Civic Intelligence

Ballet & Friends DBA Phoenix Ballet

990EZ • Fiscal year 2013 • EIN 86-0630407

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 07, 2014

7625 E Redfield Rd 20085260

(480) 326-0239

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.90x

Higher debt load relative to assets than 93% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

93rd percentile

0.55x

Higher debt load relative to revenue than 93% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

88th percentile

69%

Faster asset growth than 88% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

93rd percentile

103%

Faster revenue growth than 93% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$54,905

Up $22,397 (+69%) from 2012

Net Assets

Up

$5,474

Up $25,243 (+128%) from 2012

Liabilities

Down

$49,431

Down $2,846 (-5.4%) from 2012

Revenue

Up

$89,240

Up $45,314 (+103%) from 2012

Expenses

Up

$63,997

Up $14,879 (+30%) from 2012

Net Income

Up

$25,243

Up $30,435 (+586%) from 2012

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2010: $3,029Liabilities 2010: $7,807Net Assets 2010: -$4,7782010Assets 2011: $42,714Liabilities 2011: $57,291Net Assets 2011: -$14,5772011Assets 2012: $32,508Liabilities 2012: $52,277Net Assets 2012: -$19,7692012Assets 2013: $54,905Liabilities 2013: $49,431Net Assets 2013: $5,4742013Assets 2014: $67,578Liabilities 2014: $49,736Net Assets 2014: $17,8422014Assets 2015: $136,492Liabilities 2015: $70,746Net Assets 2015: $65,7462015Assets 2016: $248,806Liabilities 2016: $51,237Net Assets 2016: $197,5692016Assets 2017: $220,455Liabilities 2017: $51,239Net Assets 2017: $169,2162017Assets 2018: $305,300Liabilities 2018: $53,139Net Assets 2018: $252,1612018Assets 2019: $425,857Liabilities 2019: $56,472Net Assets 2019: $369,3852019Assets 2020: $249,657Liabilities 2020: $57,272Net Assets 2020: $192,3872020Assets 2021: $347,225Liabilities 2021: $55,769Net Assets 2021: $291,4562021Assets 2022: $763,402Liabilities 2022: $57,228Net Assets 2022: $706,1742022Assets 2023: $532,050Liabilities 2023: $67,610Net Assets 2023: $464,4402023Assets 2024: $315,346Liabilities 2024: $58,672Net Assets 2024: $256,6742024

Highlighted filing

2013

Assets$54,905
Liabilities$49,431
Net Assets$5,474

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $26,464Expenses 2010: $48,981Net Income 2010: -$22,5172010Revenue 2011: $53,497Expenses 2011: $63,296Net Income 2011: -$9,7992011Revenue 2012: $43,926Expenses 2012: $49,118Net Income 2012: -$5,1922012Revenue 2013: $89,240Expenses 2013: $63,997Net Income 2013: $25,2432013Revenue 2014: $139,036Expenses 2014: $126,668Net Income 2014: $12,3682014Revenue 2015: $235,320Expenses 2015: $187,416Net Income 2015: $47,9042015Revenue 2016: $372,841Expenses 2016: $241,018Net Income 2016: $131,8232016Revenue 2017: $316,951Expenses 2017: $345,304Net Income 2017: -$28,3532017Revenue 2018: $452,316Expenses 2018: $369,371Net Income 2018: $82,9452018Revenue 2019: $513,883Expenses 2019: $396,659Net Income 2019: $117,2242019Revenue 2020: $79,240Expenses 2020: $256,239Net Income 2020: -$176,9992020Revenue 2021: $315,220Expenses 2021: $225,596Net Income 2021: $89,6242021Revenue 2022: $913,951Expenses 2022: $489,786Net Income 2022: $424,1652022Revenue 2023: $330,390Expenses 2023: $572,124Net Income 2023: -$241,7342023Revenue 2024: $500,580Expenses 2024: $708,346Net Income 2024: -$207,7662024

Highlighted filing

2013

Revenue$89,240
Expenses$63,997
Net Income$25,243
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 7, 2014
Return Version
2013v3.1
Gross Receipts
$89,240
Mission and Program Overview

Mission

To inspire and instill love and appreciation for classical ballet and dance including but not limited to producing annual performance of the nutcracker ballet to benefit the us marine corps toys for tots campaign

Produce annual performance of the nutcracker ballet to benefit the us marine corps toys for tots campaign

Program Services

DescriptionGrantsExpenses
ANNUAL PERFORMANCE OF NUTCRACKER TO SUPPORT TOYS FOR TOTS$57,059$63,997
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE CASTELLUCCIO OLSONPresident-$0--
CHARLES MCGRATHTreasurer-$0--
STERLING MANNSecretary-$0--
SLAWOMIR WOZNAIKArtistic Dirtr-$0--
IRENA WOZNAIKBoard Member-$0--
DARYL WILLIAMSBoard Member-$0--
Filing and Contact Details

Filer

EIN
86-0630407

Signing Officer

Name
Sterling Mann
Title
Secretary
Signed
2014-08-07
Discuss with paid preparer
Yes

Preparer

Preparer
Lisa Stefani
Phone
4258804252
Supplemental Narrative

Additional Explanations

Other Expenses.1

STAGE CREW $7234

Other Expenses.3

EQUIPMENT RENTAL $3115

Other Expenses.4

Storage & moving of props $2448

Other Expenses.5

DANCERS $2400

Other Expenses.6

COSTUMES $2272

Other Expenses.7

SUPPLIES $1677

Other Expenses.8

CAST PARTY $1444

Other Expenses.9

SET REPAIRS $867

Other Expenses.10

Gift shop merchandise $825

Other Expenses.12

TRAVEL $699

Other Expenses.13

BANK FEES $509

Other Expenses.14

VIDEO PRODUCTION $250

Other Expenses.15

MERCHANT FEES $91

Other Assets.1005

Accounts Receivable - Beginning $20812 Accounts Receivable - Ending $0

Other Assets.1009

Notes and Loans Receivable - Beginning $0 Notes and Loans Receivable - Ending $457

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $2846 Accounts Payable and Accrued Expenses - Ending $0

Total Liabilities.1006

Payable to Officers, Directors, Etc. - Beginning $49431 Payable to Officers, Directors, Etc. - Ending $49431

Raw XML Appendix177 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ARTISTIC DIRTR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt020812
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STAGE CREW $7234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT RENTAL $3115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STORAGE & MOVING OF PROPS $2448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DANCERS $2400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COSTUMES $2272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES $1677
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CAST PARTY $1444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SET REPAIRS $867
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8GIFT SHOP MERCHANDISE $825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TRAVEL $699
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK FEES $509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11VIDEO PRODUCTION $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MERCHANT FEES $91
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Receivable - Beginning $20812 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Notes and Loans Receivable - Beginning $0 Notes and Loans Receivable - Ending $457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Accounts Payable and Accrued Expenses - Beginning $2846 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Payable to Officers, Directors, Etc. - Beginning $49431 Payable to Officers, Directors, Etc. - Ending $49431
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.3
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.12
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STERLING MANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10BALLET & FRIENDS
ReturnHeader/Filer/BusinessNameControlTxt0BALL
ReturnHeader/Filer/EIN0860630407
ReturnHeader/Filer/USAddress/AddressLine107625 E REDFIELD RD 200
ReturnHeader/Filer/USAddress/City0SCOTTSDALE
ReturnHeader/Filer/USAddress/State0AZ
ReturnHeader/Filer/USAddress/ZIPCode085260
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1023316 NE Redmond-Fall City Rd 603
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Redmond
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0980538376
ReturnHeader/PreparerPersonGrp/PhoneNum04258804252
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA STEFANI
ReturnHeader/ReturnTs02014-08-07T10:10:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.59$2.57$5.01$7.08$2.08
2023Detailed filing. Detailed filing data is available for this year.$5.32$0.68$4.64$3.30$5.72$2.42
2022Detailed filing. Detailed filing data is available for this year.$7.63$0.57$7.06$9.14$4.90$4.24
2021Detailed filing. Detailed filing data is available for this year.$3.47$0.56$2.91$3.15$2.26$0.90
2020Detailed filing. Detailed filing data is available for this year.$2.50$0.57$1.92$0.79$2.56$1.77
2019Detailed filing. Detailed filing data is available for this year.$4.26$0.56$3.69$5.14$3.97$1.17
2018Detailed filing. Detailed filing data is available for this year.$3.05$0.53$2.52$4.52$3.69$0.83
2017Detailed filing. Detailed filing data is available for this year.$2.20$0.51$1.69$3.17$3.45$0.28
2016Summary only. Only limited summary data is available for this year.$2.49$0.51$1.98$3.73$2.41$1.32
2015Detailed filing. Detailed filing data is available for this year.$1.36$0.71$0.66$2.35$1.87$0.48
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.50$0.18$1.39$1.27$0.12
2013Detailed filing. Detailed filing data is available for this year.$0.55$0.49$0.05$0.89$0.64$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.52$0.20$0.44$0.49$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.57$0.15$0.53$0.63$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.08$0.05$0.26$0.49$0.23