Civic Intelligence

Cary Ballet Company

990EZ • Fiscal year 2019 • EIN 56-2080162

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 15, 2019

3791 NW Cary ParkwayCary, NC 27513

(919) 481-6509

Siviq Scores

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

Liabilities / Assets

50th percentile

0.00x

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

2019 filings • NTEE A • <$500k nonprofits • Source year 2019

Liabilities / Revenue

50th percentile

0.00x

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

2019 filings • NTEE A • <$500k nonprofits • Source year 2019

Net Margin

45th percentile

1.2%

Higher net margin than 45% of similar nonprofits.

2019 filings • NTEE A • <$500k nonprofits • Source year 2019

Top Officer Pay

86th percentile

$23,167

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

2019 filings • NTEE A • <$500k nonprofits • Source year 2019

Asset Growth

57th percentile

7.4%

Faster asset growth than 57% of similar nonprofits.

2019 filings • NTEE A • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

41st percentile

-3.7%

Faster revenue growth than 41% of similar nonprofits.

2019 filings • NTEE A • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$43,326

Up $2,973 (+7.4%) from 2018

Net Assets

Up

$43,326

Up $2,973 (+7.4%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$149,110

Down $5,662 (-3.7%) from 2018

Expenses

Up

$147,347

Up $494 (+0.3%) from 2018

Net Income

Down

$1,763

Down $6,156 (-78%) 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 2010: $60,321Net Assets 2010: $60,3212010Assets 2011: $52,813Liabilities 2011: $02011Assets 2012: $77,180Net Assets 2012: $77,1802012Assets 2013: $34,717Liabilities 2013: $02013Assets 2014: $36,193Liabilities 2014: $02014Assets 2015: $42,427Net Assets 2015: $42,4272015Assets 2016: $17,563Net Assets 2016: $17,5632016Assets 2017: $32,434Net Assets 2017: $32,4342017Assets 2018: $40,353Net Assets 2018: $40,3532018Assets 2019: $43,326Liabilities 2019: $0Net Assets 2019: $43,3262019Assets 2020: $49,410Liabilities 2020: $12,4652020Assets 2021: $29,650Liabilities 2021: $3,228Net Assets 2021: $26,4222021Assets 2022: $28,802Liabilities 2022: $3,236Net Assets 2022: $25,5662022Assets 2023: $33,390Liabilities 2023: $3,599Net Assets 2023: $29,7912023Assets 2025: $63,908Liabilities 2025: $3,423Net Assets 2025: $60,4852025

Highlighted filing

2019

Assets$43,326
Liabilities$0
Net Assets$43,326

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $42,289Expenses 2010: $19,165Net Income 2010: $23,1242010Revenue 2011: $48,640Expenses 2011: $56,148Net Income 2011: -$7,5082011Revenue 2012: $70,036Expenses 2012: $45,669Net Income 2012: $24,3672012Revenue 2013: $29,955Expenses 2013: $72,418Net Income 2013: -$42,4632013Revenue 2014: $27,570Expenses 2014: $26,094Net Income 2014: $1,4762014Revenue 2015: $72,466Expenses 2015: $66,232Net Income 2015: $6,2342015Revenue 2016: $72,636Expenses 2016: $97,500Net Income 2016: -$24,8642016Revenue 2017: $126,574Expenses 2017: $111,704Net Income 2017: $14,8702017Revenue 2018: $154,772Expenses 2018: $146,853Net Income 2018: $7,9192018Revenue 2019: $149,110Expenses 2019: $147,347Net Income 2019: $1,7632019Revenue 2020: $131,456Expenses 2020: $137,837Net Income 2020: -$6,3812020Revenue 2021: $126,730Expenses 2021: $137,253Net Income 2021: -$10,5232021Revenue 2022: $200,958Expenses 2022: $201,814Net Income 2022: -$8562022Revenue 2023: $286,563Expenses 2023: $282,338Net Income 2023: $4,2252023Revenue 2025: $354,890Expenses 2025: $326,669Net Income 2025: $28,2212025

Highlighted filing

2019

Revenue$149,110
Expenses$147,347
Net Income$1,763
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 15, 2019
Return Version
2018v3.1
Gross Receipts
$149,110
Mission and Program Overview

Mission

To culturally and educationally enrich the lives of the Triangle community by presenting classical ballets, contemporary premieres, and by providing arts education enrichment opportunities to our area's population, with intentional outreach to underserved students and residents.

Support and train dancers to enhance their performance abilities.

Program Services

DescriptionGrantsExpenses
To train and teach dancers who show the necessary skills and talent to enhance their current status to a professional level, with a special outreach to underserved students and residents. This includes providing an opportunity for students to showcase through performance and aspirations their skills and achievements in professional dance.$7,890$90,951
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michelle GisondiDevelopment DirectorPT$23,167-$23,167
Mariaelena RuizArtistic DirectorPT$13,000-$13,000
Heather IlerAssoc. Artistic DirectorPT$11,617-$11,617
Suzanne MurleyAdministrative DirectorPT$7,058-$7,058
Tony PandisciaBoard Of Directors-$0--
Lesli DoaresBoard Of Directors-$0--
Amy FolkBoard Of Directors-$0--
Callen BollickBoard Of Directors-$0--
Angela PowellBoard Of Directors-$0--
Filing and Contact Details

Filer

Filer Name
Cary Ballet Company
EIN
56-2080162
Phone
9194816509
Address
3791 NW Cary Parkway, Cary, NC 27513

Signing Officer

Name
Kelsey Elggren
Title
Board of Directors
Phone
9197889570
Signed
2019-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Heroux & Company LLP
Address
4700 Falls of Neuse Road Suite 110, Raleigh, NC 27609
Preparer
Kelsey M Elggren CPA
Phone
9197889570
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: Wells Fargo. Amount: 6. Description: Miscellaneous Income. Amount: 482. Total to Form 990-EZ, line 8: 488.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Payroll Taxes. Amount: 5,007. Description: Office . Amount: 4,899. Description: Travel and Meetings. Amount: 735. Description: Financial Assistance. Amount: 6,890. Description: Show and Costume Expenses. Amount: 59,848. Total to Form 990-EZ, line 16: 77,379.

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

Description: Prior Year Changes. Amount: 1,210.

Raw XML Appendix203 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Raleigh
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mariaelena Ruiz
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lesli Doares
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Amy Folk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Callen Bollick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Angela Powell
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Artistic Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Assoc. Artistic Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Administrative Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board of Directors
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board of Directors
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board of Directors
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board of Directors
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt01210
IRS990EZ/OtherExpensesTotalAmt077379
IRS990EZ/OtherRevenueTotalAmt0488
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/ProgramServiceRevenueAmt072117
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Wells Fargo. Amount: 6. Description: Miscellaneous Income. Amount: 482. Total to Form 990-EZ, line 8: 488.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Payroll Taxes. Amount: 5,007. Description: Office . Amount: 4,899. Description: Travel and Meetings. Amount: 735. Description: Financial Assistance. Amount: 6,890. Description: Show and Costume Expenses. Amount: 59,848. Total to Form 990-EZ, line 16: 77,379.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Prior Year Changes. Amount: 1,210.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kelsey Elggren
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board of Directors
ReturnHeader/BusinessOfficerGrp/PhoneNum09197889570
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Cary Ballet Company
ReturnHeader/Filer/BusinessNameControlTxt0CARY
ReturnHeader/Filer/EIN0562080162
ReturnHeader/Filer/PhoneNum09194816509
ReturnHeader/Filer/USAddress/AddressLine1Txt03791 NW Cary Parkway
ReturnHeader/Filer/USAddress/CityNm0Cary
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027513
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.226.20.50
ReturnHeader/FilingSecurityInformation/IPDt02019-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:31:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562082565
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Heroux & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04700 Falls of Neuse Road Suite 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Raleigh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027609
ReturnHeader/PreparerPersonGrp/PhoneNum09197889570
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kelsey M Elggren CPA
ReturnHeader/ReturnTs02019-11-12T14:31:49-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.03$0.60$3.55$3.27$0.28
2023Summary only. Only limited summary data is available for this year.$0.33$0.04$0.30$2.87$2.82$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.03$0.26$2.01$2.02$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.03$0.26$1.27$1.37$0.11
2020Summary only. Only limited summary data is available for this year.$0.49$0.12$1.31$1.38$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$1.49$1.47$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.40$1.55$1.47$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.32$1.27$1.12$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.73$0.98$0.25
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.72$0.66$0.06
2014Summary only. Only limited summary data is available for this year.$0.36$0.00$0.28$0.26$0.01
2013Summary only. Only limited summary data is available for this year.$0.35$0.00$0.30$0.72$0.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.77$0.70$0.46$0.24
2011Summary only. Only limited summary data is available for this year.$0.53$0.00$0.49$0.56$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.60$0.42$0.19$0.23
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • NTEE A63 • <$500k nonprofits