Civic Intelligence

Beaumont CIVIC Ballet

990EZ • Fiscal year 2019 • EIN 74-1931030

Jun 01, 2018 to May 31, 2019 • Filed on Jul 15, 2020

3717 CalderBeaumont, TX 77706

(409) 838-4397

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.

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

26th percentile

-8.4%

Higher net margin than 26% of similar nonprofits.

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

Top Officer Pay

79th percentile

$6,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

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

Asset Growth

27th percentile

-11%

Faster asset growth than 27% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

48th percentile

-0.1%

Faster revenue growth than 48% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Assets

Down

$80,330

Down $21,900 (-21%) from 2017

Net Assets

Down

$80,330

Down $21,900 (-21%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$110,513

Down $203 (-0.2%) from 2017

Expenses

Down

$119,800

Down $3,205 (-2.6%) from 2017

Net Income

Up

-$9,287

Up $3,002 (+24%) from 2017

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $51,854Liabilities 2011: $0Net Assets 2011: $51,8542011Assets 2012: $56,831Liabilities 2012: $0Net Assets 2012: $56,8312012Assets 2013: $63,271Liabilities 2013: $0Net Assets 2013: $63,2712013Assets 2014: $65,532Liabilities 2014: $0Net Assets 2014: $65,5322014Assets 2015: $85,765Liabilities 2015: $02015Assets 2016: $114,519Liabilities 2016: $0Net Assets 2016: $114,5192016Assets 2017: $102,230Liabilities 2017: $0Net Assets 2017: $102,2302017Assets 2019: $80,330Liabilities 2019: $0Net Assets 2019: $80,3302019Assets 2020: $95,035Liabilities 2020: $0Net Assets 2020: $95,0352020Assets 2021: $71,444Liabilities 2021: $02021Assets 2022: $115,396Liabilities 2022: $537Net Assets 2022: $114,8592022Assets 2023: $151,926Liabilities 2023: $1,877Net Assets 2023: $150,0492023

Highlighted filing

2019

Assets$80,330
Liabilities$0
Net Assets$80,330

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $95,521Expenses 2011: $85,911Net Income 2011: $9,6102011Revenue 2012: $72,229Expenses 2012: $67,252Net Income 2012: $4,9772012Revenue 2013: $77,603Expenses 2013: $71,163Net Income 2013: $6,4402013Revenue 2014: $76,256Expenses 2014: $73,995Net Income 2014: $2,2612014Revenue 2015: $114,996Expenses 2015: $94,763Net Income 2015: $20,2332015Revenue 2016: $124,509Expenses 2016: $95,755Net Income 2016: $28,7542016Revenue 2017: $110,716Expenses 2017: $123,005Net Income 2017: -$12,2892017Revenue 2019: $110,513Expenses 2019: $119,800Net Income 2019: -$9,2872019Revenue 2020: $130,649Expenses 2020: $115,944Net Income 2020: $14,7052020Revenue 2021: $87,283Expenses 2021: $110,874Net Income 2021: -$23,5912021Revenue 2022: $167,850Expenses 2022: $124,435Net Income 2022: $43,4152022Revenue 2023: $221,854Expenses 2023: $186,664Net Income 2023: $35,1902023

Highlighted filing

2019

Revenue$110,513
Expenses$119,800
Net Income-$9,287
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Jul 15, 2020
Return Version
2018v3.2
Gross Receipts
$147,894
Mission and Program Overview

Mission

To be the source and ambassador for ballet excellence in Southeast Texas.

REGIONAL BALLET COMPANY

Program Services

DescriptionGrantsExpenses
5BCB - THE NUTCRACKER - SCHOOL PERFORMANCES AND 2 PUBLIC PERFORMANCES IN DECEMBER 2018$0$49,035
"TWISTIN' INTO BROADWAY" BCB SPRING PERFORMANCE - SCHOOL PERFORMANCES AND PUBLIC PERFORMANCES IN FEBRUARY 2019.$0$25,228
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONIQUE ZUMMO STEINHAGENAssociate DirectorPT$6,000-$6,000
MEGAN ANDERSONBallet Mistress-$6,000-$6,000
MARSHA WOODY ZUMMOFounder-DirectorPT$5,000-$5,000
OUIDA BROUSSARDAdm Assistant-$3,600-$3,600
WENDY CASTILLEAdm Assistant-$3,600-$3,600
TRISHA HONEAParliamentarian-$0--
KELLY JACKSONVice President Marketing-$0--
NITA ROBICHAUTreasurer-$0--
DYNASY PHELANPresident-$0--
LISA CALLASVice Presi - Fund Raising-$0--
ALLISON GILBERTBoard Member-$0--
ALISA BINAGIASecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sugar Plum Breakfast$65,659$65,659$37,381$28,278
Total Events$65,659$65,659$37,381$28,278
Filing and Contact Details

Filer

Filer Name
Beaumont Civic Ballet
EIN
74-1931030
Phone
4098384397
Address
3717 CALDER, BEAUMONT, TX 77706

Signing Officer

Name
Dynasy Phelan
Title
President
Phone
4098384397
Signed
2020-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Cavett Turner & Wyble Llp
Address
PO BOX 2032, BEAUMONT, TX 77704
Preparer
Eugenia Coffin CPA
Phone
4098980070
Supplemental Narrative

Additional Explanations

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

Description: other income. Amount: 90.

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

Description: bank charges. Amount: 1,337. Description: insurance. Amount: 3,338. Description: production expenses. Amount: 74,263. Description: member promotion. Amount: 6,450. Description: office. Amount: 1,709. Description: company promotion. Amount: 1,983. Total to form 990-ez, line 16: 89,080.

Form 990-ez, Part II, Line 24 - Other Assets

Description: fundraiser inventory. Beg. Of year amount: 7,477. End of year amount: 4,320.

Raw XML Appendix234 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/OfficerDirectorTrusteeEmplGrp/PersonNm0MARSHA WOODY ZUMMO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ALISA BINAGIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FOUNDER-DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ASSOCIATE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ADM ASSISTANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BALLET MISTRESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT MARKETING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VICE PRESI - FUND RAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9ADM ASSISTANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11SECRETARY
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0REGIONAL BALLET COMPANY
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0"TWISTIN' INTO BROADWAY" BCB SPRING PERFORMANCE - SCHOOL PERFORMANCES AND PUBLIC PERFORMANCES IN FEBRUARY 2019.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt15BCB - THE NUTCRACKER - SCHOOL PERFORMANCES AND 2 PUBLIC PERFORMANCES IN DECEMBER 2018
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OTHER INCOME. AMOUNT: 90.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK CHARGES. AMOUNT: 1,337. DESCRIPTION: INSURANCE. AMOUNT: 3,338. DESCRIPTION: PRODUCTION EXPENSES. AMOUNT: 74,263. DESCRIPTION: MEMBER PROMOTION. AMOUNT: 6,450. DESCRIPTION: OFFICE. AMOUNT: 1,709. DESCRIPTION: COMPANY PROMOTION. AMOUNT: 1,983. TOTAL TO FORM 990-EZ, LINE 16: 89,080.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: FUNDRAISER INVENTORY. BEG. OF YEAR AMOUNT: 7,477. END OF YEAR AMOUNT: 4,320.
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 II, LINE 24 - OTHER 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/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04098384397
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEAUMONT CIVIC BALLET
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ReturnHeader/Filer/EIN0741931030
ReturnHeader/Filer/PhoneNum04098384397
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ReturnHeader/FilingSecurityInformation/IPTm022:20:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760473687
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAVETT TURNER & WYBLE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2032
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEAUMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077704
ReturnHeader/PreparerPersonGrp/PhoneNum04098980070
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EUGENIA COFFIN CPA
ReturnHeader/ReturnTs02020-07-15T22:29:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits