Civic Intelligence

Rockbridge Ballet

EIN 77-0622087 • 501(c)3 • Lexington, VA

Profile

Rockbridge ballet's mission is to 1) provide an opportunity for intermediate and advanced youth dancers in the community to develop to their highest potential in classical and contemporary dance through performance, 2) foster public appreciation of dance concerts that aspire to pre-professional standards and entertain the public with a variety of dance styles and 3) be a dance resource to the community. Its goal is to nurture promising young dancers through performance, production and teaching.

P O Box 150Lexington, VA 24450

www.rockbridgeballet.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

52nd percentile

2.7%

Higher net margin than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

65th percentile

7.5%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

3.1%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$140,175

Up $9,731 (+7.5%) from 2023

Liabilities

Down

$3,088

Down $2,437 (-44%) from 2023

Net Assets

Up

$137,087

Up $12,168 (+9.7%) from 2023

Revenue

Up

$361,739

Up $10,995 (+3.1%) from 2023

Expenses

Up

$352,008

Up $26,153 (+8.0%) from 2023

Net Income

Down

$9,731

Down $15,158 (-61%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $7,780Liabilities 2011: $02011Assets 2012: $25,068Liabilities 2012: $0Net Assets 2012: $25,0682012Assets 2013: $23,165Liabilities 2013: $18Net Assets 2013: $23,1472013Assets 2014: $32,626Liabilities 2014: $0Net Assets 2014: $32,6262014Assets 2015: $39,946Liabilities 2015: $1,823Net Assets 2015: $38,1232015Assets 2016: $91,636Liabilities 2016: $2,296Net Assets 2016: $89,3402016Assets 2017: $85,062Liabilities 2017: $2,468Net Assets 2017: $82,5942017Assets 2018: $74,084Liabilities 2018: $2,353Net Assets 2018: $71,7312018Assets 2019: $58,538Liabilities 2019: $3,591Net Assets 2019: $54,9472019Assets 2020: $40,436Liabilities 2020: $23,923Net Assets 2020: $16,5132020Assets 2021: $96,628Liabilities 2021: $2,118Net Assets 2021: $94,5102021Assets 2022: $105,555Liabilities 2022: $3,847Net Assets 2022: $101,7082022Assets 2023: $130,444Liabilities 2023: $5,525Net Assets 2023: $124,9192023Assets 2024: $140,175Liabilities 2024: $3,088Net Assets 2024: $137,0872024

Highlighted filing

2024

Assets$140,175
Liabilities$3,088
Net Assets$137,087

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $137,688Expenses 2011: $145,262Net Income 2011: -$7,5742011Revenue 2012: $198,106Expenses 2012: $180,818Net Income 2012: $17,2882012Expenses 2013: $192,6412013Revenue 2014: $241,069Expenses 2014: $231,590Net Income 2014: $9,4792014Revenue 2015: $256,517Expenses 2015: $249,197Net Income 2015: $7,3202015Revenue 2016: $305,953Expenses 2016: $254,263Net Income 2016: $51,6902016Revenue 2017: $259,761Expenses 2017: $266,335Net Income 2017: -$6,5742017Revenue 2018: $268,153Expenses 2018: $279,131Net Income 2018: -$10,9782018Revenue 2019: $254,409Expenses 2019: $271,440Net Income 2019: -$17,0312019Revenue 2020: $209,284Expenses 2020: $247,700Net Income 2020: -$38,4162020Revenue 2021: $310,879Expenses 2021: $232,887Net Income 2021: $77,9922021Revenue 2022: $264,610Expenses 2022: $255,683Net Income 2022: $8,9272022Revenue 2023: $350,744Expenses 2023: $325,855Net Income 2023: $24,8892023Revenue 2024: $361,739Expenses 2024: $352,008Net Income 2024: $9,7312024

Highlighted filing

2024

Revenue$361,739
Expenses$352,008
Net Income$9,731

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.40$0.03$1.37$3.62$3.52$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.06$1.25$3.51$3.26$0.25
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.04$1.02$2.65$2.56$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.97$0.02$0.95$3.11$2.33$0.78
2020Detailed filing. Detailed filing data is available for this year.$0.40$0.24$0.17$2.09$2.48$0.38
2019Detailed filing. Detailed filing data is available for this year.$0.59$0.04$0.55$2.54$2.71$0.17
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.02$0.72$2.68$2.79$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.85$0.02$0.83$2.60$2.66$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.02$0.89$3.06$2.54$0.52
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.02$0.38$2.57$2.49$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$2.41$2.32$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.00$0.23$1.93
2012Summary only. Only limited summary data is available for this year.$0.25$0.00$0.25$1.98$1.81$0.17
2011Summary only. Only limited summary data is available for this year.$0.08$0.00$1.38$1.45$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 8, 2025
Return Version
2023v6.0
Gross Receipts
$385,038
Mission and Program Overview

Mission

Rockbridge ballet's mission is to 1) provide an opportunity for intermediate and advanced youth dancers in the community to develop to their highest potential in classical and contemporary dance through performance, 2) foster public appreciation of dance concerts that aspire to pre-professional standards and entertain the public with a variety of dance styles and 3) be a dance resource to the community. Its goal is to nurture promising young dancers through performance, production and teaching.

Rockbridge ballet's mission is described on schedule o. Rockbridge ballet provides the intermediate and advanced youth dancers in the rockbridge county community with the opportunity to train, rehearse and perform for the general public in its two annual dance concerts. Rockbridge ballet also provides dance instruction to its company members as well as other youth in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$124,185$129,019▲ $4,834
Land, Buildings, and Equipment, Net$6,259$11,156▲ $4,897
Total Assets$130,444$140,175▲ $9,731
Liabilities
Other Liabilities$5,525$3,088▼ $2,437
Total Liabilities$5,525$3,088▼ $2,437
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$124,919$137,087▲ $12,168
Total Net Assets Fund Balance$124,919$137,087▲ $12,168
Total Liabilities and Net Assets / Fund Balance$130,444$140,175▲ $9,731

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,809$15,073$19,882
Leasehold Improvements$6,347$4,889$11,236
Equipment$0$6,926$6,926
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jessica MartinExecutive & Artistic DirecFT$77,588$77,588

Board Members and Trustees

NameTitle
Jenna DonahuePresident
Laura PearsonVice President
Jennifer PerdewDirector
Katlyn HickmanDirector
Lisa KeeseeDirector
Melissa Gladwell-sayreDirector
Stuart BrownDirector
Ted DukeDirector
Melissa GreerSecretary
Denise BoucherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$70,111
Program Service Revenue
$276,520
Investment Income
$1,221
Other Revenue
$13,887
All Other Contributions
$34,770
Change in Net Assets
$9,731
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$192,891
Other Expenses$159,117
Total Fundraising Expense$3,362
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$94,418$13,870-$108,288
Occupancy$94,065$2,518-$96,583
Current Officers, Directors, Trustees, and Key Employees$77,588--$77,588
Fees for Services Other$20,522--$20,522
Advertising$10,978--$10,978
Payroll Taxes$5,946$1,069-$7,015
Office Expenses-$2,632$3,362$5,994
Information Technology-$4,670-$4,670
Other Expenses$3,585$3,426-$3,426
Depreciation Depletion$1,914--$1,914
Insurance$1,524--$1,524
Fees for Services Accounting-$950-$950
Travel$395--$395
Total Functional Expenses$311,005$37,641$3,362$352,008
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,156
Fundraising Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$3,088
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
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 11B

Form 990 is reviewed by the president.

Form 990, Part VI, Section C, Line 18

Form 990 is available for public inspection at www.guidestar.org. It will be made available by the organization in hard copy on request.

Form 990, Part VI, Section C, Line 19

Rockbridge ballet will make its governing documents available to the public public in hard copy when requests are received.

Filing and Contact Details

Filer

Filer Name
Rockbridge Ballet
EIN
77-0622087
Phone
5404633436
Address
P O BOX 150, LEXINGTON, VA 24450

Signing Officer

Name
Denise Boucher
Title
President
Phone
5404633436
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jenna Donahue
Formed
2003
Legal Domicile
Va
Voting Board Members
10
Independent Board Members
10
Employees
24
Volunteers
0

Preparer

Firm
Raetz & Hawkins Pc Cpas
Address
128 SOUTH RANDOLPH STREET, LEXINGTON, VA 24450-0916
Preparer
Lucas C Penix
Phone
5404637121
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Ending payroll tax liability -3,088. Beginning payroll tax liability 5,525.

Raw XML AppendixShowing 400 of 428 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.

Path#Value
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IRS990/ActivityOrMissionDesc0ROCKBRIDGE BALLET'S MISSION IS DESCRIBED ON SCHEDULE O. ROCKBRIDGE BALLET PROVIDES THE INTERMEDIATE AND ADVANCED YOUTH DANCERS IN THE ROCKBRIDGE COUNTY COMMUNITY WITH THE OPPORTUNITY TO TRAIN, REHEARSE AND PERFORM FOR THE GENERAL PUBLIC IN ITS TWO ANNUAL DANCE CONCERTS. ROCKBRIDGE BALLET ALSO PROVIDES DANCE INSTRUCTION TO ITS COMPANY MEMBERS AS WELL AS OTHER YOUTH IN THE COMMUNITY.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/MissionDesc0ROCKBRIDGE BALLET'S MISSION IS TO 1) PROVIDE AN OPPORTUNITY FOR INTERMEDIATE AND ADVANCED YOUTH DANCERS IN THE COMMUNITY TO DEVELOP TO THEIR HIGHEST POTENTIAL IN CLASSICAL AND CONTEMPORARY DANCE THROUGH PERFORMANCE, 2) FOSTER PUBLIC APPRECIATION OF DANCE CONCERTS THAT ASPIRE TO PRE-PROFESSIONAL STANDARDS AND ENTERTAIN THE PUBLIC WITH A VARIETY OF DANCE STYLES AND 3) BE A DANCE RESOURCE TO THE COMMUNITY. ITS GOAL IS TO NURTURE PROMISING YOUNG DANCERS THROUGH PERFORMANCE, PRODUCTION AND TEACHING.
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IRS990/OtherExpensesGrp/Desc2BANK CHARGES
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IRS990/OtherExpensesGrp/ProgramServicesAmt070
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IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01069
IRS990/PayrollTaxesGrp/ProgramServicesAmt05946
IRS990/PayrollTaxesGrp/TotalAmt07015
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JENNA DONAHUE
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt150528
IRS990/ProgSrvcAccomActy2Grp/Desc0ROCKBRIDGE BALLET PROVIDES DANCE INSTRUCTION TO THE COMPANY DANCERS AS WELL AS YOUTH OF THE COMMUNITY. DANCE INSTRUCTION PREPARES THE MEMBERS OF THE COMPANY FOR THEIR BEST PERFORMANCES. DANCE INSTRUCTION PREPARES THE YOUTH OF THE COMMUNITY TO AUDITION FOR THE COMPANY. IT ALSO FURTHERS THE ROCKBRIDGE BALLET MISSION TO FOSTER AN APPRECIATION OF DANCE IN THE COMMUNITY.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0230564
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherRevenueAmt016211
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IRS990/PYRevenuesLessExpensesAmt024889
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/ReconcilationRevenueExpnssAmt09731
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0138645
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01211991
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt035589
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06926
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06926
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04889
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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04809
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt015073
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt019882
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03088
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
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IRS990ScheduleD/TotalLiabilityAmt03088
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION AT WWW.GUIDESTAR.ORG. IT WILL BE MADE AVAILABLE BY THE ORGANIZATION IN HARD COPY ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROCKBRIDGE BALLET WILL MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC PUBLIC IN HARD COPY WHEN REQUESTS ARE RECEIVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ENDING PAYROLL TAX LIABILITY -3,088. BEGINNING PAYROLL TAX LIABILITY 5,525.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
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IRS990/TaxablePartyNotificationInd00
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IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.ROCKBRIDGEBALLET.ORG
IRS990/WhistleblowerPolicyInd00

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