Civic Intelligence

Utah Metropolitan Ballet

990 • Fiscal year 2019 • EIN 94-2952809

Sep 01, 2018 to Aug 31, 2019 • Filed on Jul 15, 2020

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

96th percentile

1.28x

Higher debt load relative to assets than 96% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

90th percentile

0.30x

Higher debt load relative to revenue than 90% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

22nd percentile

-17%

Faster asset growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

46th percentile

-0.9%

Faster revenue growth than 46% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$96,691

Down $20,187 (-17%) from 2018

Net Assets

Down

-$27,178

Down $67,150 (-168%) from 2018

Liabilities

Up

$123,869

Up $46,963 (+61%) from 2018

Revenue

Down

$409,865

Down $3,919 (-0.9%) from 2018

Expenses

Up

$477,015

Up $111,082 (+30%) from 2018

Net Income

Down

-$67,150

Down $115,001 (-240%) from 2018

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

2019

Assets$96,691
Liabilities$123,869
Net Assets-$27,178

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

2019

Revenue$409,865
Expenses$477,015
Net Income-$67,150
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jul 15, 2020
Return Version
2018v3.2
Gross Receipts
$443,603
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
Land, Buildings, and Equipment, Net$92,905$74,867▼ $18,038
Loans From Officers Directors$33,585$50,700▲ $17,115
Cash and Non-Interest-Bearing Accounts$23,870$21,721▼ $2,149
Savings and Temporary Cash Investments$103$103→ $0
Total Assets$116,878$96,691▼ $20,187
Liabilities
Deferred Revenue$20,150$61,000▲ $40,850
Accounts Payable and Accrued Expenses$23,171$12,169▼ $11,002
Total Liabilities$76,906$123,869▲ $46,963
Net Assets / Fund Balance
Unrestricted Net Assets$39,972$-27,178▼ $67,150
Total Net Assets Fund Balance$39,972$-27,178▼ $67,150
Total Liabilities and Net Assets / Fund Balance$116,878$96,691▼ $20,187

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$74,867$169,668$244,535
Equipment-$5,647$5,647
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$99,709
Program Service Revenue
$277,209
Investment Income
$0
Other Revenue
$32,947
All Other Contributions
$73,559
Change in Net Assets
$-67,150
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$279,328
Salaries, Compensation, and Employee Benefits$197,687
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$179,714--$179,714
Fees for Services Other$144,227--$144,227
Advertising$23,029--$23,029
Depreciation Depletion$18,038--$18,038
Occupancy$14,518--$14,518
Other Expenses$14,109--$14,109
Payroll Taxes$13,748--$13,748
Fees for Services Accounting-$8,630-$8,630
Other Employee Benefits$4,225--$4,225
Insurance$1,175--$1,175
Office Expenses-$1,145-$1,145
Total Functional Expenses$467,240$9,775$0$477,015
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$66,685
Fundraising Direct Expenses$33,738
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$66,685$66,685$21,307$45,378
Total Events$66,685$66,685$33,738$32,947
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$33,585$50,700▲ $17,115
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 board president 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 Metropolitan Ballet
EIN
94-2952809
Phone
8017967323
Address
493 NORTH 1030 WEST, LINDON, UT 84042
Doing Business As
Jacqueline Colledge

Signing Officer

Name
Ellen Christenson
Title
Board President
Phone
8017967323
Signed
2020-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ellen Christenson
Formed
1984
Legal Domicile
Ut
Voting Board Members
15
Independent Board Members
13
Employees
21
Volunteers
157

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 107,727 0 0 orchestra 36,500 0 0 total 144,227 0 0

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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/PYInvestmentIncomeAmt068
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-67150
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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0277209
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0103
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0103
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0251835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0681124
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt068
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt068
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0656230
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt0681124
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt099709
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0134291
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0110486
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0251835
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0681124
IRS990ScheduleA/TotalSupportAmt0681192
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
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt05647
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05647
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt074867
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0169668
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0244535
IRS990ScheduleD/TotalBookValueLandBuildingsAmt074867
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033738
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt012431
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt012431
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt066685
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032947
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021307
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021307
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0USED IN OPERATIONS
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0BOARD MEMBER OWNED
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IRS990ScheduleL/TotalBalanceDueAmt050700
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 REVIEWED BY BOARD PRESIDENT PRIOR TO ISSUANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRODUCTION HELP 107,727 0 0 ORCHESTRA 36,500 0 0 TOTAL 144,227 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt076906
IRS990/TotalLiabilitiesGrp/EOYAmt0123869
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt039972
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IRS990/TotalProgramServiceExpensesAmt0467240
IRS990/TotalProgramServiceRevenueAmt0277209
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0277209
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0409865
IRS990/TotalVolunteersCnt0157
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0116878
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt096691
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt039972
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-27178
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0493 NORTH 1030 WEST
IRS990/USAddress/CityNm0LINDON
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084042
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.UTAHMETROPOLITANBALLET.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2019Detailed filing. Detailed filing data is available for this year.$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