2026-05-10T10:21:30-05:00 2025-06-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-07-01 520846173 THE WASHINGTON BALLET WASH 2023623606 3515 WISCONSIN AVENUE NW WASHINGTON DC 20016 KIRSTEN POOLE CHIEF FINANCIAL OFFICER 2023623606 2026-05-10 1 1 ERIN CRANMER P01712644 2023319880 2026-05-08 2024 2025-03-06 01:10:19Z KIRSTEN POOLE 3515 WISCONSIN AVENUE NW WASHINGTON DC 20016 16156427 0 X WWW.WASHINGTONBALLET.ORG X 1966 DC BALLET COMPANY, SCHOOL OF BALLET AND COMMUNITY ENRICHMENT 36 36 214 275 0 0 5903663 6640478 8220969 8797950 89525 102003 -58588 -275943 14155569 15264488 317556 403037 0 0 6399263 7003978 0 0 2145781 7570321 6581350 14287140 13988365 -131571 1276123 9947354 12246013 4123171 5140207 5824183 7105806 X SEE SCHEDULE OTHE MISSION OF THE WASHINGTON BALLET IS: TO BRING THE JOY AND ARTISTRY OF DANCE TO THE NATION'S CAPITAL AND THE WORLD'S STAGE THROUGH THE PROFESSIONAL PRESENTATION OF THE BEST IN CLASSIC AND CONTEMPORARY BALLET TO PROVIDE THE HIGHEST CALIBER OF DANCE TRAINING THROUGH A PREEMINENT SCHOOL OF BALLET TO SERVE AND INVOLVE THE ENTIRE COMMUNITY THROUGH EXTENSIVE DANCE EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS 0 0 6701720 4951534 BALLET COMPANY PERFORMANCES - THE BALLET COMPANY PERFORMS FOR THE PUBLIC IN VARIOUS VENUES. THERE ARE COMMUNITY OUTREACH SCHOOL PERFORMANCES AND ENHANCEMENT OF THE ARTISTIC ENVIRONMENT. 3502958 403037 4072095 BALLET SCHOOL - PROVIDES DANCE INSTRUCTION AND EDUCATION TO APPROXIMATELY 750 STUDENTS FROM BEGINNERS TO ADULTS. OUTREACH TO OTHER LOCAL SCHOOLS. 10204678 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 93 0 1 214 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 36 36 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DC X KIRSTEN POOLE 2023490264 3515 WISCONSIN AVENUE NW WASHINGTON DC 20016 LUANNE ADAMS VICE CHAIR 5.00 X X 0 0 0 NATANYA ALLEN BOARD MEMBER 1.00 X 0 0 0 JAMIE BOUCHER BOARD MEMBER/GENERAL COUNCIL 1.00 X 0 0 0 JANE R CAFRITZ BOARD MEMBER 1.00 X 0 0 0 CHARLES DESANTIS BOARD MEMBER 1.00 X 0 0 0 JEAN-MARIE FERNANDEZ CHAIR 5.00 X X 0 0 0 EMILIA MIA FERRARA BOARD MEMBER 1.00 X 0 0 0 LAURI FITZ-PEGADO BOARD MEMBER 1.00 X 0 0 0 YOLANDA FRIEND BOARD MEMBER 1.00 X 0 0 0 DAVID DESANTIS VICE CHAIR 5.00 X X 0 0 0 JIM GALE BOARD MEMBER 1.00 X 0 0 0 MICHAEL GOLDSTEIN BOARD MEMBER 1.00 X 0 0 0 RYAN MICHAEL HAYES BOARD MEMBER 1.00 X 0 0 0 MAUREEN HINMAN BOARD MEMBER 1.00 X 0 0 0 ELIZABETH BETSY KEELEY SECRETARY 5.00 X X 0 0 0 ASHLEY HOLBROOK BOARD MEMBER 1.00 X 0 0 0 HEATHER HUGHES BOARD MEMBER 1.00 X 0 0 0 DIANNE KEPLER BOARD MEMBER 1.00 X 0 0 0 BETH KOHLHOSS BOARD MEMBER 1.00 X 0 0 0 SARA LANGE BOARD MEMBER 1.00 X 0 0 0 EVE A LILLEY BOARD MEMBER 1.00 X 0 0 0 TIMOTHY R LOWERY BOARD MEMBER 1.00 X 0 0 0 DOROTHY PIERCE MCSWEENY BOARD MEMBER 1.00 X 0 0 0 MICHELLE MONTES BOARD MEMBER 1.00 X 0 0 0 MICHAEL OLDING BOARD MEMBER 1.00 X 0 0 0 CARMEN PERKINS BOARD MEMBER 1.00 X 0 0 0 LISA PORTER BOARD MEMBER 1.00 X 0 0 0 BARBARA ROTHKOPF BOARD MEMBER 1.00 X 0 0 0 MARTHA SCHWEITERS BOARD MEMBER 1.00 X 0 0 0 MARY SLIMP BOARD MEMBER 1.00 X 0 0 0 DAI SHI BOARD MEMBER 1.00 X 0 0 0 LOWELL YODER TREASURER 5.00 X X 0 0 0 DAVID VOSVICK BOARD MEMBER 1.00 X 0 0 0 DENA WIGGINS BOARD MEMBER 1.00 X 0 0 0 NATHAN BRIGGS BOARD MEMBER 1.00 X 0 0 0 BARBARA BOZZUTO BOARD MEMBER 1.00 X 0 0 0 EDWAARD LIANG ARTISTIC DIRECTOR STARTING 5/1/2024 40.00 X 176020 0 6904 KAREN SHEPHERD MANAGING DIRECTOR TILL 10.18.24 40.00 X 209600 0 424 KIRSTEN POOLE CHIEF FINANCIAL OFFICER FR 40.00 X 164472 0 6904 KRISTINA PALMER DIRECTOR OF DEVELOPMENT 40.00 X 155199 0 6904 KATIE SOPOCI DRAKE MANAGING DIRECTOR OF THE SCHOOL 40.00 X 120000 0 6867 825291 0 28003 5 0 1 0 STAGECREW LLC 6860 PARADISE RD LAS VEGAS NV 89119 PRODUCTION SERVICES 441179 THE KENNEDY CENTER 2700 F ST NW WASHINGTON DC 20566 PRODUCTION LABOR 291362 JASON PALMQUIST 65 HIGH RIDGE ROAD 128 STAMFORD CT 06905 CONSULTING SERVICES 137444 MOVEMENT FOR LIFE (BODY DYNAMICS) 410 S MAPLE AVE SUITE 100/106 FALLS CHURCH VA 22046 DANCE SERVICES 117980 YOUR PART-TIME CONTROLLER 1600 MARKET ST PHILADELPHIA PHILADELPHIA PA 19103 ACCOUNTING SERVICES 112104 5 1739944 1444166 3456368 347886 6640478 TICKET SALES & PERFORMANCES 900099 4725855 4725855 TUITION & HOUSING 900099 4072095 4072095 8797950 102003 102003 91978 0 91978 91978 91978 239067 1739944 832667 -593600 -593600 164125 59272 104853 104853 120826 120826 120826 15264488 9023629 0 -399619 403037 403037 668658 277903 369906 20849 5217071 4130404 391030 695637 76615 58994 9504 8117 465314 367615 46192 51507 576320 443775 71489 61056 152789 152789 607 607 225457 4440 121924 99093 605157 3308 601849 361857 178200 90413 93244 254822 2991 185073 66758 993745 938378 28257 27110 57164 44493 7940 4731 605404 301232 4585 299587 410656 339246 37699 33711 193570 145273 24649 23648 PERFORMANCE EXPENSES 2547050 2547050 OTHER 162580 8397 95299 58884 BAD DEBT EXPENSE 10492 9942 550 13988365 10204678 1637906 2145781 1209311 1174608 1706610 1545958 40212 93977 233306 285333 7579539 5407452 2484998 2172087 2578140 4037019 1694777 2937031 9947354 12246013 702596 684962 1215287 1096833 2205288 3358412 4123171 5140207 X 3022647 5011908 2801536 2093898 5824183 7105806 9947354 12246013 1276123 5500 0 X X 0 1 X 1 0 X 6788084 11267402 4829378 5903663 6246412 35034939 2399402 7047244 8561355 8272795 8797950 35078746 9187486 18314646 13390733 14176458 15044362 70113685 301062 947660 949257 3525261 1821120 7544360 0 301062 947660 949257 3525261 1821120 7544360 62569325 69291 78008 142939 169326 193981 653545 69291 78008 142939 169326 193981 653545 38779 411687 970964 139102 120826 1681358 9295556 18804341 14504636 14484886 15359169 72448588 0.86360 0.86650 0.00900 0.00730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 310000 8255 8255 310000 310000 11474 11474 310000 310000 8602 8602 310000 310000 310000 310000 3333 3333 310000 0 0 712314 712314 3755977 2900258 855719 1718210 1365038 353172 1258812 1031071 227741 134226 111085 23141 2172087 RIGHT OF USE ASSETS - OPERATING LEASES 2937031 2937031 SECURITY DEPOSIT 24648 LEASE LIABILITIES 3333764 3358412 X 16514606 5500 412558 832667 1250725 15263881 607 607 15264488 15232983 412558 832667 1245225 13987758 607 607 13988365 PART V, LINE 4: THE BALLET'S ENDOWMENT CONSISTS OF SEVERAL INDIVDUAL FUNDS ESTABLISHED FOR SCHOLARSHIPS, FISCAL EMERGENCY AND RELATED ACTIVITIES. PART X, LINE 2: THE BALLET IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, THE BALLET IS SUBJECT TO INCOME TAX ON ITS UNRELATED BUSINESS INCOME. THE BALLET DID NOT HAVE ANY UNRELATED BUSINESS TAXABLE INCOME FOR THE YEARS ENDED JUNE 30, 2025 AND 2024. THE BALLET RECOGNIZES INTEREST EXPENSE AND PENALTIES RELATED TO INCOME TAXES IN GENERAL AND ADMINISTRATIVE EXPENSES ON THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS AND ACCOUNTS PAYABLE ON THE STATEMENTS OF FINANCIAL POSITION. THERE IS NO PROVISION IN THESE FINANCIAL STATEMENTS FOR PENALTIES AND INTEREST RELATED TO INCOME TAXES FOR THE YEARS ENDED JUNE 30, 2025 AND 2024. FOR TAX YEARS PRIOR TO 2020, THE BALLET IS NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS) OR THE TAX JURISDICTION OF THE DISTRICT OF COLUMBIA. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 832,667. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 832,667. NUTCRACKER TEA 424590 269660 154930 154404 3550 56118 ANNUAL GALA 1343471 1300230 43241 34950 153631 2200 314561 1 210950 170054 40896 2500 48812 61941 1979011 1739944 239067 37450 356847 5750 432620 832667 -593600 1 SCHOLARSHIPS 170 403037 COST PART I, LINE 2: THE DIRECTOR OF FINANCE AND SCHOOL MANAGER BUDGET SCHOLARSHIP AMOUNTS AT THE BEGINNING OF THE FISCAL YEAR AND TRACK SCHOLARSHIPS THROUGHOUT THE YEAR AS THEY ARE AWARDED. X X X 0 0 0 0 0 0 0 0 0 KAREN SHEPHERD MANAGING DIRECTOR TILL 10.18.24 209600 0 0 0 0 0 0 0 424 0 210024 0 0 0 EDWAARD LIANG ARTISTIC DIRECTOR STARTING 5/1/2024 176020 0 0 0 0 0 0 0 6904 0 182924 0 0 0 KIRSTEN POOLE CHIEF FINANCIAL OFFICER FR 164472 0 0 0 0 0 0 0 6904 0 171376 0 0 0 KRISTINA PALMER DIRECTOR OF DEVELOPMENT 155199 0 0 0 0 0 0 0 6904 0 162103 0 0 0 X 8 245601 MARKET VALUE X 3 102285 FAIR VALUE FROM INVOICES 0 0 0 PART I, COLUMN (B): THE AMOUNT REPORTED REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE AND AUDIT COMMITTEE OF THE GOVERNING BODY WILL BE PROVIDED A COPY OF THE 990 BEFORE IT IS FILED ELECTRONICALLY. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, EMPLOYEES, AND VOLUNTEERS ARE ASKED TO SIGN AN AGREEMENT TO THE CONFLICT OF INTEREST POLICY UPON COMMENCEMENT OF THEIR AFFILIATION WITH THE ORGANIZATION. ANY BREACH OF THE POLICY IS MONITORED BY HR, DEALT WITH ON THE EXECUTIVE LEVEL AND USUALLY RESULTS IN SEPARATION. FORM 990, PART VI, SECTION B, LINE 15 THE WASHINGTON BALLET'S EXECUTIVE COMMITTEE USES GUIDESTAR, THE NOT-FOR-PROFIT WEBSITE THAT MAKES OTHER SIMILAR NONPROFIT 990'S AVAILABLE TO THE PUBLIC, TO DETERMINE THE COMPENSATION FOR EXECUTIVES AND KEY EMPLOYEES. THE EXECUTIVE COMMITTEE THEN ENGAGES AN ARTS PROFESSIONAL HIRING FIRM WHICH PROVIDES INDUSTRY AVERAGES OF COMPENSATION BASED IN THE DISTRICT OF COLUMBIA. A REPORT OF THE FINDINGS IS THEN DISCUSSED AT THE EXECUTIVE BOARD LEVEL WHERE A DECISION IS REACHED. THIS PROCESS WAS LAST VISITED IN 2008. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.