Civic Intelligence

Alonzo King Lines Ballet

990 • Fiscal year 2021 • EIN 94-2933309

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 18, 2022

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

51st percentile

0.13x

Higher debt load relative to assets than 51% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

43rd percentile

0.12x

Higher debt load relative to revenue than 43% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

91st percentile

64%

Higher net margin than 91% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

60th percentile

$142,635

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

98th percentile

285%

Faster asset growth than 98% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

87th percentile

92%

Faster revenue growth than 87% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Up

$8,020,551

Up $5,936,952 (+285%) from 2020

Net Assets

Up

$6,948,190

Up $5,774,871 (+492%) from 2020

Liabilities

Up

$1,072,361

Up $162,081 (+18%) from 2020

Revenue

Up

$9,164,324

Up $4,401,184 (+92%) from 2020

Expenses

Down

$3,319,153

Down $1,517,728 (-31%) from 2020

Net Income

Up

$5,845,171

Up $5,918,912 (+8027%) from 2020

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

2021

Assets$8,020,551
Liabilities$1,072,361
Net Assets$6,948,190

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

2021

Revenue$9,164,324
Expenses$3,319,153
Net Income$5,845,171
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 18, 2022
Return Version
2020v4.0
Gross Receipts
$9,386,640
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$448,005$5,206,118▲ $4,758,113
Savings and Temporary Cash Investments$287,870$1,800,667▲ $1,512,797
Cash and Non-Interest-Bearing Accounts$883,112$662,320▼ $220,792
Intangible Assets$121,604$115,155▼ $6,449
Accounts Receivable$120,437$111,379▼ $9,058
Inventories for Sale or Use$56,612$40,956▼ $15,656
Prepaid Expenses and Deferred Charges$44,470$39,904▼ $4,566
Land, Buildings, and Equipment, Net$111,889$34,484▼ $77,405
Other Notes and Loans Receivable, Net-$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-
Total Assets$2,083,599$8,020,551▲ $5,936,952
Other Assets Total$9,600$9,568▼ $32
Liabilities
Unsecured Notes Loans Payable$604,323$688,925▲ $84,602
Deferred Revenue$144,177$218,913▲ $74,736
Accounts Payable and Accrued Expenses$161,780$164,523▲ $2,743
Total Liabilities$910,280$1,072,361▲ $162,081
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-257,278$5,735,753▲ $5,993,031
Net Assets With Donor Restrictions$1,430,597$1,212,437▼ $218,160
Total Net Assets Fund Balance$1,173,319$6,948,190▲ $5,774,871
Total Liabilities and Net Assets / Fund Balance$2,083,599$8,020,551▲ $5,936,952

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$27,775$512,598$540,373
Leasehold Improvements$6,709$298,135$304,844
Other Land Buildings-$3,347$3,347
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert RosenwasserExecutive DirectorFT$130,285$12,350$142,635
Alonzo KingArtistic DirectorFT$135,000-$135,000
Richard Fehler Term 82021Director of FinanceFT$90,385$10,291$100,676
Revenue and Support

Revenue Composition

Contributions and Grants
$8,121,493
Program Service Revenue
$1,017,181
Investment Income
$1,194
Other Revenue
$24,456
All Other Contributions
$6,530,476
Change in Net Assets
$5,845,171

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 Table190$61,050Fair Market Value (FMV)
Other Non Cash Contri Table17$40,030Fair Market Value (FMV)
Other Non Cash Contri Table1$2,111Fair Market Value (FMV)
Other Non Cash Contri Table1$900Fair Market Value (FMV)
Total Noncash Contributions209$104,091-

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,164,324
Revenue Not Reported on Form 990
$-30,054
Total Revenue per Audited Statements
$9,134,270
Total Revenue per Form 990
$9,164,324
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,987,130
Other Expenses$1,273,567
Total Fundraising Expense$371,675
Grants and Similar Amounts Paid$58,456
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,050,369$57,281$172,077$1,279,727
Fees for Services Other$417,241$10,948$114,010$542,199
Current Officers, Directors, Trustees, and Key Employees$200,300$159,300-$359,600
Occupancy$200,415$11,486$23,004$234,905
Other Employee Benefits$170,051$8,298$16,113$194,462
Payroll Taxes$120,554$18,502$14,285$153,341
Advertising$88,795$27$10,030$98,852
Travel$95,091-$179$95,270
Office Expenses$81,951$2,645$6,875$91,471
Depreciation Depletion$73,611$4,330$8,660$86,601
Grants to Domestic Individuals$58,456--$58,456
Fees for Services Accounting-$33,928-$33,928
Insurance$18,715$6,338$1,901$26,954
Fees for Services Legal$6,650--$6,650
Other Expenses$3,011$677$4,541$3,011
Total Functional Expenses$2,633,718$313,760$371,675$3,319,153

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,319,153
Total Expenses per Form 990$3,319,153
Total Expenses per Audited Statements$3,289,099
Expenses Not Reported on Form 990$-30,054
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$230,578
Fundraising Direct Expenses$219,614
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$774,291$210,371$211,342$-971
Pas De Deux Event$113,204$20,207$8,272$11,935
Total Events$887,495$230,578$219,614$10,964
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
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, Line 11B: Form 990 Review Process

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 12C: Explanation of Monitoring and Enforcement of Conflicts

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

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

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 chairman of the board and board finance committee.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

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 chairman of the board and board finance committee.

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

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
Phone
4158633040
Address
26 SEVENTH STREET 5TH FLOOR, SAN FRANCISCO, CA 94103

Signing Officer

Name
Robert Rosenwasser
Title
Executive Director
Signed
2022-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Rosenwasser
Formed
1984
Legal Domicile
CA
Voting Board Members
25
Independent Board Members
23
Employees
107
Volunteers
24

Preparer

Firm
Doran & Associates
Address
70 MITCHELL BLVD Ste 102, San Rafael, CA 94903
Preparer
Lisa Doran CPA
Phone
4154911130
Supplemental Narrative

Additional Explanations

Continued From Part III, Line 4B

Through partnerships with schools and community-based organizations, LINES Community Programs provides meaningful and authentic dance education experiences that promote individuality and creativity at school/community sites and at the Dance Center. LINES Community Programs extended their reach this year by serving over three hundred public school students each week. Additionally, free weekly programming was provided for adults with Parkinson's Disease through the Dance for PD program.

Financial Statement Notes

Part X : FIN48 Footnote

U.s. Gaap requires the organization to evaluate tax positions taken bythe organization and recognize a tax liability if the organization hastaken an uncertain position that more likely than not would not besustained upon examination by the applicable tax authority. Theorganization has reviewed its tax positions for all open tax years andbelieves that it has appropriate support for the tax positions taken.therefore, no liability has been recorded. The tax years that remainsubject to potential examination for the u.s. Federal jurisdiction isjune 30, 2018 and forward. The state of california tax jurisdiction issubject to potential examination for tax years at june 30, 2017 andforward.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1ARTISTIC DIR.
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIR. OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director
IRS990/Form990PartVIISectionAGrp/TitleTxt24Director
IRS990/Form990PartVIISectionAGrp/TitleTxt25Director
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IRS990/MissionDesc0To nurture artistry and the development of creative expression in dance through collaboration, performance and education.
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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
2021Detailed filing. Detailed filing data is available for this year.$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