Mobile Ballet INC FY2020 filing

Tax-deductible

Mobile, AL501(c)(3)Since 1989EIN 63-0850134Revenue $894K in FY2020

On file with the IRSmobileballet.org4351 Downtowner Loop N, 36609-5501 · Mobile, ALTax-exempt since Apr 1986School — 170(b)(1)(A)(ii)

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To provide superior dance education, to present quality performances, and to promote the Ballet to the community as an expression of human spirit.

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $90K a year · 9% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.9 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
11
named funders · $82K
Looks good: 11 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$231K
46% of total assets
Looks good: liabilities are 46% of assets; 50% or less.
Pt X · Ln 26
Independent board members
21
of 21 voting members
Looks good: 21 of 21 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$894K
Spent
$891K
To programs
86%
Net assets
$273K
By yearFY2020–FY2024
Revenue
$894K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$894K
FY2021$725K
FY2022$1.3M
FY2023$1.1M
FY2024$1.2M
FY2024$1.4M
Expenses
$891K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$891K
FY2021$716K
FY2022$899K
FY2023$1.1M
FY2024$1.2M
FY2024$1.3M
Net assets
$273K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$273K
FY2021$282K
FY2022$683K
FY2023$698K
FY2024$721K
FY2024$829K

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 (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 1986.

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

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $766K Management & general 8% · $74K Fundraising 6% · $52K

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

21 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Board Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Mobile Ballet INC executive salaries →

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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

Provides ballet training and presents public performances.

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Provided by the organization

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3 programs · $758K · in their own filed words · FY2019
01

Conduct one fall performance, six nutcracker performances, and three spring performances to approximately 10,000 total guests including members of the general public, school groups and other groups that would not otherwise have the chance to attend like performances.

$336Kprogram expense
02

Conduct amateur ballet classes for approximately 225 students between two studios and 52 classes per week.

$312Kprogram expense
03

The nutcracker charity ball is an annual ball with between 500 & 1,000 guests attending that includes ballet performances to further the mission of the mobile ballet while raising funds for the ballet and a charity chosen each year by the ballet.

$110Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
See all 11 funders →
Grants paid · 4 grants · $47K · 2019–2024
Unitemized GrantFY2024$11,387
Unitemized GrantFY2023$14,164
Unitemized GrantFY2022$16,803
Wilmer HallAL · FY2019$5,000

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$894K
Ln 12
Fees for servicesLn 2g$678K
Gifts and grantsLn 1h$186K
Other incomeLn 4–11$25K
Money outPt IX
$891K
Ln 25
Programscol B$766K
Managementcol C$74K
Fundraisingcol D$52K
Owns and owesPt X
$273K
net assets · Ln 32
Cash and savingsLn 1–2$66K
Total assetsLn 16$504K
LiabilitiesLn 26$231K
PeoplePt VI, VII
21
listed · VII A
PaidVII A0
Voting boardVI 1a21
IndependentVI 1b21
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$186K
Government grantsLn 1e$39K
Fees for servicesLn 2g$678K
Investment incomeLn 3$4K
Other incomeLn 4–11$25K
Total revenueLn 12$894K
Assets in detailPt X, end of year
CashLn 1$66K
SavingsLn 2$371
Cash and savings togetherLn 1–2$66K
InvestmentsLn 11–13$20K
Land, buildings, equipmentLn 10c$418K
Total assetsLn 16$504K
LiabilitiesLn 26$231K
Net assetsLn 32$273K
OperationsPt I, VI
EmployeesI 535
VolunteersI 695
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$5K$66K
InvestmentsLn 11–13$16K$20K
Land, buildings, equipmentLn 10c$433K$418K
Total assetsLn 16$454K$504K
LiabilitiesLn 26$184K$231K
Net assetsLn 32$270K$273K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$5K$5K
Other salaries and wagesLn 7$356K$277K$45K$34K
Payroll taxesLn 10$27K$21K$3K$3K
Legal feesLn 11b$4K$4K
Accounting feesLn 11c$23K$18K$3K$2K
Advertising and promotionLn 12$45K$44K$593$440
Office expensesLn 13$78K$69K$5K$4K
OccupancyLn 16$164K$159K$3K$2K
TravelLn 17$13K$13K$52$39
InterestLn 20$10K$8K$1K$977
Depreciation, depletion and amortizationLn 22$15K$12K$2K$1K
InsuranceLn 23$35K$27K$5K$3K
Other expenses (24a–d)Ln 24$90K$88K$1K$970
All other expensesLn 24e$25K$25K$57$42
Total functional expensesLn 25$891K$766K$74K$52K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $1.2M$1.2M$23K$721K 990 PDF
FY2023 $1.1M$1.1M$15K$698K 990 PDF
FY2022 $1.3M$899K$401K$683K 990 PDF
FY2021 $725K$716K$9K$282K 990 PDF
FY2020 Viewing $894K$891K$3K$273K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $893,504 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $107,070$186,471
I-9 Program service revenuePrior year $832,749$678,369
I-10 Investment incomePrior year $1,416$4,032
I-11 Other revenuePrior year $41,705$24,632
I-12 Total revenuePrior year $982,940$893,504
I-13 Grants and similar amounts paidPrior year $5,000$5,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $354,130$382,559
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $632,171$503,205
I-18 Total expensesPrior year $991,301$890,764
I-19 Revenue less expensesPrior year −$8,361$2,740
Part VI · Governance 21 of 21 board members independent, no flags
VI-1a Voting members of the governing body21
VI-1b Independent voting members21
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $893,504 across 9 lines filed
Lines not itemized here account for $10,080 of total revenue; see the IRS return.
VIII-1e Government grants$39,200
VIII-1f All other contributions, gifts and grants$147,271
VIII-1h Total contributions, gifts and grants$186,471
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $678,369$678,369
VIII-3 Investment incomeExcluded from tax $4,032$4,032
VIII-6 Net rental income or lossExcluded from tax $9,610$9,610
VIII-8 Net income from fundraising eventsExcluded from tax −$108−$108
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $5,050$5,050
VIII-12 Total revenueRelated to mission $678,369 · Unrelated business $0 · Excluded from tax $28,664$893,504
Part IX · Statement of functional expenses $890,764 across 14 lines filed
IX-1 Grants to domestic organizationsPrograms $5,000$5,000
IX-7 Other salaries and wagesPrograms $277,044 · Management $45,101 · Fundraising $33,542$355,687
IX-10 Payroll taxesPrograms $20,931 · Management $3,407 · Fundraising $2,534$26,872
IX-11b Legal feesManagement $4,000$4,000
IX-11c Accounting feesPrograms $18,077 · Management $3,099 · Fundraising $2,306$23,482
IX-12 Advertising and promotionPrograms $44,355 · Management $593 · Fundraising $440$45,388
IX-13 Office expensesPrograms $69,116 · Management $4,913 · Fundraising $3,655$77,684
IX-16 OccupancyPrograms $158,828 · Management $3,023 · Fundraising $2,248$164,099
IX-17 TravelPrograms $13,231 · Management $52 · Fundraising $39$13,322
IX-20 InterestPrograms $7,662 · Management $1,313 · Fundraising $977$9,952
IX-22 Depreciation, depletion and amortizationPrograms $11,605 · Management $1,989 · Fundraising $1,479$15,073
IX-23 InsurancePrograms $27,178 · Management $4,659 · Fundraising $3,465$35,302
IX-24 Other expenses (24a–d)Programs $87,717 · Management $1,305 · Fundraising $970$89,992
IX-24e All other expensesPrograms $24,812 · Management $57 · Fundraising $42$24,911
IX-25 Total functional expensesPrograms $765,556 · Management $73,511 · Fundraising $51,697$890,764
Part X · Balance sheet $503,831 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $4,214$65,672
X-2 Savings and temporary cash investmentsStart of year $479$371
X-10c Land, buildings and equipment, netStart of year $432,912$417,838
X-11 Publicly traded securitiesStart of year $16,198$19,950
X-16 Total assetsStart of year $453,803$503,831
X-25 Other liabilitiesStart of year $0$77,700
X-26 Total liabilitiesStart of year $183,738$231,026
X-27 Net assets without donor restrictionsStart of year $242,975$272,655
X-28 Net assets with donor restrictionsStart of year $27,090$150
X-32 Total net assets or fund balancesStart of year $270,065$272,805
X-33 Total liabilities and net assetsStart of year $453,803$503,831
Part XI · Reconciliation of net assets $272,805 net assets at year end
XI-1 Total revenue$893,504
XI-2 Total expenses$890,764
XI-3 Revenue less expenses$2,740
XI-4 Net assets at start of year$270,065
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$272,805

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

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