PITTSBURGH BALLET THEATRE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PITTSBURGH BALLET THEATRE INC (EIN 23-7101094)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-02
- IRS object ID
- 201203079349300700
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-02T07:13:47-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251408703 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 PENN AVENUE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237101094 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PITTSBURGH BALLET THEATRE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PITT | NameControl |
| Phone | 4122810360 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 LIBERTY AVENUE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152011500 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HARRIS FERRIS | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 4122810360 | Phone |
| Date Signed | 2012-10-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN M KIRSCH | Name |
| PTIN | P00341397 | PTIN |
| Phone | 4122613644 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | HARRIS FERRIS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 LIBERTY AVENUE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152011500 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9815616 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PBT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | THE ORGANIZATION IS COMMITTED TO THE DEVLOPMENT OF AN INTERNATIONALLY RECOGNIZED BALLET COMPANY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 46 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 45 | NbrIndependentVotingMembers |
| Total Nbr Employees | 205 | TotalNbrEmployees |
| Total Nbr Volunteers | 66 | TotalNbrVolunteers |
| Total Gross UBI | 40316 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3503810 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3464285 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3406168 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3550650 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 242218 | InvestmentIncomePriorYear |
| Investment Income Current Year | 202252 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 142737 | OtherRevenuePriorYear |
| Other Revenue Current Year | 259029 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7294933 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7476216 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 268618 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 383770 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2916103 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3047368 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 45729 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 587851 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4313254 | OtherExpensePriorYear |
| Other Expenses Current Year | 4694479 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7543704 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8125617 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -248771 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -649401 | RevenuesLessExpensesCY |
| Total Assets BOY | 13842726 | TotalAssetsBOY |
| Total Assets EOY | 13032021 | TotalAssetsEOY |
| Total Liabilities BOY | 2276340 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2634819 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11566386 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10397202 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O FOR THE DESCRIPTION OF PITTSBURGH BALLET THEATRE INC.'S PRIMARY MISSION.COMMUNITY BASED AND INTERNATIONALLY RECOGNIZED PROFESSIONAL BALLET COMPANY THAT PERFORMS TRADITIONAL AND CONTEMPORARY BALLETS AND DEVELOPS INNOVATIVE NEW WORKS. SEEKS TO PERPETUATE EXCELLENCE IN THE ART OF BALLET THROUGH PERFORMANCES, SUPERIOR TRAINING OF STUDENT DANCERS AND COMMUNITY ENGAGEMENT INITIATIVES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5455067 | Expense |
| Revenue | 1929045 | Revenue |
| Description | PRODUCTION AND PERFORMANCE OF BALLET - EXPOSE AUDIENCES, BOTH IN PITTSBURGH AND ON TOUR, TO WORLD-CLASS BALLET THROUGH PRESENTATION OF TRADITIONAL BALLETS BY LEGENDARY MASTERS AND THE COMMISSION AND PRESENTATION OF NEW WORKS BY INNOVATIVE CHOREOGRAPHERS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1396632 | Expense |
| Grants | 383770 | Grants |
| Revenue | 1593115 | Revenue |
| Description | SCHOOL AND ART EDUCATION - 350 STUDENTS ARE ENROLLED IN THE PROGRAM WHICH ATTRACTS, DEVELOPS AND RETAINS EXCELLENT DANCERS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 6851699 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | 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 | 1 | 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 | 0 | 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 | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 49 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 205 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 46 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 45 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | 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 | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAY ROMANO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4124549112 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 LIBERTY AVENUE | AddressLine1 |
| City | PGH | City |
| State | PA | State |
| ZIP Code | 152011500 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (50 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| JASON ALTMIRE | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| ROBERT STANTON BARMEN | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| KELLY BOYER | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| BETH O BROWN | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| DAVID BUSH | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| HOLLY BRUBACH | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| CAROLYN M BYHAM | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| CHRISTINE CAMSUZOU | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| SEAN CASSIDY | ||||||
| TRUSTEE (ENTERED 02/12) | 0.10 | X | 0 | 0 | 0 | |
| JAY COSTA JR | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| SUSAN CRUZ | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| DEBRA DERMODY ESQ | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| KAYE R DESCH | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| TIMOTHY EVANS PHD | ||||||
| TRUSTEE (ENTERED 02/12) | 0.10 | X | 0 | 0 | 0 | |
| JAMES TOMLINSON FORT | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| FREDDIE H FU MD | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| JEANNE GLEASON | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| KRISTINE SORENSEN GIFFIN | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| JAMES H HARDIE | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| DONA HOTOPP | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| ROBERT KORMOS MD | ||||||
| TRUSTEE (ENTERED 02/12) | 0.10 | X | 0 | 0 | 0 | |
| DOUG KREPS | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| ROBERT A KRIZNER | ||||||
| TRUSTEE (EXITED 02/12) | 0.10 | X | 0 | 0 | 0 | |
| MICHAEL C LAROCCO | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| SUSAN LEONE | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| PEGGY MCNIGHT | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| LEROY L METZ II | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| JOHN PIPPY | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| MARK POPOVICH | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| RICHARD E RAUH | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| MARYANN REABE | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| DIANA REID | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| KRISTY RODRIGUEZ | ||||||
| TRUSTEE (EXITED 02/12) | 0.10 | X | 0 | 0 | 0 | |
| LISA SAPERSTEIN | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| ANN SCHWAB | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| VINCENT SILVAGGIO MD | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| NORMA SOBEL | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| BECKY TORBIN | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| COLLEEN TRAVIS | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| DAVID F TUTHILL | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| HILARY S TYSON | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| MARKUS WEBER | ||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | |
| BOB WYCHE | ||||||
| TRUSTEE (ENTERED 02/12) | 0.10 | X | 0 | 0 | 0 | |
| SHELLEY TAYLOR | ||||||
| CHAIR | 0.10 | X | 0 | 0 | 0 | X |
| JAMES E CROCKARD III | ||||||
| VICE CHAIR | 0.10 | X | 0 | 0 | 0 | X |
| MICHAEL J HAVER | ||||||
| TREASURER | 0.10 | X | 0 | 0 | 0 | X |
| KATHLEEN MICLOT | ||||||
| SECRETARY | 0.10 | X | 0 | 0 | 0 | X |
| TERRENCE ORR | ||||||
| ARTISTIC DIRECTOR | 40.00 | X | 161008 | 0 | 8972 | |
| HARRIS FERRIS | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 173289 | 0 | 9341 | X | |
| JAY ROMANO | ||||||
| FINANCE DIRECTOR | 40.00 | 101844 | 0 | 7197 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 436141 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 25510 | 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
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENDOCO CONSTRUCTION CORP | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 LINCOLN ROAD | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15235 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | BUILDING RENOVATIONS | DescriptionOfServices |
| Compensation | 518644 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 90000 | FundraisingEvents |
| Government Grants | 1071854 | GovernmentGrants |
| All Other Contributions | 2302431 | AllOtherContributions |
| Noncash Contributions | 50825 | NoncashContributions |
| Total Contributions | 3464285 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PERFORMANCE TICKET | 711190 | 1798571 | 1798571 | |
| SCHOOL TUITION | 611710 | 1593115 | 1593115 | |
| COSTUMES & SET INCOME | 711190 | 55915 | 55915 | |
| BALLET COMPANY TOURING | 711190 | 48953 | 48953 | |
| PROGRAM ADVERTISING | 541800 | 37731 | 37731 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16365 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16365 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3550650 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 55881 | TotalRevenueColumn |
| Exclusion | $55,881 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2337602 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2191231 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 146371 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 146371 | TotalRevenueColumn |
| Exclusion | $146,371 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 392843 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 90000 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 145640 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 247203 | TotalRevenueColumn |
| Exclusion | $247,203 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 14355 | GrossSalesOfInventory |
| Cost Of Goods Sold | 2529 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11826 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9241 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2585 | UnrelatedBusinessRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7476216 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3522160 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 40316 | UnrelatedBusinessRevenue |
| Exclusion | $449,455 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 383770 | Total |
| Program Services | 383770 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 498498 | Total |
| Program Services | 181177 | ProgramServices |
| Management And General | 267096 | ManagementAndGeneral |
| Fundraising | 50225 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1966816 | Total |
| Program Services | 1548976 | ProgramServices |
| Management And General | 179009 | ManagementAndGeneral |
| Fundraising | 238831 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55742 | Total |
| Program Services | 49778 | ProgramServices |
| Management And General | 5193 | ManagementAndGeneral |
| Fundraising | 771 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 351923 | Total |
| Program Services | 273388 | ProgramServices |
| Management And General | 42372 | ManagementAndGeneral |
| Fundraising | 36163 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174389 | Total |
| Program Services | 125279 | ProgramServices |
| Management And General | 28743 | ManagementAndGeneral |
| Fundraising | 20367 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2306 | Total |
| Program Services | 2306 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34916 | Total |
| Management And General | 34916 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6291 | Total |
| Fundraising | 6291 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63220 | Total |
| Program Services | 63220 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11763 | Total |
| Program Services | 4545 | ProgramServices |
| Management And General | 1435 | ManagementAndGeneral |
| Fundraising | 5783 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 504265 | Total |
| Program Services | 504265 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172384 | Total |
| Program Services | 72015 | ProgramServices |
| Management And General | 21456 | ManagementAndGeneral |
| Fundraising | 78913 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32028 | Total |
| Program Services | 14778 | ProgramServices |
| Management And General | 4667 | ManagementAndGeneral |
| Fundraising | 12583 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136112 | Total |
| Program Services | 52970 | ProgramServices |
| Management And General | 80575 | ManagementAndGeneral |
| Fundraising | 2567 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24119 | Total |
| Program Services | 11092 | ProgramServices |
| Management And General | 7018 | ManagementAndGeneral |
| Fundraising | 6009 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9845 | Total |
| Management And General | 3872 | ManagementAndGeneral |
| Fundraising | 5973 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 511290 | Total |
| Program Services | 511290 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| DIRECT PRODUCTION | 1687421 | 1687421 |
| SCHOOL EXPENSE | 920149 | 920149 |
| GENERAL PRODUCTION | 188687 | 188687 |
| ARTS EDUCATION | 92711 | 92711 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296972 | Total |
| Program Services | 163882 | ProgramServices |
| Management And General | 9715 | ManagementAndGeneral |
| Fundraising | 123375 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8125617 | Total |
| Program Services | 6851699 | ProgramServices |
| Management And General | 686067 | ManagementAndGeneral |
| Fundraising | 587851 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 692050 | BOY |
| EOY | 292641 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149714 | BOY |
| EOY | 508074 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 814278 | BOY |
| EOY | 544189 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28948 | BOY |
| EOY | 32242 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15083 | BOY |
| EOY | 16333 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 330432 | BOY |
| EOY | 344787 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10172977 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7181521 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2678399 | BOY |
| EOY | 2991456 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8491718 | BOY |
| EOY | 7717476 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 380348 | BOY |
| EOY | 349627 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 261756 | BOY |
| EOY | 235196 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13842726 | BOY |
| EOY | 13032021 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 312454 | BOY |
| EOY | 368596 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1165218 | BOY |
| EOY | 1171100 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 798668 | BOY |
| EOY | 1095123 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2276340 | BOY |
| EOY | 2634819 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 290909 | BOY |
| EOY | 162426 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2204982 | BOY |
| EOY | 2095994 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9070495 | BOY |
| EOY | 8138782 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11566386 | BOY |
| EOY | 10397202 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13842726 | BOY |
| EOY | 13032021 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -649401 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -519783 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 4021767 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2380543 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4166617 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3503810 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3450928 | CurrentTaxYear |
| Total | 17523665 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4021767 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2380543 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4166617 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3503810 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3450928 | CurrentTaxYear |
| Total | 17523665 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1391038 | AmountsSubstContributorsTotal |
| Public Support Total170 | 16132627 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 515379 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 253652 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 53885 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 75301 | CurrentTaxYearMinus1Year |
| Current Tax Year | 55881 | CurrentTaxYear |
| Total | 954098 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5022 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 493 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 350 | CurrentTaxYearMinus2Years |
| Total | 5865 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 18483628 | TotalSupport |
| Gross Receipts From Admissions Etc | 18464936 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.87280 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.88120 | 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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 6291 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 6291 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 8119326 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 8125617 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 556281 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 139070 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 527185 | CurrentYearMinus1 |
| Current Year | 556281 | CurrentYear |
| Total | 1083466 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,625,199 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 6294 | CurrentYearMinus1 |
| Current Year | 6291 | CurrentYear |
| Total | 12585 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 131796 | CurrentYearMinus1 |
| Current Year | 139070 | CurrentYear |
| Total | 270866 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $406,299 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8627492 | BeginningOfYearBalance |
| Contributions | 10000 | Contributions |
| Investment Earnings Or Losses | -369856 | InvestmentEarningsOrLosses |
| Other Expenditures | 541000 | OtherExpenditures |
| End Of Year Balance | 7726636 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7611114 | BeginningOfYearBalance |
| Contributions | 50000 | Contributions |
| Investment Earnings Or Losses | 1516378 | InvestmentEarningsOrLosses |
| Other Expenditures | 550000 | OtherExpenditures |
| End Of Year Balance | 8627492 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6985570 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1239044 | InvestmentEarningsOrLosses |
| Other Expenditures | 613500 | OtherExpenditures |
| End Of Year Balance | 7611114 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8988411 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -1521557 | InvestmentEarningsOrLosses |
| Other Expenditures | 480284 | OtherExpenditures |
| End Of Year Balance | 6985570 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7176351 | OtherCostOrOtherBasis |
| Depreciation | 5194748 | Depreciation |
| Book Value | 1981603 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 736243 | OtherCostOrOtherBasis |
| Depreciation | 43425 | Depreciation |
| Book Value | 692818 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2260383 | OtherCostOrOtherBasis |
| Depreciation | 1943348 | Depreciation |
| Book Value | 317035 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2991456 | TotalOfBookValueLandBuildings |
| Total Revenue | 7476216 | TotalRevenue |
| Total Expenses | 8125617 | TotalExpenses |
| Excess Or Deficit For Year | -649401 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -519783 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -519783 | TotalAdjustments |
| Excess Or Deficit Per FS | -1169184 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7350135 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -519783 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 308753 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 148169 | OtherRevenues |
| Revenue Not Rptd F990 | -62861 | RevenueNotRptdF990 |
| Revenue Subtotal | 7412996 | RevenueSubtotal |
| Investment Expenses Not Included | 63220 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 63220 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7476216 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8519319 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 308753 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 148169 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 456922 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8062397 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 63220 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 63220 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8125617 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE BALLET'S ENDOWMENT CONSISTS OF DONOR-RESTRICTED INVESTMENT FUNDS ESTABLISHED FOR PERPETUAL SUPPORT OF THE ORGANIZATION'S MISSION. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BALLET TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE BOARD OF DIRECTORS OF THE BALLET HAS ELECTED TO BE GOVERNED BY THE COMMONWEALTH OF PENNSYLVANIA'S ACT 141 (ACT 141). ACT 141 IS A TOTAL RETURN POLICY THAT ALLOWS A NONPROFIT TO CHOOSE TO TREAT A PERCENTAGE OF THE AVERAGE MARKET VALUE OF THE ENDOWMENT'S PERMANENTLY RESTRICTED INVESTMENTS AS INCOME EACH YEAR. HOWEVER, THE LONG-TERM PRESERVATION OF THE REAL VALUE OF THE ASSETS MUST BE TAKEN INTO CONSIDERATION WHEN THE BOARD ELECTS THE AMOUNT. ON AN ANNUAL BASIS, THE BOARD, MUST ELECT A SPENDING RATE OF BETWEEN 2% AND 7%. IN ACCORDANCE WITH ACT 141, AND TO COMPLY WITH A DONOR-IMPOSED RESTRICTION, THE BALLET ANNUALLY TRANSFERS NO MORE THAN 5% OF THE PREVIOUS YEARS' MARKET VALUE AVERAGE OF THE ENDOWMENT FUND. FOR THE YEAR ENDED JUNE 30, 2012 AND 2011, THE BALLET OBTAINED THE DONOR'S PERMISSION TO INCREASE THE MAXIMUM INVESTMENT DRAW PERCENTAGE TO 7%. THIS PERCENTAGE IS APPLIED TO A THREE-YEAR AVERAGE MARKET VALUE OF THE INVESTMENTS AT JUNE 30TH OF THE PREVIOUS YEAR. THE BALLET CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS THE ORIGINAL AND SUBSEQUENT VALUE OF THE GIFTS DONATED TO THE PERMANENT ENDOWMENT. IN ACCORDANCE WITH ACT 141, THE BALLET HAS ADOPTED A WRITTEN INVESTMENT POLICY, OF WHICH A SECTION SPECIFICALLY RELATES TO THE ENDOWMENT FUND. THE BALLET CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO SET A SPENDING RATE: 1. PROTECTING THE CORPUS OF THE ENDOWMENT FUND. 2. PRESERVING THE SPENDING POWER OF THE ASSETS. 3. OBTAINING MAXIMUM INVESTMENT RETURN WITH REASONABLE RISK AND OPERATIONAL CONSIDERATION. 4. COMPLYING WITH APPLICABLE LAWS AND DONOR-IMPOSED RESTRICTIONS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE BALLET IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS RECORDED IN THE FINANCIAL STATEMENTS. THE BALLET'S STATEMENT OF FINANCIAL POSITION AT JUNE 30, 2012 AND 2011 DOES NOT INCLUDE ANY LIABILITIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS; FURTHER, THE BALLET HAS NO UNRECOGNIZED TAX BENEFITS. THERE WERE NO INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENTS OF ACTIVITIES FOR THE YEARS ENDED JUNE 30, 2012 AND 2011. THE STATUTORY TAX YEARS REMAIN OPEN TO EXAMINATION. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 145,640. COST OF GOODS SOLD 2,529. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 145,640. COST OF GOODS SOLD 2,529. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | POINTE IN TIME BALL | NameOfEvent1 |
| Gross Receipts Event1 | 482843 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 90000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 392843 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 21329 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 1615 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 73379 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 21525 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 27792 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 482843 | GrossReceiptsTotal |
| Charitable Contributions Total | 90000 | CharitableContributionsTotal |
| Gross Revenue Total Events | 392843 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 21329 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 1615 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 73379 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 21525 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 27792 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 145640 | DirectExpenseSummaryEvents |
| Net Income Summary | 247203 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| TUITION SCHOLARSHIP | 85 | 149710 | 0 | N/A | N/A |
| HOUSING ASSISTANCE | 40 | 95090 | 0 | N/A | N/A |
| TUITION FINANCIAL AID | 66 | 138970 | 0 | N/A | N/A |
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: STUDENTS IN LEVEL V+ ARE ELIGIBLE TO APPLY FOR FINANCIAL AID (OR AGES 12+ FOR THE INTENSIVE SUMMER PROGRAM). ALL OF PITTSBURGH BALLET THEATRE'S ("PBT") FINANCIAL AID AWARDS ARE CONSIDERED 'WORK-STUDY' AWARDS WHEREBY TUITION REDUCTION OF THIS TYPE MAY CARRY AN OBLIGATION FOR THE STUDENT TO COMPLETE ASSIGNED TASKS THROUGHOUT THE YEAR. FINANCIAL ASSISTANCE IS LIMITED AND NOT GUARANTEED. AN APPLICATION IS REVIEWED AND CONSIDERED ONLY AFTER A STUDENT IS OFFICIALLY REGISTERED FOR THE PROGRAM (THE SCHOOL HAS RECEIVED REGISTRATION FORM, MEDICAL COVERAGE INFORMATION, AND APPLICABLE NON-REFUNDABLE TUITION DEPOSIT). FAILURE TO RECEIVE A WORK-STUDY AWARD WILL NOT RESULT IN REFUND OF TUITION DEPOSIT. ONE APPLICATION MAY BE SUBMITTED PER FAMILY. THE MOST RECENT TAX RETURN MUST ACCOMPANY THE APPLICATION FOR CONSIDERATION. IF THE PARENTS ARE SEPARATED OR DIVORCED, THE TAX RETURN OF THE PARENT WITH WHOM THE CHILD RESIDES MUST BE SUBMITTED. THE COMPLETED FORM MUST REACH THE PBT SCHOOL OFFICE BY A CERTAIN DATE (WHICH VARIES FROM YEAR TO YEAR) FOR CONSIDERATION. IF AN APPLICATION IS RECEIVED LATER THAN THE DATE INDICATED IT MAY NOT BE CONSIDERED. FINANCIAL AID AWARDS VARY FROM $0 - $2,000 ANNUALLY. NOT ALL APPLICANTS RECEIVE THE SAME AMOUNT AS ONE ANOTHER. AWARDS ARE SUBJECT TO THE TOTAL AMOUNT THE SCHOOL HAS TO DISTRIBUTE EACH YEAR, WHICH VARIES, AND BY THE INFORMATION PROVIDED IN THE APPLICATION/SUPPLEMENTAL MATERIALS. IF A STUDENT DOES NOT RECEIVE FINANCIAL AID FOR A PARTICULAR PROGRAM, THEY ARE WELCOME TO SUBMIT FINANCIAL AID APPLICATIONS FOR FUTURE PBT PROGRAMS, BUT FINANCIAL AID IS NOT NECESSARILY GUARANTEED FOR FUTURE PROGRAMS. IN AN EFFORT TO PROMOTE INCREASED PARTICIPATION OF YOUNG MALES IN THE ART FORM, THE PITTSBURGH BALLET THEATRE HAS DEVELOPED A PROGRAM OF TUITION AND HOUSING ASSISTANCE THAT DIMINISHES THE BARRIER FOR MALE BALLET STUDENTS WITH TUITION ASSISTANCE AND, IN SOME CASES, HOUSING ASSISTANCE. THE PROCESS OF AWARDING THESE SCHOLARSHIPS INVOLVES AN AUDITION AND REVIEW BY SCHOOL DIRECTORS. STUDENTS ARE ACCEPTED OR REJECTED BASED ON THEIR EVALUATION AND AWARDED TUITION AND HOUSING SCHOLARSHIPS ACCORDINGLY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | 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)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TERRENCE ORR | |||||||||||||
| 161008 | 0 | 0 | 0 | 0 | 0 | 4830 | 0 | 4142 | 0 | 169980 | 0 | 0 | 0 |
| HARRIS FERRIS | |||||||||||||
| 173289 | 0 | 0 | 0 | 0 | 0 | 5199 | 0 | 4142 | 0 | 182630 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 27167 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | BALLET SHOES | 1 | 11854 | FMV |
| X | COSTUME FABRIC | 1 | 5304 | FMV |
| X | FLOWERS | 1 | 6500 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE ORGANIZATION USES AN UNRELATED THIRD PARTY BROKERAGE FIRM TO SELL GIFTS OF PUBLICLY TRADED SECURITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE DRAFT FORM 990, 990-T AND REQUIRED SCHEDULES ARE REVIEWED BY THE ORGANIZATION'S INTERNAL MANAGEMENT AS WELL AS THE BOARD'S FINANCE AND AUDIT COMMITTEE. UPON COMPLETION OF THIS REVIEW, THE FORMS ARE FINALIZED AND A COMPLETE COPY IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, OFFICERS, DIRECTORS AND KEY EMPLOYEES RECEIVE A COPY OF THE ORGANIZATION'S EXISTING CONFLICT OF INTEREST POLICY ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM FOR COMPLETION. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND UPDATED BY THE GOVERNANCE COMMITTEE ON AN ANNUAL BASIS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S COMPENSATION IS COMPARED WITH OTHER LOCAL ART ORGANIZATIONS AS WELL AS WITH OTHER BALLET COMPANIES THAT ARE SIMILAR IN SIZE AND HAVE THE SAME DEMOGRAPHICS. THE BALLET IS ALSO A MEMBER OF DANCE USA WHICH PROVIDES COMPENSATION DATA FOR BALLET COMPANIES AROUND THE UNITED STATES BY BUDGET SIZE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | A COPY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART VII, NON-VOTING MEMBERS: | LOTI GAFFNEY, TRUSTEE EMERITUS AND VIOLETTE VERDY, HONORARY TRUSTEE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -519,783. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING: | THE THEATRE'S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE THEATRE HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PITTSBURGH BALLET THEATRE CHARITABLE FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 LIBERTY AVENUE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251479790 | EIN |
| Primary Activities | TO PROVIDE PERFORMANCE & STORAGE FACILITIES FOR PBT | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11C, III-FI | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | SCHEDULE R, PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: | ReturnReference |
| Explanation | THE PITTSBURGH BALLET THEATRE'S RELATED ORGANIZATION, PITTSBURGH BALLET THEATRE CHARITABLE FOUNDATION ("FOUNDATION"), FILED FORM 1023, APPLICATION FOR RECOGNITION OF EXEMPTION, IN MARCH OF 2012 SEEKING RETROACTIVE REINSTATEMENT OF THE FOUNDATION'S TAX EXEMPT STATUS. THE INTERNAL REVENUE CODE PROVIDES THAT WHILE AN APPLICATION IS PENDING THE FOUNDATION MAY OPERATE AS A TAX-EXEMPT ORGANIZATION. | Explanation |