Civic Intelligence

Beaumont CIVIC Ballet

990 • Fiscal year 2025 • EIN 74-1931030

Jun 01, 2024 to May 31, 2025

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

62nd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

91st percentile

$34,660

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

83rd percentile

38%

Faster asset growth than 83% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

84th percentile

45%

Faster revenue growth than 84% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$148,774

Down $3,152 (-2.1%) from 2023

Net Assets

Down

$148,774

Down $1,275 (-0.8%) from 2023

Liabilities

Down

$0

Down $1,877 (-100%) from 2023

Revenue

Up

$262,179

Up $40,325 (+18%) from 2023

Expenses

Up

$219,933

Up $33,269 (+18%) from 2023

Net Income

Up

$42,246

Up $7,056 (+20%) from 2023

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: $150,0492023Assets 2025: $148,774Liabilities 2025: $0Net Assets 2025: $148,7742025

Highlighted filing

2025

Assets$148,774
Liabilities$0
Net Assets$148,774

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: $35,1902023Revenue 2025: $262,179Expenses 2025: $219,933Net Income 2025: $42,2462025

Highlighted filing

2025

Revenue$262,179
Expenses$219,933
Net Income$42,246
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Apr 15, 2026
Return Version
2024v5.2
Gross Receipts
$324,744
Mission and Program Overview

Mission

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

Regional dance company to promote community interest in classical ballet by providing high quality performances while nurturing the growth and development of the company dancers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$106,528$148,774▲ $42,246
Cash and Non-Interest-Bearing Accounts$90,703$132,680▲ $41,977
Prepaid Expenses and Deferred Charges$6,085$6,880▲ $795
Inventories for Sale or Use$4,546$4,676▲ $130
Land, Buildings, and Equipment, Net$6,695$4,538▼ $2,157
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$108,029$148,774▲ $40,745
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,501--
Total Liabilities$1,501$0▼ $1,501
Net Assets / Fund Balance
Total Net Assets Fund Balance$106,528$148,774▲ $42,246
Total Liabilities and Net Assets / Fund Balance$108,029$148,774▲ $40,745

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,538$424,280$428,818
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kelly JacksonExecutive DirectorPT$34,660$34,660

Board Members and Trustees

NameTitle
Heather MontalbanoPresident
Megan Forgas AndersonAssoc Director
Monique Zummo SteinhagenArtistic Direc.
Amber GibbsBazaar
Kathryn MessinaFundraising
Samantha HemmenwayFundraising
Kate LeverettGrant Dev
Lisa MatthewsMarketing
Rebecca RogersMarketing
Carrie ZilhmanPatron Apprec
Melinda TerryProduction
Madeline BlalockSecretary
Lauren WilliamsTreasurer
Mackenzie BlanchardVolunteer Coord
Revenue and Support

Revenue Composition

Contributions and Grants
$163,542
Program Service Revenue
$107,272
Investment Income
$0
Other Revenue
$-8,635
All Other Contributions
$62,129
Change in Net Assets
$42,246
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$150,339
Salaries, Compensation, and Employee Benefits$65,594
Total Fundraising Expense$27,233
Grants and Similar Amounts Paid$4,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$36,432$5,428$20,966$62,826
Fees for Services Other$27,588$744$128$28,460
Fees for Services Accounting-$7,681-$7,681
All Other Expenses$1,716$942$4,617$7,275
Occupancy$5,000--$5,000
Insurance$973$4,025-$4,998
Other Expenses$74,446$4,736-$4,736
Grants to Domestic Individuals$4,000--$4,000
Payroll Taxes$831$415$1,522$2,768
Depreciation Depletion$2,157--$2,157
Office Expenses$36$837-$873
Information Technology-$837-$837
Total Functional Expenses$153,179$39,521$27,233$219,933
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$62,565
Fundraising Gross Income$51,815
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
BCB Bazaar & Company Merchandise$29,896$29,896$17,266$12,630
Bubbles & Brews$71,772$9,919$2,072$7,847
Total Events$126,728$51,815$62,565$-10,750
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The Form 990 is prepared by the outside accountant under the direction of the President. Upon completion, the President and outside accountant review and discuss.

Form 990, Part VI, Section B, Line 12C

Board members who find their interest in conflict with those of Beaumont Civic Ballet are required to disclose such conflict, meet with the Board for discussions, and abstain from any vote dealing with such matters.

Form 990, Part VI, Section B, Line 15A

The Board of Directors determines compensation based upon an annual evaluation of the Executive Director with regards to merit or cost of living and considered by the financial health of the Organization.

Form 990, Part VI, Section B, Line 15B

The Board of Directors determines compensation based upon an annual evaluation of any paid officers and key employees with regards to merit or cost of living and considered by the financial health of the Organization.

Form 990, Part VI, Section C, Line 19

Beaumont Civic Ballet makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

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

Signing Officer

Name
Heather Montalbano
Title
Current President
Signed
2026-04-15
Discuss with paid preparer
Yes

Organization Details

Formed
1971
Legal Domicile
TX
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
50

Preparer

Firm
Wathen DeShong & Juncker LLP
Address
4140 Gladys Avenue Suite 101, Beaumont, TX 77706
Preparer
Jeremy Triska
Phone
4098381605
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IRS990/InformationTechnologyGrp/TotalAmt0837
IRS990/InsuranceGrp/ManagementAndGeneralAmt04025
IRS990/InsuranceGrp/ProgramServicesAmt0973
IRS990/InsuranceGrp/TotalAmt04998
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt04546
IRS990/InventoriesForSaleOrUseGrp/EOYAmt04676
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0424280
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06695
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04538
IRS990/LandBldgEquipCostOrOtherBssAmt0428818
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To be the source and ambassador for ballet excellence in Southeast Texas.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0106528
IRS990/NetAssetsOrFundBalancesEOYAmt0148774
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-10750
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-10750
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoncashContributionsAmt024145
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt05000
IRS990/OccupancyGrp/TotalAmt05000
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0837
IRS990/OfficeExpensesGrp/ProgramServicesAmt036
IRS990/OfficeExpensesGrp/TotalAmt0873
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Production Expenses
IRS990/OtherExpensesGrp/Desc1Storage Expense
IRS990/OtherExpensesGrp/Desc2Charity Database
IRS990/OtherExpensesGrp/Desc3Merchant Services
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08510
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15366
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24736
IRS990/OtherExpensesGrp/ProgramServicesAmt074446
IRS990/OtherExpensesGrp/TotalAmt074446
IRS990/OtherExpensesGrp/TotalAmt18510
IRS990/OtherExpensesGrp/TotalAmt25366
IRS990/OtherExpensesGrp/TotalAmt34736
IRS990/OtherRevenueMiscGrp/Desc0Other Income
IRS990/OtherRevenueMiscGrp/ExclusionAmt02115
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02115
IRS990/OtherRevenueTotalAmt02115
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01522
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0415
IRS990/PayrollTaxesGrp/ProgramServicesAmt0831
IRS990/PayrollTaxesGrp/TotalAmt02768
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06085
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06880
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc1Performance Revenue
IRS990/ProgramServiceRevenueGrp/Desc2Programs
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt015526
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt187535
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24211
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt015526
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt187535
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24211
IRS990/ProgSrvcAccomActy2Grp/Desc0The Nutcracker - Two school performances and two public performances in December 2024. Beaumont Civic Ballet performs for the surrounding schools at no charge to sold out audiences. 2,662 total tickets sold for public performances.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt053784
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt060611
IRS990/ProgSrvcAccomActy3Grp/Desc0Dance company members education and development.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt031357
IRS990/ProgSrvcAccomActy3Grp/GrantAmt04000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0101435
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01912
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0167419
IRS990/PYOtherRevenueAmt05593
IRS990/PYProgramServiceRevenueAmt073895
IRS990/PYRevenuesLessExpensesAmt0-52164
IRS990/PYSalariesCompEmpBnftPaidAmt063756
IRS990/PYTotalExpensesAmt0233087
IRS990/PYTotalRevenueAmt0180923
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt042246
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt026924
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0106528
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0148774
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0181197
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0113517
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0188668
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt070755
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt026770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0580907
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt091746
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt061813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt067318
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt087350
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt035255
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0343482
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02115
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01250
IRS990ScheduleA/OtherIncome509Grp/TotalAmt03365
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99640
IRS990ScheduleA/PublicSupportPY509Pct00.99830
IRS990ScheduleA/PublicSupportTotal509Amt0924389
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$2.62$2.20$0.42
2023Summary only. Only limited summary data is available for this year.$1.52$0.02$1.50$2.22$1.87$0.35
2022Summary only. Only limited summary data is available for this year.$1.15$0.01$1.15$1.68$1.24$0.43
2021Summary only. Only limited summary data is available for this year.$0.71$0.00$0.87$1.11$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$1.31$1.16$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$1.11$1.20$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$1.11$1.23$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$1.25$0.96$0.29
2015Summary only. Only limited summary data is available for this year.$0.86$0.00$1.15$0.95$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.76$0.74$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$0.78$0.71$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.00$0.57$0.72$0.67$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.96$0.86$0.10