Mobile Ballet INC FY2023 filing

Tax-deductible

Mobile, AL501(c)(3)Since 1989EIN 63-0850134Revenue $1.1M in FY2023

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.
87¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2023 · 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
6 of 6
filings with a surplus
Average surplus $93K a year · 8% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
1 mo
of spending, in cash
Fine: 1.2 months of spending in cash; 1 to 3.
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
$720K
51% of total assets
Fine: liabilities are 51% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
18
of 18 voting members
Looks good: 18 of 18 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
-16% vs prior year
Spent
$1.1M
To programs
87%
Net assets
$698K
By yearFY2020–FY2025
Revenue
$1.1M
FY2023▼ -16%
Tap a bar for its year
Revenue by fiscal year
FY2020$894K
FY2021$725K
FY2022$1.3M
FY2023$1.1M
FY2024$1.2M
FY2025$1.4M
Expenses
$1.1M
FY2023▲ +20%
Tap a bar for its year
Expenses by fiscal year
FY2020$891K
FY2021$716K
FY2022$899K
FY2023$1.1M
FY2024$1.2M
FY2025$1.3M
Net assets
$698K
FY2023▲ +2%
Tap a bar for its year
Net assets by fiscal year
FY2020$273K
FY2021$282K
FY2022$683K
FY2023$698K
FY2024$721K
FY2025$829K

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 1986.

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

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $932K Management & general 8% · $83K Fundraising 6% · $61K

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

18 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$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
$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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2 programs · $925K · in their own filed words · FY2022
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.

$490Kprogram expense
02

Conduct amateur ballet classes for approximately 275 students between two studios and 65 classes per week.

$435Kprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$1.1M
Ln 12
Fees for servicesLn 2g$767K
Gifts and grantsLn 1h$255K
Other incomeLn 4–11$66K
Money outPt IX
$1.1M
Ln 25
Programscol B$932K
Managementcol C$83K
Fundraisingcol D$61K
Owns and owesPt X
$698K
net assets · Ln 32
Cash and savingsLn 1–2$107K
Total assetsLn 16$1.4M
LiabilitiesLn 26$720K
PeoplePt VI, VII
18
listed · VII A
PaidVII A0
Voting boardVI 1a18
IndependentVI 1b18
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$255K
Government grantsLn 1e$47K
Fees for servicesLn 2g$767K
Investment incomeLn 3$4K
Other incomeLn 4–11$66K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$107K
Cash and savings togetherLn 1–2$107K
InvestmentsLn 11–13$23K
Land, buildings, equipmentLn 10c$1.3M
Total assetsLn 16$1.4M
LiabilitiesLn 26$720K
Net assetsLn 32$698K
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 FY23End FY23
Cash and savingsLn 1–2$359K$107K
InvestmentsLn 11–13$23K$23K
Land, buildings, equipmentLn 10c$546K$1.3M
Total assetsLn 16$927K$1.4M
LiabilitiesLn 26$245K$720K
Net assetsLn 32$683K$698K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$17K$17K
Other salaries and wagesLn 7$415K$323K$53K$39K
Payroll taxesLn 10$30K$24K$4K$3K
Legal feesLn 11b$930$930
Accounting feesLn 11c$29K$23K$4K$3K
Advertising and promotionLn 12$54K$53K$258$192
Office expensesLn 13$88K$79K$5K$4K
OccupancyLn 16$104K$99K$3K$2K
TravelLn 17$50K$49K$501$372
InterestLn 20$8K$6K$996$741
Depreciation, depletion and amortizationLn 22$25K$19K$3K$2K
InsuranceLn 23$47K$36K$6K$4K
Other expenses (24a–d)Ln 24$210K$204K$4K$2K
Total functional expensesLn 25$1.1M$932K$83K$61K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.4M$1.3M$108K$829K 990 PDF
FY2024 $1.2M$1.2M$23K$721K 990 PDF
FY2023 Viewing $1.1M$1.1M$15K$698K 990 PDF
FY2022 $1.3M$899K$401K$683K 990 PDF
FY2021 $725K$716K$9K$282K 990 PDF
FY2020 $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 FY2023 990 (6 parts)
Part I · Summary $1,091,438 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $510,256$254,696
I-9 Program service revenuePrior year $738,684$766,867
I-10 Investment incomePrior year $1,962$4,125
I-11 Other revenuePrior year $49,008$65,750
I-12 Total revenuePrior year $1,299,910$1,091,438
I-13 Grants and similar amounts paidPrior year $2,000$16,803
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $396,275$445,125
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $500,696$614,502
I-18 Total expensesPrior year $898,971$1,076,430
I-19 Revenue less expensesPrior year $400,939$15,008
Part VI · Governance 18 of 18 board members independent, no flags
VI-1a Voting members of the governing body18
VI-1b Independent voting members18
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 $1,091,438 across 9 lines filed
Lines not itemized here account for $16,291 of total revenue; see the IRS return.
VIII-1e Government grants$46,715
VIII-1f All other contributions, gifts and grants$207,981
VIII-1h Total contributions, gifts and grants$254,696
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $766,867$766,867
VIII-3 Investment incomeExcluded from tax $4,125$4,125
VIII-6 Net rental income or lossExcluded from tax $16,125$16,125
VIII-8 Net income from fundraising eventsExcluded from tax $15,587$15,587
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $17,747$17,747
VIII-12 Total revenueRelated to mission $766,867 · Unrelated business $0 · Excluded from tax $69,875$1,091,438
Part IX · Statement of functional expenses $1,076,430 across 13 lines filed
IX-2 Grants to domestic individualsPrograms $16,803$16,803
IX-7 Other salaries and wagesPrograms $323,136 · Management $52,605 · Fundraising $39,122$414,863
IX-10 Payroll taxesPrograms $23,571 · Management $3,837 · Fundraising $2,854$30,262
IX-11b Legal feesManagement $930$930
IX-11c Accounting feesPrograms $22,890 · Management $3,726 · Fundraising $2,771$29,387
IX-12 Advertising and promotionPrograms $53,195 · Management $258 · Fundraising $192$53,645
IX-13 Office expensesPrograms $78,740 · Management $5,222 · Fundraising $3,883$87,845
IX-16 OccupancyPrograms $99,237 · Management $2,691 · Fundraising $2,001$103,929
IX-17 TravelPrograms $48,928 · Management $501 · Fundraising $372$49,801
IX-20 InterestPrograms $6,117 · Management $996 · Fundraising $741$7,854
IX-22 Depreciation, depletion and amortizationPrograms $19,095 · Management $3,108 · Fundraising $2,312$24,515
IX-23 InsurancePrograms $36,363 · Management $5,920 · Fundraising $4,402$46,685
IX-24 Other expenses (24a–d)Programs $203,933 · Management $3,684 · Fundraising $2,294$209,911
IX-25 Total functional expensesPrograms $932,008 · Management $83,478 · Fundraising $60,944$1,076,430
Part X · Balance sheet $1,417,901 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $358,552$106,632
X-10c Land, buildings and equipment, netStart of year $546,264$1,287,864
X-11 Publicly traded securitiesStart of year $22,645$23,405
X-16 Total assetsStart of year $927,461$1,417,901
X-17 Accounts payable and accrued expensesStart of year $4,273$10,480
X-25 Other liabilitiesStart of year $149,900$149,900
X-26 Total liabilitiesStart of year $244,948$720,380
X-27 Net assets without donor restrictionsStart of year $675,913$697,521
X-28 Net assets with donor restrictionsStart of year $6,600$0
X-32 Total net assets or fund balancesStart of year $682,513$697,521
X-33 Total liabilities and net assetsStart of year $927,461$1,417,901
Part XI · Reconciliation of net assets $697,521 net assets at year end
XI-1 Total revenue$1,091,438
XI-2 Total expenses$1,076,430
XI-3 Revenue less expenses$15,008
XI-4 Net assets at start of year$682,513
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$697,521

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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