Civic Intelligence

San Francisco Ballet Endowment Foundation

990 • Fiscal year 2017 • EIN 94-2747262

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

Organization Profilewww.sfballet.org/donate/endowment_foundation
455 Franklin StreetSan Francisco, CA 94102

(415) 861-5600

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.09x

Higher debt load relative to assets than 23% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

67th percentile

0.83x

Higher debt load relative to revenue than 67% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Net Margin

95th percentile

58%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

13th percentile

$211,439

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Asset Growth

84th percentile

17%

Faster asset growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

982%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$125,027,723

Up $18,108,326 (+17%) from 2016

Net Assets

Up

$113,454,563

Up $17,214,134 (+18%) from 2016

Liabilities

Up

$11,573,160

Up $894,192 (+8.4%) from 2016

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin95th percentile

Revenue

Up

$14,006,746

Up $12,711,846 (+982%) from 2016

Expenses

Up

$5,846,236

Up $81,493 (+1.4%) from 2016

Net Income

Up

$8,160,510

Up $12,630,353 (+283%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$150M$100M$50M$0Assets 2010: $86,901,599Liabilities 2010: $13,975,389Net Assets 2010: $72,926,2102010Assets 2011: $94,699,331Liabilities 2011: $14,209,773Net Assets 2011: $80,489,5582011Assets 2012: $88,953,381Liabilities 2012: $10,632,723Net Assets 2012: $78,320,6582012Assets 2013: $103,888,938Liabilities 2013: $12,676,988Net Assets 2013: $91,211,9502013Assets 2014: $116,731,098Liabilities 2014: $12,846,546Net Assets 2014: $103,884,5522014Assets 2015: $115,873,823Liabilities 2015: $13,056,282Net Assets 2015: $102,817,5412015Assets 2016: $106,919,397Liabilities 2016: $10,678,968Net Assets 2016: $96,240,4292016Assets 2017: $125,027,723Liabilities 2017: $11,573,160Net Assets 2017: $113,454,5632017Assets 2018: $127,218,080Liabilities 2018: $9,074,159Net Assets 2018: $118,143,9212018Assets 2019: $126,645,343Liabilities 2019: $7,742,264Net Assets 2019: $118,903,0792019Assets 2020: $116,192,033Liabilities 2020: $2,030,090Net Assets 2020: $114,161,9432020Assets 2021: $139,886,048Liabilities 2021: $2,160,030Net Assets 2021: $137,726,0182021Assets 2022: $115,604,092Liabilities 2022: $3,680,845Net Assets 2022: $111,923,2472022Assets 2023: $111,913,362Liabilities 2023: $630,602Net Assets 2023: $111,282,7602023

Highlighted filing

2017

Assets$125,027,723
Liabilities$11,573,160
Net Assets$113,454,563
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$30M$20M$10M$0-$10M-$20MExpenses 2010: $4,696,8232010Expenses 2011: $4,662,8972011Revenue 2012: $9,761,930Expenses 2012: $5,487,326Net Income 2012: $4,274,6042012Expenses 2013: $5,955,2112013Revenue 2014: $17,057,339Expenses 2014: $5,847,528Net Income 2014: $11,209,8112014Revenue 2015: $5,938,645Expenses 2015: $5,528,530Net Income 2015: $410,1152015Revenue 2016: $1,294,900Expenses 2016: $5,764,743Net Income 2016: -$4,469,8432016Revenue 2017: $14,006,746Expenses 2017: $5,846,236Net Income 2017: $8,160,5102017Revenue 2018: $9,093,586Expenses 2018: $5,811,030Net Income 2018: $3,282,5562018Revenue 2019: $9,282,961Expenses 2019: $6,100,774Net Income 2019: $3,182,1872019Revenue 2020: $3,698,531Expenses 2020: $5,664,457Net Income 2020: -$1,965,9262020Revenue 2021: $23,966,743Expenses 2021: $6,437,041Net Income 2021: $17,529,7022021Revenue 2022: -$5,955,633Expenses 2022: $6,671,233Net Income 2022: -$12,626,8662022Revenue 2023: $8,228,961Expenses 2023: $11,773,497Net Income 2023: -$3,544,5362023

Highlighted filing

2017

Revenue$14,006,746
Expenses$5,846,236
Net Income$8,160,510
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$25,295,710
Mission and Program Overview

Mission

The San Francisco Ballet Endowment Foundation was established in 1980 and in 1981 made its first distribution to the San Francisco Ballet Association (the Association), a California nonprofit public benefit corporation. Since then, strong investment returns and contributions, primarily from estates and from donors have grown (Continued on Schedule O, Statement 1)

The San Francisco Ballet Endowment Foundation was established in 1980 as a separate nonprofit public benefit corporation for the purpose of holding and managing endowment funds for the benefit of the San Francisco Ballet Association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$59,950,728$61,584,159▲ $1,633,431
Investments in Publicly Traded Securities$38,128,331$44,471,623▲ $6,343,292
Savings and Temporary Cash Investments$2,554,260$12,964,786▲ $10,410,526
Pledges and Grants Receivable$708,688$138,516▼ $570,172
Cash and Non-Interest-Bearing Accounts$10,778$500▼ $10,278
Total Assets$106,919,397$125,027,723▲ $18,108,326
Other Assets Total$5,566,612$5,868,139▲ $301,527
Liabilities
Other Liabilities$10,627,341$11,512,352▲ $885,011
Accounts Payable and Accrued Expenses$51,627$60,808▲ $9,181
Total Liabilities$10,678,968$11,573,160▲ $894,192
Net Assets / Fund Balance
Permanently Rstr Net Assets$63,410,994$74,965,887▲ $11,554,893
Unrestricted Net Assets$28,056,872$31,881,478▲ $3,824,606
Temporarily Rstr Net Assets$4,772,563$6,607,198▲ $1,834,635
Total Net Assets Fund Balance$96,240,429$113,454,563▲ $17,214,134
Total Liabilities and Net Assets / Fund Balance$106,919,397$125,027,723▲ $18,108,326

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$7,425,970--
Closely Held Equity Interests$0--
Financial Derivatives$0--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$100,219,009$11,604,394▲ $11,847,575$7,102,876$119,047,942
2015$107,033,575$3,440,416▼ $1,836,699$5,808,274$100,219,009
2014$105,867,946$6,468,771▲ $1,138,578$5,503,775$107,033,575
2013$92,513,161$5,968,410▲ $14,271,657$5,817,478$105,867,946
2012$79,137,681$4,316,905▲ $15,677,314$4,754,895$92,513,161
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kimberly CarimChief Financial Officer (until 04/30/2017)PT-$211,439$211,439
Kimberly CarimChief Financial Officer-$194,938$16,501$211,439
Elizabeth LaniAssistant SecretaryPT-$100,501$100,501
Laura SimpsonSecretaryPT-$70,349$70,349

Board Members and Trustees

NameTitle
James D MarverPresident
John S OsterweisPresident Emeritus
Hank J HollandVice President
Hilary PierceDirector
J Stuart FrancisDirector
Larissa RoeschDirector
Nancy KukackaDirector
Richard C BarkerDirector
Susan S BriggsDirector
Kevin MohrChief Financial Officer (As of 05/01/2017)
Thomas E HornTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Hall Capital Partners LLCInvestment ManagementOne Maritime Plaza, Suite 500, San Francisco, CA 94111$188,977
Revenue and Support

Revenue Composition

Contributions and Grants
$11,407,598
Program Service Revenue
$2,200
Investment Income
$2,596,948
Other Revenue
$0
All Other Contributions
$11,407,598
Change in Net Assets
$8,160,510

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$78,000Fair Market Value (FMV)
Total Noncash Contributions3$78,000-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,890,602
Total Fundraising Expense$542,385
Salaries, Compensation, and Employee Benefits$537,216
Other Expenses$372,418
Professional Fundraising Fees$46,000

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,890,602--$4,890,602
Other Salaries and Wages$0$54,067$294,352$348,419
Fees for Service Investment Mgmnt Fees$254,209$0$0$254,209
Current Officers, Directors, Trustees, and Key Employees$0$35,963$69,449$105,412
Fees for Services Professional Fundraising--$46,000$46,000
Other Employee Benefits$0$10,070$30,213$40,283
Payroll Taxes$0$6,510$27,932$34,442
Fees for Services Accounting$0$33,623$0$33,623
Conferences and Meetings$0$0$22,800$22,800
Advertising$0$0$20,193$20,193
Fees for Services Other$2,515$4,815$2,193$9,523
Pension Plan Contributions$0$2,499$6,161$8,660
Information Technology$0$7,100$0$7,100
Fees for Services Legal$0$758$4,171$4,929
Occupancy--$3,479$3,479
Other Expenses$0$1,091$1,696$2,787
Travel$0$29$1,144$1,173
Office Expenses$0$0$177$177
Total Functional Expenses$5,147,326$156,525$542,385$5,846,236
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Francisco Ballet AssociationSan Francisco, CA-The purpose of the grant is to support San Francisco Ballet Association general operations. Endowment operating transfers are approved and budgeted in accordance with the Foundation's spending policy. Use of grant funds is monitored by the Foundation's CFO through review and audit of financial statements.$4,890,602

International Summary

Offices
0
Employees
0
Spending
$42,756,406

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments-00$35,730,725
Europe (including Iceland and Greenland)Investments-00$7,025,681
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$46,000
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$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
Due to San Francisco Ballet Association$9,884,178
Charitable Gift Annuity Payment$1,628,174
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The members of the Foundation shall be those persons, and only those persons, who are from time to time members of the San Francisco Ballet Association's Board of Trustees, and each such person upon election or appointment to said Board of Trustees shall automatically become a member of the Foundation and upon ceasing to be a member of said Board of Trustees shall automatically cease to be a member of the Foundation.”

Form 990, Part VI, Section A, Line 7A

“Trustees of the Foundation are elected by the Members for a term of three years.”

Form 990, Part VI, Section A, Line 7B

“Members shall have, in addition to any other rights which may be granted to them under the By-Laws or by the law, the right to vote (1) for the election of Directors, (2) on a disposition of all or substantially all of the Foundation's assets, (3) on a merger of the Foundation with another corporation, (4) on a dissolution of the Foundation, (5) on an amendment of the Articles of Incorporation and (6) on an amendment of these By-Laws (unless the By-Law amendment is approved by the Board alone in accordance with the terms of these By-Laws).”

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

“Line 11a The Foundation provided a complete copy of this Form 990 to all members of its governing body with a redaction of donor name and address from Form 990, Schedule B, at the request of the donor. The Form 990 was reviewed and approved at a meeting of the Audit Committee. Subsequent to the review, the Form 990 was posted on the Foundation's Trustee Intranet website and Trustees were notified in writing of the availability of the Form 990 for their review.”

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

“The Foundation distributes the policy and related questionnaire to board members at the beginning of each board year. Return of the questionnaire is monitored and enforced by the board relations manager. Returned questionnaires are reviewed by the CFO for any potential issues or required disclosures. Board members with a conflict are recused from discussions and do not vote on resolutions that pertain directly to their conflict.”

Form 990, Part VI, Section B, Line 15

“The Foundation officers (Chief Financial Officer, Assistant Secretary, and Secretary) are compensated by a related organization, San Francisco Ballet Association. The Association's process for determining the compensation of the Chief Financial Officer involved analysis of the compensation by the compensation committee.”

Form 990, Part VI, Section C, Line 19

“Due to the age of the Foundation, Form 1023 is currently unavailable for the general public and the Foundation is exempt from the requirement to provide Form 1023, as it was filed prior to the July 15, 1987 requirement date. The Foundation makes its audited financial statements for the last seven years available to the public via its website. Form 990, 990-T, governing documents and conflict of interest policy are also available upon request.”

Filing and Contact Details

Filer

Filer Name
San Francisco Ballet Endowment Foundation
EIN
94-2747262
Phone
4158615600
Address
455 Franklin Street, San Francisco, CA 94102

Signing Officer

Name
Kevin Mohr
Title
Chief Financial Officer
Phone
4158656590
Signed
2018-05-15

Organization Details

Principal Officer
James D Marver
Formed
1980
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
3
Volunteers
10
Supplemental Narrative

Additional Explanations

Form 990, Part III (Cont. 1)

“significantly and increased the importance of the endowment to the Association's revenue stream. The Foundation is incorporated as a separate nonprofit public benefit corporation for the purpose of holding and managing endowment funds for the benefit of the Association. It seeks to provide the Association with a reliable source of support while protecting its investments against inflation and wide swings in the capital markets so that the Association may continue its mission to share the joy of dance with the widest possible audience in the community and around the globe.”

Form 990, Part XI, Line 9

“Other change in Net Assets consists of the following negative $129,612 change in value of receivables: $28,460 Change in Discount plus a negative $154,491 Change in Value of Split Interest Agreement plus a negative $3,581 in Receivable Write-offs.”

Financial Statement Notes

Schedule D, Part V, Line 4

“Schedule D, Part V, Line 4 - The Foundation is incorporated as a separate nonprofit public benefit corporation for the purpose of holding and managing endowment funds for the benefit of the Association. It seeks to provide the Association with a reliable source of support while protecting its investments against inflation and wide swings in the capital markets so that the Association may continue its mission to share the joy of dance with the widest possible audience in the community and around the globe.”

Schedule D, Part X, Line 2

“The Foundation follows guidance that clarifies the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This guidance provides that the tax effects from an uncertain tax position can only be recognized in the financial statements if the position is "more-likely-than-not" to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. The Foundation is exempt from federal income tax under IRC section 501(c)(3) of the Internal Revenue Code, though it is subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the Code. The Foundation is also exempt from California franchise taxes under Revenue and Taxation Code Section 23701d on its income other than unrelated business income. The Foundation has processes presently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated income; to determine its filing and tax obligations in jurisdictions for which it was nexus; and to identify and evaluate other matters that may be considered tax positions. The Foundation has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 863 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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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1040
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1112
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1235
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1340
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1010
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1128
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1310
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1016501
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1110595
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt129185
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0James D Marver
IRS990/Form990PartVIISectionAGrp/PersonNm1John S Osterweis
IRS990/Form990PartVIISectionAGrp/PersonNm2Hank J Holland
IRS990/Form990PartVIISectionAGrp/PersonNm3Thomas E Horn
IRS990/Form990PartVIISectionAGrp/PersonNm4Richard C Barker
IRS990/Form990PartVIISectionAGrp/PersonNm5Susan S Briggs
IRS990/Form990PartVIISectionAGrp/PersonNm6J Stuart Francis
IRS990/Form990PartVIISectionAGrp/PersonNm7Hilary Pierce
IRS990/Form990PartVIISectionAGrp/PersonNm8Larissa Roesch
IRS990/Form990PartVIISectionAGrp/PersonNm9Nancy Kukacka
IRS990/Form990PartVIISectionAGrp/PersonNm10Kimberly Carim
IRS990/Form990PartVIISectionAGrp/PersonNm11Elizabeth Lani
IRS990/Form990PartVIISectionAGrp/PersonNm12Laura Simpson
IRS990/Form990PartVIISectionAGrp/PersonNm13Kevin Mohr
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10194938
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1189906
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1261164
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1President Emeritus
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Chief Financial Officer (until 04/30/2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt11Assistant Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt12Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt13Chief Financial Officer (As of 05/01/2017)
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt01032846
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt04890602
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt04890602
IRS990/GrantsToDomesticOrgsGrp/TotalAmt04890602
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt012321810
IRS990/GrossReceiptsAmt025295710
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt00
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07100
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt07100
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01521115
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01564102
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt042987
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt059950728
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt061584159
IRS990/InvestmentsPubTradedSecGrp/BOYAmt038128331
IRS990/InvestmentsPubTradedSecGrp/EOYAmt044471623
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt011288964
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0The San Francisco Ballet Endowment Foundation was established in 1980 and in 1981 made its first distribution to the San Francisco Ballet Association (the Association), a California nonprofit public benefit corporation. Since then, strong investment returns and contributions, primarily from estates and from donors have grown (Continued on Schedule O, Statement 1)
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt096240429
IRS990/NetAssetsOrFundBalancesEOYAmt0113454563
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01032846
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01032846
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt09183236
IRS990/NoncashContributionsAmt078000
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03479
IRS990/OccupancyGrp/TotalAmt03479
IRS990/OfficeExpensesGrp/FundraisingAmt0177
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt0177
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05566612
IRS990/OtherAssetsTotalGrp/EOYAmt05868139
IRS990/OtherChangesInNetAssetsAmt0-129612
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt030213
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010070
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt040283
IRS990/OtherExpensesGrp/Desc0Dues & Subscriptions
IRS990/OtherExpensesGrp/Desc1Miscellaneous
IRS990/OtherExpensesGrp/FundraisingAmt012425
IRS990/OtherExpensesGrp/FundraisingAmt11696
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11091
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/TotalAmt012425
IRS990/OtherExpensesGrp/TotalAmt12787
IRS990/OtherLiabilitiesGrp/BOYAmt010627341
IRS990/OtherLiabilitiesGrp/EOYAmt011512352
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0294352
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt054067
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0348419
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt027932
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06510
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt034442
IRS990/PensionPlanContributionsGrp/FundraisingAmt06161
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02499
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,027,723
Liabilities
$11,573,160
Net assets
$113,454,563
Revenue
$14,006,746
Expenses
$5,846,236
Net income
$8,160,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$112$0.63$111$8.23$11.8$3.54
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$116$3.68$112$5.96$6.67$12.6
2021Summary only. Only limited summary data is available for this year.$140$2.16$138$24.0$6.44$17.5
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$116$2.03$114$3.70$5.66$1.97
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$127$7.74$119$9.28$6.10$3.18
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$127$9.07$118$9.09$5.81$3.28
2017Detailed filing. Detailed filing data is available for this year.$125$11.6$113$14.0$5.85$8.16
2016Detailed filing. Detailed filing data is available for this year.$107$10.7$96.2$1.29$5.76$4.47
2015Detailed filing. Detailed filing data is available for this year.$116$13.1$103$5.94$5.53$0.41
2014Detailed filing. Detailed filing data is available for this year.$117$12.8$104$17.1$5.85$11.2
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$104$12.7$91.2$5.96
2012Summary only. Only limited summary data is available for this year.$89.0$10.6$78.3$9.76$5.49$4.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$94.7$14.2$80.5$4.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$86.9$14.0$72.9$4.70