2016-02-09T13:15:12-06:00 2015-06-30 420714325 RSM US LLP One South Wacker Drive Suite 800 Chicago IL 606063392 990 2014-07-01 364009741 The Joffrey Ballet JOFF 3127390120 10 East Randolph Street Chicago IL 60601 Kathleen Hechinger CFO and Deputy Director 3127390120 2016-02-02 1 Zack Fortsch P00052725 3126343400 2014 2016-04-25 22:37:26Z Greg Cameron 10 East Randolph Street Chicago IL 60601 20181533 0 X www.joffrey.com X 1995 IL The Joffrey is a world-class, Chicago-based ballet company and dance education organization committed to artistic excellence and innovation, presenting a unique repertoire encompassing masterpieces of the past and cutting-edge works. The Joffrey is committed to providing arts education and accessible dance training through its Joffrey Academy of Dance and Community Engagement programs. 54 51 160 110 0 0 6654285 8731183 9775466 10366232 0 426 -208597 722247 16221154 19820088 282576 397158 0 0 6584020 6797085 0 0 949384 9392771 9549553 16259367 16743796 -38213 3076292 21924326 24518708 2927936 2446026 18996390 22072682 X The Joffrey is a world-class, Chicago-based ballet company and dance education organization committed to artistic excellence and innovation, presenting a unique repertoire encompassing masterpieces of the past and cutting-edge works. The Joffrey is committed to providing arts education and accessible dance training through its Joffrey Academy of Dance and Community Engagement programs. 0 0 12785919 7466124 Artistic - Produce, Promote and Perform Ballets:During the 14/15 Season, The Joffrey presented five programs: a mixed repertory program, Stories in Motion (5 performances), Christopher Wheeldon's "Swan Lake" (10 performances), Robert Joffrey's "The Nutcracker" (24 performances), mixed repertory programs, Unique Voices (10 performances), and New Works (10 performances). Total attendance was 99,062. The Chicago Dancing Festival (3 performances) and a Spring Gala performance, attendance 845. The student matinee series offered "The Nutcracker" to students at a discounted rate of $10, approximately 5,400 students/2 performances. The Joffrey toured 6 cities, presenting "The Nutcracker and mixed repertory programs. Approximately 25,917 people attended 14 performances throughout the US. 1904813 397158 2682651 Joffrey Academy:The Academy is committed to providing a world-class education built on a foundation of classical ballet to students of all ages, levels and backgrounds. With the talents cultivated at the Academy, students can pursue careers as professional dancers at companies throughout the world and higher education opportunities in dance. Through the Academy, students develop a diverse set of skills including artistry, creativity, discipline and confidence. 1,518 students participated in the Academy's programs, and 1,943 adult students attended drop-in classes. The Joffrey Academy and Community Engagement programs provide high-quality educational training which form future audiences and build the organization's reputation worldwide. 494874 217457 Community Engagement:The primary goal of The Community Engagement program is to provide students in all grade levels with a highly structured dance experience where they will develop life skills articulated by Illinois State Board of Education's social emotional learning (SEL) standards such as self-discipline, respect, and confidence through the study of various forms of dance. In addition, these programs help build a strong dance foundation by focusing on correct posture, placement, coordination, strength, flexibility and musicality. By providing this service to the youth, we hope to increase the level of awareness of this art form, and instill life skills that last long after programs end. During FY15, 6,307 students benefited from The CE programs. 15185606 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 179 0 1 160 1 0 0 0 0 0 1 1 0 0 0 0 X 54 51 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X Kathleen Hechinger CFO and Deputy Director 3123868928 10 East Randolph Street Chicago IL 60601 Zachary D Lazar Jr Chairman of the Board 5.00 X X 0 0 0 Sonia Florian Vice Chair 5.00 X X 0 0 0 Anne Kaplan Vice Chair 5.00 X X 0 0 0 Adam DeWitt Treasurer 5.00 X X 0 0 0 Ronald J Allen Secretary 5.00 X X 0 0 0 Ashley C Wheater Artistic Director 40.00 X X 278087 0 15330 Greg Cameron Executive Director 40.00 X X 276182 0 6518 Kathleen Hechinger CFO & Deputy Director 40.00 X X 166063 0 13918 Patty Perkins Andringa Board Member 1.00 X 0 0 0 Grace Barry Board Member 1.00 X 0 0 0 Mary Jo Basler Board Member 1.00 X 0 0 0 Sarah Beardsley Board Member 1.00 X 0 0 0 Marc L Berman Board Member 1.00 X 0 0 0 Joan Colmar Board Member 1.00 X 0 0 0 Roger Deromedi Board Member 1.00 X 0 0 0 Pamella DeVos Board Member 1.00 X 0 0 0 Terence Donnelly Board Member 1.00 X 0 0 0 Fred Eychaner Board Member 1.00 X 0 0 0 Shelley MacArthur Farley Board Member 1.00 X 0 0 0 Elizabeth Ynterna Ferguson Board Member 1.00 X 0 0 0 Lorna Ferguson Board Member 1.00 X 0 0 0 Chip Flannagan Board Member 1.00 X 0 0 0 Mrs Robert W Galvin Board Member 1.00 X 0 0 0 Dana Hokin Garvey Board Member 1.00 X 0 0 0 Patricia H Gerber Board Member 1.00 X 0 0 0 Linda Chaplik Harris Board Member 1.00 X 0 0 0 Odele D Hawkins Board Member 1.00 X 0 0 0 Richard Holson III Board Member 1.00 X 0 0 0 Una C Jackman Board Member 1.00 X 0 0 0 Guy Lakonishok Board Member 1.00 X 0 0 0 Donna M LaPietra Board Member 1.00 X 0 0 0 Barry Litwin Board Member 1.00 X 0 0 0 Judith MacLeod Board Member 1.00 X 0 0 0 Jim McDonough Board Member 1.00 X 0 0 0 Coco Meers Board Member 1.00 X 0 0 0 Jess Merten Board Member 1.00 X 0 0 0 Leslie D Minier Board Member 1.00 X 0 0 0 Diane Patience Board Member 1.00 X 0 0 0 Kevin J Rochford Board Member 1.00 X 0 0 0 Jeffrey C Rubenstein Board Member 1.00 X 0 0 0 Bruce Sagan Board Member 1.00 X 0 0 0 Eric C Schieber MD Board Member 1.00 X 0 0 0 Liz Sharp Board Member 1.00 X 0 0 0 Carrie L Shea Board Member 1.00 X 0 0 0 Courtney Shea Board Member 1.00 X 0 0 0 Maureen Dwyer Smith Board Member 1.00 X 0 0 0 Rita Spitz Board Member 1.00 X 0 0 0 Dawn Stanislaw Board Member 1.00 X 0 0 0 Lauren Streicher MD Board Member 1.00 X 0 0 0 Ben Strobel Board Member 1.00 X 0 0 0 Courtney Thompson Board Member 1.00 X 0 0 0 MarrGwen Townsend Board Member 1.00 X 0 0 0 Jason J Tyler Board Member 1.00 X 0 0 0 Ronald V Waters III Board Member 1.00 X 0 0 0 Joseph H Wender Board Member 1.00 X 0 0 0 Amanda Williamson Board Member 1.00 X 0 0 0 Mrs Joel V Williamson Board Member 1.00 X 0 0 0 Sarai Hoffman Chief Development Officer 40.00 X 155431 0 5302 875763 0 41068 4 0 1 0 Auditorium Theatre Roosevelt University 50 E Congress Parkway Chicago IL 60605 Theatre Services 1041865 Chicago Philharmonic Society 401 S LaSalle Street Ste 1600-J Chicago IL 60605 Orchestra 999173 Broadway in Chicago 17 N State Street Chicago IL 60602 Theatre Services 331251 CHL Artists Inc 13547 Ventura Boulevard 192 Sherman Oaks CA 91423 Conductor Services 125500 SD&A Teleservices Inc 5757 W Century Boulevard Los Angeles CA 90045 Subscription Marketing 120146 5 529195 45550 8156438 814392 8731183 Performance Revenue 900099 7466124 7466124 Academy Revenue 900099 2682651 2682651 Community Engagement 900099 217457 217457 10366232 426 426 1083692 529195 361445 722247 722247 19820088 10366232 0 722673 397158 397158 747724 690521 21540 35663 4860279 4189492 252588 418199 172231 169863 1048 1320 556011 488269 41591 26151 460840 380031 51335 29474 12794 12794 61724 18770 41208 1746 963685 900152 49378 14155 894821 875579 19242 407252 336033 16078 55141 102416 54899 1310 46207 400072 400072 1361874 1306249 23158 32467 477427 409687 24139 43601 45903 14221 17835 13847 8044 8044 797097 716703 30273 50121 767712 742059 13797 11856 Production Services 2124908 2124908 Orchestra 620516 620516 Event Meals & Equipment 205073 89314 63 115696 298235 248316 15421 34498 16743796 15185606 608806 949384 175610 2613315 1966041 2775157 182087 118426 359226 337160 23952242 5403002 19211764 18549240 29598 125410 21924326 24518708 443446 511936 1951490 1934090 533000 2927936 2446026 X 16914749 17968537 1911281 2660692 170360 1443453 18996390 22072682 21924326 24518708 3076292 0 X 0 1 X 1 0 X 7587421 5076908 5163546 6654285 8731183 33213343 7587421 5076908 5163546 6654285 8731183 33213343 6737942 26475401 426 426 33213769 47150005 0.79710 0.79050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 170360 1272937 1443297 170360 170360 1.00000 0 0 21448082 3485313 17962769 1848178 1353844 494334 655982 563845 92137 18549240 X 19847760 45750 361445 407195 19440565 379523 379523 19820088 16771468 45750 361445 407195 16364273 379523 379523 16743796 Part V, Line 4: Earnings on the Rudolf Nureyev Fund shall be held for the creation, production, and performance of full-length story ballets. These ballets will serve to allow new audiences to discover dance and dancers to discover their art. Part X, Line 2: The Organization, an Illinois nonprofit corporation, is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law, except for taxes pertaining to unrelated business income, if any. The Organization follows the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Organization and various positions related to the potential sources of unrelated business taxable income (UBIT). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. At June 30, 2015 and 2014, there were no unrecognized tax benefits identified or recorded as liabilities. The Organization files Forms 990 in the U.S. federal jurisdiction and the State of Illinois. With few exceptions, the Organization is no longer subject to examination by the Internal Revenue Service for years before 2012. Part XI, Line 2d - Other Adjustments: Reclass Special Events 361,445. Part XI, Line 4b - Other Adjustments: Reclass Academy Tuition Waivers 379,523. Part XII, Line 2d - Other Adjustments: Reclass Special Events 361,445. Part XII, Line 4b - Other Adjustments: Reclass Academy Tuition Waivers 379,523. Gala 1376220 464277 911943 60637 151848 19825 34467 Nutcracker Dinner 163563 59820 103743 10714 44930 6942 13680 1 73104 5098 68006 2230 13385 250 2537 1612887 529195 1083692 73581 210163 27017 50684 361445 722247 1 Tuition Scholarship 142 379523 Housing Stipend 2 17635 Part I, Line 2: The Joffrey Ballet provides tuition scholarships to a limited number of students based on artistic merit or financial need. The students are monitored throughout the duration of the scholarship. The organization also pays housing costs directly to the housing management company on behalf of two students. No funds are paid directly to students. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Ashley C Wheater Artistic Director 278087 0 0 0 0 0 8814 0 6516 0 293417 0 0 0 Greg Cameron Executive Director 241182 0 35000 0 0 0 0 0 6518 0 282700 0 0 0 Kathleen Hechinger CFO & Deputy Director 166063 0 0 0 0 0 5612 0 8306 0 179981 0 0 0 Sarai Hoffman Chief Development Officer 145431 0 10000 0 0 0 0 0 5302 0 160733 0 0 0 Part I, Line 1a Ashley Wheater and Greg Cameron received memberships to the Arts Club of Chicago during the year ending June 30, 2015. The Arts Club space has been used to host donor and board meetings to benefit The Joffrey Ballet. In addition, Mr. Cameron also received membership to Soho House during the year ending June 30, 2015. The memberships for Mr. Wheater and Mr. Cameron are nontaxable compensation and treated as business expenses of The Joffrey Ballet. Opus 3 See Supplement 59000 Tour MgmtFred Eychaner, a Past Chairman and current Board Member of The Joffrey Ballet, indirectly holds a majority interest in Opus 3, which provides tour management services to The Joffrey Ballet. The payments for this year were below the reportable threshold of Schedule L. 0 X 3 771109 FMV X Airline Tickets 1 15767 X Hotel 1 15060 X Projector 1 11906 X Event Meals 2 550 0 0 1 0 Part I, Column (b): is the number of contributions. Form 990, Part VI, Section A, line 2 Amanda Williamson and Mrs. Joel V. Williamson are board members of the organization. Amanda Williamson is the daughter of Mrs. Joel V. Williamson. Form 990, Part VI, Section B, line 11 The Board of Directors retains the services of an independent certified public accounting firm to act as external auditors and to review the organization's Form 990. The Audit Committee reviews the Form 990 before filing. Additionally, the final return is provided to the Executive Committee and the Board of Directors prior to its filing. Both the Executive Committee and the Board of Directors are provided a reasonable amount of time to review the final return and ask questions prior to filing. Form 990, Part VI, Section B, line 12c The Joffrey Ballet has a written conflict-of-interest policy. Officers, directors and key employees have been requested to complete an annual questionnaire and disclose: independence; any family business and business relationships with any other Joffrey officer, director, trustee or Joffrey key employee; and any conflicts of interest. The responses are compiled by the Chief Financial Officer and the results are reviewed by the Governance Committee of the Board and reported to the Executive Committee. Form 990, Part VI, Section B, line 15 The compensation of both the Artistic Director and Executive Director is documented in mutually signed employment contracts. The compensation per the contracts was determined through a full review by a Compensation Committee of the Board appointed by the Executive Committee. An annual review is conducted by the Compensation Committee of the salary and other benefits of the Artistic Director, Executive Director, and key employees. This annual review includes benchmarking of comparable positions in similarly-sized performing arts organizations. Form 990, Part VI, Section C, line 19 The Joffrey Ballet makes its governing documents, conflict of interest policy and financial statements available by request online, and has copies available in its business office. Said documents are available for the same period of disclosure as set forth in IRC section 6104(d).