BALLETCOLLECTIVE INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BALLETCOLLECTIVE INC (EIN 45-3021279)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202343179349309944
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T16:06:30-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131655065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 FIFTH AVENUE SUITE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453021279 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALLETCOLLECTIVE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BALL | BusinessNameControlTxt |
| Phone | 6463371254 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 FORT WASHINGTON AVENUE 4J | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TROY SCHUMACHER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6463371254 | PhoneNum |
| Signature | 2023-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TROY | PersonFirstNm |
| Person Last | SCHUMACHER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FREDERICK MARTENS | PreparerPersonNm |
| PTIN | P00298107 | PTIN |
| Phone | 2126972299 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TROY SCHUMACHER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 FORT WASHINGTON AVENUE 4J | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $438,112 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BALLETCOLLECTIVE.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | BALLETCOLLECTIVE BRINGS TOGETHER ARTISTS, POETS, COMPOSERS, CHOREOGRAPHERS, AND DESIGNERS TO COLLABORATE AS EQUALS, EXCHANGING IDEAS TO ABSORB EACH OTHERS' INFLUENCE THROUGHOUT THE CREATION OF DISTINCTIVE WORKS OF ART. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $775,137 | PYContributionsGrantsAmt |
| CY Contributions Grants | $387,169 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,345 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $39,336 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,647 | PYInvestmentIncomeAmt |
| CY Investment Income | $838 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $2,837 | CYOtherRevenueAmt |
| PY Total Revenue | $795,129 | PYTotalRevenueAmt |
| CY Total Revenue | $430,180 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $52,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $23,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $27,000 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $46,300 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $32,261 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $234,318 | PYOtherExpensesAmt |
| CY Other Expenses | $363,958 | CYOtherExpensesAmt |
| PY Total Expenses | $313,318 | PYTotalExpensesAmt |
| CY Total Expenses | $433,758 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $481,811 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,578 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,533,854 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,580,535 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,837 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $72,847 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,526,017 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,507,688 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION WAS FORMED TO PROMOTE AND FOSTER THE ARTS, PARTICULARLY THE BALLET, THROUGH PERFOMANCE AND PUBLIC EDUCATION, WITH A PARTICULAR EMPHASIS ON AN INTEGRATION OF VARIOUS ART FORMS, INCLUDING DANCE, MUSIC, THE VISUAL ARTS, AND WRITTEN AND SPOKEN WORD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $365,036 | ExpenseAmt |
| Grant | $23,500 | GrantAmt |
| Revenue | $39,336 | RevenueAmt |
| Desc | BALLETCOLLECTIVE PRESENTED ITS 10TH NYC SEASON: FLUIDITY OF TIME WHICH FEATURED TWO NEW BALLETS FROM TWO ACCLAIMED CREATIVE TEAMS: BALLETCOLLECTIVE ARTISTIC DIRECTOR AND CHOREOGRAPHER TROY SCHUMACHER COLLABORATED WITH PULITZER PRIZE FINALIST COMPOSER AUGUSTA READ THOMAS AND DESIGNER DOUG FITCH, AND CHOREOGRAPHER BRYN COHN, THE THIRD RECIPIENT OF BALLETCOLLECTIVE'S COMMISSION FOR DEVELOPING CHOREOGRAPHERS, COLLABORATED WITH COMPOSER ALEX SOMERS, INSPIRED BY THE WEATHER PROJECT BY SCULPTOR OLAFUR ELIASSON. FLUIDITY OF TIME PREMIERED ON NOVEMBER 2ND, 2022 WITH A SUBSEQUENT PERFORMANCE ON THE 3RD AT TRINITY COMMONS. THE NOVEMBER 3RD PERFORMANCE WAS STREAMED LIVE.BALLETCOLLECTIVE ALSO HELD TWO SUMMER CHOREOGRAPHIC RESIDENCIES FOR FLUIDITY OF TIME FROM JUNE 20-30 AND JULY 17 -JULY 30, 2022 IN MILLBROOK, NY. THE SECOND RESIDENCY CULMINATED WITH TWO LOW COST PUBLIC PERFORMANCES FOR 200 MEMBERS OF THE HUDSON VALLEY COMMUNITY JULY 29 AND 30. OPEN REHEARSALS FOR THE COMMUNITY WERE HELD AT THE MILLBROOK SCHOOL AND ONE EDUCATIONAL EVENT FOR THE LOCAL STUDENT COMMUNITY IN COLLABORATION WITH THE WETHERSFIELD ESTATE AND GARDEN WAS HELD ON JULY 26. | Desc |
| Total Program Service Expenses | $365,036 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6463371254 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 FORT WASHINGTON AVENUE 4J | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10040 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TROY SCHUMACHER | ||||||
| PRESIDENT | 30.00 | Yes (X) | Yes (X) | $44,000 | $0 | $0 |
| ASHLEY LARACEY | ||||||
| SECRETARY & TREASURER | 0.50 | Yes (X) | Yes (X) | $2,300 | $0 | $0 |
| LUKE CRISELL | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KARIN KINGSLEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ELISSA KRAMER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CARA LONERGAN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CLAIRE MANN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SARA JANE MERCER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN REIDY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $46,300 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $14,678 | FundraisingAmt |
| Government Grants | $26,193 | GovernmentGrantsAmt |
| All Other Contributions | $346,298 | AllOtherContributionsAmt |
| Total Contributions | $387,169 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERFORMANCE FEES | Desc |
| Business | 711120 | BusinessCd |
| Total Revenue Column | $39,336 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,336 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $39,336 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $838 | TotalRevenueColumnAmt |
| Exclusion | $838 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $7,932 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $14,678 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $7,932 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,837 | TotalRevenueColumnAmt |
| Exclusion | $2,837 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,837 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $430,180 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,336 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,675 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,500 | TotalAmt |
| Program Services | $23,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,300 | TotalAmt |
| Program Services | $46,300 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,438 | TotalAmt |
| Management And General | $1,438 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,999 | TotalAmt |
| Management And General | $6,999 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,510 | TotalAmt |
| Program Services | $147,447 | ProgramServicesAmt |
| Management And General | $6,563 | ManagementAndGeneralAmt |
| Fundraising | $27,500 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,970 | TotalAmt |
| Program Services | $35,234 | ProgramServicesAmt |
| Fundraising | $2,736 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,962 | TotalAmt |
| Program Services | $2,611 | ProgramServicesAmt |
| Management And General | $8,326 | ManagementAndGeneralAmt |
| Fundraising | $2,025 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,766 | TotalAmt |
| Program Services | $6,766 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,418 | TotalAmt |
| Program Services | $31,418 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,451 | TotalAmt |
| Program Services | $27,028 | ProgramServicesAmt |
| Management And General | $1,423 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DIRECT PRODUCTION COSTS | $44,732 | $44,732 | |
| BAD DEBT | $10,000 | $10,000 | |
| MISCELLANEOUS EXPENSES | $1,712 | $1,712 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,758 | TotalAmt |
| Program Services | $365,036 | ProgramServicesAmt |
| Management And General | $36,461 | ManagementAndGeneralAmt |
| Fundraising | $32,261 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,276,500 | BOYAmt |
| EOY | $1,257,420 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,480 | BOYAmt |
| EOY | $157,510 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,000 | BOYAmt |
| EOY | $15,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $68,106 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,874 | BOYAmt |
| EOY | $82,499 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,533,854 | BOYAmt |
| EOY | $1,580,535 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,837 | BOYAmt |
| EOY | $2,847 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $70,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,837 | BOYAmt |
| EOY | $72,847 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,373,084 | BOYAmt |
| EOY | $1,370,646 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,933 | BOYAmt |
| EOY | $137,042 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,526,017 | BOYAmt |
| EOY | $1,507,688 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,533,854 | BOYAmt |
| EOY | $1,580,535 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,578 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$14,751 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $210,331 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $337,705 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,263,749 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $775,137 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $387,169 | CurrentTaxYearAmt |
| Total | $2,974,091 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $210,331 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $337,705 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,263,749 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $775,137 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $387,169 | CurrentTaxYearAmt |
| Total | $2,974,091 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,050,001 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,924,090 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $411 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,380 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,647 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $838 | CurrentTaxYearAmt |
| Total | $5,307 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $2,837 | CurrentTaxYearAmt |
| Total | $4,437 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,983,835 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $111,165 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62470 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA EVENT | Event1Nm |
| Gross Receipts Event1 | $22,610 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $14,678 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $7,932 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $7,932 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $22,610 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $14,678 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $7,932 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $7,932 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $7,932 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WETHERSFIELD NUTCRACKER LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 N MOORE ST APT 2A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 854017552 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $23,500 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | FUNDING FOR DOCUMENTARY FILM PROJECT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IN 2020, BALLETCOLLECTIVE CREATED AND PRODUCED THE FIRST FULL-LENGTH WORLD PREMIERE AND THE ONLY LIVE NUTCRACKER PRODUCTION IN THE NORTHEAST OF THE UNITED STATES DURING THE COVID-19 PANDEMIC. THE NUTCRACKER AT WETHERSFIELD, WITH DIRECTION AND CHOREOGRAPHY BY TROY SCHUMACHER, TOOK PLACE AT THE ACCLAIMED HISTORICAL WETHERSFIELD ESTATE LOCATED IN AMENIA, NEW YORK. IN 2021 AND 2022, THE ORGANIZATION MADE GRANTS TO THE FRIENDS OF WETHERSFIELD FOR GENERAL SUPPORT OF ITS PROGRAMS. IN ADDITION, THE ORGANIZATION PROVIDED FUNDING TO A COMPANY UNDERTAKING A FILM PROJECT TO DOCUMENT BALLETCOLLECTIVE'S NUTCRACKER AT WETHERSFIELD PRODUCTION. THROUGH THAT PRODUCTION AND COLLABORATION, THE ORGANIZATION WORKED CLOSELY WITH THE MANAGEMENT AND STAFF AT WETHERSFIELD, BECAME FAMILIAR WITH ITS OPERATIONS, AND CONTINUES TO MAINTAIN CLOSE INVOLVEMENT WITH ITS ACTIVITIES AND PROGRAMMATIC OPERATIONS, AND USE OF GRANT FUNDS. THE ORGANIZATION ALSO RECEIVES REGULAR REPORTING FROM THE COMPANY UNDERTAKING THE FILM PROJECT REGARDING THE PROGRESS OF THE PROJECT AND ITS EXPENDITURES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TROY SCHUMACHER AND ASHLEY LARACEY - FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION HAS NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANTS. A DRAFT FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER OF THE ORGANIZATION. UPON COMPLETION OF REVIEW, A COPY OF THE FINAL FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH OFFICER AND MEMBER OF THE BOARD OF DIRECTORS COMPLETE AN ANNUAL DISCLOSURE STATEMENT AS REQUIRED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. THESE INDIVIDUALS ARE ALSO REQUIRED TO NOTIFY THE BOARD OF DIRECTORS WHEN ANY TRANSACTIONS ARISE THAT COULD INVOLVE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST. THE DISCLOSURE STATEMENTS AND ANY DISCOSURES MADE ARE REVIEWED BY THE BOARD FOR COMPLIANCE TO THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. IF ANY DISCLOSURES REQUIRE FURTHER INVESTIGATION, THE CONFLICTS COMMITTEE OR BOARD WORK TO INVESTIGATE AND RESOLVE ANY SUCH DISCLOSURES. ANY TRANSACTIONS WHICH REQUIRE REVIEW UNDER THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ARE CONSIDERED BY THE BOARD OR DIRECTORS. ANY INDIVIDUAL WITH A CONFLICT, OR WHO IS A PARTY TO THE TRANSACTION BEING CONSIDERED, MAY NOT PARTICIPATE IN THE DELIBERATION OR DECISION WITH RESPECT TO THE TRANSACTION. THE BOARD OF DIRECTORS REVIEWS AND APPROVES WHETHER TO ENTER INTO THE TRANSACTION BEING CONSIDERED. |
| FORM 990, PART VI, SECTION B, LINE 15 | TROY SCHUMACHER, PRESIDENT, IS COMPENSATED AS PRINCIPAL CHOREOGRAPHER, AND AS A DIRECTOR FOR CERTAIN PERFORMANCES. ASHLEY LARACEY, SECRETARY AND TREASURER, IS COMPENSATED FOR REHEARSAL DIRECTION, AND OTHER ADMINISTRATIVE SERVICES. COMPENSATION IS PAID IN THE FORM OF STANDARD FEES PAID PER PROJECT, BASED ON COMPARABLE ARTISTIC FEES, AND APPROVED BY THE BOARD OF DIRECTORS AS PART OF THE APPROVAL OF THE ORGANIZATION'S ANNUAL BUDGET. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST |
| FORM 990, PART IX, LINE 11G | : PROGRAM SERVICE EXPENSES 13,637. MANAGEMENT AND GENERAL EXPENSES 6,563. FUNDRAISING EXPENSES 27,500. TOTAL EXPENSES 47,700. COSTUME DESIGN FEE: PROGRAM SERVICE EXPENSES 10,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,500. LIGHTING DESIGN FEE: PROGRAM SERVICE EXPENSES 4,840. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,840. DANCER FEES: PROGRAM SERVICE EXPENSES 37,720. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,720. MUSICIAN FEES: PROGRAM SERVICE EXPENSES 10,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,700. COMPOSER/MUSIC DIRECTOR FEES: PROGRAM SERVICE EXPENSES 36,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,750. CHOREOGRAPHY AND REHEARSAL FEES: PROGRAM SERVICE EXPENSES 31,300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,300. DIRECTOR/CONDUCTOR FEE: PROGRAM SERVICE EXPENSES 2,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,000. |