Civic Intelligence

Alonzo King Lines Ballet

990 • Fiscal year 2020 • EIN 94-2933309

Jul 01, 2019 to Jun 30, 2020 • Filed on May 15, 2021

26 Seventh Street 5th FloorSan Francisco, CA 94103

(415) 863-3040

Siviq Scores

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

Liabilities / Assets

78th percentile

0.44x

Higher debt load relative to assets than 78% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.19x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

33rd percentile

-1.5%

Higher net margin than 33% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

81st percentile

$136,424

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

18th percentile

-3.7%

Faster asset growth than 18% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

39th percentile

-5.0%

Faster revenue growth than 39% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$2,083,599

Down $79,675 (-3.7%) from 2019

Net Assets

Down

$1,173,319

Down $73,773 (-5.9%) from 2019

Liabilities

Down

$910,280

Down $5,902 (-0.6%) from 2019

Revenue

Down

$4,763,140

Down $251,970 (-5.0%) from 2019

Expenses

Down

$4,836,881

Down $1,156,153 (-19%) from 2019

Net Income

Up

-$73,741

Up $904,183 (+92%) from 2019

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $2,512,560Liabilities 2011: $407,402Net Assets 2011: $2,105,1582011Assets 2012: $2,382,573Liabilities 2012: $375,802Net Assets 2012: $2,006,7712012Assets 2013: $2,080,738Liabilities 2013: $500,671Net Assets 2013: $1,580,0672013Assets 2014: $2,395,208Liabilities 2014: $655,625Net Assets 2014: $1,739,5832014Assets 2015: $2,807,079Liabilities 2015: $654,895Net Assets 2015: $2,152,1842015Assets 2016: $2,492,481Liabilities 2016: $596,248Net Assets 2016: $1,896,2332016Assets 2017: $3,448,292Liabilities 2017: $702,397Net Assets 2017: $2,745,8952017Assets 2018: $3,313,821Liabilities 2018: $1,089,290Net Assets 2018: $2,224,5312018Assets 2019: $2,163,274Liabilities 2019: $916,182Net Assets 2019: $1,247,0922019Assets 2020: $2,083,599Liabilities 2020: $910,280Net Assets 2020: $1,173,3192020Assets 2021: $8,020,551Liabilities 2021: $1,072,361Net Assets 2021: $6,948,1902021Assets 2022: $9,671,611Liabilities 2022: $1,188,831Net Assets 2022: $8,482,7802022Assets 2023: $10,839,504Liabilities 2023: $3,175,412Net Assets 2023: $7,664,0922023Assets 2024: $8,813,432Liabilities 2024: $3,041,369Net Assets 2024: $5,772,0632024Assets 2025: $6,566,916Liabilities 2025: $2,879,211Net Assets 2025: $3,687,7052025

Highlighted filing

2020

Assets$2,083,599
Liabilities$910,280
Net Assets$1,173,319

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $3,548,727Expenses 2011: $3,806,354Net Income 2011: -$257,6272011Expenses 2012: $4,155,6012012Expenses 2013: $4,293,6892013Revenue 2014: $4,789,516Expenses 2014: $4,630,000Net Income 2014: $159,5162014Revenue 2015: $5,072,345Expenses 2015: $4,659,744Net Income 2015: $412,6012015Revenue 2016: $5,128,378Expenses 2016: $5,079,706Net Income 2016: $48,6722016Revenue 2017: $6,206,621Expenses 2017: $5,356,959Net Income 2017: $849,6622017Revenue 2018: $5,168,699Expenses 2018: $5,450,619Net Income 2018: -$281,9202018Revenue 2019: $5,015,110Expenses 2019: $5,993,034Net Income 2019: -$977,9242019Revenue 2020: $4,763,140Expenses 2020: $4,836,881Net Income 2020: -$73,7412020Revenue 2021: $9,164,324Expenses 2021: $3,319,153Net Income 2021: $5,845,1712021Revenue 2022: $7,182,657Expenses 2022: $5,648,067Net Income 2022: $1,534,5902022Revenue 2023: $6,047,010Expenses 2023: $6,838,689Net Income 2023: -$791,6792023Revenue 2024: $5,139,431Expenses 2024: $7,005,377Net Income 2024: -$1,865,9462024Revenue 2025: $3,992,285Expenses 2025: $6,137,774Net Income 2025: -$2,145,4892025

Highlighted filing

2020

Revenue$4,763,140
Expenses$4,836,881
Net Income-$73,741
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 15, 2021
Return Version
2019v5.1
Gross Receipts
$4,781,221
Mission and Program Overview

Mission

To nurture artistry and development of creative expression in dance through collaboration, performance, and education.

The mission of alonzo kings line ballet is to nurture artistry and the development of creative expression through collaboration, performance, and education in dance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$884,143$883,112▼ $1,031
Pledges and Grants Receivable$420,008$448,005▲ $27,997
Savings and Temporary Cash Investments$338,974$287,870▼ $51,104
Intangible Assets$102,324$121,604▲ $19,280
Accounts Receivable$120,727$120,437▼ $290
Land, Buildings, and Equipment, Net$159,012$111,889▼ $47,123
Inventories for Sale or Use$11,065$56,612▲ $45,547
Prepaid Expenses and Deferred Charges$102,912$44,470▼ $58,442
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$2,163,274$2,083,599▼ $79,675
Other Assets Total$24,109$9,600▼ $14,509
Liabilities
Unsecured Notes Loans Payable$0$604,323▲ $604,323
Accounts Payable and Accrued Expenses$208,199$161,780▼ $46,419
Deferred Revenue$707,983$144,177▼ $563,806
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$916,182$910,280▼ $5,902
Net Assets / Fund Balance
Net Assets With Donor Restrictions$603,146$1,430,597▲ $827,451
Net Assets Without Donor Restrictions$643,946$-257,278▼ $901,224
Total Net Assets Fund Balance$1,247,092$1,173,319▼ $73,773
Total Liabilities and Net Assets / Fund Balance$2,163,274$2,083,599▼ $79,675

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$91,849$445,777$537,626
Leasehold Improvements$20,040$284,804$304,844
Other Land Buildings$0$3,347$3,347
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alonzo KingArtistic DirectorFT$134,115$2,309$136,424
Robert RosenwasserExecutive DirectorFT$131,576-$131,576
Revenue and Support

Revenue Composition

Contributions and Grants
$2,135,488
Program Service Revenue
$2,613,187
Investment Income
$205
Other Revenue
$14,260
All Other Contributions
$1,900,268
Change in Net Assets
$-73,741

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table19$48,400Fair Market Value (FMV)
Securities Publicly Traded2$10,579Stock Quote
Total Noncash Contributions21$58,979-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,666,560
Revenue Not Reported on Financial Statements
$96,580
Other Revenue Adjustments
$96,580
Total Revenue per Audited Statements
$4,666,560
Total Revenue per Form 990
$4,763,140
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,750,155
Other Expenses$1,997,309
Total Fundraising Expense$424,139
Grants and Similar Amounts Paid$89,417
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,675,010$186,979$266,884$2,128,873
Fees for Services Other$716,602$10,411$41,087$768,100
Current Officers, Directors, Trustees, and Key Employees$206,593$60,738-$267,331
Occupancy$206,429$11,883$23,765$242,077
Payroll Taxes$170,653$21,231$23,259$215,143
Travel$177,937$64$7,030$185,031
Other Employee Benefits$117,987$6,940$13,881$138,808
Advertising$122,481$316$9,199$131,996
Office Expenses$86,145$4,268$14,155$104,568
Depreciation Depletion$96,685$2,334$4,669$103,688
Grants to Domestic Individuals$86,417--$86,417
Insurance$21,515$6,275$2,259$30,049
Fees for Services Accounting-$17,925-$17,925
Fees for Services Legal$7,020$8,075-$15,095
Other Expenses$937$7,376$14,157$15,094
Foreign Grants$3,000--$3,000
Total Functional Expenses$4,067,927$344,815$424,139$4,836,881

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,836,881
Expenses per Audited Statements$4,740,301
Total Expenses per Audited Statements$4,740,301
Expenses Not Reported on Financial Statements$96,580
Other Expense Adjustments$96,580
International Activity

International Summary

Offices
0
Employees
1
Spending
$238,600

International Compliance

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

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (Including Iceland and Greenland)Program ServicesDance Performance01$238,600
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

form 990, part VI, section B, line 12C

the executive director and the board of directors review and address conflicts of interest.

form 990, part VI, section B, line 15

the executive director is reviewed by the board of directors; compensation is compared to industry standard reports. compensation for key employees is reviewed by the president of the board and board finance committee.

form 990, part VI, line 11B

the tax return is prepared by an outside accounting firm. the tax return is reviewed by the executive director and finance director and then made available to the full board prior to filing.

form 990, part VI, line 19

THE ORGANIZATION'S governing documents are available for public inspection at the principal place of business. THE ORGANIZATION'S CONFLICTS OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Alonzo King Lines Ballet
EIN
94-2933309
In Care Of
% RICHARD FEHLER
Phone
4158633040
Address
26 SEVENTH STREET 5TH FLOOR, SAN FRANCISCO, CA 94103

Signing Officer

Name
Robert Rosenwasser
Title
Executive Director
Phone
4158633040
Signed
2021-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Rosenwasser
Formed
1984
Legal Domicile
CA
Voting Board Members
23
Independent Board Members
21
Employees
130
Volunteers
30

Preparer

Firm
Seiler Llp
Address
220 MONTGOMERY STREET STE 300, SAN FRANCISCO, CA 94104
Preparer
Debra K Mccall
Phone
4153922123
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

Due to the covid-19 pandemic, education programs moved from in-person to virtual in april 2020. Live performances stopped.

Form 990 Part IX Line 11G

Description:contract labor total fees:578052

Form 990 Part IX Line 11G

Description:professional fees total fees:190048

Financial Statement Notes

Schedule D, Part XI, Line 4B

SCHOLARSHIPS $89,417 DIRECT BENEFIT COSTS REPORTED NET OF REVENUE ON FINANCIAL REPORT AS FUNDRAISING EXPENSE IN TAX RETURN $7,163 Total $96,580

Schedule D, Part XII, Line 4B

SCHOLARSHIPS $89,417 DIRECT BENEFIT COSTS REPORTED NET OF REVENUE ON FINANCIAL REPORT AS FUNDRAISING EXPENSE IN TAX RETURN $7,163 Total $96,580

Schedule D, Part X, Line 2

U.s. Gaap requires the organization to evaluate tax positions taken by the organization and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the applicable tax authority. The organization has reviewed its tax positions for all open tax years and believes that it has appropriate support for the tax positions taken. Therefore, no liability has been recorded. The tax years that remain subject to potential examination for the u.s. Federal jurisdiction is june 30, 2017 and forward. The state of california tax jurisdiction is subject to potential examination for tax years at june 30, 2016 and forward.

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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/Form990PartVIISectionAGrp/TitleTxt17TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.57$2.88$3.69$3.99$6.14$2.15
2024Detailed filing. Detailed filing data is available for this year.$8.81$3.04$5.77$5.14$7.01$1.87
2023Detailed filing. Detailed filing data is available for this year.$10.8$3.18$7.66$6.05$6.84$0.79
2022Detailed filing. Detailed filing data is available for this year.$9.67$1.19$8.48$7.18$5.65$1.53
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.02$1.07$6.95$9.16$3.32$5.85
2020Detailed filing. Detailed filing data is available for this year.$2.08$0.91$1.17$4.76$4.84$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.16$0.92$1.25$5.02$5.99$0.98
2018Detailed filing. Detailed filing data is available for this year.$3.31$1.09$2.22$5.17$5.45$0.28
2017Detailed filing. Detailed filing data is available for this year.$3.45$0.70$2.75$6.21$5.36$0.85
2016Detailed filing. Detailed filing data is available for this year.$2.49$0.60$1.90$5.13$5.08$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.81$0.65$2.15$5.07$4.66$0.41
2014Detailed filing. Detailed filing data is available for this year.$2.40$0.66$1.74$4.79$4.63$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.50$1.58$4.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.38$0.38$2.01$4.16
2011Summary only. Only limited summary data is available for this year.$2.51$0.41$2.11$3.55$3.81$0.26