Civic Intelligence

Utah Metropolitan Ballet

990 • Fiscal year 2015 • EIN 94-2952809

Sep 01, 2014 to Aug 31, 2015 • Filed on Mar 04, 2016

493 North 1030 WestLindon, UT 84042

(801) 796-7323

Siviq Scores

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

Liabilities / Assets

97th percentile

2.43x

Higher debt load relative to assets than 97% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

0.17x

Higher debt load relative to revenue than 86% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

12th percentile

-39%

Faster asset growth than 12% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

90th percentile

77%

Faster revenue growth than 90% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$28,386

Down $18,085 (-39%) from 2014

Net Assets

Up

-$40,504

Up $149,825 (+79%) from 2014

Liabilities

Down

$68,890

Down $167,910 (-71%) from 2014

Revenue

Up

$394,464

Up $171,194 (+77%) from 2014

Expenses

Up

$244,639

Up $13,509 (+5.8%) from 2014

Net Income

Up

$149,825

Up $157,685 (+2006%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$200K$0-$200KAssets 2010: $16,919Liabilities 2010: $152,155Net Assets 2010: -$135,2362010Assets 2011: $16,469Liabilities 2011: $153,909Net Assets 2011: -$137,4402011Assets 2012: $14,143Liabilities 2012: $148,519Net Assets 2012: -$134,3762012Assets 2013: $47,172Liabilities 2013: $229,641Net Assets 2013: -$182,4692013Assets 2014: $46,471Liabilities 2014: $236,800Net Assets 2014: -$190,3292014Assets 2015: $28,386Liabilities 2015: $68,890Net Assets 2015: -$40,5042015Assets 2016: $71,562Liabilities 2016: $91,767Net Assets 2016: -$20,2052016Assets 2018: $116,878Liabilities 2018: $76,906Net Assets 2018: $39,9722018Assets 2019: $96,691Liabilities 2019: $123,869Net Assets 2019: -$27,1782019Assets 2020: $78,471Liabilities 2020: $216,047Net Assets 2020: -$137,5762020Assets 2021: $68,047Liabilities 2021: $109,233Net Assets 2021: -$41,1862021Assets 2022: $59,594Liabilities 2022: $106,816Net Assets 2022: -$47,2222022Assets 2023: $76,432Liabilities 2023: $83,417Net Assets 2023: -$6,9852023Assets 2024: $51,795Liabilities 2024: $50,378Net Assets 2024: $1,4172024Assets 2025: $113,996Liabilities 2025: $152,385Net Assets 2025: -$38,3892025

Highlighted filing

2015

Assets$28,386
Liabilities$68,890
Net Assets-$40,504

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $194,560Expenses 2010: $193,629Net Income 2010: $9312010Revenue 2011: $248,173Expenses 2011: $250,377Net Income 2011: -$2,2042011Expenses 2012: $214,0102012Expenses 2013: $300,4312013Revenue 2014: $223,270Expenses 2014: $231,130Net Income 2014: -$7,8602014Revenue 2015: $394,464Expenses 2015: $244,639Net Income 2015: $149,8252015Revenue 2016: $338,843Expenses 2016: $318,544Net Income 2016: $20,2992016Revenue 2018: $413,784Expenses 2018: $365,933Net Income 2018: $47,8512018Revenue 2019: $409,865Expenses 2019: $477,015Net Income 2019: -$67,1502019Revenue 2020: $376,750Expenses 2020: $487,148Net Income 2020: -$110,3982020Revenue 2021: $556,244Expenses 2021: $459,854Net Income 2021: $96,3902021Revenue 2022: $751,117Expenses 2022: $790,508Net Income 2022: -$39,3912022Revenue 2023: $1,136,167Expenses 2023: $1,095,930Net Income 2023: $40,2372023Revenue 2024: $1,124,066Expenses 2024: $1,110,693Net Income 2024: $13,3732024Revenue 2025: $1,085,528Expenses 2025: $1,019,413Net Income 2025: $66,1152025

Highlighted filing

2015

Revenue$394,464
Expenses$244,639
Net Income$149,825
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Mar 4, 2016
Return Version
2014v6.0
Gross Receipts
$400,336
Mission and Program Overview

Mission

To bring world-class ballet to utah and other audiences. To educate the community on the value of dance as an art and to give the opportunity for all ages to participate.

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$197,030$39,600▼ $157,430
Cash and Non-Interest-Bearing Accounts$26,649$20,838▼ $5,811
Prepaid Expenses and Deferred Charges$10,250--
Land, Buildings, and Equipment, Net$9,572$7,548▼ $2,024
Total Assets$46,471$28,386▼ $18,085
Liabilities
Deferred Revenue$35,000$25,950▼ $9,050
Accounts Payable and Accrued Expenses$4,770$3,340▼ $1,430
Total Liabilities$236,800$68,890▼ $167,910
Net Assets / Fund Balance
Unrestricted Net Assets$-190,329$-40,504▲ $149,825
Total Net Assets Fund Balance$-190,329$-40,504▲ $149,825
Total Liabilities and Net Assets / Fund Balance$46,471$28,386▼ $18,085

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,547$164,161$171,708
Equipment$1$5,646$5,647
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$251,835
Program Service Revenue
$125,047
Investment Income
$0
Other Revenue
$17,582
All Other Contributions
$208,227
Change in Net Assets
$149,825
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$125,727
Other Expenses$117,162
Grants and Similar Amounts Paid$1,750
Total Fundraising Expense$1,415
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$112,078--$112,078
Fees for Services Other$62,741--$62,741
Occupancy$13,000--$13,000
Payroll Taxes$8,574--$8,574
Fees for Services Accounting-$7,750-$7,750
Other Employee Benefits$5,075--$5,075
Travel$3,550--$3,550
Advertising$3,194--$3,194
Other Expenses$2,540-$1,415$2,540
Depreciation Depletion$2,024--$2,024
Grants to Domestic Individuals$1,750--$1,750
Insurance$1,181--$1,181
Office Expenses-$449-$449
Total Functional Expenses$235,025$8,199$1,415$244,639
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,454
Fundraising Direct Expenses$5,872
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$23,454$23,454$2,108$21,346
Total Events$23,454$23,454$5,872$17,582
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$197,030$39,600▼ $157,430
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 reviewed by management prior to issuance.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Utah Regional Ballet a Non-profit
EIN
94-2952809
Phone
8017967323
Address
493 NORTH 1030 WEST, LINDON, UT 84042

Signing Officer

Name
Jacqueline P Colledge
Title
Artistic Director
Phone
8017967323
Signed
2016-03-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacqueline P Colledge
Formed
1984
Legal Domicile
Ut
Voting Board Members
16
Independent Board Members
14
Employees
18
Volunteers
75

Preparer

Firm
Squire & Company Pc
Address
1329 SOUTH 800 EAST, OREM, UT 84097-7737
Preparer
M Paul Winward CPA
Phone
8012256900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Production help 46,241 0 0 orchestra 16,500 0 0

Raw XML AppendixShowing 400 of 445 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/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt08574
IRS990/PayrollTaxesGrp/TotalAmt08574
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010250
IRS990/PrincipalOfficerNm0JACQUELINE P COLLEDGE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TICKET AND RELATED SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0125047
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0125047
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt071381
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0112166
IRS990/PYOtherRevenueAmt016447
IRS990/PYProgramServiceRevenueAmt0135442
IRS990/PYRevenuesLessExpensesAmt0-7860
IRS990/PYSalariesCompEmpBnftPaidAmt0118964
IRS990/PYTotalExpensesAmt0231130
IRS990/PYTotalRevenueAmt0223270
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0149825
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0125047
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0251835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt071381
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt081752
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt080195
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt085792
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0570955
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0582103
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0570955
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0251835
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt071381
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt081752
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt080195
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt085792
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0570955
IRS990ScheduleA/TotalSupportAmt0570955
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05646
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05647
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07547
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0164161
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0171708
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07548
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05872
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03014
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03014
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023454
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023454
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023454
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023454
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017582
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02108
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02108
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0750
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0750
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt029600
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt110000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0ROOTS DOWN UNDER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt1JACQUELINE'S SCHOOL OF BALLET
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0USED IN OPERATIONS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1USED IN OPERATIONS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt025000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0BOARD MEMBER OWNED
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1BOARD MEMBER OWNED
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd1false
IRS990ScheduleL/TotalBalanceDueAmt039600
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 REVIEWED BY MANAGEMENT PRIOR TO ISSUANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRODUCTION HELP 46,241 0 0 ORCHESTRA 16,500 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt046471
IRS990/TotalAssetsEOYAmt028386
IRS990/TotalAssetsGrp/BOYAmt046471
IRS990/TotalAssetsGrp/EOYAmt028386
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0251835
IRS990/TotalEmployeeCnt018
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01415
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08199
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0235025
IRS990/TotalFunctionalExpensesGrp/TotalAmt0244639
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0236800
IRS990/TotalLiabilitiesEOYAmt068890
IRS990/TotalLiabilitiesGrp/BOYAmt0236800
IRS990/TotalLiabilitiesGrp/EOYAmt068890
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-190329
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-40504
IRS990/TotalProgramServiceExpensesAmt0235025
IRS990/TotalProgramServiceRevenueAmt0125047
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0125047
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0394464
IRS990/TotalVolunteersCnt075
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt046471
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt028386

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.15$0.04$1.09$1.02$0.07
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.05$0.00$1.12$1.11$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.08$0.01$1.14$1.10$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.11$0.05$0.75$0.79$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.11$0.04$0.56$0.46$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.22$0.14$0.38$0.49$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.12$0.03$0.41$0.48$0.07
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.08$0.04$0.41$0.37$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.09$0.02$0.34$0.32$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.07$0.04$0.39$0.24$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.24$0.19$0.22$0.23$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.23$0.18$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.15$0.13$0.21
2011Summary only. Only limited summary data is available for this year.$0.02$0.15$0.14$0.25$0.25$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.15$0.14$0.19$0.19$0.00