Civic Intelligence

State Street Ballet

990 • Fiscal year 2014 • EIN 86-0717486

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 28, 2015

2285 Las Positas RoadSanta Barbara, CA 93105

(805) 563-3262

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

54th percentile

4.0%

Higher net margin than 54% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

56th percentile

$73,300

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

71st percentile

10%

Faster asset growth than 71% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

53rd percentile

5.0%

Faster revenue growth than 53% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$557,989

Up $52,819 (+10%) from 2013

Net Assets

Up

$557,989

Up $52,819 (+10%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$1,334,160

Up $63,824 (+5.0%) from 2013

Expenses

Up

$1,281,341

Up $10,248 (+0.8%) from 2013

Net Income

Up

$52,819

Up $53,576 (+7077%) from 2013

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $484,261Liabilities 2010: $27,882Net Assets 2010: $456,3792010Assets 2011: $528,195Liabilities 2011: $17,656Net Assets 2011: $510,5392011Assets 2012: $508,785Liabilities 2012: $2,858Net Assets 2012: $505,9272012Assets 2013: $505,170Liabilities 2013: $0Net Assets 2013: $505,1702013Assets 2014: $557,989Liabilities 2014: $0Net Assets 2014: $557,9892014Assets 2015: $587,178Liabilities 2015: $0Net Assets 2015: $587,1782015Assets 2016: $727,104Liabilities 2016: $0Net Assets 2016: $727,1042016Assets 2017: $761,067Liabilities 2017: $0Net Assets 2017: $761,0672017Assets 2018: $940,737Liabilities 2018: $0Net Assets 2018: $940,7372018Assets 2019: $976,490Liabilities 2019: $0Net Assets 2019: $976,4902019Assets 2020: $1,244,892Liabilities 2020: $0Net Assets 2020: $1,244,8922020Assets 2021: $1,686,461Liabilities 2021: $0Net Assets 2021: $1,686,4612021Assets 2022: $1,718,331Liabilities 2022: $0Net Assets 2022: $1,718,3312022Assets 2023: $1,783,090Liabilities 2023: $0Net Assets 2023: $1,783,0902023Assets 2024: $1,806,007Liabilities 2024: $10,086Net Assets 2024: $1,795,9212024

Highlighted filing

2014

Assets$557,989
Liabilities$0
Net Assets$557,989

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $919,8922010Expenses 2011: $1,074,4302011Expenses 2012: $1,260,6102012Revenue 2013: $1,270,336Expenses 2013: $1,271,093Net Income 2013: -$7572013Revenue 2014: $1,334,160Expenses 2014: $1,281,341Net Income 2014: $52,8192014Revenue 2015: $1,374,887Expenses 2015: $1,345,698Net Income 2015: $29,1892015Revenue 2016: $1,519,588Expenses 2016: $1,379,662Net Income 2016: $139,9262016Revenue 2017: $1,329,762Expenses 2017: $1,295,799Net Income 2017: $33,9632017Revenue 2018: $1,471,892Expenses 2018: $1,292,222Net Income 2018: $179,6702018Revenue 2019: $1,327,154Expenses 2019: $1,291,401Net Income 2019: $35,7532019Revenue 2020: $953,230Expenses 2020: $684,828Net Income 2020: $268,4022020Revenue 2021: $1,326,981Expenses 2021: $885,412Net Income 2021: $441,5692021Revenue 2022: $1,765,711Expenses 2022: $1,733,841Net Income 2022: $31,8702022Revenue 2023: $1,852,450Expenses 2023: $1,787,691Net Income 2023: $64,7592023Revenue 2024: $1,971,399Expenses 2024: $1,945,231Net Income 2024: $26,1682024

Highlighted filing

2014

Revenue$1,334,160
Expenses$1,281,341
Net Income$52,819
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 28, 2015
Return Version
2014v5.0
Gross Receipts
$1,390,383
Mission and Program Overview

Mission

NON-PROFIT DANCE COMPANY

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$270,171$329,933▲ $59,762
Land, Buildings, and Equipment, Net$234,999$228,056▼ $6,943
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$505,170$557,989▲ $52,819
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$505,170$557,989▲ $52,819
Total Net Assets Fund Balance$505,170$557,989▲ $52,819
Total Liabilities and Net Assets / Fund Balance$505,170$557,989▲ $52,819

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$228,056$42,722$270,778
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Rodney GustafsonExecutive DirecFT$73,300$73,300

Board Members and Trustees

NameTitle
Roger ThompsonPresident
Lynn Stokes-penaVice President
Benjamin CohenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$499,672
Program Service Revenue
$772,671
Investment Income
$170
Other Revenue
$61,647
All Other Contributions
$494,872
Change in Net Assets
$52,819
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,026,415
Salaries, Compensation, and Employee Benefits$254,926
Total Fundraising Expense$45,567
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$151,145--$151,145
Travel$141,751--$141,751
Advertising$109,554--$109,554
Current Officers, Directors, Trustees, and Key Employees-$58,640$14,660$73,300
Occupancy$30,977$8,340$8,340$47,657
Fees for Services Other$15,841$15,645$15,645$47,131
Insurance$33,206--$33,206
Payroll Taxes$18,563$5,138$1,285$24,986
Office Expenses$10,830$6,498$4,332$21,660
Depreciation Depletion$6,943--$6,943
Other Employee Benefits-$4,396$1,099$5,495
Other Expenses$5,375--$5,375
All Other Expenses$1,542$308$206$2,056
Fees for Services Accounting-$1,543-$1,543
Total Functional Expenses$1,135,266$100,508$45,567$1,281,341
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$117,870
Fundraising Direct Expenses$56,223
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$117,870$117,870$56,223$61,647
Total Events$117,870$117,870$56,223$61,647
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
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
Yes
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Rodney and allison gustafson are married

Form 990, Part VI, Line 11B: Form 990 Review Process

990 provided in board meeting before filing

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Board approves compensation at exucitive committee meeting and approved by board.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing docs, policies and financial statements available upon written request.

Filing and Contact Details

Filer

Filer Name
State Street Ballet
EIN
86-0717486
Phone
8055633262
Address
2285 LAS POSITAS ROAD, SANTA BARBARA, CA 93105

Signing Officer

Name
Rodney Gustafson
Title
Executive Director
Signed
2015-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rodney Gustafson
Voting Board Members
14
Independent Board Members
14
Employees
23
Volunteers
50

Preparer

Firm
John F Snowball CPA Inc
Address
735 State Street Suite 630, Santa Barbara, CA 93101
Preparer
John F Snowball
Phone
8055680160
Raw XML AppendixShowing 400 of 438 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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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0582611
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0485803
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0417972
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02556743
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0170
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0176
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0110
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0456
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0772671
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0617854
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0621352
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0586722
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0537141
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03135740
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0170
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0176
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0110
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0456
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt061647
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt081621
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt051925
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt056630
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt047854
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0299677
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY509Pct00.94990
IRS990ScheduleA/PublicSupportPY509Pct00.95130
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01188539
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01203963
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01072525
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0955113
IRS990ScheduleA/Total509Grp/TotalAmt05692483
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01334160
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01270336
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01255998
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01129155
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01002967
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05992616
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0228056
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt042722
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0270778
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0228056
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt056223
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPECIAL EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0117870
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0117870
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0117870
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0117870
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt061647
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt056223
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt056223
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RODNEY AND ALLISON GUSTAFSON ARE MARRIED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1990 PROVIDED IN BOARD MEETING BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD APPROVES COMPENSATION AT EXUCITIVE COMMITTEE MEETING AND APPROVED BY BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0505170
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IRS990/TotalAssetsGrp/BOYAmt0505170
IRS990/TotalAssetsGrp/EOYAmt0557989
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0499672
IRS990/TotalEmployeeCnt023
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt045567
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0100508
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01135266
IRS990/TotalFunctionalExpensesGrp/TotalAmt01281341
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0505170
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0557989
IRS990/TotalProgramServiceExpensesAmt01135266
IRS990/TotalProgramServiceRevenueAmt0772671
IRS990/TotalReportableCompFromOrgAmt073300
IRS990/TotalRevenueGrp/ExclusionAmt0170
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0772671
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01334160
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0505170
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0557989
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt0141751
IRS990/TravelGrp/TotalAmt0141751
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.81$0.01$1.80$1.97$1.95$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$1.85$1.79$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$1.77$1.73$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$1.33$0.89$0.44
2020Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.95$0.68$0.27
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$1.33$1.29$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$1.47$1.29$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$1.33$1.30$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$1.52$1.38$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$1.37$1.35$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$1.33$1.28$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$1.27$1.27$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$1.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.02$0.51$1.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.03$0.46$0.92