Civic Intelligence

Monterey Peninsula Ballet Theatre Corp

EIN 81-5074438 • 501(c)3 • Carmel, CA

Profile

Fostering the passion and development of local youth through the performing arts, where talents and life skills may grow in an inspiring and nurturing environment.

225 The Crossroads 253Carmel, CA 93923

www.mpballettheatre.org

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

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

Liabilities / Revenue

65th percentile

0.00x

Higher debt load relative to revenue than 65% of similar nonprofits.

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

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

77th percentile

23%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

61st percentile

6.5%

Faster revenue growth than 61% of similar nonprofits.

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

Assets

Up

$253,322

Up $48,108 (+23%) from 2024

Liabilities

Down

$826

Down $440 (-35%) from 2024

Net Assets

Up

$252,496

Up $48,548 (+24%) from 2024

Revenue

Up

$261,789

Up $16,057 (+6.5%) from 2024

Expenses

Up

$213,241

Up $8,636 (+4.2%) from 2024

Net Income

Up

$48,548

Up $7,421 (+18%) from 2024

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2018: $61,950Liabilities 2018: $0Net Assets 2018: $61,9502018Assets 2019: $113,956Liabilities 2019: $1,913Net Assets 2019: $112,0432019Assets 2020: $152,556Liabilities 2020: $339Net Assets 2020: $152,2172020Assets 2021: $136,741Liabilities 2021: $0Net Assets 2021: $136,7412021Assets 2022: $178,530Liabilities 2022: $547Net Assets 2022: $177,9832022Assets 2023: $163,640Liabilities 2023: $819Net Assets 2023: $162,8212023Assets 2024: $205,214Liabilities 2024: $1,266Net Assets 2024: $203,9482024Assets 2025: $253,322Liabilities 2025: $826Net Assets 2025: $252,4962025

Highlighted filing

2025

Assets$253,322
Liabilities$826
Net Assets$252,496

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2018: $186,047Expenses 2018: $124,097Net Income 2018: $61,9502018Revenue 2019: $158,322Expenses 2019: $108,229Net Income 2019: $50,0932019Revenue 2020: $161,612Expenses 2020: $121,438Net Income 2020: $40,1742020Revenue 2021: $18,772Expenses 2021: $31,568Net Income 2021: -$12,7962021Revenue 2022: $126,057Expenses 2022: $84,815Net Income 2022: $41,2422022Revenue 2023: $124,540Expenses 2023: $139,702Net Income 2023: -$15,1622023Revenue 2024: $245,732Expenses 2024: $204,605Net Income 2024: $41,1272024Revenue 2025: $261,789Expenses 2025: $213,241Net Income 2025: $48,5482025

Highlighted filing

2025

Revenue$261,789
Expenses$213,241
Net Income$48,548

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Jul 22, 2025
Return Version
2024v5.2
Gross Receipts
$266,340
Mission and Program Overview

Mission

Fostering the passion and development of local youth through the performing arts, where talents and life skills may grow in an inspiring and nurturing environment

Fostering the passion and development of local youth through the performing arts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$205,214$253,132▲ $47,918
Rtn Earn Endowment Incm Other Fnds$162,821$252,496▲ $89,675
Accounts Receivable-$190-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$205,214$253,322▲ $48,108
Liabilities
Other Liabilities$1,266$826▼ $440
Total Liabilities$1,266$826▼ $440
Net Assets / Fund Balance
Total Net Assets Fund Balance$203,948$252,496▲ $48,548
Total Liabilities and Net Assets / Fund Balance$205,214$253,322▲ $48,108
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jennifer WattsPresident
Alicia BennDirector
Bonnie BollmanDirector
David CarmonaDirector
Emma WaroffDirector
Jason NevesDirector
Ryan McguirkDirector
Virginia SwanDirector
Kimberly BensonSecretary
Camille ReithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$85,064
Program Service Revenue
$171,733
Investment Income
$0
Other Revenue
$4,992
All Other Contributions
$75,341
Change in Net Assets
$48,548
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$132,822
Salaries, Compensation, and Employee Benefits$76,229
Grants and Similar Amounts Paid$4,190
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$72,007--$72,007
Office Expenses$12,812$7,145-$19,957
Occupancy$19,775--$19,775
Advertising$5,918--$5,918
Travel$4,290--$4,290
Payroll Taxes$4,222--$4,222
Grants to Domestic Individuals$4,190--$4,190
Fees for Services Accounting-$4,015-$4,015
Fees for Services Other$3,955--$3,955
Other Expenses$3,482--$3,482
Insurance-$1,693-$1,693
Total Functional Expenses$200,388$12,853$0$213,241
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$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
Sales Tax Payable$826
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

There are no committees that have been granted authority to act on behalf of the board.

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

The board treasurer will review the 990 prior to filing and a copy is provided to all board members.

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

The conflict of interest policy covers directors, officers, key employees, and members of any committee of the board of directors. Determinations of whether a conflict exists are made by the board, which assesses the materiality of any financial interest. If a conflict is identified, the board reviews the situation, ensuring all material facts are considered, and acts in good faith to approve or disapprove the transaction. Persons with a conflict are restricted from participating in the governing body's deliberations and decisions regarding the transaction, although they may present their case before leaving the meeting.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Monterey Peninsula Ballet Theatre Corp
EIN
81-5074438
Phone
8312332513
Address
225 THE CROSSROADS 253, CARMEL, CA 93923

Signing Officer

Name
Camille Reith
Title
Board Treasurer
Phone
8319980793
Signed
2025-07-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Camille Reith
Formed
2017
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
1
Volunteers
10

Preparer

Firm
Cliftonlarsonallen Llp
Address
1188 PADRE DRIVE STE 101, SALINAS, CA 93901
Preparer
Autumn Rossi
Phone
8317596300
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt06283
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt04370
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt010476
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt07254
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt028383
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87570
IRS990ScheduleA/PublicSupportPY509Pct00.88830
IRS990ScheduleA/PublicSupportTotal509Amt0685067
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt040000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt016500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt012360
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt068860
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0261789
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0244869
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0120170
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0115581
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt011518
IRS990ScheduleA/Total509Grp/TotalAmt0753927
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0261789
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0251152
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0124540
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0126057
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt018772
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0782310
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/OtherLiabilitiesOrgGrp/Amt0826
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SALES TAX PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0826
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES THAT HAVE BEEN GRANTED AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD TREASURER WILL REVIEW THE 990 PRIOR TO FILING AND A COPY IS PROVIDED TO ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY COVERS DIRECTORS, OFFICERS, KEY EMPLOYEES, AND MEMBERS OF ANY COMMITTEE OF THE BOARD OF DIRECTORS. DETERMINATIONS OF WHETHER A CONFLICT EXISTS ARE MADE BY THE BOARD, WHICH ASSESSES THE MATERIALITY OF ANY FINANCIAL INTEREST. IF A CONFLICT IS IDENTIFIED, THE BOARD REVIEWS THE SITUATION, ENSURING ALL MATERIAL FACTS ARE CONSIDERED, AND ACTS IN GOOD FAITH TO APPROVE OR DISAPPROVE THE TRANSACTION. PERSONS WITH A CONFLICT ARE RESTRICTED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION, ALTHOUGH THEY MAY PRESENT THEIR CASE BEFORE LEAVING THE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0205214
IRS990/TotalAssetsEOYAmt0253322
IRS990/TotalAssetsGrp/BOYAmt0205214
IRS990/TotalAssetsGrp/EOYAmt0253322
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt085064
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012853
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0200388
IRS990/TotalFunctionalExpensesGrp/TotalAmt0213241
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01266
IRS990/TotalLiabilitiesEOYAmt0826
IRS990/TotalLiabilitiesGrp/BOYAmt01266
IRS990/TotalLiabilitiesGrp/EOYAmt0826
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0203948
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0252496
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0200388
IRS990/TotalProgramServiceRevenueAmt0171733
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0176725
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0261789
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0205214
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0253322
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt04290
IRS990/TravelGrp/TotalAmt04290
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0225 THE CROSSROADS 253
IRS990/USAddress/CityNm0CARMEL
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093923
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.MPBALLETTHEATRE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAMILLE REITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08319980793
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTEREY PENINSULA BALLET THEATRE CORP
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0815074438
ReturnHeader/Filer/PhoneNum08312332513
ReturnHeader/Filer/USAddress/AddressLine1Txt0225 THE CROSSROADS 253

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