Civic Intelligence

Palos Verdes Ballet Assoc

990EZ • Fiscal year 2014 • EIN 95-3646342

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 21, 2014

C/O Andrade Asso 3868 W CarsonTorrance, CA 90503

(310) 541-9211

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

40th percentile

-0.3%

Higher net margin than 40% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

32nd percentile

-7.2%

Faster asset growth than 32% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

36th percentile

-7.3%

Faster revenue growth than 36% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$3,236

Down $251 (-7.2%) from 2013

Net Assets

Down

$3,236

Down $251 (-7.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$89,189

Down $7,023 (-7.3%) from 2013

Expenses

Down

$89,440

Down $7,061 (-7.3%) from 2013

Net Income

Up

-$251

Up $38 (+13%) from 2013

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2012: $3,776Liabilities 2012: $02012Assets 2013: $3,487Liabilities 2013: $0Net Assets 2013: $3,4872013Assets 2014: $3,236Liabilities 2014: $0Net Assets 2014: $3,2362014Assets 2015: $2,979Liabilities 2015: $1,757Net Assets 2015: $1,2222015Assets 2016: $3,203Net Assets 2016: $3,2032016Assets 2017: $5,456Net Assets 2017: $5,4562017Assets 2018: $6,445Net Assets 2018: $6,4452018Assets 2019: $5,133Net Assets 2019: $5,1332019Assets 2020: $10,755Net Assets 2020: $10,7552020Assets 2021: $5,001Net Assets 2021: $5,0012021Assets 2022: $19,759Net Assets 2022: $19,7592022Assets 2023: $31,402Net Assets 2023: $31,4022023

Highlighted filing

2014

Assets$3,236
Liabilities$0
Net Assets$3,236

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $99,168Expenses 2012: $97,608Net Income 2012: $1,5602012Revenue 2013: $96,212Expenses 2013: $96,501Net Income 2013: -$2892013Revenue 2014: $89,189Expenses 2014: $89,440Net Income 2014: -$2512014Revenue 2015: $84,251Expenses 2015: $86,265Net Income 2015: -$2,0142015Revenue 2016: $78,431Expenses 2016: $76,450Net Income 2016: $1,9812016Revenue 2017: $68,275Expenses 2017: $66,022Net Income 2017: $2,2532017Revenue 2018: $79,775Expenses 2018: $78,786Net Income 2018: $9892018Revenue 2019: $78,492Expenses 2019: $79,804Net Income 2019: -$1,3122019Revenue 2020: $61,416Expenses 2020: $55,794Net Income 2020: $5,6222020Revenue 2021: $11,645Expenses 2021: $17,399Net Income 2021: -$5,7542021Revenue 2022: $109,257Expenses 2022: $94,499Net Income 2022: $14,7582022Revenue 2023: $128,596Expenses 2023: $116,953Net Income 2023: $11,6432023

Highlighted filing

2014

Revenue$89,189
Expenses$89,440
Net Income-$251
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 21, 2014
Return Version
2013v3.1
Gross Receipts
$95,645
Mission and Program Overview

Mission

To promote public interest in the art of ballet

Program Services

DescriptionGrantsExpenses
THE ASSOCIATION HAS PERFORMED THE "NUTCRACKER" BALLET AND "A CLASSICAL EVENING" IN ORDER TO PROMOTE PUBLIC INTEREST IN THE ART OF BALLET.$85,838-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
UTA GRAF-APOSTOLPresident & CEOPT$0--
J HARLAN COMEESecretary-$0--
JOHN APOSTOLCFO-$0--
MANFRED ULBRICHDirector-$0--
ERICA H FERRO CPADirector-$0--
MARE TALBOTHon Bd Member-$0--
Filing and Contact Details

Filer

EIN
95-3646342
Phone
3105419211

Signing Officer

Name
Uta Graf-apostol
Title
President & CEO
Signed
2014-10-21
Discuss with paid preparer
Yes

Preparer

Preparer
Gerry Andrade CPA
Phone
3103169115
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $7501

Other Expenses.1002

Office Expenses $42

Other Expenses.1

OUTSIDE SERVICES $45114

Other Expenses.2

Performance exp, supplies $11220

Other Expenses.3

Meals for business mtgs $1170

Other Expenses.4

MAILING COST $977

Other Expenses.5

BANK CHARGES $189

Other Expenses.6

RESEARCH $150

Other Expenses.7

BUSINESS GIFTS $75

Other Expenses.8

TAX AND LICENSES $60

Other Expenses.9

Memberships, dues, misc $46

Raw XML Appendix192 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum03105419211
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1026A PENINSULA CENTER
IRS990EZ/BooksInCareOfDetail/USAddress/City0PALOS VERDES PEN
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0902744142
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03487
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IRS990EZ/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0CHOREOGRAPHY
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1026A PENINSULA CENTER
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/City0RANCHO PALOS VERDES
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/State0CA
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCode090274
IRS990EZ/ContributionsGiftsGrantsEtcAmt056249
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0UTA GRAF-APOSTOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1J HARLAN COMEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN APOSTOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MANFRED ULBRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ERICA H FERRO CPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARE TALBOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HON BD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt066544
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE PUBLIC INTEREST IN THE ART OF BALLET
IRS990EZ/ProgramServiceRevenueAmt028561
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ASSOCIATION HAS PERFORMED THE "NUTCRACKER" BALLET AND "A CLASSICAL EVENING" IN ORDER TO PROMOTE PUBLIC INTEREST IN THE ART OF BALLET.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt085838
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06456
IRS990EZ/SpecialEventsNetIncomeLossAmt04377
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt089440
IRS990EZ/TotalProgramServiceExpensesAmt085838
IRS990EZ/TotalRevenueAmt089189
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.palosverdesballet.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt056249
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt061910
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt065401
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt060206
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt064140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0307906
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt028561
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt035077
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt043357
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt045857
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0180498
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0488404
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt084810
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt089556
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0103563
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0109997
IRS990ScheduleA/Total509Grp/TotalAmt0488404
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt084812
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt089558
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0100480
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0103563
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0109997
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0488410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $7501
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $42
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUTSIDE SERVICES $45114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PERFORMANCE EXP, SUPPLIES $11220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEALS FOR BUSINESS MTGS $1170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MAILING COST $977
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7RESEARCH $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BUSINESS GIFTS $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TAX AND LICENSES $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MEMBERSHIPS, DUES, MISC $46
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0UTA GRAF-APOSTOL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10PALOS VERDES BALLET ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PALO
ReturnHeader/Filer/EIN0953646342
ReturnHeader/Filer/PhoneNum03105419211
ReturnHeader/Filer/USAddress/AddressLine10C/O ANDRADE ASSO 3868 W CARSON
ReturnHeader/Filer/USAddress/City0TORRANCE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090503
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Gerry Andrade & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103868 Carson Street Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Torrance
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode090503
ReturnHeader/PreparerPersonGrp/PhoneNum03103169115
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gerry Andrade CPA
ReturnHeader/ReturnTs02014-10-21T12:26:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings