Civic Intelligence

Central West Ballet

990 • Fiscal year 2014 • EIN 77-0154765

Jun 01, 2013 to May 31, 2014 • Filed on Oct 10, 2014

5039 Pentecost Dr No B295356

(209) 576-8957

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

78th percentile

20%

Higher net margin than 78% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

90th percentile

54%

Faster asset growth than 90% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$458,937

Up $161,400 (+54%) from 2013

Net Assets

Up

$458,810

Up $162,964 (+55%) from 2013

Liabilities

Down

$127

Down $1,564 (-92%) from 2013

Revenue

$730,919

No earlier filing loaded for comparison.

Expenses

Up

$586,454

Up $24,059 (+4.3%) from 2013

Net Income

$144,465

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $324,348Liabilities 2011: $0Net Assets 2011: $324,3482011Assets 2012: $286,052Liabilities 2012: $792Net Assets 2012: $285,2602012Assets 2013: $297,537Liabilities 2013: $1,691Net Assets 2013: $295,8462013Assets 2014: $458,937Liabilities 2014: $127Net Assets 2014: $458,8102014Assets 2015: $404,295Liabilities 2015: $0Net Assets 2015: $404,2952015Assets 2016: $332,711Liabilities 2016: $1,774Net Assets 2016: $330,9372016Assets 2017: $290,194Liabilities 2017: $1,108Net Assets 2017: $289,0862017Assets 2018: $255,541Liabilities 2018: $208Net Assets 2018: $255,3332018Assets 2019: $253,652Liabilities 2019: $409Net Assets 2019: $253,2432019Assets 2020: $327,438Liabilities 2020: $59,985Net Assets 2020: $267,4532020Assets 2021: $364,757Liabilities 2021: $2,663Net Assets 2021: $362,0942021Assets 2022: $850,318Liabilities 2022: $9,072Net Assets 2022: $841,2462022Assets 2023: $742,499Liabilities 2023: $4,819Net Assets 2023: $737,6802023Assets 2024: $631,099Liabilities 2024: $4,319Net Assets 2024: $626,7802024Assets 2025: $579,504Liabilities 2025: $3,133Net Assets 2025: $576,3712025

Highlighted filing

2014

Assets$458,937
Liabilities$127
Net Assets$458,810

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $619,6032011Expenses 2012: $599,8202012Expenses 2013: $562,3952013Revenue 2014: $730,919Expenses 2014: $586,454Net Income 2014: $144,4652014Revenue 2015: $549,345Expenses 2015: $603,860Net Income 2015: -$54,5152015Revenue 2016: $554,810Expenses 2016: $628,168Net Income 2016: -$73,3582016Revenue 2017: $537,562Expenses 2017: $579,413Net Income 2017: -$41,8512017Revenue 2018: $606,994Expenses 2018: $640,747Net Income 2018: -$33,7532018Revenue 2019: $623,457Expenses 2019: $623,488Net Income 2019: -$312019Revenue 2020: $629,384Expenses 2020: $617,879Net Income 2020: $11,5052020Revenue 2021: $485,713Expenses 2021: $458,307Net Income 2021: $27,4062021Revenue 2022: $1,078,630Expenses 2022: $592,720Net Income 2022: $485,9102022Revenue 2023: $975,361Expenses 2023: $1,076,846Net Income 2023: -$101,4852023Revenue 2024: $1,008,781Expenses 2024: $1,029,678Net Income 2024: -$20,8972024Revenue 2025: $927,201Expenses 2025: $988,551Net Income 2025: -$61,3502025

Highlighted filing

2014

Revenue$730,919
Expenses$586,454
Net Income$144,465
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Oct 10, 2014
Return Version
2013v3.0
Gross Receipts
$749,950
Mission and Program Overview

Mission

The mission of central west ballet is to provide opportunities for dance education and training for serious minded youth and to offer educational outreach programs for our schools and public.

To provide opportunity for dance training and experience, and to promote dance as an art form.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$88,014$234,385▲ $146,371
Savings and Temporary Cash Investments$150,094$150,094→ $0
Land, Buildings, and Equipment, Net$57,429$72,458▲ $15,029
Prepaid Expenses and Deferred Charges$2,000$2,000→ $0
Total Assets$297,537$458,937▲ $161,400
Liabilities
Accounts Payable and Accrued Expenses$1,691$127▼ $1,564
Total Liabilities$1,691$127▼ $1,564
Net Assets / Fund Balance
Unrestricted Net Assets$295,846$458,810▲ $162,964
Total Net Assets Fund Balance$295,846$458,810▲ $162,964
Total Liabilities and Net Assets / Fund Balance$297,537$458,937▲ $161,400

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$40,013$123,230$163,243
Equipment$28,280$15,865$44,145
Leasehold Improvements$4,165$935$5,100
Compensation and Service Providers

Board Members and Trustees

NameTitle
Hugh RosePresident
Cindi YatesVice-president
Ann EndsleyDirector
Denise CrosbyDirector
Karen MccabeDirector
Liz RobbinsDirector
Paul LamandiaDirector
Royal RobbinsDirector
Vita McsherryDirector
Michelle BuehrleSecretary
Karin ReenstiernaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$332,192
Program Service Revenue
$345,411
Investment Income
$-7,577
Other Revenue
$60,893
All Other Contributions
$266,215
Change in Net Assets
$144,465
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$289,103
Other Expenses$285,636
Total Fundraising Expense$59,250
Grants and Similar Amounts Paid$11,715
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$173,502$42,587$10,647$226,736
Occupancy$4,409$35,457$23,638$63,504
Other Employee Benefits$20,664$19,889$2,712$43,265
Depreciation Depletion$18,151$3,665$3,665$25,481
All Other Expenses$8,938$5,516$10,283$24,737
Payroll Taxes$9,551$8,405$1,146$19,102
Grants to Domestic Individuals$11,715--$11,715
Other Expenses$10,856--$10,856
Insurance$3,000$660$1,320$4,980
Advertising--$4,926$4,926
Office Expenses-$4,616-$4,616
Travel$4,489--$4,489
Fees for Services Accounting$913$1,825$913$3,651
Fees for Service Investment Mgmnt Fees$1,680--$1,680
Fees for Services Other$20--$20
Total Functional Expenses$404,584$122,620$59,250$586,454
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$60,762
Fundraising Direct Expenses$11,388
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$16,150$16,150$2,030$14,120
Event 2$14,557$14,557$9,358$5,199
Total Events$60,762$60,762$11,388$49,374
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
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
No
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 11

The financial officer of the board of directors reviews all tax documents. The executive board reviews all documents on an annual basis.

Form 990, Part VI, Section C, Line 19

Forms 1023 and 990 are held at the organization's business office and are available for inspection upon request.

Filing and Contact Details

Filer

EIN
77-0154765
Phone
2095768957

Signing Officer

Name
Hugh Rose
Title
President
Phone
2095274220
Signed
2014-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hugh Rose
Formed
1987
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
10
Volunteers
100

Preparer

Preparer
Susan Y Hudgens
Phone
2095274220
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Other deductions from charles rolle trust k-1 10,856. Capital loss carryovers from charles rolle trust k-1 7,643.

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IRS990/Desc0CENTRAL WEST BALLET PROVIDES LOCAL DANCE TALENT THE OPPORTUNITY FOR ADVANCED DANCE TRAINING AND PERFORMANCE EXPERIENCE. CENTRAL WEST BALLET CONDUCTS A NUMBER OF ANNUAL DANCE PRODUCTIONS, AND TOURS LOCAL SCHOOLS.
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IRS990/ProgramServiceRevenueGrp/BusinessCd1711120
IRS990/ProgramServiceRevenueGrp/Desc0TICKET SALES
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM REVENUE - OTHE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0233428
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1111983
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0233428
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1111983
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0160405
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt013515
IRS990/PYInvestmentIncomeAmt0109
IRS990/PYOtherExpensesAmt0254248
IRS990/PYOtherRevenueAmt0112921
IRS990/PYProgramServiceRevenueAmt0299546
IRS990/PYRevenuesLessExpensesAmt010586
IRS990/PYSalariesCompEmpBnftPaidAmt0294632
IRS990/PYTotalExpensesAmt0562395
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0572981
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0144465
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0349287
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0150094
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0150094
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0180278
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0111500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0122500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0192098
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt088518
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0694894
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0332192
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0160406
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0185783
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0307264
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0143556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01129201
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt066
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0109
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0480
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01147
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0291
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02093
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0394785
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0397665
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0374467
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0339347
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0382797
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01889061
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt066
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0109
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0480
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01147
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0291
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02093
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00220
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.76920
IRS990ScheduleA/PublicSupportPY509Pct00.99780
IRS990ScheduleA/PublicSupportTotal509Amt02323368
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0180278
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0111500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0122500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0192098
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt088518
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0694894
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0726977
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0558071
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0560250
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0646611
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0526353
IRS990ScheduleA/Total509Grp/TotalAmt03018262
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0727043
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0558180
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0560730
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0647758
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0526644
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03020355
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt028280
IRS990ScheduleD/EquipmentGrp/DepreciationAmt015865
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt044145
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04165
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0935
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt05100
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt040013
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0123230
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0163243
IRS990ScheduleD/TotalBookValueLandBuildingsAmt072458
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011388
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016150
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014557
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt030055
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt060762
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016150
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014557
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt030055
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt060762
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0BOUTIQUE
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt049374
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011388
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02030
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09358
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt011715
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BALLET MISTRESS DETERMINES WHO RECEIVES ASSISTANCE BASED ON NEED, AGE, AND STATUS IN THE PROGRAM FOR THE UPCOMING YEAR. AMOUNTS GRANTED ARE TRACKED.

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.93$0.99$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$1.01$1.03$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.98$1.08$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.85$0.01$0.84$1.08$0.59$0.49
2021Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.49$0.46$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.33$0.06$0.27$0.63$0.62$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.62$0.62$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.61$0.64$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.54$0.58$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.55$0.63$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.55$0.60$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.73$0.59$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$0.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.00$0.29$0.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$0.62