Civic Intelligence

Carmel Dance Festival

990EZ • Fiscal year 2021 • EIN 86-2764559

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 12, 2022

Organization ProfileCARMELDANCEFESTIVAL.ORG
3845 Via Nona Marie Ste 22181Carmel, CA 93923

(310) 923-2766

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

39th percentile

1.7%

Higher net margin than 39% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$1,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

$1,266

No earlier filing loaded for comparison.

Net Assets

$1,266

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin39th percentile

Revenue

$75,713

No earlier filing loaded for comparison.

Expenses

$74,447

No earlier filing loaded for comparison.

Net Income

$1,266

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2021: $1,266Liabilities 2021: $0Net Assets 2021: $1,2662021Assets 2022: $33,606Liabilities 2022: $0Net Assets 2022: $33,6062022Assets 2023: $44,275Liabilities 2023: $0Net Assets 2023: $44,2752023Assets 2024: $166,556Liabilities 2024: $20,030Net Assets 2024: $146,5262024

Highlighted filing

2021

Assets$1,266
Liabilities$0
Net Assets$1,266
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2021: $75,713Expenses 2021: $74,447Net Income 2021: $1,2662021Revenue 2022: $156,754Expenses 2022: $124,414Net Income 2022: $32,3402022Revenue 2023: $143,223Expenses 2023: $132,554Net Income 2023: $10,6692023Revenue 2024: $254,231Expenses 2024: $274,266Net Income 2024: -$20,0352024

Highlighted filing

2021

Revenue$75,713
Expenses$74,447
Net Income$1,266
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 12, 2022
Return Version
2021v4.2
Gross Receipts
$75,713
Mission and Program Overview

Mission

PROVIDE DANCE EDUCATION

Program Services

DescriptionGrantsExpenses
EDUCATION: ONGOING MASTER CLASSES, FREE COMMUNITY CLASSES, AND DANCE WORKSHOPS FOR ALL AGES AND ABILITIES.-$35,553
BALLARE CARMEL WORSHOP: PROVIDED SPECIALIZED DANCE TRAINING, EDUCATION, AND A PROFESSIONAL DANCE PERFORMANCE FOR THE LOCAL COMMUNITY; THE FIRST EVER OF ITS KIND IN MONTEREY COUNTY.-$19,907
OPERATIONAL COSTS-$10,487
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LILLIAN BARBEITOPresidentFT$1,000-$1,000
GRANT BARBEITOVice PresidentPT$0--
CAROL BARBIETOSecretary-$0--
NICOLAS EMILIANITreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Carmel Dance Festival
EIN
86-2764559
Address
3845 VIA NONA MARIE STE 22181, CARMEL, CA 93923

Signing Officer

Name
Lillian Barbeito
Title
Officer
Phone
3109232766
Signed
2022-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Schechter Inc
Address
1128 El Monte Dr, Simi Valley, CA 93065
Preparer
Jodi Runyan-schechter
Phone
8188897521
Supplemental Narrative

Additional Explanations

General explanation attachment

“Mission statement: to create positive change in our world through the presentation of extraordinary dance performances and quality dance education that connect and enliven people of all demographics.”

Description of other revenue Part I line 8

“Description amountloan 14,825”

Description of other expenses Part I line 16

“Description amountadvertising 6,638bank fee 136dues and memberships 198legal 275meetings 184payroll fee 109payroll taxes 930supplies 1,136website 881dancer exp including costumes 34,485event fees and expenses 20,975”

Raw XML Appendix155 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0LILLIAN BARBEITO
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0PAID MINIMUM FOR TIME AND SERVICES
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LILLIAN BARBEITO
IRS990EZ/BooksInCareOfDetail/PhoneNum03109232766
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03845 VIA NONA MARIE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARMEL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093923
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01266
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015813
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01266
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01266
IRS990EZ/GrossReceiptsAmt075713
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LoansToFromOfficersAmt014825
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01266
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01266
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt045.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LILLIAN BARBEITO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GRANT BARBEITO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAROL BARBIETO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICOLAS EMILIANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt065947
IRS990EZ/OtherRevenueTotalAmt014825
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE DANCE EDUCATION
IRS990EZ/ProgramServiceRevenueAmt045075
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BALLARE CARMEL WORSHOP: PROVIDED SPECIALIZED DANCE TRAINING, EDUCATION, AND A PROFESSIONAL DANCE PERFORMANCE FOR THE LOCAL COMMUNITY; THE FIRST EVER OF ITS KIND IN MONTEREY COUNTY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATION: ONGOING MASTER CLASSES, FREE COMMUNITY CLASSES, AND DANCE WORKSHOPS FOR ALL AGES AND ABILITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2OPERATIONAL COSTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019907
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt135553
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt210487
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt08500
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074447
IRS990EZ/TotalProgramServiceExpensesAmt065947
IRS990EZ/TotalRevenueAmt075713
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CARMELDANCEFESTIVAL.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015812
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015812
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt014826
IRS990ScheduleA/OtherIncome170Grp/TotalAmt014826
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.51610
IRS990ScheduleA/PublicSupportTotal170Amt015812
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015812
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015812
IRS990ScheduleA/TotalSupportAmt030638
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt014825
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0SUPPORT PROGRAMS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt014825
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0GRANT AND LILLIAN BARBEITO
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0OFFICERS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt014825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISSION STATEMENT: TO CREATE POSITIVE CHANGE IN OUR WORLD THROUGH THE PRESENTATION OF EXTRAORDINARY DANCE PERFORMANCES AND QUALITY DANCE EDUCATION THAT CONNECT AND ENLIVEN PEOPLE OF ALL DEMOGRAPHICS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTLOAN 14,825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTADVERTISING 6,638BANK FEE 136DUES AND MEMBERSHIPS 198LEGAL 275MEETINGS 184PAYROLL FEE 109PAYROLL TAXES 930SUPPLIES 1,136WEBSITE 881DANCER EXP INCLUDING COSTUMES 34,485EVENT FEES AND EXPENSES 20,975
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LILLIAN BARBEITO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03109232766
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARMEL DANCE FESTIVAL
ReturnHeader/Filer/BusinessNameControlTxt0CARM
ReturnHeader/Filer/EIN0862764559
ReturnHeader/Filer/USAddress/AddressLine1Txt03845 VIA NONA MARIE STE 22181
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093923
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271646470
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHECHTER INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01128 El Monte Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Simi Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093065
ReturnHeader/PreparerPersonGrp/PhoneNum08188897521
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JODI RUNYAN-SCHECHTER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-09-13T13:12:49-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LILLIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARBEITO
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,266
Liabilities
$0
Net assets
$1,266
Revenue
$75,713
Expenses
$74,447
Net income
$1,266
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.67$0.20$1.47$2.54$2.74$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$1.43$1.33$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$1.57$1.24$0.32
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.76$0.74$0.01