SAN FRANCISCO BALLET ASSOCIATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SAN FRANCISCO BALLET ASSOCIATION (EIN 94-1415298)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-15
- IRS object ID
- 201511359349305701
- Schema version
- 2013v4.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T13:13:44-07:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 94102 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kimberly Carim | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4158615600 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Glenn McCoy | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 Franklin Street | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 94102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $51,929,551 | 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 | To share the joy of dance and provide the highest caliber of dance training. | ActivityOrMissionDesc |
| Voting Members Governing Body | 62 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 57 | VotingMembersIndependentCnt |
| Total Employee | 809 | TotalEmployeeCnt |
| Total Volunteers | 648 | TotalVolunteersCnt |
| Total Gross UBI | $43,770 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $17,688 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $23,571,655 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,554,651 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,655,917 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,807,986 | CYProgramServiceRevenueAmt |
| PY Investment Income | $27,516 | PYInvestmentIncomeAmt |
| CY Investment Income | -$36,845 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$743,989 | PYOtherRevenueAmt |
| CY Other Revenue | -$46,738 | CYOtherRevenueAmt |
| PY Total Revenue | $45,511,099 | PYTotalRevenueAmt |
| CY Total Revenue | $47,279,054 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $949,273 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,175,505 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,916,190 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $32,052,027 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $194,015 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $171,960 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,162,850 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,003,488 | PYOtherExpensesAmt |
| CY Other Expenses | $17,556,034 | CYOtherExpensesAmt |
| PY Total Expenses | $49,062,966 | PYTotalExpensesAmt |
| CY Total Expenses | $50,955,526 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,551,867 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,676,472 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $60,777,074 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,884,653 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $61,264,999 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $63,671,938 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$487,925 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$4,787,285 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | As America's oldest professional ballet company and one of the three largest ballet companies in the United States, San Francisco Ballet Association (the Association) has enjoyed a long and rich tradition of artistic "firsts" since its founding in 1933. 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. The Ballet seeks to enhance its position as one of the world's finest dance companies through its vitality, innovation, and diversity and through its uncompromising commitment to artistic excellence based in the classical ballet tradition. Guided in its early years by American dance pioneers the brothers Lew, Willam, and Harold Christensen, San Francisco Ballet currently presents more than 100 performances annually, both locally and internationally. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $39,130,632 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $22,147,216 | RevenueAmt |
| Desc | Under the direction of Helgi Tomasson for almost three decades, the Association has achieved an international reputation as one of the preeminent ballet companies in the world. During the fiscal year the Company presented Giselle, Cinderella, Nutcracker, world premiere works by Helgi Tomasson, Liam Scarlett and Val Caniparoli, and the West Coast premiere of Alexei Ratmansky's Shostakovich Trilogy (a co-production with American Ballet Theatre), among other repertory works for a total of 107 performances in San Francisco and on tour. In October 2013, the company performed at New York's Lincoln Center at the David H. Koch Theater. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,985,498 | ExpenseAmt |
| Grant | $858,171 | GrantAmt |
| Revenue | $2,648,295 | RevenueAmt |
| Desc | The Association operates the San Francisco Ballet School and a student residence. The Ballet School curriculum is designed and taught by an eminent faculty. It emphasizes 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 and character dance and music. Seminars on nutrition and related issues are offered throughout the school year. 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. Approximately fifty percent of the dancers in the Ballet received all or part of their training at the Ballet 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, Alberta Ballet, New York City Ballet, American Ballet Theatre, Joffrey Ballet, Houston Ballet, | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $753,661 | ExpenseAmt |
| Grant | $262,800 | GrantAmt |
| Revenue | $12,475 | RevenueAmt |
| Desc | The Center for Dance Education "CDE", a department of the Ballet, was formed in 2001 to coordinate the Ballet's community outreach and education programs. The CDE operates programs in schools and the community at large, sometimes in coordination with other community-based organizations. The Dance in Schools and Communities (DISC) is the largest of CDE's offerings and provides free interactive movement education to approximately 3,500 students in 36 San Francisco Unified School District Elementary Schools each year. Additional programs include after-school programs, a summer dance camp, scholarship programs, adult education, and community matinees. An estimated 25,000 community members are engaged by the department annually. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $54,534 | $54,534 | $0 | Artists Reserve Fund - 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. |
| $0 | $0 | $54,440 | Rental Income - The Association rents out its conference room and studio space. |
| $0 | $0 | $177,345 | Shop Sales of Inventory - The Association operates a Ballet shop on the Mezzanine Level of the Opera House during the season as well as The Ballet Shop online. All proceeds from The Ballet Shop directly benefit San Francisco Ballet. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $54,534 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $54,534 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $231,785 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $42,924,325 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | 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 With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | 128 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 809 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 62 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 57 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kimberly Carim | PersonNm |
| Phone | 4158615600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 Franklin Street | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 94102 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (73 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 Director | 50 | 0 | Yes (X) | $674,319 | $0 | $112,103 | |||
| John S Osterweis | |||||||||
| Chair of the Board | 10 | 2 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Chris Hellman | |||||||||
| Chair Emeritus | 0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Richard C Barker | |||||||||
| Immediate Past Chair | 2 | 2 | Yes (X) | $0 | $0 | $0 | |||
| Margaret G Gill | |||||||||
| Vice Chair | 5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| James H Herbert II | |||||||||
| Vice Chair | 5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Lucy Jewett | |||||||||
| Vice Chair | 5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Christopher P Johns | |||||||||
| Treasurer | 5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| James D Marver | |||||||||
| Vice Chair | 5 | 5 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Carl F Pascarella | |||||||||
| Vice Chair | 5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Robert M Smelick | |||||||||
| Vice Chair | 5 | 2 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Diane B Wilsey | |||||||||
| Vice Chair | 5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Jennifer J McCall | |||||||||
| Secretary | 5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Susan S Briggs | |||||||||
| Assistant Secretary | 2 | 2 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Michael Abramson | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jola Anderson | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Kristen A Avansino | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Rosemary B Baker | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Karen S Bergman | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Amy Burnett | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Chaomei Chen | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| David C Cox | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Timothy D Dattels | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Susan P Diekman | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Suzy Kellems Dominik | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Kate Duhamel | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Peter E Engel | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Sonia H Evers | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jason M Fish | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Julie A Flynn | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| J Stuart Francis | |||||||||
| Trustee | 2 | 2 | Yes (X) | $0 | $0 | $0 | |||
| Shelby M Gans | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Richard Gibbs | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Alicia Carew Hammarskjold | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas E Horn | |||||||||
| Trustee | 2 | 5 | Yes (X) | $0 | $0 | $0 | |||
| Donald F Houghton | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| James C Katzman | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Nancy Kukacka | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Yasunobu Kyogoku | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Kelsey Lamond | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Irv H Lichtenwald | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Marie O'Gara Lipman | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Karla L Martin | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Stephanie Marver | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Alison Mauze | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Marissa Mayer | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Debra M Messemer | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Mary Mewha | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| James E Milligan | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Kurt C Mobley | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Christine Russell | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| O J Shansby | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Christine E Sherry | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Charlotte Mailliard Shultz | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Karen Sonneborn | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Fran A Streets | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Judy C Swanson | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Richard J Thalheimer | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Jennifer M Walske | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Timothy C Wu | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Janice Hansen Zakin | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Rhonda I Zygocki | |||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Glenn McCoy | |||||||||
| Executive Director | 50 | 0 | $382,917 | $0 | $20,368 | Yes (X) | |||
| Kimberly Carim | |||||||||
| Chief Financial Officer | 40 | 10 | $168,922 | $0 | $10,575 | Yes (X) | |||
| Thomas Flynn | |||||||||
| Director of Development | 28 | 22 | $224,884 | $0 | $13,421 | Yes (X) | |||
| Martin West | |||||||||
| Music Director & Principal Conductor | 50 | 0 | $169,375 | $0 | $11,326 | Yes (X) | |||
| Debra Ann Bernard | |||||||||
| General Manager | 50 | 0 | $162,706 | $0 | $16,178 | Yes (X) | |||
| Mary Beth Smith | |||||||||
| Director of Marketing and Communications | 50 | 0 | $162,678 | $0 | $9,043 | Yes (X) | |||
| Yuan Yuan Tan | |||||||||
| Principal Dancer | 35 | 0 | $161,394 | $0 | $25,909 | Yes (X) | |||
| Anne-Sophie Sylve | |||||||||
| Principal Dancer | 35 | 0 | $155,960 | $0 | $23,674 | Yes (X) | |||
| Vanessa Zahorian | |||||||||
| Principal Dancer | 35 | 0 | $150,973 | $0 | $24,698 | Yes (X) | |||
| Murray Bognovitz | |||||||||
| Director of Information Technology | 50 | 0 | $145,984 | $0 | $7,559 | Yes (X) | |||
| Pascal Molat | |||||||||
| Principal Dancer | 35 | 0 | $143,558 | $0 | $28,995 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,703,670 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $303,849 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 42 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Lenat & Partners Inc | |||||
| 1633 Bayshore Highway 220 | Burlingame | CA | 94010 | Advertising | $1,550,644 |
| i-de-as The Special Events Co Inc | |||||
| 761 Montague Street | San Leandro | CA | 94577 | Event Decor | $627,892 |
| Serino Coyne LLC | |||||
| 1515 Broadway 36th FL | New York | NY | 10036 | Advertising | $611,714 |
| SD&A Teleservices Inc | |||||
| 5757 West Century Blvd Suite 300 | Los Angeles | CA | 90045 | Telefunding and Telemarketing | $436,702 |
| McCalls Associates | |||||
| 2525 16th Street Suite 311 | San Francisco | CA | 94103 | Catering | $368,859 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $20,547 | FederatedCampaignsAmt |
| Membership Dues | $14,415,877 | MembershipDuesAmt |
| Fundraising | $2,446,304 | FundraisingAmt |
| Related Organizations | $4,796,373 | RelatedOrganizationsAmt |
| Government Grants | $870,500 | GovernmentGrantsAmt |
| All Other Contributions | $5,050 | AllOtherContributionsAmt |
| Noncash Contributions | $2,406,280 | NoncashContributionsAmt |
| Total Contributions | $22,554,651 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Performance and Touring | 711120 | $22,147,216 | $22,147,216 | $0 | $0 |
| School and Student Housing | 711120 | $2,648,295 | $2,648,295 | $0 | $0 |
| Outreach | 711120 | $12,475 | $12,475 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,807,986 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,739 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,739 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,803 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $28,803 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $23,923 | RealAmt |
| Personal | $30,517 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $23,923 | RealAmt |
| Personal | $30,517 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,440 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,440 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,169,120 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,225,704 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$56,584 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$56,584 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$56,584 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,189,395 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,446,304 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,687,120 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$497,725 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$497,725 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $16,850 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,850 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,850 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $958,788 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $737,673 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $221,115 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $177,345 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $43,770 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Expense Reimbursement | Desc |
| Business | 711120 | BusinessCd |
| Total Revenue Column | $129,779 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $129,779 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $129,779 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,279,054 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,039,771 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $43,770 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$359,138 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,175,505 | TotalAmt |
| Program Services | $1,175,505 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,084,854 | TotalAmt |
| Program Services | $1,407,245 | ProgramServicesAmt |
| Management And General | $546,137 | ManagementAndGeneralAmt |
| Fundraising | $131,472 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,400 | TotalAmt |
| Program Services | $88,400 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,407,070 | TotalAmt |
| Program Services | $18,878,475 | ProgramServicesAmt |
| Management And General | $1,637,502 | ManagementAndGeneralAmt |
| Fundraising | $891,093 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,004,417 | TotalAmt |
| Program Services | $1,939,026 | ProgramServicesAmt |
| Management And General | $45,670 | ManagementAndGeneralAmt |
| Fundraising | $19,721 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,569,659 | TotalAmt |
| Program Services | $4,002,973 | ProgramServicesAmt |
| Management And General | $368,372 | ManagementAndGeneralAmt |
| Fundraising | $198,314 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,897,627 | TotalAmt |
| Program Services | $1,665,428 | ProgramServicesAmt |
| Management And General | $150,361 | ManagementAndGeneralAmt |
| Fundraising | $81,838 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,962 | TotalAmt |
| Program Services | $89,146 | ProgramServicesAmt |
| Management And General | $65,816 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,850 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $112,850 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,960 | TotalAmt |
| Fundraising | $171,960 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,919 | TotalAmt |
| Management And General | $3,919 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,659,034 | TotalAmt |
| Program Services | $937,663 | ProgramServicesAmt |
| Management And General | $719,059 | ManagementAndGeneralAmt |
| Fundraising | $2,312 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,363,473 | TotalAmt |
| Program Services | $3,360,669 | ProgramServicesAmt |
| Management And General | $2,804 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,163,874 | TotalAmt |
| Program Services | $824,761 | ProgramServicesAmt |
| Management And General | $183,903 | ManagementAndGeneralAmt |
| Fundraising | $155,210 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,688 | TotalAmt |
| Program Services | $20,299 | ProgramServicesAmt |
| Management And General | $420,389 | ManagementAndGeneralAmt |
| Fundraising | $1,000 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $705,799 | TotalAmt |
| Program Services | $705,799 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,040,984 | TotalAmt |
| Program Services | $625,787 | ProgramServicesAmt |
| Management And General | $381,621 | ManagementAndGeneralAmt |
| Fundraising | $33,576 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,003,285 | TotalAmt |
| Program Services | $816,686 | ProgramServicesAmt |
| Management And General | $172,657 | ManagementAndGeneralAmt |
| Fundraising | $13,942 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,743,402 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,743,402 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,610,600 | TotalAmt |
| Program Services | $2,275,334 | ProgramServicesAmt |
| Management And General | $286,017 | ManagementAndGeneralAmt |
| Fundraising | $49,249 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,867 | TotalAmt |
| Program Services | $5,003 | ProgramServicesAmt |
| Management And General | $359,864 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Costumes/Sets/Props | $1,191,294 | $1,191,294 | $0 | $0 |
| Dance Medicine | $307,175 | $307,175 | $0 | $0 |
| Catering | $265,381 | $2,772 | $11,388 | $251,221 |
| Facilities Allocation | -$10,485 | $1,283,750 | -$1,380,093 | $85,858 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,433,932 | TotalAmt |
| Program Services | $1,321,135 | ProgramServicesAmt |
| Management And General | $36,713 | ManagementAndGeneralAmt |
| Fundraising | $76,084 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,955,526 | TotalAmt |
| Program Services | $42,924,325 | ProgramServicesAmt |
| Management And General | $5,868,351 | ManagementAndGeneralAmt |
| Fundraising | $2,162,850 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,908,418 | BOYAmt |
| EOY | $3,367,944 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,156,191 | BOYAmt |
| EOY | $2,403,054 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,071,470 | BOYAmt |
| EOY | $2,806,504 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,862 | BOYAmt |
| EOY | $196,488 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,376 | BOYAmt |
| EOY | $199,427 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,344,788 | BOYAmt |
| EOY | $2,506,528 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $61,721,276 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,866,329 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,044,381 | BOYAmt |
| EOY | $29,854,947 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $519,981 | BOYAmt |
| EOY | $540,066 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,194,607 | BOYAmt |
| EOY | $17,009,695 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,777,074 | BOYAmt |
| EOY | $58,884,653 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,289,170 | BOYAmt |
| EOY | $5,960,568 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,972,025 | BOYAmt |
| EOY | $6,317,136 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,510,000 | BOYAmt |
| EOY | $44,510,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,493,804 | BOYAmt |
| EOY | $6,884,234 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,264,999 | BOYAmt |
| EOY | $63,671,938 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$12,866,890 | BOYAmt |
| EOY | -$13,052,655 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,378,965 | BOYAmt |
| EOY | $8,265,370 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$487,925 | BOYAmt |
| EOY | -$4,787,285 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,777,074 | BOYAmt |
| EOY | $58,884,653 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,676,472 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,721 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$630,609 | 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 | $19,471,848 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,374,872 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,458,103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,571,655 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,761,525 | CurrentTaxYearAmt |
| Total | $112,638,003 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,471,848 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,374,872 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,458,103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,571,655 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,761,525 | CurrentTaxYearAmt |
| Total | $112,638,003 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,897,399 | SubstantialContributorsTotAmt |
| Public Support Total170 | $106,740,604 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,714 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $191,374 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,595 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $95,615 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $102,982 | CurrentTaxYearAmt |
| Total | $539,280 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,512 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,770 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,635 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,468 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,688 | CurrentTaxYearAmt |
| Total | $87,073 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,381 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $83,063 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82,439 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $221,044 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $129,779 | CurrentTaxYearAmt |
| Total | $578,706 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $113,843,062 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $112,638,003 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93761 | PublicSupportCY170Pct |
| Public Support PY170 | 0.915 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | Net rental income, sales of assets other than inventory, settlement proceeds, reimbursements. | 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 | $174 | BeginningYearBalanceAmt |
| Contributions | $686,250 | ContributionsAmt |
| Investment Earnings Or Losses | $2,881 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,881 | OtherExpendituresAmt |
| Administrative Expenses | $686,250 | AdministrativeExpensesAmt |
| End Year Balance | $174 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $174 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $4,702 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,702 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $174 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,035,814 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $15,692 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,050,593 | OtherExpendituresAmt |
| Administrative Expenses | $739 | AdministrativeExpensesAmt |
| End Year Balance | $174 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,318,646 | BeginningYearBalanceAmt |
| Contributions | $652,262 | ContributionsAmt |
| Investment Earnings Or Losses | $77,524 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,000,258 | OtherExpendituresAmt |
| Administrative Expenses | $12,360 | AdministrativeExpensesAmt |
| End Year Balance | $1,035,814 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,245,530 | BeginningYearBalanceAmt |
| Contributions | $40,000 | ContributionsAmt |
| Investment Earnings Or Losses | $33,116 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $2,318,646 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0 | 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) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $4,519,388 | OtherCostOrOtherBasisAmt |
| Book Value | $4,519,388 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $33,769,614 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,006,962 | DepreciationAmt |
| Book Value | $18,762,652 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $7,539,363 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,558,990 | DepreciationAmt |
| Book Value | $1,980,373 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $15,892,911 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,300,377 | DepreciationAmt |
| Book Value | $4,592,534 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $29,854,947 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Due from San Francisco Ballet Endowment Foundation | $11,296,969 |
| Restricted Cash - Swap Collateral Posted | $4,897,191 |
| Bond Issuance Costs | $444,748 |
| Defined Contribution Plan Assets | $201,151 |
| Asset Held for Sale | $169,636 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $17,009,695 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Interest Rate Swap Liability | $5,839,858 |
| Postretirement Benefit Obligation | $796,884 |
| Defined Benefit Plan Liability | $201,152 |
| Capital Lease Obligation | $46,340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,884,234 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | 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 2 | As required by accounting principles generally accepted in the United States of America (US GAAP), the Ballet has identified and evaluated its significant tax positions for which the statute of limitations remain open and determined that there is no material unrecognized benefit or liability to be recorded. The open tax years are the years ended June 30, 2011 through June 30, 2014 for federal tax purposes and the years ended June 30, 2010 through June 30, 2014 for California tax purposes. There have been no material changes in unrecognized benefits as of June 30, 2014, nor are any material changes anticipated in the twelve months following June 30, 2014. Tax penalties and interest of $1 are classified as tax expense for the year ended June 30, 2014. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $117,311 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $117,311 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SD&A Teleservices Inc | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5757 West Century Blvd Suite 300 | AddressLine1 |
| City | Los Angeles | City |
| State | CA | State |
| ZIP Code | 90045 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Telefunding | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $329,611 | GrossReceiptsAmt |
| Retained By Contractor | $171,960 | RetainedByContractorAmt |
| Net To Organization | $157,651 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $329,611 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $171,960 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $157,651 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Opening Night Gala | NameOfEvent1Amt |
| Gross Receipts Event1 | $2,599,295 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,993,800 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $605,495 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $76,980 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $299,280 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $20,560 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $723,894 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Fashion Show | NameOfEvent2Amt |
| Gross Receipts Event2 | $387,567 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $194,850 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $192,717 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $63,214 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $315 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $138,680 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $648,837 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $257,654 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $391,183 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $29,389 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $190,291 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $1,000 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $143,517 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $3,635,699 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,446,304 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,189,395 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $106,369 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $552,785 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $21,875 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,006,091 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,687,120 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$497,725 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $16,850 | GrossRevenueOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $16,850 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $0 | CashPrizesTotalGamingAmt |
| Non Cash Prizes Total Gaming | $0 | NonCashPrizesTotalGamingAmt |
| Rent Fclty Costs Total Gaming | $0 | RentFcltyCostsTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $0 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $0 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $16,850 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 0 | GamingOwnFacilityPct |
| Gaming Other Facility | 1 | GamingOtherFacilityPct |
| Individual With Books | Kimberly Carim | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 Franklin Street | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 94102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | Yes (1) | CharitableDistributionRqrInd |
| Distributed | $15,165 | DistributedAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part III, Lines 1-8 | FormAndLineReferenceDesc |
| Explanation | The Organization holds a raffle during its annual Fashion Show. The raffle is conducted by volunteers at an off-site location. | ExplanationTxt |
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 | 352 | $812,057 | $0 |
| Housing scholarships | 68 | $265,601 | $0 |
| Student Stipend Scholarships | 11 | $43,313 | $0 |
| Artists' Reserve Fund Scholarships | 29 | $54,534 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | 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. Students' progress and enrollment is monitored as a routine part of their Ballet School studio work. In addition, the Artist Reserve Fund has been established by collective bargaining agreement for the purpose of enhancing the efforts of the San Francisco Ballet to assist San Francisco Ballet dancers | 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 |
| 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 | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 Director | $674,319 | $0 | $0 | $0 | $0 | $0 | $81,780 | $0 | $30,323 | $0 | $786,422 | $0 | $0 | $0 |
| Glenn McCoy | ||||||||||||||
| Executive Director | $382,917 | $0 | $0 | $0 | $0 | $0 | $10,549 | $0 | $9,818 | $0 | $403,284 | $0 | $0 | $0 |
| Thomas Flynn | ||||||||||||||
| Director of Development | $224,884 | $0 | $0 | $0 | $0 | $0 | $4,103 | $0 | $9,318 | $0 | $238,305 | $0 | $0 | $0 |
| Kimberly Carim | ||||||||||||||
| Chief Financial Officer | $168,922 | $0 | $0 | $0 | $0 | $0 | $2,621 | $0 | $7,954 | $0 | $179,497 | $0 | $0 | $0 |
| Debra Ann Bernard | ||||||||||||||
| General Manager | $162,706 | $0 | $0 | $0 | $0 | $0 | $6,031 | $0 | $10,146 | $0 | $178,883 | $0 | $0 | $0 |
| Mary Beth Smith | ||||||||||||||
| Director of Marketing and Communications | $162,678 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $9,043 | $0 | $171,721 | $0 | $0 | $0 |
| Martin West | ||||||||||||||
| Music Director & Principal Conductor | $169,375 | $0 | $0 | $0 | $0 | $0 | $3,353 | $0 | $7,973 | $0 | $180,701 | $0 | $0 | $0 |
| Yuan Yuan Tan | ||||||||||||||
| Principal Dancer | $161,394 | $0 | $0 | $0 | $0 | $0 | $19,112 | $0 | $6,797 | $0 | $187,303 | $0 | $0 | $0 |
| Anne-Sophie Sylve | ||||||||||||||
| Principal Dancer | $155,960 | $0 | $0 | $0 | $0 | $0 | $16,877 | $0 | $6,797 | $0 | $179,634 | $0 | $0 | $0 |
| Vanessa Zahorian | ||||||||||||||
| Principal Dancer | $150,973 | $0 | $0 | $0 | $0 | $0 | $17,901 | $0 | $6,797 | $0 | $175,671 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | 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 Artistic Director. None of the benefit was treated as taxable compensation. First class air travel for the Artistic Director's spouse, who is an integral part of the Artistic Director's artistic knowledge gathering process, is provided. None of the benefit was treated as taxable compensation. |
| Schedule J, Part II | One of the individuals has a postretirement 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 on the absence of certain types of postretirement employment and benefits available to the employee and for employee and spousal health benefits. One of the individuals has a severance provision as part of their employment contract which provides for a severance of six months upon termination without good cause. One or more of the individuals has a severance provision as part of their employment contract which provides for a one-time payment of severance upon non-reengagement of contract. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| CA Infrastructure and Econ Development Bank | |||||||
| A | 630304653 | 2013-06-06 | $11,946,000 | Refunding of Series 2010 and 2008 Bonds and cover issuance costs | 0 | 0 | 0 |
| CA Infrastructure and Econ Development Bank | |||||||
| B | 630304653 | 2013-06-06 | $10,950,500 | Refunding of Series 2010 and 2008 Bonds and cover issuance costs | 0 | 0 | 0 |
| CA Infrastructure and Econ Development Bank | |||||||
| C | 630304653 | 2013-06-06 | $10,950,500 | Refunding of Series 2010 and 2008 Bonds and cover issuance costs | 0 | 0 | 0 |
| CA Infrastructure and Econ Development Bank | |||||||
| D | 630304653 | 2013-06-06 | $10,462,705 | Refunding of Series 2010 and 2008 Bonds and cover issuance costs | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $12,000,000 | $0 | $11,946,000 | $0 | $0 | $0 | $66,701 | $0 | $0 | $15,449 | $0 | 2009 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $11,000,000 | $0 | $10,950,500 | $0 | $0 | $0 | $75,303 | $0 | $0 | $0 | $0 | 2009 | Yes (1) | 0 | Yes (1) | Yes (1) | $0 |
| C | $11,000,000 | $0 | $10,950,500 | $0 | $0 | $0 | $75,303 | $0 | $0 | $0 | $0 | 2009 | Yes (1) | 0 | 0 | Yes (1) | $0 |
| D | $10,005,000 | $0 | $10,462,705 | $0 | $0 | $0 | $71,949 | $0 | $0 | $0 | $0 | 2009 | Yes (1) | 0 | 0 | Yes (1) | $0 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part I-06/06/2013 11,946,000 CA Infrastructure and Econ Development Bank | FormAndLineReferenceDesc |
| Explanation | The 2013 Series A - D issues were used to refund prior bonds which were issued on August 1, 2008 and December 30, 2010. | ExplanationTxt |
Schedule K IRS990ScheduleK
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| First Republic Bank | |||
| Board of Trustees Vice-Chair of Board | $4,750,000 | Letters of credit on Bonds | 0 |
| JPMorgan Chase Bank NA | |||
| Board of Trustees Vice-Chair of Board | $3,752,663 | Payment on Swap Transactions | 0 |
| First Republic Bank | |||
| Board of Trustees Vice-Chair of Board | $875,996 | Loan interest payments and Fees | 0 |
| Pacific Gas and Electric | |||
| Trustee is President of PG&E | $184,090 | Payment of Utilities | 0 |
| Erik Tomasson | |||
| Father is Trustee/Artistic Director | $88,400 | Payments for contract services | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV | FormAndLineReferenceDesc |
| Explanation | As part of the utilities paid to Pacific Gas and Electric (PG&E), $2,439 was paid as part of a loan agreement with the Association and PG&E for energy upgrades made to the facility as part of one of PG&E's applicable rebate or incentive programs. The Association qualified for the loan by submitting an application through the appropriate channels and not through preferential treatment. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 58 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,225,704 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $169,636 | 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 | Equipment | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,940 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I, Line 15 | Contribution bequest of a remainder interest in a personal residence. |
| Schedule M, Part I, Lines 25-28 | The Association received donated equipment in the amount of $10,940. |
| Schedule M, Part I, Line 32b | The Association received a contribution bequest of a remainder interest in a personal residence. The Association used a third party to process and sell the noncash contribution. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4b | Pacific Northwest Ballet, Boston Ballet, Oregon Ballet Theatre, Washington Ballet, Miami City Ballet, Pittsburgh Ballet Theater, Pennsylvania Ballet, Atlanta Ballet, Ballet West, Ballet Met, North Carolina Dance Theater, Ballet Austin, Smuin Ballet, Ballet San Jose, Milwaukee Ballet, Kansas City Ballet, and Ballet Memphis. The Ballet School also operates summer sessions in San Francisco for professional ballet career-bound students from the U.S. and abroad. |
| Form 990, Part VI, Section A, Line 6 | 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 of 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 | Trustees of the Association are elected by the Members for a term of three years. |
| Form 990, Part VI, Section A, Line 7b | Members shall have, in addition to any other rights which may be granted to them under these 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 these 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 | The Association provided a complete copy of this Form 990 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 on 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 | Questionnaires are issued annually to 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 | The Association's process for determining the compensation of the Artistic Director, the Executive Director, and the CFO involved analysis of the compensation by the Assessment Committee. The Artistic Director and Executive Director have written employment contracts, the terms of which are approved by the Assessment Committee. |
| Form 990, Part VI, Section C, Line 19 | 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 six years available to the public via its website. Form 990, governing documents and conflict of interest policy is also available upon request. |
| Form 990, Part XI, Line 9 | Other changes in Net Assets consist of reversals of prior year grants of $(373,836), unrealized loss on interest rate swap of $(139,646) and $(117,127) change in post-retirement benefit obligation. |
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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 Franklin Street | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 94102 | ZIPCode |
| 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 | Type I: 509(a)(3) | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | San Francisco Ballet Association | BusinessNameLine1 |
| 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 | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| San Francisco Ballet Endowment Foundation | ||
| d | $44,510,000 | Actual Loan Guarantee |
| San Francisco Ballet Endowment Foundation | ||
| c | $4,796,373 | Actual Operating Transfers |
| San Francisco Ballet Endowment Foundation | ||
| o | $540,834 | Actual Employee Salary, Benefits, Taxes |
| San Francisco Ballet Endowment Foundation | ||
| p | $434,489 | Actual Expense reimbursements |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Additional time required to compile information necessary for a complete and accurate return. | ExplanationTxt |