Civic Intelligence

Rockbridge Ballet

990 • Fiscal year 2015 • EIN 77-0622087

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 13, 2015

P O Box 150Lexington, VA 24450

(540) 463-3436

Siviq Scores

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

Liabilities / Assets

71st percentile

0.05x

Higher debt load relative to assets than 71% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

49th percentile

2.9%

Higher net margin than 49% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

94th percentile

$58,628

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 22.9% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

58th percentile

6.4%

Faster revenue growth than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$39,946

Up $7,320 (+22%) from 2014

Net Assets

Up

$38,123

Up $5,497 (+17%) from 2014

Liabilities

Up

$1,823

Up $1,823 from 2014

Revenue

Up

$256,517

Up $15,448 (+6.4%) from 2014

Expenses

Up

$249,197

Up $17,607 (+7.6%) from 2014

Net Income

Down

$7,320

Down $2,159 (-23%) from 2014

Historical Trend

Balance Sheet Trend

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

$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

2015

Assets$39,946
Liabilities$1,823
Net Assets$38,123

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$256,517
Expenses$249,197
Net Income$7,320
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 13, 2015
Return Version
2014v5.0
Gross Receipts
$272,986
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$17,360$25,502▲ $8,142
Land, Buildings, and Equipment, Net$15,266$14,444▼ $822
Total Assets$32,626$39,946▲ $7,320
Liabilities
Other Liabilities$0$1,823▲ $1,823
Total Liabilities$0$1,823▲ $1,823
Net Assets / Fund Balance
Unrestricted Net Assets$32,626$38,123▲ $5,497
Total Net Assets Fund Balance$32,626$38,123▲ $5,497
Total Liabilities and Net Assets / Fund Balance$32,626$39,946▲ $7,320

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,228$5,875$16,103
Leasehold Improvements$4,216$557$4,773
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jessica MartinExecutive & Artistic DirecFT$58,628$58,628

Board Members and Trustees

NameTitle
Joellyn SchwarzmannPresident
Stacy HamiltonVice President
Amy AllenDirector
George PiegariDirector
Richard HastingsDirector
Sonja CashDirector
Julie TisoneSecretary
Tracy KielyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$34,024
Program Service Revenue
$204,258
Investment Income
$0
Other Revenue
$18,235
All Other Contributions
$20,949
Change in Net Assets
$7,320
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$126,956
Salaries, Compensation, and Employee Benefits$111,696
Grants and Similar Amounts Paid$10,545
Total Fundraising Expense$3,794
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$71,286$2,793-$74,079
Current Officers, Directors, Trustees, and Key Employees$58,628--$58,628
Other Salaries and Wages$34,796$10,048-$44,844
Fees for Services Other$21,753--$21,753
Grants to Domestic Individuals$10,545--$10,545
Payroll Taxes$7,419$805-$8,224
Advertising$8,053--$8,053
Office Expenses$13$4,391$3,531$7,935
Depreciation Depletion$3,292--$3,292
Information Technology-$2,278-$2,278
Insurance$1,271--$1,271
Other Expenses$1,046$1,693$263$1,046
Fees for Services Accounting-$600-$600
Total Functional Expenses$220,465$24,938$3,794$249,197
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,305
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$1,823
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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 11

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
Joellyn Schwarzmann
Title
President
Phone
5404633436
Signed
2015-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joellyn Schwarzmann
Formed
2003
Legal Domicile
Va
Voting Board Members
8
Independent Board Members
8
Employees
11
Volunteers
0

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

Ending payroll tax liability -1,823.

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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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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/PYOtherRevenueAmt018021
IRS990/PYProgramServiceRevenueAmt0196103
IRS990/PYRevenuesLessExpensesAmt09479
IRS990/PYSalariesCompEmpBnftPaidAmt0113009
IRS990/PYTotalExpensesAmt0231590
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0241069
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt07320
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt035325
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt034024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt026945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014677
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07305
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014618
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt097569
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0956075
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt097569
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt034024
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt026945
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt014677
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07305
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014618
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt097569
IRS990ScheduleA/TotalSupportAmt097569
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt010228
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05875
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt016103
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04216
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0557
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt04773
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01823
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt014444
IRS990ScheduleD/TotalLiabilityAmt01823
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt010545
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0DANCE TUITION ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt03
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
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 -1,823.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
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:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt032626
IRS990/TotalAssetsEOYAmt039946
IRS990/TotalAssetsGrp/BOYAmt032626
IRS990/TotalAssetsGrp/EOYAmt039946
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt034024
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03794
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024938
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0220465
IRS990/TotalFunctionalExpensesGrp/TotalAmt0249197
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt01823
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01823
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt032626
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt038123
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0220465
IRS990/TotalProgramServiceRevenueAmt0204258
IRS990/TotalReportableCompFromOrgAmt058628
IRS990/TotalRevenueGrp/ExclusionAmt08305
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0214188
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0256517
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt032626
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt039946
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt032626
IRS990/UnrestrictedNetAssetsGrp/EOYAmt038123
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O BOX 150
IRS990/USAddress/CityNm0LEXINGTON
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd024450
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.ROCKBRIDGEBALLET.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOELLYN SCHWARZMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05404633436
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCKBRIDGE BALLET
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0770622087
ReturnHeader/Filer/PhoneNum05404633436
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 150
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024450
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541298267
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAETZ & HAWKINS PC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0128 SOUTH RANDOLPH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0244500916
ReturnHeader/PreparerPersonGrp/PhoneNum05404637121
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID B HAWKINS
ReturnHeader/ReturnTs02015-08-13T11:18:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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