Civic Intelligence

Anaheim Ballet

990 • Fiscal year 2023 • EIN 95-3645705

Jun 01, 2022 to May 31, 2023 • Filed on Apr 15, 2024

280 E Lincoln AveAnaheim, CA 92805

(714) 490-6150

Siviq Scores

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

Liabilities / Assets

67th percentile

0.09x

Higher debt load relative to assets than 67% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

44th percentile

0.01x

Higher debt load relative to revenue than 44% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

54th percentile

6.3%

Higher net margin than 54% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

69th percentile

$53,300

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

96th percentile

153%

Faster asset growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

65th percentile

21%

Faster revenue growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$72,729

Up $43,940 (+153%) from 2022

Net Assets

Up

$66,047

Up $42,184 (+177%) from 2022

Liabilities

Up

$6,682

Up $1,756 (+36%) from 2022

Revenue

Up

$666,468

Up $114,350 (+21%) from 2022

Expenses

Up

$624,232

Up $104,033 (+20%) from 2022

Net Income

Up

$42,236

Up $10,317 (+32%) from 2022

Historical Trend

Balance Sheet Trend

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

$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

2023

Assets$72,729
Liabilities$6,682
Net Assets$66,047

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$666,468
Expenses$624,232
Net Income$42,236
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Apr 15, 2024
Return Version
2022v5.0
Gross Receipts
$666,468
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$28,671$72,611▲ $43,940
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$28,789$72,729▲ $43,940
Other Assets Total-$0-
Liabilities
Other Liabilities$4,926$6,682▲ $1,756
Total Liabilities$4,926$6,682▲ $1,756
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$23,863$66,047▲ $42,184
Total Net Assets Fund Balance$23,863$66,047▲ $42,184
Total Liabilities and Net Assets / Fund Balance$28,789$72,729▲ $43,940

Asset Categories

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

Employees

NameTitleFull / Part TimeBaseTotal
Lawrence RosenbergDirectorFT$53,300$53,300
SARMA Lapenieks ROSENBERGDirectorFT$47,000$47,000

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
$249,240
Program Service Revenue
$417,228
Investment Income
$0
Other Revenue
$0
All Other Contributions
$199,240
Change in Net Assets
$42,236
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$386,479
Other Expenses$237,753
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$175,673$75,289-$250,962
Current Officers, Directors, Trustees, and Key Employees$70,210$30,090-$100,300
Other Employee Benefits$16,792$7,196-$23,988
Insurance$16,298$6,985-$23,283
Office Expenses-$16,889-$16,889
Occupancy$11,835--$11,835
Payroll Taxes$7,860$3,369-$11,229
Advertising$5,314$2,277-$7,591
Fees for Services Other$5,103$2,187-$7,290
Other Expenses$1,187$508-$1,695
Travel$1,385--$1,385
Information Technology-$592-$592
Total Functional Expenses$477,816$146,416$0$624,232
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$6,682
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
2024-04-15
Discuss with paid preparer
Yes

Organization Details

Formed
1981
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
41
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 adjustment = -$52

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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07196
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt016792
IRS990/OtherEmployeeBenefitsGrp/TotalAmt023988
IRS990/OtherExpensesGrp/Desc0PROGRAM AND PRODUCTION EXP
IRS990/OtherExpensesGrp/Desc1Misc Expenses
IRS990/OtherExpensesGrp/Desc2EQUIPMENT AND MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01034
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1508
IRS990/OtherExpensesGrp/ProgramServicesAmt0163746
IRS990/OtherExpensesGrp/ProgramServicesAmt12413
IRS990/OtherExpensesGrp/ProgramServicesAmt21187
IRS990/OtherExpensesGrp/TotalAmt0163746
IRS990/OtherExpensesGrp/TotalAmt13447
IRS990/OtherExpensesGrp/TotalAmt21695
IRS990/OtherLiabilitiesGrp/BOYAmt04926
IRS990/OtherLiabilitiesGrp/EOYAmt06682
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt075289
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0175673
IRS990/OtherSalariesAndWagesGrp/TotalAmt0250962
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03369
IRS990/PayrollTaxesGrp/ProgramServicesAmt07860
IRS990/PayrollTaxesGrp/TotalAmt011229
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Ballet Performances
IRS990/ProgramServiceRevenueGrp/Desc1BALLET Sch Tuitions
IRS990/ProgramServiceRevenueGrp/Desc2Misc
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0108173
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1288292
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt220763
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0108173
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1288292
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt220763
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0230270
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0190229
IRS990/PYProgramServiceRevenueAmt0321848
IRS990/PYRevenuesLessExpensesAmt031919
IRS990/PYSalariesCompEmpBnftPaidAmt0329970
IRS990/PYTotalExpensesAmt0520199
IRS990/PYTotalRevenueAmt0552118
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt042236
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0417228
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0249240
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0230270
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0211861
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0133124
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0104461
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0928956
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0396465
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0316313
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0108612
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0303425
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0356306
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01481121
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt020763
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt05535
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt03090
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt04985
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt04636
IRS990ScheduleA/OtherIncome509Grp/TotalAmt039009
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98410
IRS990ScheduleA/PublicSupportPY509Pct00.99180
IRS990ScheduleA/PublicSupportTotal509Amt02410077
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0645705
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0546583
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0320473
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0436549
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0460767
IRS990ScheduleA/Total509Grp/TotalAmt02410077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0666468
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0552118
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0323563
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0441534
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0465404
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02449087
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0118
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01667
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01785
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06682
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Credit Card
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0118
IRS990ScheduleD/TotalLiabilityAmt06682
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 adjustment = -$52
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt028789
IRS990/TotalAssetsEOYAmt072729
IRS990/TotalAssetsGrp/BOYAmt028789
IRS990/TotalAssetsGrp/EOYAmt072729

Document Assets

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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