2025-05-15T10:41:19-05:00 2024-06-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-07-01 520846173 THE WASHINGTON BALLET WASH 2023623606 3515 WISCONSIN AVENUE NW WASHINGTON DC 20016 KIRSTEN POOLE CHIEF FINANCIAL OFFICER 2023623606 2025-05-15 1 1 ERIN CRANMER P01712644 2023319880 2025-05-15 2023 2025-03-06 01:10:19Z KIRSTEN POOLE 3515 WISCONSIN AVENUE NW WASHINGTON DC 20016 14847621 0 X WWW.WASHINGTONBALLET.ORG X 1966 DC BALLET COMPANY, SCHOOL OF BALLET AND COMMUNITY ENRICHMENT 35 35 188 35 0 0 4830836 5903663 8496827 8220969 63273 89525 812643 -58588 14203579 14155569 376913 317556 0 0 6686770 6399263 0 0 1625806 8884751 7570321 15948434 14287140 -1744855 -131571 10504198 9947354 4554340 4123171 5949858 5824183 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 6784414 4888683 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. 3155233 317556 3523214 BALLET SCHOOL - PROVIDES DANCE INSTRUCTION AND EDUCATION TO APPROXIMATELY 750 STUDENTS FROM BEGINNERS TO ADULTS. OUTREACH TO OTHER LOCAL SCHOOLS. 9939647 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 33 0 1 188 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 35 35 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 BRITT BILES BOARD MEMBER 1.00 X 0 0 0 JAMIE BOUCHER BOARD MEMBER 1.00 X 0 0 0 JANE ROSENTHAL CAFRITZ BOARD MEMBER 1.00 X 0 0 0 CHARLES DESANTIS BOARD MEMBER 1.00 X 0 0 0 DAVID DESANTIS BOARD MEMBER 1.00 X 0 0 0 ERIN DROUIN BOARD MEMBER 1.00 X 0 0 0 JEAN-MARIE FERNANDEZ CHAIR 5.00 X X 0 0 0 EMILIA FERRARA BOARD MEMBER 1.00 X 0 0 0 LAURI FITZ-PEGADO BOARD MEMBER 1.00 X 0 0 0 JIM GALE BOARD MEMBER 1.00 X 0 0 0 MICHAEL GOLDSTEIN VICE CHAIR 5.00 X X 0 0 0 RYAN HAYES BOARD MEMBER 1.00 X 0 0 0 MAUREEN HINMAN BOARD MEMBER 1.00 X 0 0 0 ASHLEY HOLBROOK BOARD MEMBER 1.00 X 0 0 0 HEATHER HUGHES BOARD MEMBER 1.00 X 0 0 0 ELIZABETH KEELEY SECRETARY 5.00 X X 0 0 0 DIANNE KEPPLER BOARD MEMBER 1.00 X 0 0 0 SARA LANGE BOARD MEMBER 1.00 X 0 0 0 HANANE LEMLIH BOARD MEMBER 1.00 X 0 0 0 EVE LILLEY BOARD MEMBER 1.00 X 0 0 0 TIMOTHY LOWERY BOARD MEMBER 1.00 X 0 0 0 DOROTHY 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 BARBARA ROTHKOPF BOARD MEMBER 1.00 X 0 0 0 MARTHA SCHWIETERS BOARD MEMBER 1.00 X 0 0 0 YOLANDA SCOTT BOARD MEMBER 1.00 X 0 0 0 MARY SLIMP BOARD MEMBER 1.00 X 0 0 0 JENNIFER TULUMELLO BOARD MEMBER 1.00 X 0 0 0 DAVID VOSVICK BOARD MEMBER 1.00 X 0 0 0 DENA WIGGINS BOARD MEMBER 1.00 X 0 0 0 PATRICIA WU BOARD MEMBER 1.00 X 0 0 0 LOWELL YODER TREASURER 5.00 X X 0 0 0 JULIE KENT-BARBEE ARTISTIC DIRECTOR UNTIL 6/30/2023 40.00 X 198453 0 3675 LYNN G QUINN CHIEF FINANCE OFFICER UNTIL 3/2023 40.00 X 54951 0 1838 KAREN SHEPHERD DIR. OF GOV'T AFFAIRS/INTERIM MANAGING DIRECTOR 40.00 X 236069 0 825 PATRICK M MUHLEN-SCHULTE MANAGING DIRECTOR UNTIL 2/2023 40.00 X 82632 0 350 KIRSTEN POOLE CHIEF FINANCIAL OFFICER FROM 4/2023 40.00 X 122769 0 263 XIOMARA D REYES PROFESSIONAL TRAINING DIVISION HEAD 40.00 X 103996 0 7390 798870 0 14341 4 0 1 0 CAPACITY INTERACTIVE CONSULTING LLC 82 NASSAU ST PMB 60283 NEW YORK NY 10001 MARKETING SERVICES 265925 YOUR PART-TIME CONTROLLER 1500 WALNUT ST SUITE 1200 PHILADELPHIA PA 191023507 ACCOUNTING SERVICES 217245 MARK G ANDERSON CONSULTANTS INC 730 11TH ST NW WASHINGTON DC 20001 PROJECT MANAGEMENT SERVICES 100155 3 1029288 445596 4428779 610405 5903663 TICKET SALES & PERFORMANCES 900099 4697755 4697755 TUITION & HOUSING 900099 3523214 3523214 8220969 89525 89525 79801 0 79801 79801 79801 269245 1029288 598562 -329317 -329317 145316 93490 51826 51826 139102 139102 139102 14155569 8411897 0 -159991 317556 317556 464464 342083 69932 52449 5016291 3550633 880873 584785 44247 34239 5456 4552 351889 273727 42486 35676 522372 404214 64416 53742 106415 106415 277732 277732 675 675 587976 157331 293232 137413 582263 3741 578522 396864 223836 103294 69734 302825 49010 211010 42805 986909 782098 204811 63421 49922 8873 4626 370481 334972 15012 20497 423991 204446 205853 13692 170013 170013 PERFORMANCE EXPENSES 3207763 3207763 OTHER 92496 7817 57366 27313 BAD DEBT EXPENSE 497 0 497 0 14287140 9939647 2721687 1625806 3524173 1209311 700075 1706610 59071 40212 291263 233306 7492674 5007676 2781062 2484998 1066372 2578140 2082182 1694777 10504198 9947354 909099 702596 984266 1215287 2660975 2205288 4554340 4123171 X 5108129 3022647 841729 2801536 5949858 5824183 10504198 9947354 -131571 5896 0 X X 0 1 X 1 0 X 4900352 6788084 11267402 4829378 5903663 33688879 8260653 2399402 7047244 8561355 8272795 34541449 13161005 9187486 18314646 13390733 14176458 68230328 1423716 301062 947660 819257 3618209 7109904 0 1423716 301062 947660 819257 3618209 7109904 61120424 58722 69291 78008 142939 169326 518286 58722 69291 78008 142939 169326 518286 224228 38779 411687 970964 139102 1784760 13443955 9295556 18804341 14504636 14484886 70533374 0.86650 0.89900 0.00730 0.00590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 310000 11474 11474 310000 310000 8602 8602 310000 310000 310000 310000 3333 3333 310000 310000 3388 3388 310000 1.00000 0 0 712314 712314 3677857 2764477 913380 1718210 1200858 517352 1252923 947755 305168 131370 94586 36784 2484998 RIGHT OF USE ASSETS - OPERATING LEASES 1694777 1694777 SECURITY DEPOSIT 24648 LEASE LIABILITIES 2180640 2205288 X 14962626 5896 203274 598562 807732 14154894 675 675 14155569 15088301 203274 598562 801836 14286465 675 675 14287140 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, 2024 AND 2023. 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, 2024 AND 2023. 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 598,562. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 598,562. GALA 858878 787358 71520 11051 134360 93975 176300 NUTCRACKER TEA PARTY 439655 241930 197725 8971 900 169155 3850 1298533 1029288 269245 20022 135260 263130 180150 598562 -329317 1 SCHOLARSHIPS 133 212700 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 1 0 0 0 0 0 0 0 0 KAREN SHEPHERD DIR. OF GOV'T AFFAIRS/INTERIM MANAGI 236069 0 0 0 0 0 0 0 825 0 236894 0 0 0 JULIE KENT-BARBEE ARTISTIC DIRECTOR UNTIL 6/30/2023 198453 0 0 0 0 0 0 0 3675 0 202128 0 0 0 X 13 610405 MARKET VALUE 0 0 0 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.