Union County Youth Ballet
Nonprofit profile at a glance
- EIN
- 311660973
- IRS 990-EZ coverage
- 2016–2025
- Forms available
- Form 990-EZ 2025
- Location
- Monroe, NC, USA
- Phone
- 7042895733
- Rating
- 49
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Arts, Culture, and Humanities
Reported finances
- Revenue
- $66,424
- Expenses
- $48,783
- Assets
- $163,364
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- KIM ORMISTON (PRESIDENT)
People named in this filing
- BONITA SIMPSON (ARTISTIC DIR)
- TARA BEAVER (ASSIST ARTIS)
- MARY KAY CANUPP (FINANCIAL LI)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide appreciation and opportunities in the art of ballet dancing through performances for the residents of union county, nc
What it reported doing in 2025
Yearly production of nutcracker ballet and city ballet to provide entertainment and appreciation for the art of ballet dancing in union co, nc.
Operating model
- Revenue model
- Other-operating. 74% of the money available for current operations came from other operating revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 20
- Transparency & Controls: 82
- Sustainability: 66
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 17.5%; rating input score 18
- Program expense ratio: 23.8%; rating input score 24
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 26.6%; rating input score 78; 78th percentile among comparable filings
- Total-asset coverage ratio: 3.35; rating input score 77; 77th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -14.2% per year; rating input score 0; 24th percentile among comparable filings
- Revenue growth: 0.1% per year; rating input score 100; 50th percentile among comparable filings
- Asset growth: 4.5% per year; rating input score 100; 55th percentile among comparable filings
Details
- Where the money goes: 17.5% of revenue deployed · 23.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $12K in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 3 filed schedules
- Filing history: 9 filing years from 2016 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 18/100.
- High — Financial Efficiency: Program expense ratio scored 24/100.
- High — Growth: Program expense growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.