THE JOFFREY BALLET: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE JOFFREY BALLET (EIN 36-4009741)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-12
- IRS object ID
- 201430439349301128
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-12T12:34:58-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McGladrey LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South Wacker Drive Suite 800 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606063392 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364009741 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Joffrey Ballet | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOFF | NameControl |
| Phone | 3127390120 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 East Randolph Street | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kathleen Hechinger | Name |
| Title | CFO and Deputy Director | Title |
| Phone | 3127390120 | Phone |
| Date Signed | 2014-02-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Zack Fortsch | Name |
| PTIN | P00052725 | PTIN |
| Phone | 3126343400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Greg Cameron | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 East Randolph Street | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14894886 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.joffrey.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 61 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 58 | NbrIndependentVotingMembers |
| Total Nbr Employees | 166 | TotalNbrEmployees |
| Total Nbr Volunteers | 93 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5076908 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5163546 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7703111 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9335730 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -161908 | OtherRevenuePriorYear |
| Other Revenue Current Year | -290531 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12618111 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14208745 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 317459 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6241401 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6612689 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 818953 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8161777 | OtherExpensePriorYear |
| Other Expenses Current Year | 9082710 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14403178 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16012858 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1785067 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1804113 | RevenuesLessExpensesCY |
| Total Assets BOY | 23844797 | TotalAssetsBOY |
| Total Assets EOY | 22728141 | TotalAssetsEOY |
| Total Liabilities BOY | 3006081 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3693538 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 20838716 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19034603 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12562912 | Expense |
| Revenue | 6832827 | Revenue |
| Description | Artistic - Produce, Promote and Perform Ballets:During The Joffrey Ballet's 2012 - 2013 Season, the company presented four programs: a mixed repertory program, Human Landscapes (October 2012, 10 performances), Robert Joffrey's The Nutcracker (December 2012, 22 performances), a mixed repertory program, American Legends (February 2013, 10 performances), and Lar Lubovitch's Othello (April/May 2013, 10 performances). The total attendance for these programs was 84,094. Additional performances in Chicago included the Chicago Dancing Festival (August 2012, 1 performance) and the Spring Gala performance (April 2013, 1 performance). Total attendance for these events was approximately 15,000.The Joffrey Ballet's student matinee series offered The Nutcracker to Chicago Public School students for a discounted ticket rate of $10. Approximately 2,830 students attended The Nutcracker (December 2012, 1 performance).The Joffrey Ballet toured to 22 cities, presenting The Nutcracker and mixed repertory programs. Approximately 72,355 people attended 40 performances in cities throughout the United States. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1613671 | Expense |
| Grants | 317459 | Grants |
| Revenue | 2190521 | Revenue |
| Description | Joffrey Academy:Joffrey Academy of Dance, Official School of The Joffrey Ballet, is committed to providing a world-class education built on a foundation of classical ballet to students of all ages, levels and backgrounds who have a desire to dance. With the talents cultivated at the Joffrey Academy, students can pursue careers as professional dancers at companies throughout the world, higher education opportunities in dance, or success in other fields. Through the Joffrey Academy's programs, students develop a diverse set of skills including artistry, creativity, discipline and confidence, among others. In fiscal 2013, 1,253 students participated in the Joffrey Academy's programs (this number does not include the adult drop-in classes). The Joffrey Academy and Community Engagement programs provide high-quality, educational training which form future audiences and support for The Joffrey Ballet and build the organization's reputation worldwide. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 453276 | Expense |
| Revenue | 312382 | Revenue |
| Description | Community Engagement:The primary goal of The Joffrey Ballet's Community Engagement programs 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 disadvantaged youth, we hope to increase the level of awareness of this art form, and instill life skills that last long after programs end. In fiscal 2013, 2,954 students benefited from The Joffrey Ballet's Community Engagement programs. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 14629859 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 218 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 166 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 61 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 58 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kathleen Hechinger CFO and Deputy Director | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3123868928 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 East Randolph Street | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60601 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (67 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Jason J Tyler | ||||||
| Chairman of the Board | 5.00 | X | X | 0 | 0 | 0 |
| Zachary D Lazar Jr | ||||||
| First Vice Chair | 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 | 300646 | 0 | 5961 |
| Kathleen Hechinger | ||||||
| CFO & Deputy Director | 40.00 | X | X | 133668 | 0 | 7659 |
| Christopher C Conway | ||||||
| Executive Director (Former at 6/13) | 40.00 | X | X | 202819 | 0 | 7430 |
| Patty Perkins Andringa | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Andrew M Appel | ||||||
| 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 | |
| Marc L Berman | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Patricia Besser | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| David Boles | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Joan Colmar | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Cheryl Cook | ||||||
| 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 | ||||||
| Past Chairman | 1.00 | X | 0 | 0 | 0 | |
| Shelley MacArthur Farley | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Liza Yntema Ferguson | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Lorna Ferguson | ||||||
| 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 | |
| James A Gordon | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Robert E Graham | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Linda Chaplik Harris | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Odele Hawkins | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Una Jackman | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Leon Kinloch | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Barbara Levy Kipper | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Donna M LaPietra | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Todd W Lillibridge | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Barry Litwin | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Bruce Lubin | ||||||
| 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 | |
| Helen H Melchior | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Janet L Melk | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Leslie D Minier | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Michael Murphy | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Diane Patience | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Kevin 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 | |
| Ken Shanoff | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Carrie L 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 | |
| Liz Sharp | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| K Brooke Stafford-Brizard | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Dawn Stanislaw | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Lauren Streicher | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Ben Strobel | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Sarah Beardsley | ||||||
| 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 | |
| Ronald V Waters III | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Joseph H Wender | ||||||
| Board Member | 1.00 | X | 0 | 0 | 0 | |
| Kevin Willer | ||||||
| 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 637133 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 21050 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Auditorium Theatre Roosevelt University | |||||
| 50 E Congress Parkway | Chicago | IL | 60605 | Theatre Services | 635368 |
| Palmer House Hilton | |||||
| 17 East Monroe | Chicago | IL | 60603 | Event Meals | 261354 |
| ART League Inc | |||||
| 180 E Pearson 4602 | Chicago | IL | 60611 | Advertising | 129780 |
| SD&A Teleservices Inc | |||||
| 5757 West Century Blvd Suite 300 | Los Angeles | CA | 90045 | Subscription Marketing | 123214 |
| Chicago Philharmonic Society | |||||
| 1123 Emerson Street Suite 207 | Evanston | IL | 60201 | Orchestra | 116257 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 1343616 | FundraisingEvents |
| Government Grants | 37600 | GovernmentGrants |
| All Other Contributions | 3782330 | AllOtherContributions |
| Noncash Contributions | 244887 | NoncashContributions |
| Total Contributions | 5163546 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Performance Revenue | 900099 | 6832827 | 6832827 |
| Academy Revenue | 900099 | 2190521 | 2190521 |
| Community Engagement | 900099 | 312382 | 312382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9335730 | TotalProgramServiceRevenue |
| Gross Income Fundraising Events | 395610 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1343616 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 686141 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -290531 | TotalRevenueColumn |
| Exclusion | -$290,531 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14208745 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9335730 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$290,531 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 317459 | Total |
| Program Services | 317459 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 889793 | Total |
| Program Services | 725969 | ProgramServices |
| Management And General | 31623 | ManagementAndGeneral |
| Fundraising | 132201 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4526324 | Total |
| Program Services | 4013666 | ProgramServices |
| Management And General | 248077 | ManagementAndGeneral |
| Fundraising | 264581 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150227 | Total |
| Program Services | 147905 | ProgramServices |
| Management And General | 2321 | ManagementAndGeneral |
| Fundraising | 1 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 510419 | Total |
| Program Services | 469779 | ProgramServices |
| Management And General | 19667 | ManagementAndGeneral |
| Fundraising | 20973 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 535926 | Total |
| Program Services | 441086 | ProgramServices |
| Management And General | 56079 | ManagementAndGeneral |
| Fundraising | 38761 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202040 | Total |
| Program Services | 152353 | ProgramServices |
| Management And General | 40375 | ManagementAndGeneral |
| Fundraising | 9312 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61143 | Total |
| Program Services | 53710 | ProgramServices |
| Management And General | 2980 | ManagementAndGeneral |
| Fundraising | 4453 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1039874 | Total |
| Program Services | 1039483 | ProgramServices |
| Management And General | 86 | ManagementAndGeneral |
| Fundraising | 305 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 537949 | Total |
| Program Services | 533974 | ProgramServices |
| Fundraising | 3975 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 319200 | Total |
| Program Services | 264859 | ProgramServices |
| Management And General | 18519 | ManagementAndGeneral |
| Fundraising | 35822 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84906 | Total |
| Program Services | 55693 | ProgramServices |
| Management And General | 12701 | ManagementAndGeneral |
| Fundraising | 16512 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 266492 | Total |
| Program Services | 266492 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1225586 | Total |
| Program Services | 1155833 | ProgramServices |
| Management And General | 30719 | ManagementAndGeneral |
| Fundraising | 39034 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1112488 | Total |
| Program Services | 1081516 | ProgramServices |
| Management And General | 9897 | ManagementAndGeneral |
| Fundraising | 21075 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46934 | Total |
| Program Services | 20072 | ProgramServices |
| Management And General | 21053 | ManagementAndGeneral |
| Fundraising | 5809 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16678 | Total |
| Management And General | 16678 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 825496 | Total |
| Program Services | 748845 | ProgramServices |
| Management And General | 30729 | ManagementAndGeneral |
| Fundraising | 45922 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 343059 | Total |
| Program Services | 325892 | ProgramServices |
| Management And General | 11007 | ManagementAndGeneral |
| Fundraising | 6160 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| Production Services | 1689739 | 1689535 | 204 | |
| Orchestra | 849155 | 849155 | ||
| Event Meals and Equipme | 181223 | 101095 | 79052 | 1076 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 280748 | Total |
| Program Services | 175488 | ProgramServices |
| Management And General | 10459 | ManagementAndGeneral |
| Fundraising | 94801 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16012858 | Total |
| Program Services | 14629859 | ProgramServices |
| Management And General | 564046 | ManagementAndGeneral |
| Fundraising | 818953 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 406829 | BOY |
| EOY | 415230 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2567943 | BOY |
| EOY | 1975388 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46652 | BOY |
| EOY | 253633 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 168611 | BOY |
| EOY | 119764 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 23702423 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3779023 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20598430 | BOY |
| EOY | 19923400 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56332 | BOY |
| EOY | 40726 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23844797 | BOY |
| EOY | 22728141 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 657778 | BOY |
| EOY | 575197 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1828303 | BOY |
| EOY | 1990341 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 520000 | BOY |
| EOY | 1128000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3006081 | BOY |
| EOY | 3693538 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18085860 | BOY |
| EOY | 15886369 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2752856 | BOY |
| EOY | 3148234 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20838716 | BOY |
| EOY | 19034603 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23844797 | BOY |
| EOY | 22728141 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -1804113 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7365759 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5663807 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7587421 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5076908 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5163546 | CurrentTaxYear |
| Total | 30857441 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7365759 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5663807 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7587421 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5076908 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5163546 | CurrentTaxYear |
| Total | 30857441 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 6143472 | AmountsSubstContributorsTotal |
| Public Support Total170 | 24713969 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 154854 | CurrentTaxYearMinus4Years |
| Total | 154854 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 31012295 | TotalSupport |
| Gross Receipts From Admissions Etc | 21332858 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.79690 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.73250 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21448082 | OtherCostOrOtherBasis |
| Depreciation | 2412909 | Depreciation |
| Book Value | 19035173 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1697359 | OtherCostOrOtherBasis |
| Depreciation | 1007548 | Depreciation |
| Book Value | 689811 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 556982 | OtherCostOrOtherBasis |
| Depreciation | 358566 | Depreciation |
| Book Value | 198416 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 19923400 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 14592889 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 686141 | OtherRevenues |
| Revenue Not Rptd F990 | 686141 | RevenueNotRptdF990 |
| Revenue Subtotal | 13906748 | RevenueSubtotal |
| Other Revenues Not Included | 301997 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 301997 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 14208745 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16397002 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 686141 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 686141 | ExpensesNotRptdF990 |
| Expenses Subtotal | 15710861 | ExpensesSubtotal |
| Other Expenses Not Included | 301997 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 301997 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 16012858 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Uncertain Tax Positions Under FIN 48: | 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, 2013 and 2012, 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 2009. |
| Part XI, Line 2d - Other Adjustments: | Reclass Special Events 686,141. | |
| Part XI, Line 4b - Other Adjustments: | Reclass Academy Tuition Waivers 301,997. | |
| Part XII, Line 2d - Other Adjustments: | Reclass Special Events 686,141. | |
| Part XII, Line 4b - Other Adjustments: | Reclass Academy Tuition Waivers 301,997. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Gala | NameOfEvent1 |
| Gross Receipts Event1 | 1031480 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 829980 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 201500 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 63068 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 155337 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 24850 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 40724 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Couture Show | NameOfEvent2 |
| Gross Receipts Event2 | 270121 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 207151 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 62970 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 96491 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 40603 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 15560 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 19517 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 6 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 437625 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 306485 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 131140 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 0 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 53932 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 113054 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 29365 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 33640 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1739226 | GrossReceiptsTotal |
| Charitable Contributions Total | 1343616 | CharitableContributionsTotal |
| Gross Revenue Total Events | 395610 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 213491 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 308994 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 69775 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 93881 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 686141 | DirectExpenseSummaryEvents |
| Net Income Summary | -290531 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Tuition Scholarship | 130 | 301996 |
| Housing Stipend | 2 | 15463 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ashley C Wheater | ||||||||||||||
| Artistic Director | 247338 | 0 | 0 | 0 | 53308 | 0 | 0 | 0 | 5961 | 0 | 306607 | 0 | 50000 | 0 |
| Christopher C Conway | ||||||||||||||
| Executive Director (Former at 6/13) | 202819 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 7430 | 0 | 210249 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Information | Identifier |
| Return Reference | Part III | ReturnReference |
| Explanation | Ashley Wheater, Artistic Director of The Joffrey Ballet, participated in a supplemental 457(f) deferred retirement plan. Deferred contributions to this plan totaled $50,000 over the previous five fiscal periods. The plan was paid out this year, and compensation reported per Mr. Wheater's W-2 was $53,308. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Opus 3 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | See Supplement | Relationship |
| Amount Of Transaction | 147100 | AmountOfTransaction |
| Description Of Transaction | Tour Mgmt | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Opus 3 Transaction | ReturnReference |
| Explanation | Fred 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 the year totaled $147,100. | Explanation |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Airline Tkts | 1 | 109096 | Cost Basis |
| X | Hotel Lodging | 1 | 100765 | Cost Basis |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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 Executive Committee, the primary governing body of the Board of Directors, reviews the Form 990 before filing. Additionally, the final return is provided to the entire 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 its 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. Then results are reviewed by the Governance Committee of the Board and reported to the Executive Committee. Officers, directors or key employees with actual or potential conflicts have an ongoing fiduciary duty and obligation to fully disclose such events and will recuse themselves from voting on any related action. |
| 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 all of its documents available by request online and has copies available in its business office. |