Civic Intelligence

Palos Verdes Ballet Assoc

990EZ • Fiscal year 2017 • EIN 95-3646342

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 30, 2017

c/o Andrade Assoc 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

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

50th percentile

3.3%

Higher net margin than 50% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

88th percentile

70%

Faster asset growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$5,456

Up $2,253 (+70%) from 2016

Net Assets

Up

$5,456

Up $2,253 (+70%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$68,275

Down $10,156 (-13%) from 2016

Expenses

Down

$66,022

Down $10,428 (-14%) from 2016

Net Income

Up

$2,253

Up $272 (+14%) from 2016

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: $3,236Net Assets 2014: $3,2362014Assets 2015: $2,979Liabilities 2015: $1,757Net Assets 2015: $1,2222015Assets 2016: $3,203Net Assets 2016: $3,2032016Assets 2017: $5,456Liabilities 2017: $0Net 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

2017

Assets$5,456
Liabilities$0
Net Assets$5,456

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

2017

Revenue$68,275
Expenses$66,022
Net Income$2,253
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 30, 2017
Return Version
2016v3.0
Gross Receipts
$74,789
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 "LES SYLPHIDES-COPPELIA" IN ORDER TO PROMOTE PUBLIC INTEREST IN THE ART OF BALLET.$63,581-
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

Filer Name
Palos Verdes Ballet Association
EIN
95-3646342
Phone
3105419211
Address
c/o Andrade Assoc 3868 W Carson, Torrance, CA 90503

Signing Officer

Name
Uta Graf-apostol
Title
President & CEO
Signed
2017-08-30
Discuss with paid preparer
Yes

Preparer

Firm
Gerry Andrade & Associates Inc
Address
3868 Carson Street Suite 100, Torrance, CA 90503
Preparer
Erica H Ferro CPA
Phone
3103169115
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $3128

Other Expenses.1

OUTSIDE SERVICES $29584

Other Expenses.2

Performance exp, supplies $11190

Other Expenses.4

STORAGE $4298

Other Expenses.5

MAILING COST $654

Other Expenses.6

Meals for business mtgs $569

Other Expenses.7

BANK CHARGES $207

Other Expenses.8

Memberships, dues, misc $180

Other Expenses.9

TAX AND LICENSES $130

Other Expenses.10

OFFICE EXPENSE $60

Raw XML Appendix189 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALOS VERDES PEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0902744142
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IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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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/OtherExpensesTotalAmt050000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE PUBLIC INTEREST IN THE ART OF BALLET
IRS990EZ/PrintingPublicationsPostageAmt04732
IRS990EZ/ProgramServiceRevenueAmt026761
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ASSOCIATION HAS PERFORMED THE "NUTCRACKER" BALLET AND "LES SYLPHIDES-COPPELIA" IN ORDER TO PROMOTE PUBLIC INTEREST IN THE ART OF BALLET.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt063581
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06514
IRS990EZ/SpecialEventsNetIncomeLossAmt05357
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066022
IRS990EZ/TotalProgramServiceExpensesAmt063581
IRS990EZ/TotalRevenueAmt068275
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.palosverdesballet.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt051871
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt048765
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0145337
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt089558
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0405653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $3128
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OUTSIDE SERVICES $29584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PERFORMANCE EXP, SUPPLIES $11190
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STORAGE $4298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MAILING COST $654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEALS FOR BUSINESS MTGS $569
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEMBERSHIPS, DUES, MISC $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TAX AND LICENSES $130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OFFICE EXPENSE $60
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0UTA GRAF-APOSTOL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PALOS VERDES BALLET ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PALO
ReturnHeader/Filer/EIN0953646342
ReturnHeader/Filer/PhoneNum03105419211
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Andrade Assoc 3868 W Carson
ReturnHeader/Filer/USAddress/CityNm0Torrance
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090503
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gerry Andrade & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03868 Carson Street Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Torrance
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090503
ReturnHeader/PreparerPersonGrp/PhoneNum03103169115
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Erica H Ferro CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-30T14:23:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings