New Haven Ballet INC FY2020 filing

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New Haven Ballet was created to demonstrate and use the power of dance to change lives through education, performance, physical exercise, artistic aspiration, personal development and social interaction.

501(c)(3) charity; gifts are tax-deductible.
72¢ of each $1 spent went to programs.
$76K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $115K a year · 12% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
72%
of spending
Fine: 72% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$76K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
7 mo
of spending, in cash
Looks good: 7.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $8K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$119K
24% of total assets
Looks good: liabilities are 24% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
Spent
$759K
To programs
72%
Net assets
$377K
By yearFY2020–FY2025
Revenue
$1.1M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.1M
FY2021$663K
FY2022$1.0M
FY2023$1.0M
FY2024$848K
FY2025$935K
Expenses
$759K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$759K
FY2021$462K
FY2022$748K
FY2023$894K
FY2024$966K
FY2025$1.1M
Net assets
$377K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$377K
FY2021$556K
FY2022$828K
FY2023$979K
FY2024$888K
FY2025$712K

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1987.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

72 cents of each dollar spent went to programs.

Program services 72% · $550K Management & general 22% · $170K Fundraising 5% · $39K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990; $76K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Artistic Director
$75,972Pt VII · Sec A
President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Lisa Sanborn——$97,888$80,598$70,601$75,972
Lisa Kim$85,469—————
Lisa Kim Sanborn—$83,746————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See New Haven Ballet INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Teaches dance to enrich lives through education, performance, and personal growth.

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1 program · $550K · in their own filed words · FY2019
01

During fye 2020 new haven ballet provided training to more than 400 students. An audition only company of students perform throughout connecticut. All students perform an original choreographed piece yearly at local schools.

$550Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 3 funders$8K
See all 3 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.1M
Ln 12
Fees for servicesLn 2g$652K
Gifts and grantsLn 1h$414K
Other incomeLn 4–11$4K
Money outPt IX
$759K
Ln 25
Programscol B$550K
Managementcol C$170K
Fundraisingcol D$39K
Owns and owesPt X
$377K
net assets · Ln 32
Cash and savingsLn 1–2$455K
Total assetsLn 16$495K
LiabilitiesLn 26$119K
PeoplePt VI, VII
12
listed · VII A
PaidVII A1
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$414K
Government grantsLn 1e$104K
Fees for servicesLn 2g$652K
Investment incomeLn 3$334
Other incomeLn 4–11$4K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$103K
SavingsLn 2$351K
Cash and savings togetherLn 1–2$455K
Accounts receivableLn 4$18K
Land, buildings, equipmentLn 10c$6K
InvestmentsLn 11–13$8K
Other assetsLn 15$8K
Total assetsLn 16$495K
LiabilitiesLn 26$119K
Net assetsLn 32$377K
OperationsPt I, VI
EmployeesI 529
VolunteersI 624
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$76K$455K
InvestmentsLn 11–13$8K
Land, buildings, equipmentLn 10c$20K$6K
Total assetsLn 16$124K$495K
LiabilitiesLn 26$60K$119K
Net assetsLn 32$63K$377K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$184K$108K$64K$12K
Other salaries and wagesLn 7$157K$114K$42K$2K
Other employee benefitsLn 9$25K$14K$11K
Advertising and promotionLn 12$24K$18K$6K
Office expensesLn 13$36K$18K$14K$4K
OccupancyLn 16$129K$120K$6K$3K
Depreciation, depletion and amortizationLn 22$12K$12K
InsuranceLn 23$7K$4K$2K
Other expenses (24a–d)Ln 24$171K$132K$27K$13K
All other expensesLn 24e$15K$11K$4K$615
Total functional expensesLn 25$759K$550K$170K$39K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 8, 2026 $935K$1.1M−$130K$712K 990 PDF
FY2024Filed with the IRS May 15, 2025 $848K$966K−$118K$888K 990 PDF
FY2023Filed with the IRS May 14, 2024 $1.0M$894K$148K$979K 990 PDF
FY2022Filed with the IRS May 11, 2023 $1.0M$748K$275K$828K 990 PDF
FY2021Filed with the IRS May 16, 2022 $663K$462K$201K$556K 990 PDF
FY2020 ViewingFiled with the IRS May 12, 2021 $1.1M$759K$312K$377K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $1,071,495 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $56,215$414,263
I-9 Program service revenuePrior year $733,892$652,459
I-10 Investment incomePrior year $16$334
I-11 Other revenuePrior year $5,630$4,439
I-12 Total revenuePrior year $795,753$1,071,495
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $330,679$365,743
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $435,846$393,374
I-18 Total expensesPrior year $766,525$759,117
I-19 Revenue less expensesPrior year $29,228$312,378
Part VI · Governance 11 of 11 board members independent, 3 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,071,495 across 8 lines filed
VIII-1e Government grants$103,631
VIII-1f All other contributions, gifts and grants$310,632
VIII-1h Total contributions, gifts and grants$414,263
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $642,773 · Unrelated business $9,686$652,459
VIII-3 Investment incomeExcluded from tax $334$334
VIII-8 Net income from fundraising eventsExcluded from tax $2,385$2,385
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,054$2,054
VIII-12 Total revenueRelated to mission $644,827 · Unrelated business $9,686 · Excluded from tax $2,719$1,071,495
Part IX · Statement of functional expenses $759,117 across 10 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $107,902 · Management $63,996 · Fundraising $12,043$183,941
IX-7 Other salaries and wagesPrograms $113,820 · Management $41,748 · Fundraising $1,601$157,169
IX-9 Other employee benefitsPrograms $13,548 · Management $11,085$24,633
IX-12 Advertising and promotionPrograms $18,358 · Fundraising $6,119$24,477
IX-13 Office expensesPrograms $17,901 · Management $14,321 · Fundraising $3,580$35,802
IX-16 OccupancyPrograms $119,528 · Management $6,426 · Fundraising $2,571$128,525
IX-22 Depreciation, depletion and amortizationPrograms $11,801$11,801
IX-23 InsurancePrograms $4,283 · Management $2,306$6,589
IX-24 Other expenses (24a–d)Programs $132,045 · Management $26,789 · Fundraising $12,536$171,370
IX-24e All other expensesPrograms $10,570 · Management $3,625 · Fundraising $615$14,810
IX-25 Total functional expensesPrograms $549,756 · Management $170,296 · Fundraising $39,065$759,117
Part X · Balance sheet $495,222 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $70,656$103,146
X-2 Savings and temporary cash investmentsStart of year $5,732$351,370
X-4 Accounts receivableStart of year $18,584$18,006
X-10c Land, buildings and equipment, netStart of year $20,180$6,495
X-11 Publicly traded securities$7,810
X-15 Other assetsStart of year $8,395$8,395
X-16 Total assetsStart of year $123,547$495,222
X-17 Accounts payable and accrued expensesStart of year $22,160$44,419
X-19 Deferred revenueStart of year $24,334$21,977
X-23 Secured mortgages and notes payableStart of year $3,681$50,219
X-25 Other liabilitiesStart of year $10,300$1,900
X-26 Total liabilitiesStart of year $60,475$118,515
X-27 Net assets without donor restrictionsStart of year $63,072$376,707
X-32 Total net assets or fund balancesStart of year $63,072$376,707
X-33 Total liabilities and net assetsStart of year $123,547$495,222
Part XI · Reconciliation of net assets $376,707 net assets at year end
XI-1 Total revenue$1,071,495
XI-2 Total expenses$759,117
XI-3 Revenue less expenses$312,378
XI-4 Net assets at start of year$63,072
XI-5 Net unrealized gains (losses) on investments$1,963
XI-9 Other changes in net assets−$706
XI-10 Net assets at end of year$376,707

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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