SAN FRANCISCO BALLET ASSOCIATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: SAN FRANCISCO BALLET ASSOCIATION (EIN 94-1415298)
Tax period: 2020-07-01 to 2021-06-30
Filed: 2022-05-12
IRS object ID: 202211329349308461
Schema version: 2020v4.2
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-12T20:46:29-05:00	ReturnTs
Tax Period End	2021-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	366055558	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GRANT THORNTON LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	757 THIRD AVENUE 3RD FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	100172013	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	941415298	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SAN FRANCISCO BALLET ASSOCIATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SANF	BusinessNameControlTxt
Phone	4158615600	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	455 FRANKLIN STREET	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94102	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT H FORE III	PersonNm
Person Title	CHIEF FINANCIAL OFFICER	PersonTitleTxt
Phone	4158615600	PhoneNum
Signature	2022-05-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ROBERT	PersonFirstNm
Person Last	FORE III	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DANIEL ROMANO	PreparerPersonNm
PTIN	P00504182	PTIN
Phone	2125990100	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	0	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	DANIELLE M GORDON	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	455 FRANKLIN STREET	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94102	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$34,639,168	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SFBALLET.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1933	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	SF BALLET'S MISSION IS TO SHARE OUR JOY OF DANCE WITH THE WIDEST POSSIBLE AUDIENCE. (SEE SCH. O) SF BALLET AIMS TO REACH AUDIENCES BOTH LOCALLY AND AROUND THE WORLD, AND TO PROVIDE THE HIGHEST CALIBER OF DANCE TRAINING IN OUR SCHOOL. WE SEEK TO ENHANCE OUR POSITION AS ONE OF THE WORLD'S FINEST DANCE COMPANIES THROUGH OUR VITALITY, INNOVATION AND DIVERSITY, AND THROUGH OUR UNCOMPROMISING COMMITMENT TO ARTISTIC EXCELLENCE BASED IN THE CLASSICAL BALLET TRADITION.	ActivityOrMissionDesc
Voting Members Governing Body	54	VotingMembersGoverningBodyCnt
Voting Members Independent	53	VotingMembersIndependentCnt
Total Employee	730	TotalEmployeeCnt
Total Volunteers	116	TotalVolunteersCnt
Total Gross UBI	$3,476	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$10,700	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$24,632,543	PYContributionsGrantsAmt
CY Contributions Grants	$22,551,597	CYContributionsGrantsAmt
PY Program Service Revenue	$17,787,965	PYProgramServiceRevenueAmt
CY Program Service Revenue	$4,909,025	CYProgramServiceRevenueAmt
PY Investment Income	$173,194	PYInvestmentIncomeAmt
CY Investment Income	$20,170	CYInvestmentIncomeAmt
PY Other Revenue	-$258,545	PYOtherRevenueAmt
CY Other Revenue	$5,296,206	CYOtherRevenueAmt
PY Total Revenue	$42,335,157	PYTotalRevenueAmt
CY Total Revenue	$32,776,998	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,581,182	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,058,181	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$36,535,065	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$27,390,763	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,233,486	CYTotalFundraisingExpenseAmt
PY Other Expenses	$13,043,431	PYOtherExpensesAmt
CY Other Expenses	$10,851,457	CYOtherExpensesAmt
PY Total Expenses	$51,159,678	PYTotalExpensesAmt
CY Total Expenses	$39,300,401	CYTotalExpensesAmt
PY Revenues Less Expenses	-$8,824,521	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$6,523,403	CYRevenuesLessExpensesAmt
Total Assets BOY	$42,362,954	TotalAssetsBOYAmt
Total Assets EOY	$40,889,067	TotalAssetsEOYAmt
Total Liabilities BOY	$67,864,700	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$70,772,929	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	-$25,501,746	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	-$29,883,862	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$25,878,215	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$1,756,412	RevenueAmt
Desc	UNDER THE DIRECTION OF HELGI TOMASSON FOR THREE DECADES, THE ASSOCIATION HAS ACHIEVED AN INTERNATIONAL REPUTATION AS ONE OF THE PREEMINENT BALLET COMPANIES IN THE WORLD. DURING THE FISCAL YEAR, AND AS A RESULT OF THE CLOSURE OF THE WAR MEMORIAL OPERA HOUSE DUE TO THE PRECAUTIONS AROUND THE CORONAVIRUS CRISIS, THE ASSOCIATION PRESENTED A FULLY DIGITAL SEASON TO AUDIENCES BOTH LOCALLY AND GLOBALLY. NUTCRACKER WAS OFFERED THROUGH A FULL-PRODUCTION FILM AND INTERACTIVE DIGITAL FAMILY EXPERIENCE. THE DIGITAL SEASON INCLUDED SEVEN PROGRAMS MADE UP OF WORLD PREMIERES OF THREE NEW WORKS, FILM CAPTURES OF A MIDSUMMER NIGHT'S DREAM AND SWAN LAKE AND OTHER PERFORMANCES REPRESENTING CLASSICAL, NEOCLASSICAL AND CONTEMPORARY BALLET WORKS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$4,122,295	ExpenseAmt
Grant	$609,599	GrantAmt
Revenue	$3,099,687	RevenueAmt
Desc	THE ASSOCIATION OPERATES THE SAN FRANCISCO BALLET SCHOOL AND A STUDENT RESIDENCE FOR 52 INTERMEDIATE AND ADVANCED STUDENTS FROM ACROSS THE US AND AROUND THE WORLD. THE BALLET SCHOOL CURRICULUM IS DESIGNED AND TAUGHT BY AN EMINENT FACULTY, EMPHASIZING A STRONG CLASSICAL TECHNIQUE AND A FLOW OF MOVEMENT THAT SUGGESTS A SENSE OF ENERGY, FREEDOM, AND JOY - REFLECTING THE KIND OF DANCING FAVORED BY THE BALLET. GIRLS AND BOYS AGED 8 TO 18 FOLLOW A STRUCTURED SEQUENCE OF TRAINING STAGES DESIGNED TO INCREASE THEIR TECHNICAL SKILLS, STAMINA, AND DISCIPLINE IN ACCORDANCE WITH THEIR AGE AND PHYSICAL DEVELOPMENT. THE PROGRAM INCLUDES CLASSES IN TECHNIQUE, POINTE WORK, PAS DE DEUX, MEN'S TECHNIQUE, CONDITIONING, CONTEMPORARY DANCE, DANCE HISTORY, AND MUSIC. (SEE SCH. O)SEMINARS ON NUTRITION AND RELATED ISSUES ARE OFFERED THROUGHOUT THE SCHOOL YEAR. THE STUDENT RESIDENCE IS LOCATED AT THE BOWES CENTER FOR THE PERFORMING ARTS, A MULTIPURPOSE FACILITY OWNED BY THE SAN FRANCISCO CONSERVATORY OF MUSIC (SFCM). RESIDENTIAL STUDENTS TAKE PART IN ADDITIONAL EDUCATIONAL OFFERINGS THROUGH SFCM AS WELL AS PROGRAMMING BY BALLET STAFF. THE BALLET SCHOOL PROVIDES A LIMITED NUMBER OF TUITION AND HOUSING SCHOLARSHIPS TO INTERMEDIATE AND ADVANCED LEVEL STUDENTS BASED ON THEIR FINANCIAL NEED OR POTENTIAL TO ACHIEVE A PROFESSIONAL CAREER IN BALLET. NEARLY SEVENTY PERCENT OF THE DANCERS IN THE BALLET'S PROFESSIONAL COMPANY TRAINED IN THE SCHOOL. STUDENTS HAVE ALSO GONE ON TO DANCE WITH SUCH COMPANIES AS ENGLISH NATIONAL BALLET, DUTCH NATIONAL BALLET, ROYAL NEW ZEALAND BALLET, ROYAL WINNIPEG BALLET, VIENNA OPERA BALLET, HAMBURG BALLET, NEW YORK CITY BALLET, AMERICAN BALLET THEATRE, JOFFREY BALLET, HOUSTON BALLET, PACIFIC NORTHWEST BALLET, BOSTON BALLET, OREGON BALLET THEATRE, WASHINGTON BALLET, MIAMI CITY BALLET, PITTSBURGH BALLET THEATER, PENNSYLVANIA BALLET, AND ATLANTA BALLET, AMONG OTHERS. THE BALLET SCHOOL ALSO OPERATES SUMMER SESSIONS IN SAN FRANCISCO FOR PROFESSIONAL BALLET CAREER-BOUND STUDENTS FROM THE U.S. AND ABROAD. SF BALLET SCHOOL OFFERS SCHOLARSHIPS TO TALENTED YOUNGSTERS RECRUITED FROM SF PUBLIC SCHOOLS THROUGH THE COMMUNITY SCHOLARSHIP PROGRAM. ADDITIONAL PROGRAMMING INCLUDES PRE-BALLET CLASSES FOR CHILDREN AGES 4-7, ADULT OPEN BALLET CLASSES, MASTER CLASSES, AND SPECIALLY- DESIGNED DANCE CLASSES FOR SENIORS AND ADULTS WITH PARKINSON'S DISEASE.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$700,141	ExpenseAmt
Grant	$369,952	GrantAmt
Revenue	$52,926	RevenueAmt
Desc	THE ASSOCIATION PROVIDES DANCE EDUCATION PROGRAMS IN K-12 SCHOOLS AND THE COMMUNITY AT LARGE, SOMETIMES IN COORDINATION WITH OTHER COMMUNITY-BASED ORGANIZATIONS, AND THEY ARE GEARED TO CHILDREN, YOUTH, FAMILIES, AND ADULTS. THE DANCE IN SCHOOLS AND COMMUNITIES (DISC) PROGRAM IS THE LARGEST OFFERING TARGETING YOUTH, AND IT PROVIDES FREE INTERACTIVE DANCE EDUCATION TO APPROXIMATELY 3,000 STUDENTS IN 40 SAN FRANCISCO UNIFIED SCHOOL DISTRICT (SFUSD) EARLY-EDUCATION AND ELEMENTARY SCHOOLS THROUGH A 9-WEEK RESIDENCY EACH YEAR. (SEE SCH. O)ADDITIONAL PROGRAMS INCLUDE PROFESSIONAL DEVELOPMENT FOR CLASSROOM TEACHERS, WORKSHOPS FOR THE SPECIAL NEEDS COMMUNITY AND FAMILIES, AFTER-SCHOOL DANCE CLASSES, A SUMMER DANCE CAMP, ADULT EDUCATION PROGRAMS FOR LEARNERS AT ALL LEVELS, AND STUDENT MATINEES GEARED TO SCHOOL GROUPS WHO WISH TO SEE A LIVE PERFORMANCE OF SAN FRANCISCO BALLET. IN 2021, EDUCATION PROGRAMS MOVED TO A VARIETY OF DIGITAL PLATFORMS DUE TO COVID-19 SHELTER-IN-PLACE MANDADES. SF BALLET PARTNERED WITH SFUSD AND KTVU PLUS, A LOCAL TV STATION, TO CREATE "SF LOVES LEARNING," AN EDUCATIONAL TELEVISION PROGRAM DESIGNED SPECIFICALLY FOR PRE-K THORUGH 2ND GRADE STUDENTS AND THEIR FAMILIES. THE TELEVISION PROGRAM AIRED WEEKDAYS FROM SEPTEMBER 2020-JUNE 2021 WITH MUSIC AND DANCE SEGMENTS FEATURING SF BALLET'S TEACHING ARTISTS. ESTIMATED 30,000 COMMUNITY MEMBERS ARE ENGAGED IN THE ASSOCIATION'S EDUCATION PROGRAMS ANNUALLY.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$78,657	ExpenseAmt
Grant	$78,630	GrantAmt
Desc	THE ARTISTS RESERVE FUND IS ESTABLISHED BY A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE BALLET AND THE AMERICAN GUILD OF MUSICAL ARTISTS (AGMA), THE DANCERS AND STAGE MANAGERS UNION. EACH YEAR, A COMMITTEE OF BALLET REPRESENTATIVES, ARTISTS, AND A UNION REPRESENTATIVE MEET TO GRANT MONEY FROM THE ARTISTS' RESERVE FUND TO ELIGIBLE ARTISTS TO ASSIST WITH FUNDING FOR THEIR CAREER TRANSITION ACTIVITIES.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$78,657	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$78,630	TotalOtherProgSrvcGrantAmt
Total Program Service Expenses	$30,779,308	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	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	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	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
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	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	108	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	730	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
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	54	GoverningBodyVotingMembersCnt
Independent Voting Member	53	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	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	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	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT H FORE III	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4158615600	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	455 FRANKLIN STREET	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94102	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (66 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
HELGI TOMASSON
ARTISTIC DIR & PRIN. CHOREOGRAPHER	50.00	0.00	Yes (X)	$618,566	$0	-$19,695
SONIA H EVERS
CO-CHAIR OF THE BOARD	10.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
ROBERT G SHAW
CO-CHAIR OF THE BOARD	10.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
CARL F PASCARELLA
PRESIDENT & IMMEDIATE PAST CHAIR	10.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
JAMES H HERBERT II
VICE CHAIR	5.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
LUCY JEWETT
VICE CHAIR	5.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
DIANE B WILSEY
VICE CHAIR	5.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
NANCY KUKACKA
TREASURER	5.00	5.00	Yes (X)	$0	$0	$0	Yes (X)
JENNIFER J MCCALL
SECRETARY	5.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
SUSAN S BRIGGS
ASSISTANT SECRETARY	5.00	2.00	Yes (X)	$0	$0	$0	Yes (X)
JOLA ANDERSON
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
KRISTEN A AVANSINO
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
RICHARD C BARKER
TRUSTEE	2.00	2.00	Yes (X)	$0	$0	$0
KAREN S BERGMAN
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
LYDIA BERGMAN
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
GARY BRIDGE
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
CHRISTINE LEONG CONNORS
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
DAVID C COX
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
LISA DANIELS
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
SUSAN P DIEKMAN
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
SHELBY M GANS
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
DR RICHARD GIBBS
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
BETH GROSSMAN
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
MONICA L GROSSMAN
TRUSTEE (AS OF 05/21)	2.00	0.00	Yes (X)	$0	$0	$0
THOMAS E HORN
TRUSTEE	2.00	2.00	Yes (X)	$0	$0	$0
HIRO IWANAGA
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
DR THOMAS M JACKSON
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
JAYSON JOHNSON
TRUSTEE (AS OF 05/21)	2.00	0.00	Yes (X)	$0	$0	$0
JAMES C KATZMAN
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
YASUNOBU KYOGOKU
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
KELSEY LAMOND
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
ROBERTO LEE-RUIZ
TRUSTEE (AS OF 05/21)	2.00	0.00	Yes (X)	$0	$0	$0
BRENDA LEFF
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
MARIE O'GARA LIPMAN
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
ALISON MAUZE
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
MARISSA MAYER
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
JEFF MINICK
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
JOHN S OSTERWEIS
TRUSTEE	10.00	2.00	Yes (X)	$0	$0	$0
JOHN T PALMER
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
YURIE PASCARELLA
TRUSTEE (AS OF 05/21)	2.00	0.00	Yes (X)	$0	$0	$0
FRITZ QUATTLEBAUM
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
CHRISTINE RUSSELL
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
RANDEE SEIGER
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
CHRISTINE E SHERRY
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
CHARLOTTE MAILLIARD SHULTZ
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
CATHERINE SLAVONIA
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
DAVID HOOKER SPENCER
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
FRAN A STREETS
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
JUDY C SWANSON
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
RICHARD J THALHEIMER
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
JENNIFER WALSKE
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
TIMOTHY C WU
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
ZHENYA YODER
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
JANICE HANSEN ZAKIN
TRUSTEE	5.00	0.00	Yes (X)	$0	$0	$0
KELLY TWEEDDALE
EXECUTIVE DIRECTOR (THRU 06/21)	50.00	0.00		$363,292	$0	$14,779	Yes (X)
DANIELLE M GORDON
CHIEF DEV. OFF/EXEC. DIR (AS OF 6/21)	28.00	22.00		$304,576	$0	$15,605	Yes (X)
ROBERT H FORE III
CHIEF FINANCIAL OFFICER	40.00	10.00		$76,072	$19,018	$17,176	Yes (X)
MARTIN WEST
MUSIC DIRECTOR & PRIN. CONDUCTOR	50.00	0.00		$213,981	$0	$27,439		Yes (X)
JULIE BUTT
DIR MARKETING & COMM (THRU 02/21)	50.00	0.00		$209,944	$0	$27,302		Yes (X)
DEBRA ANN BERNARD
GENERAL MANAGER	50.00	0.00		$177,649	$0	$13,543		Yes (X)
ANDREA YANNONE
DIR EDUCATION & TRNG (THRU 12/20)	50.00	0.00		$162,037	$0	$12,393		Yes (X)
CORDULA MERKS
ORCHESTRA MUSICIAN	35.00	0.00		$197,951	$0	$46,468			Yes (X)
MURRAY BOGNOVITZ
DIRECTOR OF INFORMATION TECHNOLOGY	40.00	0.00		$189,851	$0	$8,163			Yes (X)
KRISTIN M KLINGVALL
CONTROLLER	40.00	0.00		$164,005	$0	$13,025			Yes (X)
PATRICK ARMAND
DIR OF SAN FRANCISCO BALLET SCH.	40.00	0.00		$162,807	$0	$12,943			Yes (X)
CHRISTOPHER L DENNIS
PRODUCTION DIRECTOR	40.00	0.00		$147,359	$0	$13,294			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,988,090	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$19,018	TotReportableCompRltdOrgAmt
Total Other Compensation	$202,435	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	43	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
BEVILACQUA & SONS INC
451 VICTORY AVE SUITE 5	SOUTH SAN FRANCISCO	CA	94080	CONSTRUCTION PROJECT	$374,205
GRANT THORNTON
PO BOX 51552	LOS ANGELES	CA	90051	TAX AND AUDIT SERVICES	$189,092
CLEAN-A-RAMA MAINTENANCE SERVICES LLC
526 COLUMBUS AVE	SAN FRANCISCO	CA	94133	CLEANING SERVICES	$155,680
ALMADEN PRESS INC
2549 SCOTT BLVD	SANTA CLARA	CA	95050	PRINTED MATERIAL SERVICES	$136,290
MOGO MARKETING AND MEDIA INC
900 LARKSPUR LANDING CIR	LARKSPUR	CA	94939	ADVERTISING AND MARKETING	$122,994

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	6	CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIII	Yes (X)	InfoInScheduleOPartVIIIInd
Federated Campaigns	$83,532	FederatedCampaignsAmt
Membership Dues	$15,594,701	MembershipDuesAmt
Fundraising	$1,494,020	FundraisingAmt
Related Organizations	$4,954,344	RelatedOrganizationsAmt
Government Grants	$425,000	GovernmentGrantsAmt
Noncash Contributions	$1,505,729	NoncashContributionsAmt
Total Contributions	$22,551,597	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SCHOOL AND STUDENT HOUSING	900099	$3,099,687	$3,099,687
PERFORMANCE AND TOURING	711120	$1,756,412	$1,756,412
OUTREACH	900099	$52,926	$52,926

Field	Value	IRS element (for citing)
Total Program Service Revenue	$4,909,025	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$27,164	TotalRevenueColumnAmt
Exclusion	$27,164	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,570	TotalRevenueColumnAmt
Exclusion	$4,570	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$108,794	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$15,064	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$93,730	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$93,730	TotalRevenueColumnAmt
Unrelated Business Revenue	$12,950	UnrelatedBusinessRevenueAmt
Exclusion	$80,780	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,456,242	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,463,236	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$6,994	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$6,994	TotalRevenueColumnAmt
Exclusion	-$6,994	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$121,549	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$1,494,020	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$256,264	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$134,715	TotalRevenueColumnAmt
Exclusion	-$134,715	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$66,308	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$127,606	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$61,298	TotalRevenueColumnAmt
Unrelated Business Revenue	-$9,474	UnrelatedBusinessRevenueAmt
Exclusion	-$51,824	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
EMPLOYEE RETENTION TAX CREDIT	900099	$4,218,964	$4,218,964
FACILITY FEE	900099	$1,173,933	$1,173,933

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,022	TotalRevenueColumnAmt
Exclusion	$1,022	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$5,393,919	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$32,776,998	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,909,025	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$3,476	UnrelatedBusinessRevenueAmt
Exclusion	$5,312,900	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$1,058,181	TotalAmt
Program Services	$1,058,181	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,139,944	TotalAmt
Program Services	$1,442,204	ProgramServicesAmt
Management And General	$525,802	ManagementAndGeneralAmt
Fundraising	$171,938	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$94,000	TotalAmt
Program Services	$94,000	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$19,273,583	TotalAmt
Program Services	$15,808,857	ProgramServicesAmt
Management And General	$2,088,192	ManagementAndGeneralAmt
Fundraising	$1,376,534	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,473,155	TotalAmt
Program Services	$1,438,332	ProgramServicesAmt
Management And General	$20,700	ManagementAndGeneralAmt
Fundraising	$14,123	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$2,748,854	TotalAmt
Program Services	$2,429,755	ProgramServicesAmt
Management And General	$190,902	ManagementAndGeneralAmt
Fundraising	$128,197	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,661,227	TotalAmt
Program Services	$1,378,867	ProgramServicesAmt
Management And General	$164,536	ManagementAndGeneralAmt
Fundraising	$117,824	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$223,412	TotalAmt
Program Services	$118,722	ProgramServicesAmt
Management And General	$104,690	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$112,689	TotalAmt
Management And General	$112,689	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$7,281	TotalAmt
Management And General	$7,281	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,224,174	TotalAmt
Program Services	$363,451	ProgramServicesAmt
Management And General	$853,747	ManagementAndGeneralAmt
Fundraising	$6,976	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$448,245	TotalAmt
Program Services	$420,041	ProgramServicesAmt
Management And General	$27,550	ManagementAndGeneralAmt
Fundraising	$654	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$748,461	TotalAmt
Program Services	$481,309	ProgramServicesAmt
Management And General	$114,012	ManagementAndGeneralAmt
Fundraising	$153,140	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$494,579	TotalAmt
Program Services	$18,332	ProgramServicesAmt
Management And General	$471,635	ManagementAndGeneralAmt
Fundraising	$4,612	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$171,817	TotalAmt
Program Services	$171,817	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,418,678	TotalAmt
Program Services	$1,068,816	ProgramServicesAmt
Management And General	$349,862	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$137,554	TotalAmt
Program Services	$132,532	ProgramServicesAmt
Management And General	$187	ManagementAndGeneralAmt
Fundraising	$4,835	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$1,552,482	TotalAmt
Management And General	$1,552,482	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$1,515,156	TotalAmt
Program Services	$1,191,085	ProgramServicesAmt
Management And General	$264,627	ManagementAndGeneralAmt
Fundraising	$59,444	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$401,527	TotalAmt
Program Services	$1,050	ProgramServicesAmt
Management And General	$400,477	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
DANCE MEDICINE	$989,251	$989,251
EQUIPMENT EXPENSE	$439,308	$363,268	$75,900	$140
COSTUME SETS AND PROPS	$422,937	$422,937
SCHOOL MEAL PLANS	$174,754	$174,754

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$369,152	TotalAmt
Program Services	$1,211,747	ProgramServicesAmt
Management And General	-$1,037,664	ManagementAndGeneralAmt
Fundraising	$195,069	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$39,300,401	TotalAmt
Program Services	$30,779,308	ProgramServicesAmt
Management And General	$6,287,607	ManagementAndGeneralAmt
Fundraising	$2,233,486	FundraisingAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part X	Yes (X)	InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$8,531,084	BOYAmt
EOY	$6,089,870	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$41,598	BOYAmt
EOY	$50,268	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,167,167	BOYAmt
EOY	$1,798,522	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$185,719	BOYAmt
EOY	$3,337,504	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$131,495	BOYAmt
EOY	$151,649	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,227,444	BOYAmt
EOY	$1,260,460	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$65,880,144	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$46,752,733	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$19,213,985	BOYAmt
EOY	$19,127,411	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$624,484	BOYAmt
EOY	$624,861	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$10,239,978	BOYAmt
EOY	$8,448,522	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$42,362,954	BOYAmt
EOY	$40,889,067	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$7,038,991	BOYAmt
EOY	$6,998,125	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$5,357,194	BOYAmt
EOY	$7,426,060	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$37,091,622	BOYAmt
EOY	$35,185,254	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$2,975,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$18,376,893	BOYAmt
EOY	$18,188,490	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$67,864,700	BOYAmt
EOY	$70,772,929	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	-$26,576,402	BOYAmt
EOY	-$30,937,657	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,074,656	BOYAmt
EOY	$1,053,795	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	-$25,501,746	BOYAmt
EOY	-$29,883,862	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$42,362,954	BOYAmt
EOY	$40,889,067	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$6,523,403	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$22,087	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$2,163,374	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	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	$23,438,818	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$27,972,227	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$26,104,832	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$24,632,543	CurrentTaxYearMinus1YearAmt
Current Tax Year	$22,551,597	CurrentTaxYearAmt
Total	$124,700,017	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$23,438,818	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$27,972,227	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$26,104,832	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$24,632,543	CurrentTaxYearMinus1YearAmt
Current Tax Year	$22,551,597	CurrentTaxYearAmt
Total	$124,700,017	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$3,427,012	SubstantialContributorsTotAmt
Public Support Total170	$121,273,005	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$111,012	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$221,983	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$269,621	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$249,953	CurrentTaxYearMinus1YearAmt
Current Tax Year	$112,514	CurrentTaxYearAmt
Total	$965,083	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$27,648	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,392	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,477	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$41,517	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,541,208	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,470,973	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,621,063	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,426,727	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,296,504	CurrentTaxYearAmt
Total	$7,356,475	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$133,063,092	TotalSupportAmt
Gross Receipts Rltd Activities	$104,355,771	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.91140	PublicSupportCY170Pct
Public Support PY170	0.90870	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10:	FormAndLineReferenceDesc
Explanation	OTHER INCOME INCLUDES RECOGNIZED GROSS INCOME FROM FUNDRAISING OF $121,549, FACILITIES FEES OF $1,173,933 AND OTHER INCOME OF $1,022.	ExplanationTxt

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 D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$113,923,812	BeginningYearBalanceAmt
Contributions	$2,740,493	ContributionsAmt
Investment Earnings Or Losses	$29,074,149	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$8,281,520	OtherExpendituresAmt
End Year Balance	$137,456,934	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$124,452,193	BeginningYearBalanceAmt
Contributions	$499,569	ContributionsAmt
Investment Earnings Or Losses	$457,454	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$9,340,468	OtherExpendituresAmt
Administrative Expenses	$2,144,936	AdministrativeExpensesAmt
End Year Balance	$113,923,812	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$125,015,507	BeginningYearBalanceAmt
Contributions	$2,516,119	ContributionsAmt
Investment Earnings Or Losses	$6,070,692	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$8,334,967	OtherExpendituresAmt
Administrative Expenses	$815,158	AdministrativeExpensesAmt
End Year Balance	$124,452,193	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$119,047,942	BeginningYearBalanceAmt
Contributions	$7,701,230	ContributionsAmt
Investment Earnings Or Losses	$6,198,570	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$7,932,235	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$125,015,507	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$100,219,009	BeginningYearBalanceAmt
Contributions	$14,084,234	ContributionsAmt
Investment Earnings Or Losses	$11,847,575	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$7,102,876	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$119,047,942	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.30610	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.57090	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.12300	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (1)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (1)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,519,388	OtherCostOrOtherBasisAmt
Book Value	$4,519,388	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$35,179,336	OtherCostOrOtherBasisAmt
Depreciation	$22,552,773	DepreciationAmt
Book Value	$12,626,563	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$220,022	OtherCostOrOtherBasisAmt
Depreciation	$10,891	DepreciationAmt
Book Value	$209,131	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$8,419,761	OtherCostOrOtherBasisAmt
Depreciation	$8,419,761	DepreciationAmt
Book Value	$0	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$17,541,637	OtherCostOrOtherBasisAmt
Depreciation	$15,769,308	DepreciationAmt
Book Value	$1,772,329	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$19,127,411	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDesc	Book ValueBookValueAmt
RESTRICTED CASH	$6,007,191
DUE FROM SAN FRANCISCO BALLET ENDOWMENT FOUNDATION	$1,429,647
DEFINED CONTRIBUTION PLAN ASSET	$684,476
BOND ISSUANCE COSTS	$315,479
SCHOOL SUSPENSE	$11,729

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$8,448,522	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
PPP LOAN	$9,321,200
INTEREST RATE SWAP LIABILITY	$6,749,297
POST-RETIREMENT BENEFIT OBLIGATION	$1,403,882
DEFINED CONTRIBUTION PLAN LIABILITY	$685,861
CAPITAL LEASE OBLIGATION	$28,250

Field	Value	IRS element (for citing)
Total Liability	$18,188,490	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART X, LINE 2:	ASC 740 (FIN 48) FOOTNOTE THE ASSOCIATION FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE ASSOCIATION IS ALSO EXEMPT FROM CALIFORNIA FRANCHISE TAXES UNDER REVENUE AND TAXATION CODE SECTION 23701D ON ITS INCOME OTHER THAN UNRELATED BUSINESS INCOME. THE BALLET HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED BUSINESS INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE ASSOCIATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THERE WERE NO TAX PENALTIES OR INTEREST CLASSIFIED AS TAX EXPENSE FOR THE YEAR ENDED JUNE 30, 2021.
SCHEDULE D, PART V, LINE 1A:	THE ENDOWMENT FUNDS BALANCE IS COMPRISED OF BOTH THE ASSOCIATION'S QUASI-ENDOWMENT BALANCE COMBINED WITH THE ENDOWMENT FOUNDATION FUND'S BALANCE. SCHEDULE D, PART V, LINE 4: INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS RESERVE LIQUIDITY FOR PURPOSES INCLUDING, BUT NOT LIMITED TO, MEETING COLLATERAL POSTING REQUIREMENTS ON THE ASSOCIATION'S INTEREST RATE SWAP AGREEMENT.
SCHEDULE D, PART X, LINE 1:	PPP LOAN ON APRIL 15, 2020, THE BALLET RECEIVED A SMALL BUSINESS ADMINISTRATION LOAN THROUGH THE PAYCHECK PROTECTION PROGRAM IN THE AMOUNT OF $7,321,200, WHICH WAS USED PRIMARILY FOR PAYROLL BUT ALSO COVERED MORTGAGE INTEREST, RENT, AND UTILITY COSTS INCURRED AND PAID DURING THE COVERED PERIOD THROUGH AUGUST 13, 2020. THIS SBA LOAN CARRIES A FIXED INTEREST RATE OF 1% AND BOTH PRINCIPAL AND INTEREST MUST BE PAID IN 18 EQUAL INSTALLMENTS BEGINNING NOVEMBER 15, 2020. ON JUNE 8, 2021, THE BALLET RECEIVED ANOTHER LOAN THROUGH THE PAYCHECK PROTECTION PROGRAM IN THE AMOUNT OF $2,000,000. THE BALLET HAS CURRENTLY RECEIVED LOAN FORGIVENESS IN THE AMOUNT OF $6,703,156 AND IS AWAITING LOAN FORGIVENESS APPLICATION APPROVAL FOR THE REMAINDER.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	OPENING NIGHT GALA	Event1Nm
Gross Receipts Event1	$841,312	GrossReceiptsEvent1Amt
Charitable Contri Event1	$780,503	CharitableContriEvent1Amt
Gross Revenue Event1	$60,809	GrossRevenueEvent1Amt
Cash Prizes Event1	$0	CashPrizesEvent1Amt
Non Cash Prizes Event1	$0	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$0	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$70,914	FoodAndBeverageEvent1Amt
Entertainment Event1	$0	EntertainmentEvent1Amt
Other Direct Expenses Event1	$63,493	OtherDirectExpensesEvent1Amt
Event2	SCHOOL FESTIVAL	Event2Nm
Gross Receipts Event2	$617,128	GrossReceiptsEvent2Amt
Charitable Contri Event2	$568,966	CharitableContriEvent2Amt
Gross Revenue Event2	$48,162	GrossRevenueEvent2Amt
Cash Prizes Event2	$0	CashPrizesEvent2Amt
Non Cash Prizes Event2	$0	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$7,419	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$29,255	FoodAndBeverageEvent2Amt
Entertainment Event2	$0	EntertainmentEvent2Amt
Other Direct Expenses Event2	$47,695	OtherDirectExpensesEvent2Amt
Other Events Total	4	OtherEventsTotalCnt
Gross Receipts Other Events	$157,129	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$144,551	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$12,578	GrossRevenueOtherEventsAmt
Cash Prizes Other Events	$0	CashPrizesOtherEventsAmt
Non Cash Prizes Other Events	$0	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$0	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$9,428	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$14,758	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$13,302	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$1,615,569	GrossReceiptsTotalAmt
Charitable Contributions Tot	$1,494,020	CharitableContributionsTotAmt
Gross Revenue Total Events	$121,549	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$7,419	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$109,597	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$14,758	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$124,490	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$256,264	DirectExpenseSummaryEventsAmt
Net Income Summary	-$134,715	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt
TUITION SCHOLARSHIPS	222	$652,727	$0
HOUSING SCHOLARSHIPS	26	$264,847	$0
ARTISTS RESERVE FUND	33	$78,657	$0
STUDENT STIPENDS	13	$61,950	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE BALLET SCHOOL PROVIDES A LIMITED NUMBER OF SCHOLARSHIPS TO INTERMEDIATE AND ADVANCED LEVEL STUDENTS BASED ON THEIR FINANCIAL NEED OR POTENTIAL TO ACHIEVE A PROFESSIONAL CAREER IN BALLET. STUDENT STIPENDS ARE GIVEN TO THOSE SELECTED FOR THE TRAINEE PROGRAM TO HELP COVER VARIOUS EXPENSES. STUDENTS' PROGRESS AND ENROLLMENT IS MONITORED AS A ROUTINE PART OF THEIR BALLET SCHOOL STUDIO WORK.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	Yes (1)	InitialContractExceptionInd
Rebuttable Presumption Proc	Yes (1)	RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
HELGI TOMASSON
ARTISTIC DIR & PRIN. CHOREOGRAPHER	$618,566	$0	$0	$0	$0	$0	-$57,541	$0	$37,846	$0	$598,871	$0	$0	$0
KELLY TWEEDDALE
EXECUTIVE DIRECTOR (THRU 06/21)	$363,292	$0	$0	$0	$0	$0	$0	$0	$14,779	$0	$378,071	$0	$0	$0
DANIELLE M GORDON
CHIEF DEV. OFF/EXEC. DIR (AS OF 6/21	$304,576	$0	$0	$0	$0	$0	$8,062	$0	$7,543	$0	$320,181	$0	$0	$0
CORDULA MERKS
ORCHESTRA MUSICIAN	$197,951	$0	$0	$0	$0	$0	$26,144	$0	$20,324	$0	$244,419	$0	$0	$0
MARTIN WEST
MUSIC DIRECTOR & PRIN. CONDUCTOR	$213,981	$0	$0	$0	$0	$0	$6,816	$0	$20,623	$0	$241,420	$0	$0	$0
JULIE BUTT
DIR MARKETING & COMM (THRU 02/21)	$209,944	$0	$0	$0	$0	$0	$6,679	$0	$20,623	$0	$237,246	$0	$0	$0
MURRAY BOGNOVITZ
DIRECTOR OF INFORMATION TECHNOLOGY	$189,851	$0	$0	$0	$0	$0	$0	$0	$8,163	$0	$198,014	$0	$0	$0
DEBRA ANN BERNARD
GENERAL MANAGER	$177,649	$0	$0	$0	$0	$0	$5,435	$0	$8,108	$0	$191,192	$0	$0	$0
KRISTIN M KLINGVALL
CONTROLLER	$164,005	$0	$0	$0	$0	$0	$4,967	$0	$8,058	$0	$177,030	$0	$0	$0
PATRICK ARMAND
DIR OF SAN FRANCISCO BALLET SCH.	$162,807	$0	$0	$0	$0	$0	$4,884	$0	$8,059	$0	$175,750	$0	$0	$0
ANDREA YANNONE
DIR EDUCATION & TRNG (THRU 12/20)	$162,037	$0	$0	$0	$0	$0	$4,884	$0	$7,509	$0	$174,430	$0	$0	$0
CHRISTOPHER L DENNIS
PRODUCTION DIRECTOR	$147,359	$0	$0	$0	$0	$0	$4,501	$0	$8,793	$0	$160,653	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	FIRST CLASS/CHARTER TRAVEL & TRAVEL FOR COMPANIONS SAN FRANCISCO BALLET ASSOCIATION REQUIRES THE ARTISTIC DIRECTOR TO MAINTAIN CONTACT WITH AND KNOWLEDGE OF ARTISTIC DEVELOPMENTS IN THE FIELD OF MODERN DANCE AND BALLET, AS WELL AS OTHER RELATED ART FORMS. IN FULFILLMENT OF THIS RESPONSIBILITY, IT IS IN THE ASSOCIATION'S INTEREST AND THE ASSOCIATION REQUESTS THAT THE ARTISTIC DIRECTOR MAKE TRIPS TO NATIONAL DANCE CENTERS SUCH AS NEW YORK OR OTHER PLACES AS DEEMED APPROPRIATE, AND AT LEAST ONE TRIP TO EUROPE EACH YEAR. FIRST CLASS AIR TRAVEL IS APPROVED FOR THESE BUSINESS-RELATED TRAVELS BY THE EXECUTIVE DIRECTOR OR THE GENERAL MANAGER. NONE OF THE BENEFIT WAS TREATED AS TAXABLE COMPENSATION. FIRST CLASS AIR TRAVEL FOR THE ARTISTIC DIRECTOR'S SPOUSE IS PROVIDED AS THE ARTISTIC DIRECTOR'S SPOUSE IS AN INTEGRAL PART OF THE ARTISTIC DIRECTOR'S ARTISTIC KNOWLEDGE GATHERING PROCESS AND HAS SERVED AS HIS CONFIDANTE AND ADVISOR IN THE DIRECTION AND DEVELOPMENT OF THE SAN FRANCISCO BALLET FOR THREE DECADES. THE ARTISTIC DIRECTOR'S SPOUSE HAS RECEIVED THE DISTINGUISHED LEW CHRISTENSEN MEDAL OF HONOR WHICH HONORS THOSE INDIVIDUALS WHO HAVE LEFT AN INDELIBLE MARK ON THE HISTORY OF THE SAN FRANCISCO BALLET. NONE OF THE BENEFIT WAS TREATED AS TAXABLE COMPENSATION.
PART I, LINE 8	SAN FRANCISCO BALLET ASSOCIATION HAS ENTERED INTO AN INITIAL CONTRACT WITH KELLY TWEEDDALE IN HER ROLE AS EXECUTIVE DIRECTOR. THE CONTRACT WAS REVIEWED AND APPROVED WITH CONTEMPORANEOUS DOCUMENTATION BY THE BOARD ON MAY 22, 2019.
PART II:	POST-RETIREMENT ARRANGEMENT ONE OF THE INDIVIDUALS HAS A POST-RETIREMENT ARRANGEMENT AS PART OF THEIR EMPLOYMENT AGREEMENT WHICH PROVIDES FOR SALARY CONTINUANCE FOR A FIXED PERIOD OF TIME DEPENDENT ON THE NUMBER OF YEARS SERVED UNDER THE AGREEMENT AND IN THE ABSENCE OF CERTAIN TYPES OF POST-RETIREMENT EMPLOYMENT AND BENEFITS AVAILABLE TO THE EMPLOYEE AND FOR EMPLOYEE AND SPOUSAL HEALTH BENEFITS.
PART II, COLUMN (C):	THE AMOUNT FOR HELGI TOMASSON IN COLUMN (C) FOR RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES A LOSS IN VALUE OF DEFERRED COMPENSATION THAT OCCURED DURING THE YEAR.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	CA INFRASTRUCTURE AND ECON DEVELOPMENT BANK	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	630304653	BondIssuerEIN
Bond Issued	2013-06-06	BondIssuedDt
Issue Price	$44,309,705	IssuePriceAmt
Purpose	2013 A, B, C, D REFUNDING OF SERIES 2010 & 2008 BONDS & COVER ISSUANCE COSTS	PurposeDesc
Defeased	0	DefeasedInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Pool Financing	0	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$9,324,785	RetiredAmt
Total Proceeds	$44,309,705	TotalProceedsAmt
Issuance Costs From Proceeds	$286,256	IssuanceCostsFromProceedsAmt
Other Spent Proceeds	$44,020,449	OtherSpentProceedsAmt
Substantial Completion	2009	SubstantialCompletionYr
Refunding Tax Exempt Bonds	Yes (1)	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	0	RefundingTaxableBondsInd
Final Allocation Made	Yes (1)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (1)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	0	OwningBondFinancedPropertyInd
Any Lease Arrangements	0	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	0	MgmtContractBondFincdPropInd
Any Research Agreements	0	AnyResearchAgreementsInd
Private Bus Use By Others	0.00000	PrivateBusUseByOthersPct
Private Bus Concerning UBI	0.00000	PrivateBusConcerningUBIPct
Total Private Business Use	0.00000	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	0	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	Yes (1)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	0	Form8038TFiledInd
Rebate Not Due Yet	0	RebateNotDueYetInd
Exception To Rebate	Yes (1)	ExceptionToRebateInd
No Rebate Due	0	NoRebateDueInd
Variable Rate Issue	0	VariableRateIssueInd
Hedge Identified In Bks And Rec	Yes (1)	HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

Field	Value	IRS element (for citing)
Business Name Line1	JP MORGAN CHASE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Term Of Hedge	25.000000000000	TermOfHedgePct
Superintegrated Hedge	0	SuperintegratedHedgeInd
Hedge Terminated	0	HedgeTerminatedInd
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGICInd
Gross Proceeds Invested	0	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (1)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (1)	ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	ERIK TOMASSON	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	SEE PART V	RelationshipDescriptionTxt
Transaction	$94,000	TransactionAmt
Transaction	SEE PART V	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:	FormAndLineReferenceDesc
Explanation	(A) NAME OF PERSON: ERIK TOMASSON(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:FATHER IS TRUSTEE/ARTISTIC DIRECTOR(D) DESCRIPTION OF TRANSACTION: PAYMENT FOR CONTRACT SERVICESSCHEDULE L, PART IV:ERIK TOMASSON'S RELATIONSHIP TO HIS FATHER HAS NO BEARING ON HIS CONTRACT WITH THE ASSOCIATION, AND HIS COMPENSATION IS REVIEWED AND DETERMINED TO BE FAIR AND REASONABLE FOR THE SERVICES HE PERFORMS.	ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	90	ContributionCnt
Noncash Contributions Rpt F990	$1,463,236	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	EVNT DONATION	Desc
Contribution	4	ContributionCnt
Noncash Contributions Rpt F990	$42,493	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, COLUMN (B):	FormAndLineReferenceDesc
Explanation	FOR CONTRIBUTIONS OF SECURITIES, SUCH AS PUBLICLY TRADED STOCK, THE ASSOCIATION TREATS EACH SEPARATE GIFT AS AN ITEM FOR THIS PURPOSE.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 1	SAN FRANCISCO BALLET, LONG RECOGNIZED FOR PUSHING BOUNDARIES IN DANCE, HAS A HISTORY OF MAKING HISTORY. FOUNDED IN 1933, WE STAGED THE FIRST FULL-LENGTH AMERICAN PRODUCTIONS OF COPPLIA (1938) AND SWAN LAKE (1940) AND IN 1944, WE LAUNCHED AN ANNUAL HOLIDAY TRADITION WHEN WE PRODUCED THE FIRST FULL-LENGTH PRODUCTION OF NUTCRACKER IN THE US. SAN FRANCISCO BALLET IS AMERICA'S OLDEST PROFESSIONAL BALLET COMPANY AND ONE OF THE THREE LARGEST BALLET COMPANIES IN THE UNITED STATES. THE MISSION OF THE BALLET IS TO SHARE THE JOY OF DANCE WITH ITS COMMUNITY AND AROUND THE GLOBE AND TO PROVIDE THE HIGHEST CALIBER OF DANCE TRAINING IN ITS SCHOOL. LED BY ARTISTIC DIRECTOR AND PRINCIPAL CHOREOGRAPHER, HELGI TOMASSON, SF BALLET IS ACCOMPANIED BY ITS OWN ORCHESTRA AND OPERATES ONE OF THE COUNTRY'S MOST PRESTIGIOUS SCHOOLS OF BALLET. TODAY WE BUILD ON OUR HERITAGE OF COMMISSIONING GROUNDBREAKING DANCE FROM TODAY'S TOP CHOREOGRAPHERS, BY UNCOVERING NEW CHOREOGRAPHIC TALENT, AND BY STAGING MODERN CLASSICS AND THE WORKS THAT MAKE UP THE CANON OF CLASSIC BALLET. OUR APPROACH DEFINES BALLET IN THE 21ST CENTURY AND IT MAKES SAN FRANCISCO BALLET THE ESSENTIAL PLACE TO SEE THE MOST ADVENTUROUS DANCE IN AMERICA. GUIDED IN ITS EARLY YEARS BY AMERICAN DANCE PIONEERS THE BROTHERS LEW, WILLAM, AND HAROLD CHRISTENSEN, SAN FRANCISCO BALLET HISTORICALLY PRESENTS MORE THAN 100 PERFORMANCES ANNUALLY, BOTH LOCALLY AND INTERNATIONALLY.
FORM 990, PART VI, SECTION A, LINE 2	CARL PASCARELLA AND YURIE PASCARELLA - FAMILY RELATIONSHIP
FORM 990, PART VI, SECTION A, LINE 6	MEMBERS OR STOCKHOLDERS ANY NATURAL PERSON SHALL BE ELIGIBLE TO BE A MEMBER OF THE ASSOCIATION (A "MEMBER") BUT NO LEGAL PERSON WHICH IS NOT A NATURAL PERSON, SUCH AS A FOUNDATION, TRUST, CORPORATION OR PARTNERSHIP, SHALL BE ELIGIBLE TO BE A MEMBER. A NATURAL PERSON MAY BECOME A MEMBER BY MAKING A MINIMUM CONTRIBUTION TO THE ASSOCIATION, THE AMOUNT OF SUCH MINIMUM CONTRIBUTION TO BE DETERMINED FROM TIME TO TIME BY RESOLUTION OF THE BOARD. IN THE CASE OF A CONTRIBUTION IN PROPERTY, THE DETERMINATION OF THE BOARD OR A COMMITTEE OF THE BOARD, SUBCOMMITTEE, ADVISORY COMMITTEE OR OTHER PERSON TO WHOM THIS RESPONSIBILITY IS DELEGATED BY THE BOARD, AS TO THE VALUE OF THE PROPERTY FOR MEMBERSHIP PURPOSES SHALL BE CONCLUSIVE. THE BOARD MAY IN ITS DISCRETION WAIVE THE MINIMUM CONTRIBUTION IN THE CASE OF A PERSON WHO HAS MADE INTANGIBLE CONTRIBUTIONS TO THE ASSOCIATION IN THE PAST. THE TERM FOR EACH MEMBER AS A MEMBER SHALL COMMENCE WHEN THE PERSON MAKES THE REQUISITE CONTRIBUTION TO THE ASSOCIATION (OR THE CONTRIBUTION IS WAIVED) AND SHALL CONTINUE FOR A PERIOD OF 12 MONTHS THEREAFTER, AT THE EXPIRATION OF WHICH PERIOD IT SHALL EXPIRE.
FORM 990, PART VI, SECTION A, LINE 7A	MEMBERS STOCKHOLDERS WHO MAY ELECT TRUSTEES OF THE ASSOCIATION ARE ELECTED BY THE MEMBERS FOR A TERM OF THREE YEARS.
FORM 990, PART VI, SECTION A, LINE 7B	MEMBERS RIGHT TO VOTE MEMBERS SHALL HAVE, IN ADDITION TO ANY OTHER RIGHTS WHICH MAY BE GRANTED TO THEM UNDER THE BY-LAWS OR BY LAW, THE RIGHT TO VOTE (1) FOR THE ELECTION OF TRUSTEES, (2) ON A DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSOCIATION'S ASSETS, (3) ON A MERGER OF THE ASSOCIATION WITH ANOTHER CORPORATION, (4) ON A DISSOLUTION OF THE ASSOCIATION, (5) ON AN AMENDMENT OF THE ARTICLES OF INCORPORATION AND, (6) ON AN AMENDMENT OF THE BY-LAWS (UNLESS THE BY LAW AMENDMENT IS APPROVED BY THE BOARD ALONE IN ACCORDANCE WITH THE TERMS OF THE BY-LAWS).
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 REVIEW PROCESS THE FORM 990 WAS PREPARED BASED ON AUDITED FINANCIAL STATEMENTS BY AN INDEPENDENT ACCOUNTING FIRM, WHICH WAS THEN REVIEWED BY FINANCE MANAGEMENT. THE ASSOCIATION PROVIDED A COMPLETE COPY OF THIS FORM TO ALL MEMBERS OF ITS GOVERNING BODY WITH A REDACTION OF DONOR NAMES AND ADDRESSES FROM FORM 990, SCHEDULE B, AT THE REQUEST OF THE DONOR. THE FORM 990 WAS REVIEWED AND APPROVED AT A MEETING OF THE AUDIT COMMITTEE. SUBSEQUENT TO THAT REVIEW, THE FORM 990 WAS POSTED TO THE ASSOCIATION'S TRUSTEE INTRANET WEBSITE AND TRUSTEES WERE NOTIFIED IN WRITING OF THE AVAILABILITY OF THE FORM 990 FOR THEIR REVIEW.
FORM 990, PART VI, SECTION B, LINE 12C	WRITTEN CONFLICT OF INTEREST POLICY QUESTIONNAIRES ARE ISSUED ANNUALLY TO ALL EMPLOYEES, TRUSTEES AND OTHERS WHO HAVE AN ANNUAL REPORTING REQUIREMENT UNDER THE POLICY. RESPONSES ARE MONITORED AND OUTSTANDING FORMS ARE FOLLOWED UP ON UNTIL RECEIVED. UPON RECEIPT, THE FORM IS REVIEWED BY THE HR MANAGER (FOR EMPLOYEES) AND THE BOARD RELATIONS MANAGER (FOR TRUSTEES) FOR ANY KNOWN ISSUES OR RELATIONSHIPS THAT NEED TO BE HIGHLIGHTED. FORMS ARE FURTHER REVIEWED BY THE CFO. MATTERS REQUIRING ATTENTION ARE REPORTED TO THE EXECUTIVE DIRECTOR WHO MAY FURTHER REPORT THE MATTER TO THE BOARD CHAIR. PERSONS WITH A CONFLICT ARE RECUSED FROM DISCUSSIONS AND DO NOT VOTE ON RESOLUTIONS THAT PERTAIN DIRECTLY TO THEIR CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15	PROCESS FOR DETERMINING COMPENSATION COMPENSATION AND BENEFITS FOR THE ASSOCIATION'S EXECUTIVE DIRECTOR AND CFO ARE NEGOTIATED WITH THE ASSOCIATION'S ASSESSMENT COMMITTEE ON AN ANNUAL BASIS. PERFORMANCE IS REVIEWED ON AN ANNUAL BASIS BY THE ASSESSMENT COMMITTEE AND DOCUMENTED VIA MEETING MINUTES BY THE BOARD ASSISTANT SECRETARY WITH RECOMMENDATIONS GIVEN TO THE BOARD. REVIEWS OCCUR (1) INITIALLY UPON THE HIRING, (2) WHENEVER THE TERM OF EMPLOYMENT, IF ANY, OF SUCH OFFICER IS RENEWED OR EXTENDED, AND (3) WHENEVER SUCH OFFICER'S COMPENSATION IS MODIFIED; PROVIDED, HOWEVER, THAT SEPARATE REVIEW AND APPROVAL PURSUANT TO CLAUSE (3) SHALL NOT BE REQUIRED IF A MODIFICATION OF COMPENSATION EXTENDS TO SUBSTANTIALLY ALL EMPLOYEES OF THE ASSOCIATION. WHEN REVIEWING COMPENSATION, THE ASSESSMENT COMMITTEE ALSO USES EXTERNAL COMPARISONS FOR SIMILAR POSITIONS AT SIMILAR ORGANIZATIONS OF SIMILAR SIZE THAT ARE AVAILABLE ONLINE. COMPENSATION AND BENEFITS FOR KEY EMPLOYEES ARE DETERMINED LARGELY ON WHETHER THEY ARE UNION OR NON-UNION EMPLOYEES. FOR UNION EMPLOYEES, COMPENSATION AND BENEFITS ARE BASED ON THE COLLECTIVE BARGAINING AGREEMENTS WHICH ARE REGULARLY RENEGOTIATED EVERY THREE TO FIVE YEARS (DEPENDING ON THE UNION). FOR NON-UNION EMPLOYEES, COMPENSATION AND BENEFITS ARE NEGOTIATED ON AN INDIVIDUAL BASIS UPON INITIAL HIRE WITH ANNUAL PERFORMANCE REVIEWS THEREAFTER DOCUMENTED WITH THE EMPLOYEE'S DIRECT SUPERVISOR USING THE ORGANIZATION'S STANDARD FORMS ON AN ANNUAL/REGULAR BASIS. COMPENSATION FOR NON-UNION EMPLOYEES ARE REVIEWED USING EXTERNAL COMPARISONS FOR SIMILAR POSITIONS AT SIMILAR ORGANIZATIONS OF SIMILAR SIZE THAT ARE AVAILABLE ONLINE.
FORM 990, PART VI, SECTION C, LINE 19	ORGANIZATION MADE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC DUE TO THE AGE OF THE ORGANIZATION, FORM 1023 IS CURRENTLY UNAVAILABLE FOR THE GENERAL PUBLIC AND THE ORGANIZATION IS EXEMPT FROM THE REQUIREMENT TO PROVIDE FORM 1023, AS IT WAS FILED PRIOR TO THE JULY 15, 1987 REQUIREMENT DATE. THE ORGANIZATION CURRENTLY MAKES ITS AUDITED FINANCIAL STATEMENTS FOR THE MOST RECENT TEN YEARS AVAILABLE TO THE PUBLIC VIA ITS WEBSITE. FORM 990, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON REQUEST.
FORM 990, PART VII:	THE ARTISTIC DIRECTOR, HELGI TOMASSON, SERVES AS A MEMBER OF THE BOARD OF TRUSTEES OF THE ORGANIZATION. IN ADDITION TO THE ROLE AS TRUSTEE, THE ARTISTIC DIRECTOR IS ALSO A KEY EMPLOYEE, AND COMPENSATION INCLUDED ON PART VII RELATES SOLELY TO EMPLOYMENT WITH THE ORGANIZATION.
FORM 990, PART VIII, LINE 2A - 2E:	ON MARCH 6, 2020, BY ORDER OF SAN FRANCISCO MAYOR LONDON N. BREED, TO PREVENT THE SPREAD OF COVID-19, ALL PUBLIC PERFORMANCES, EVENTS, AND GATHERINGS AT THE SAN FRANCISCO WAR MEMORIAL AND PERFORMING ARTS CENTER WERE CANCELED. THIS ORDER WAS FOLLOWED BY AN ANNOUNCEMENT FROM THE WORLD HEALTH ORGANIZATION ON MARCH 11 WHERE THE WHO DECLARED THE NOVEL STRAIN OF COVID-19 A GLOBAL PANDEMIC AND RECOMMENDED CONTAINMENT AND MITIGATION MEASURES WORLDWIDE. THE PANDEMIC HAS CAUSED WORLDWIDE DISRUPTION TO BUSINESSES AND ECONOMIC ACTIVITY AND HAS RESULTED IN A SIGNIFICANT DROP IN OPERATING REVENUE FOR THE BALLET. IN COMPLIANCE WITH LOCAL HEALTH MANDATES, THE SAN FRANCISCO BALLET HAS REMAINED CLOSED SINCE MARCH 16, 2020, AND HAS NOT RECEIVED REVENUE FROM ADMISSIONS OR ONSITE EVENTS SINCE THE CLOSURE OF THE WAR MEMORIAL ON MARCH 6. THE BALLET HAS BEEN OPERATING ON A REDUCED EXPENSE BUDGET BUT HAS INCREASED ITS DIGITAL OFFERINGS AND OUTREACH TO ENGAGE COMMUNITY MEMBERS AND DONORS. THE BALLET CONTINUES TO RECEIVE ANNUAL FUNDING FROM INDIVIDUAL AND INSTITUTIONAL DONORS AND HAS BEEN THE RECIPIENT OF NEW LEVELS OF SUPPORT FROM INDIVIDUALS AND INSTITUTIONS WHO HAVE PROVIDED EMERGENCY FUNDS FOR OPERATIONS DURING THE PANDEMIC-RELATED CLOSURE. THE FULL EXTENT OF THE ADVERSE IMPACT ON THE BALLET CANNOT BE PREDICTED AT THIS TIME.
FORM 990, PART X, LINE 27:	A PRIOR PERIOD ADJUSTMENT BETWEEN NET ASSETS WITHOUT DONOR RESTRICTIONS AND NET ASSETS WITH DONOR RESTRICTIONS WAS RECORDED DURING THE FISCAL YEAR IN THE AMOUNT OF $1,869,945. THE ADJUSTMENT WAS THE CUMULATIVE EFFECT OF CHANGE IN ACCOUNTING FOR FIXED ASSETS ACQUIRED WITH DONOR RESTRICTED FUNDS IN ACCORDANCE WITH ASU 2016-14.
FORM 990, PART XI, LINE 9:	REVERSALS OF PRIOR YEAR GRANTS -143,020. UNREALIZED GAIN ON INTEREST RATE SWAP 2,174,538. CHANGE IN POST-RETIREMENT BENEFIT OBLIGATION 74,494. CHANGE IN DISCOUNT 57,362.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	SAN FRANCISCO BALLET ENDOWMENT FOUNDATION	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	455 FRANKLIN STREET	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94102	ZIPCd

Field	Value	IRS element (for citing)
EIN	942747262	EIN
Primary Activities	INVESTMENT OF ENDOWMENT FUNDS	PrimaryActivitiesTxt
Legal Domicile State	CA	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	LINE 12A, I	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	SAN FRANCISCO BALLET	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Controlled Organization	Yes (1)	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	Yes (1)	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
SAN FRANCISCO ENDOWMENT FOUNDATION
E	$35,185,254	ACTUAL LOAN GUARANTEE BALANCE
SAN FRANCISCO ENDOWMENT FOUNDATION
C	$4,954,344	ACTUAL OPERATING TRANSFER
SAN FRANCISCO ENDOWMENT FOUNDATION
O	$416,610	ACTUAL SALARY, BENEFITS & TAXES
SAN FRANCISCO ENDOWMENT FOUNDATION
Q	$206,138	ACTUAL EXPENSE REIMBURSEMENT