v3.1
Gross Receipts
$137,769
Mission and Program Overview

Mission

Dance performance (community outreach)

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$33,763$26,107▼ $7,656
Rtn Earn Endowment Incm Other Fnds$33,763$23,755▼ $10,008
Total Assets$33,763$26,107▼ $7,656
Liabilities
Accounts Payable and Accrued Expenses-$2,352-
Total Liabilities$0$2,352▲ $2,352
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,763$23,755▼ $10,008
Total Liabilities and Net Assets / Fund Balance$33,763$26,107▼ $7,656
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Victoria SummersPresident
Deborah KentTrustee
George MartinTrustee
Jill StoneTrustee
Logan PanjkovichTrustee
Ronald StadeTrustee
Sandra PierceTrustee
Gary SummersSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$137,706
Program Service Revenue
$0
Investment Income
$63
Other Revenue
$0
All Other Contributions
$21,267
Change in Net Assets
$-10,008
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$137,718
Salaries, Compensation, and Employee Benefits$10,059
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$33,434$4,975-$38,409
Other Salaries and Wages$9,028--$9,028
All Other Expenses$5,634$2,666-$8,300
Advertising$2,450--$2,450
Other Expenses$14,233$1,753-$1,753
Payroll Taxes$1,031--$1,031
Fees for Services Accounting-$905-$905
Office Expenses-$404-$404
Insurance-$320-$320
Interest-$96-$96
Total Functional Expenses$136,658$11,119$0$147,777
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
Nutcracker----
Raffle----
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
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

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
8477221145
Signed
2019-09-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Victoria Summers
Formed
2002
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
6
Employees
2

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 = $14,472.00subcontract exp = $18,972.00 total other fees = $33,444.00”

Raw XML Appendix395 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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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0NUTCRACKER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RAFFLE
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 = $14,472.00SUBCONTRACT EXP = $18,972.00 TOTAL OTHER FEES = $33,444.00
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt033763
IRS990/TotalAssetsEOYAmt026107
IRS990/TotalAssetsGrp/BOYAmt033763
IRS990/TotalAssetsGrp/EOYAmt026107
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0137706
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011119
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0136658
IRS990/TotalFunctionalExpensesGrp/TotalAmt0147777
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt02352
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt02352
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt033763
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt023755
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt036986
IRS990/TotalOtherProgSrvcRevenueAmt033865
IRS990/TotalProgramServiceExpensesAmt0136658
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt063
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0137769
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt033763
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt026107
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0828 INTERLAKEN DRIVE
IRS990/USAddress/CityNm0LAKE ZURICH
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060047
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0NA
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VICTORIA SUMMERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08477221145
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERKSHIRE BALLET THEATRE
ReturnHeader/Filer/BusinessNameControlTxt0BERK
ReturnHeader/Filer/EIN0470877397
ReturnHeader/Filer/USAddress/AddressLine1Txt0828 INTERLAKEN DRIVE
ReturnHeader/Filer/USAddress/CityNm0LAKE ZURICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060047
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EC98F978F94EBB745F5C73EA94D347E1E8C26F60
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EC98F978F94EBB745F5C73EA94D347E1E8C26F60
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03661832019259akpmhik
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-09-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.173.173.64
ReturnHeader/FilingSecurityInformation/IPDt02019-09-16
ReturnHeader/FilingSecurityInformation/IPTm012:25:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363567642
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOSEPH C BARNA & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0770 APACHE COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE ZURICH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060047
ReturnHeader/PreparerPersonGrp/PhoneNum08474386325
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH C BARNA
ReturnHeader/ReturnTs02019-09-12T20:44:44-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,107
Liabilities
$2,352
Net assets
$23,755
Revenue
$137,769
Expenses
$147,777
Net income
-$10,008
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
2019Detailed filing. Detailed filing data is available for this year.$0.26$0.02$0.24$1.38$1.48$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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