Civic Intelligence

Anaheim Ballet

EIN 95-3645705 • 501(c)3 • Anaheim, CA

Profile

Purpose of this organization is to educate and train individuals or groups in the dance and performing arts, and through productions and dance recitals for the public at large, create a continuing interest in the art of dance.

280 E Lincoln AveAnaheim, CA 92805

anaheimballet.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

84th percentile

0.43x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.02x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

25th percentile

-8.8%

Higher net margin than 25% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

4th percentile

-64%

Faster asset growth than 4% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-13%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$25,975

Down $46,754 (-64%) from 2023

Liabilities

Up

$11,127

Up $4,445 (+67%) from 2023

Net Assets

Down

$14,848

Down $51,199 (-78%) from 2023

Revenue

Down

$582,981

Down $83,487 (-13%) from 2023

Expenses

Up

$634,538

Up $10,306 (+1.7%) from 2023

Net Income

Down

-$51,557

Down $93,793 (-222%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0-$50KAssets 2011: $19,379Liabilities 2011: $0Net Assets 2011: $19,3792011Assets 2012: $7,617Liabilities 2012: $0Net Assets 2012: $7,6172012Assets 2013: $27,110Liabilities 2013: $0Net Assets 2013: $27,1102013Assets 2014: $63,433Liabilities 2014: $1,841Net Assets 2014: $61,5922014Assets 2015: $24,174Liabilities 2015: $4,630Net Assets 2015: $19,5442015Assets 2016: $15,303Liabilities 2016: $4,958Net Assets 2016: $10,3452016Assets 2017: $17,961Liabilities 2017: $3,284Net Assets 2017: $14,6772017Assets 2018: $28,804Liabilities 2018: $1,790Net Assets 2018: $27,0142018Assets 2019: $16,163Liabilities 2019: $5,328Net Assets 2019: $10,8352019Assets 2020: $33,237Liabilities 2020: $40,733Net Assets 2020: -$7,4962020Assets 2021: $37,436Liabilities 2021: $45,254Net Assets 2021: -$7,8182021Assets 2022: $28,789Liabilities 2022: $4,926Net Assets 2022: $23,8632022Assets 2023: $72,729Liabilities 2023: $6,682Net Assets 2023: $66,0472023Assets 2024: $25,975Liabilities 2024: $11,127Net Assets 2024: $14,8482024

Highlighted filing

2024

Assets$25,975
Liabilities$11,127
Net Assets$14,848

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $453,107Expenses 2011: $441,500Net Income 2011: $11,6072011Revenue 2012: $487,889Expenses 2012: $499,651Net Income 2012: -$11,7622012Revenue 2013: $465,777Expenses 2013: $446,284Net Income 2013: $19,4932013Revenue 2014: $533,110Expenses 2014: $498,628Net Income 2014: $34,4822014Revenue 2015: $445,608Expenses 2015: $487,656Net Income 2015: -$42,0482015Revenue 2016: $438,445Expenses 2016: $447,644Net Income 2016: -$9,1992016Revenue 2017: $597,127Expenses 2017: $592,795Net Income 2017: $4,3322017Revenue 2018: $525,439Expenses 2018: $513,102Net Income 2018: $12,3372018Revenue 2019: $465,404Expenses 2019: $481,583Net Income 2019: -$16,1792019Revenue 2020: $436,549Expenses 2020: $454,880Net Income 2020: -$18,3312020Revenue 2021: $323,563Expenses 2021: $323,118Net Income 2021: $4452021Revenue 2022: $552,118Expenses 2022: $520,199Net Income 2022: $31,9192022Revenue 2023: $666,468Expenses 2023: $624,232Net Income 2023: $42,2362023Revenue 2024: $582,981Expenses 2024: $634,538Net Income 2024: -$51,5572024

Highlighted filing

2024

Revenue$582,981
Expenses$634,538
Net Income-$51,557

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.26$0.11$0.15$5.83$6.35$0.52
2023Detailed filing. Detailed filing data is available for this year.$0.73$0.07$0.66$6.66$6.24$0.42
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.05$0.24$5.52$5.20$0.32
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.45$0.08$3.24$3.23$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.33$0.41$0.07$4.37$4.55$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.16$0.05$0.11$4.65$4.82$0.16
2018Summary only. Only limited summary data is available for this year.$0.29$0.02$0.27$5.25$5.13$0.12
2017Summary only. Only limited summary data is available for this year.$0.18$0.03$0.15$5.97$5.93$0.04
2016Summary only. Only limited summary data is available for this year.$0.15$0.05$0.10$4.38$4.48$0.09
2015Summary only. Only limited summary data is available for this year.$0.24$0.05$0.20$4.46$4.88$0.42
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.02$0.62$5.33$4.99$0.34
2013Summary only. Only limited summary data is available for this year.$0.27$0.00$0.27$4.66$4.46$0.19
2012Summary only. Only limited summary data is available for this year.$0.08$0.00$0.08$4.88$5.00$0.12
2011Summary only. Only limited summary data is available for this year.$0.19$0.00$0.19$4.53$4.42$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Dec 5, 2025
Return Version
2023v6.0
Gross Receipts
$582,981
Mission and Program Overview

Mission

Purpose of this organization is to educate and train individuals or groups in the dance and performing arts, and through productions and dance recitals for the public at large, create a continuing interest in the art of dance.

Enlightens and entertains audiences with classically rooted programming and contemporary presentation, acting asa positive haven to local artists and magnet to international talents. Its educational and outreach programs train and bringthe values of classical ballet to all

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$72,611$25,857▼ $46,754
Land, Buildings, and Equipment, Net$118$118→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$72,729$25,975▼ $46,754
Other Assets Total-$0-
Liabilities
Other Liabilities$6,682$11,127▲ $4,445
Total Liabilities$6,682$11,127▲ $4,445
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$66,047$14,848▼ $51,199
Total Net Assets Fund Balance$66,047$14,848▼ $51,199
Total Liabilities and Net Assets / Fund Balance$72,729$25,975▼ $46,754

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$118$1,667$1,785
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lawrence RosenbergDirectorFT$46,319$46,319
SARMA Lapenieks ROSENBERGDirectorFT$40,673$40,673

Board Members and Trustees

NameTitle
Rosalinda MonroyPresident
Jacque Lollie WalkerVice President
Dale MerrillDirector
Doug MckayDirector
Natalie ImkampDirector
Raina TsudaDirector
Rayell SegerstromDirector
Steve WellsDirector
Vivan GottheinerTreasurer/Sec
Revenue and Support

Revenue Composition

Contributions and Grants
$152,841
Program Service Revenue
$430,140
Investment Income
$0
Other Revenue
$0
All Other Contributions
$150,341
Change in Net Assets
$-51,557
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$405,748
Other Expenses$228,790
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$199,926$85,683-$285,609
Current Officers, Directors, Trustees, and Key Employees$60,294$25,840-$86,134
Insurance$17,772$7,617-$25,389
Other Employee Benefits$14,730$6,313-$21,043
Office Expenses-$17,262-$17,262
Occupancy$13,471--$13,471
Payroll Taxes$9,073$3,889-$12,962
Advertising$5,649$2,421-$8,070
Fees for Services Other$5,169$2,215-$7,384
Fees for Services Accounting$2,800$1,200-$4,000
Information Technology-$1,955-$1,955
Other Expenses$1,355$580-$1,935
Travel$1,877--$1,877
Total Functional Expenses$478,578$155,960$0$634,538
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card$11,127
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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, Part VI, Section A, Line 2

Larry Rosenberg and Sarma Rosenberg are married

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

Form 990 is reviewed by the executive director and artistic director - lawrence rosenberg and sarma rosenberg prior to filing.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Anaheim Ballet
EIN
95-3645705
Phone
7144906150
Address
280 E Lincoln Ave, Anaheim, CA 92805

Signing Officer

Name
Lawrence Rosenberg
Title
Executive Direc
Signed
2025-12-05
Discuss with paid preparer
Yes

Organization Details

Formed
1981
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
57
Volunteers
30

Preparer

Firm
Morrow & Co
Address
17291 Irvine Blvd Ste 357, Tustin, CA 92780
Preparer
Darren P Morrow CPA
Phone
7143851212
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Prior period adjsutment = $358

Amended Explanation

Missing inforamtion

Raw XML AppendixShowing 400 of 466 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/MissionDesc0Enlightens and entertains audiences with classically rooted programming and contemporary presentation, acting asa positive haven to local artists and magnet to international talents. Its educational and outreach programs train and bringthe values of classical ballet to all
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Credit Card
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Larry Rosenberg and Sarma Rosenberg are married
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND ARTISTIC DIRECTOR - LAWRENCE ROSENBERG AND SARMA ROSENBERG PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Prior period adjsutment = $358
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Missing inforamtion
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Amended Explanation
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IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt072729

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