Civic Intelligence

San Francisco Ballet Association

990 • Fiscal year 2012 • EIN 94-1415298

Jul 01, 2011 to Jun 30, 2012 • Filed on May 14, 2013

455 Franklin Street94102
Siviq Scores

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

Liabilities / Assets

91st percentile

0.99x

Higher debt load relative to assets than 91% of similar nonprofits.

2012 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

39th percentile

0.7%

Faster asset growth than 39% of similar nonprofits.

2012 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$64,259,920

Up $475,676 (+0.7%) from 2011

Net Assets

Down

$744,391

Down $4,000,258 (-84%) from 2011

Liabilities

Up

$63,515,529

Up $4,475,934 (+7.6%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$47,362,905

Up $3,429,213 (+7.8%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100M$50M$0-$50MAssets 2010: $67,574,247Liabilities 2010: $60,065,830Net Assets 2010: $7,508,4172010Assets 2011: $63,784,244Liabilities 2011: $59,039,595Net Assets 2011: $4,744,6492011Assets 2012: $64,259,920Liabilities 2012: $63,515,529Net Assets 2012: $744,3912012Assets 2013: $60,777,074Liabilities 2013: $61,264,999Net Assets 2013: -$487,9252013Assets 2014: $58,884,653Liabilities 2014: $63,671,938Net Assets 2014: -$4,787,2852014Assets 2015: $55,746,757Liabilities 2015: $64,089,541Net Assets 2015: -$8,342,7842015Assets 2016: $58,763,496Liabilities 2016: $68,394,864Net Assets 2016: -$9,631,3682016Assets 2017: $56,513,446Liabilities 2017: $64,129,001Net Assets 2017: -$7,615,5552017Assets 2018: $52,559,268Liabilities 2018: $61,209,560Net Assets 2018: -$8,650,2922018Assets 2019: $47,319,813Liabilities 2019: $61,623,979Net Assets 2019: -$14,304,1662019Assets 2020: $42,362,954Liabilities 2020: $67,864,700Net Assets 2020: -$25,501,7462020Assets 2021: $40,889,067Liabilities 2021: $70,772,929Net Assets 2021: -$29,883,8622021Assets 2022: $37,086,752Liabilities 2022: $53,640,202Net Assets 2022: -$16,553,4502022Assets 2023: $38,436,381Liabilities 2023: $53,936,565Net Assets 2023: -$15,500,1842023Assets 2024: $45,581,262Liabilities 2024: $55,266,239Net Assets 2024: -$9,684,9772024

Highlighted filing

2012

Assets$64,259,920
Liabilities$63,515,529
Net Assets$744,391

Operations Trend

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $41,581,0342010Expenses 2011: $43,933,6922011Expenses 2012: $47,362,9052012Expenses 2013: $49,062,9662013Revenue 2014: $47,279,054Expenses 2014: $50,955,526Net Income 2014: -$3,676,4722014Revenue 2015: $45,400,081Expenses 2015: $48,055,863Net Income 2015: -$2,655,7822015Revenue 2016: $51,329,409Expenses 2016: $49,893,264Net Income 2016: $1,436,1452016Revenue 2017: $51,630,974Expenses 2017: $52,071,292Net Income 2017: -$440,3182017Revenue 2018: $54,309,312Expenses 2018: $56,180,481Net Income 2018: -$1,871,1692018Revenue 2019: $53,062,172Expenses 2019: $56,727,767Net Income 2019: -$3,665,5952019Revenue 2020: $42,335,157Expenses 2020: $51,159,678Net Income 2020: -$8,824,5212020Revenue 2021: $32,776,998Expenses 2021: $39,300,401Net Income 2021: -$6,523,4032021Revenue 2022: $63,638,947Expenses 2022: $53,441,529Net Income 2022: $10,197,4182022Revenue 2023: $59,752,588Expenses 2023: $60,754,433Net Income 2023: -$1,001,8452023Revenue 2024: $70,408,508Expenses 2024: $64,170,654Net Income 2024: $6,237,8542024

Highlighted filing

2012

Revenue-
Expenses$47,362,905
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 14, 2013
Return Version
2011v1.2
Gross Receipts
$52,450,789
Mission and Program Overview

Mission

San Francisco Ballet, long recognized for pushing boundaries in dance, has a history of making history. Founded in 1933, we staged the first full-length American productions of Coppélia (1938) and Swan Lake (1940) and, in 1944, we launched an annual holiday tradition when we produced the first full-length production of Nutcracker in the US. San Francisco Ballet is America's

Major Activities

Activity 2
School and Student Housing: the Association operates the San Francisco Ballet School and a student residence. The Ballet School curriculum is designed and taught by an eminent faculty. It emphasizes a strong classical technique and a flow of movement that suggests a sense of energy, freedom, and joy - reflecting the kind of dancing favored by the Ballet. Girls and boys aged 6 to 18 follow a structured sequence of training stages designed to increase their technical skills, stamina, and discipline in accordance with their age and physical development. The program includes classes in technique, pointe work, pas de deux, men's technique, contemporary and character dance and music. Seminars on nutrition and related issues are offered throughout the school year. The Ballet School provides a limited number of tuition and housing scholarships to intermediate and advanced level students based on their financial need or potential to achieve a professional career in ballet. Approximately fifty percent of the dancers in the Ballet received all or part of their training at the Ballet School. Students have also gone on to dance with such companies as American Ballet Theatre, Ballet West, Birmingham Royal Ballet, Dutch National Ballet, English National Ballet, Frankfurt Ballet, Miami City Ballet, New York City Ballet, Pacific Northwest Ballet, Pittsburgh Ballet Theatre and Stuttgart Ballet. The Ballet School also operates summer sessions in San Francisco for professional ballet career-bound students from the U.S and abroad. During the fiscal year, the School changed the model of the summer program by splitting its upper and lower division curricula into two separate programs. During the fiscal year, the Ballet School had 727 students in the summer and regular school year.
Activity 3
Outreach: The Center for Dance Education ("CDE"), a department of the Ballet, was formed in 2001 to coordinate the Ballet's community outreach and education programs. The CDE operates programs in schools and the community at large, often in coordination with other community-based organizations. Within the CDE, Dance in Schools and Communites (DISC) was created and currently provides a free interactive movement to over 3,200 students in 34 San Francisco Unified School District Elementary Schools. Additional programs include after-school programs, a summer dance camp, ten-week residency classes taught in the public schools, scholarship programs, adult education, and community matinees. (estimated 25,000 community members touched).
Filing and Contact Details

Filer

EIN
94-1415298
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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/Activity2/Description0School and Student Housing: the Association operates the San Francisco Ballet School and a student residence. The Ballet School curriculum is designed and taught by an eminent faculty. It emphasizes a strong classical technique and a flow of movement that suggests a sense of energy, freedom, and joy - reflecting the kind of dancing favored by the Ballet. Girls and boys aged 6 to 18 follow a structured sequence of training stages designed to increase their technical skills, stamina, and discipline in accordance with their age and physical development. The program includes classes in technique, pointe work, pas de deux, men's technique, contemporary and character dance and music. Seminars on nutrition and related issues are offered throughout the school year. The Ballet School provides a limited number of tuition and housing scholarships to intermediate and advanced level students based on their financial need or potential to achieve a professional career in ballet. Approximately fifty percent of the dancers in the Ballet received all or part of their training at the Ballet School. Students have also gone on to dance with such companies as American Ballet Theatre, Ballet West, Birmingham Royal Ballet, Dutch National Ballet, English National Ballet, Frankfurt Ballet, Miami City Ballet, New York City Ballet, Pacific Northwest Ballet, Pittsburgh Ballet Theatre and Stuttgart Ballet. The Ballet School also operates summer sessions in San Francisco for professional ballet career-bound students from the U.S and abroad. During the fiscal year, the School changed the model of the summer program by splitting its upper and lower division curricula into two separate programs. During the fiscal year, the Ballet School had 727 students in the summer and regular school year.
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IRS990/Description0Performance and Touring: Under the direction of Helgi Tomasson for more than two decades, the Association has achieved an international reputation as one of the preeminent ballet companies in the world. During the fiscal year the Company presented Don Quixote, Onegin, Nutcracker and several mixed bill programs for a total of 102 performance. In addition, the Company toured to various locations including Moscow, Hamburg and Orange County.
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IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector56X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector57X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector58X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector59X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector60X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector61X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector62X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector63X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector64X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector65X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector66X
IRS990/Form990PartVIISectionA/KeyEmployee0X
IRS990/Form990PartVIISectionA/KeyEmployee1X
IRS990/Form990PartVIISectionA/NamePerson0Helgi Tomasson
IRS990/Form990PartVIISectionA/NamePerson1John S Osterweis
IRS990/Form990PartVIISectionA/NamePerson2Chris Hellman
IRS990/Form990PartVIISectionA/NamePerson3Richard C Barker
IRS990/Form990PartVIISectionA/NamePerson4J Stuart Francis
IRS990/Form990PartVIISectionA/NamePerson5Margaret G Gill
IRS990/Form990PartVIISectionA/NamePerson6James H Herbert II
IRS990/Form990PartVIISectionA/NamePerson7Lucy Jewett
IRS990/Form990PartVIISectionA/NamePerson8James D Marver
IRS990/Form990PartVIISectionA/NamePerson9Carl F Pascarella
IRS990/Form990PartVIISectionA/NamePerson10Robert M Smelick
IRS990/Form990PartVIISectionA/NamePerson11Diane B Wilsey
IRS990/Form990PartVIISectionA/NamePerson12Jennifer J McCall
IRS990/Form990PartVIISectionA/NamePerson13Susan S Briggs
IRS990/Form990PartVIISectionA/NamePerson14Michael Abramson
IRS990/Form990PartVIISectionA/NamePerson15Jola Anderson
IRS990/Form990PartVIISectionA/NamePerson16Kristen A Avansino
IRS990/Form990PartVIISectionA/NamePerson17Rosemary B Baker
IRS990/Form990PartVIISectionA/NamePerson18Karen S Bergman
IRS990/Form990PartVIISectionA/NamePerson19Deborah Bocci
IRS990/Form990PartVIISectionA/NamePerson20Amy Burnett
IRS990/Form990PartVIISectionA/NamePerson21David C Cox
IRS990/Form990PartVIISectionA/NamePerson22Mary B Cranston
IRS990/Form990PartVIISectionA/NamePerson23Timothy D Dattels
IRS990/Form990PartVIISectionA/NamePerson24Susan P Diekman
IRS990/Form990PartVIISectionA/NamePerson25Suzy Kellems Dominik
IRS990/Form990PartVIISectionA/NamePerson26Stephanie Ejabat
IRS990/Form990PartVIISectionA/NamePerson27Peter E Engel
IRS990/Form990PartVIISectionA/NamePerson28Jacqueline L Erdman
IRS990/Form990PartVIISectionA/NamePerson29Sonia H Evers
IRS990/Form990PartVIISectionA/NamePerson30Irwin Federman
IRS990/Form990PartVIISectionA/NamePerson31Jason M Fish
IRS990/Form990PartVIISectionA/NamePerson32Shelby M Gans
IRS990/Form990PartVIISectionA/NamePerson33Alicia Carew Hammarskjold
IRS990/Form990PartVIISectionA/NamePerson34Libby Heimark
IRS990/Form990PartVIISectionA/NamePerson35Hank J Holland
IRS990/Form990PartVIISectionA/NamePerson36Thomas E Horn
IRS990/Form990PartVIISectionA/NamePerson37Donald F Houghton
IRS990/Form990PartVIISectionA/NamePerson38Christopher P Johns
IRS990/Form990PartVIISectionA/NamePerson39James C Katzman
IRS990/Form990PartVIISectionA/NamePerson40Nancy Kukacka
IRS990/Form990PartVIISectionA/NamePerson41Kelsey Lammond
IRS990/Form990PartVIISectionA/NamePerson42Irv Lichtenwald
IRS990/Form990PartVIISectionA/NamePerson43Marie O'Gara Lipman
IRS990/Form990PartVIISectionA/NamePerson44Alison Mauze
IRS990/Form990PartVIISectionA/NamePerson45Marissa Mayer
IRS990/Form990PartVIISectionA/NamePerson46Ken McNeely
IRS990/Form990PartVIISectionA/NamePerson47Alexander R Mehran
IRS990/Form990PartVIISectionA/NamePerson48Debra M Messemer
IRS990/Form990PartVIISectionA/NamePerson49James E Milligan
IRS990/Form990PartVIISectionA/NamePerson50Kurt C Mobley
IRS990/Form990PartVIISectionA/NamePerson51Thong Nguyen
IRS990/Form990PartVIISectionA/NamePerson52John F Powers
IRS990/Form990PartVIISectionA/NamePerson53Christine Russell
IRS990/Form990PartVIISectionA/NamePerson54O J Shansby
IRS990/Form990PartVIISectionA/NamePerson55Christine E Sherry
IRS990/Form990PartVIISectionA/NamePerson56Charlotte Mailliard Shultz
IRS990/Form990PartVIISectionA/NamePerson57Karen Sonneborn
IRS990/Form990PartVIISectionA/NamePerson58Fran A Streets
IRS990/Form990PartVIISectionA/NamePerson59Judy C Swanson
IRS990/Form990PartVIISectionA/NamePerson60Patricia A TeRoller
IRS990/Form990PartVIISectionA/NamePerson61Richard J Thalheimer
IRS990/Form990PartVIISectionA/NamePerson62Susan A Van Wagner
IRS990/Form990PartVIISectionA/NamePerson63Dr Jennifer M Walske
IRS990/Form990PartVIISectionA/NamePerson64Timothy C Wu
IRS990/Form990PartVIISectionA/NamePerson65Janice Hansen Zakin
IRS990/Form990PartVIISectionA/NamePerson66Rhonda I Zygocki
IRS990/Form990PartVIISectionA/NamePerson67Glenn McCoy
IRS990/Form990PartVIISectionA/NamePerson68Kimberly Carim
IRS990/Form990PartVIISectionA/NamePerson69Thomas Flynn
IRS990/Form990PartVIISectionA/NamePerson70Yuan Yuan Tan
IRS990/Form990PartVIISectionA/NamePerson71Debra Ann Bernard
IRS990/Form990PartVIISectionA/NamePerson72Martin West
IRS990/Form990PartVIISectionA/NamePerson73Murray Bognovitz
IRS990/Form990PartVIISectionA/NamePerson74Pascal Molat
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/Officer5X
IRS990/Form990PartVIISectionA/Officer6X
IRS990/Form990PartVIISectionA/Officer7X
IRS990/Form990PartVIISectionA/Officer8X
IRS990/Form990PartVIISectionA/Officer9X
IRS990/Form990PartVIISectionA/Officer10X
IRS990/Form990PartVIISectionA/Officer11X
IRS990/Form990PartVIISectionA/Officer12X
IRS990/Form990PartVIISectionA/OtherCompensation027943

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.$45.6$55.3$9.68$70.4$64.2$6.24
2023Summary only. Only limited summary data is available for this year.$38.4$53.9$15.5$59.8$60.8$1.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.1$53.6$16.6$63.6$53.4$10.2
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.9$70.8$29.9$32.8$39.3$6.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.4$67.9$25.5$42.3$51.2$8.82
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.3$61.6$14.3$53.1$56.7$3.67
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.6$61.2$8.65$54.3$56.2$1.87
2017Summary only. Only limited summary data is available for this year.$56.5$64.1$7.62$51.6$52.1$0.44
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.8$68.4$9.63$51.3$49.9$1.44
2015Detailed filing. Detailed filing data is available for this year.$55.7$64.1$8.34$45.4$48.1$2.66
2014Detailed filing. Detailed filing data is available for this year.$58.9$63.7$4.79$47.3$51.0$3.68
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.8$61.3$0.49$49.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.3$63.5$0.74$47.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.8$59.0$4.74$43.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.6$60.1$7.51$41.6
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • 501(c)3 • $50M-$100M nonprofits