SAN FRANCISCO BALLET ASSOCIATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- SAN FRANCISCO BALLET ASSOCIATION (EIN 94-1415298)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-04-28
- IRS object ID
- 201131189349300733
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-28T15:21:57-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | deloitte tax llp | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 west santa clara street | AddressLine1 |
| City | san jose | City |
| State | CA | State |
| ZIP Code | 95113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941415298 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | San Francisco Ballet Association | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SANF | NameControl |
| Phone | 4158615600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 Franklin Street | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 94102 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIMBERLY O CARIM | Name |
| Title | CFO | Title |
| Phone | 4158615600 | Phone |
| Date Signed | 2011-04-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4087044000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GLENN MCCOY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 FRANKLIN STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941020000 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 41192786 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.sfballet.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1933 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | To share the joy of dance and provide the highest caliber of dance training | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 67 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 61 | NbrIndependentVotingMembers |
| Total Nbr Employees | 681 | TotalNbrEmployees |
| Total Nbr Volunteers | 590 | TotalNbrVolunteers |
| Total Gross UBI | 36139 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 7760 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 24691526 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 19471849 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 19257541 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 19114523 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 46426 | InvestmentIncomePriorYear |
| Investment Income Current Year | 24283 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -389894 | OtherRevenuePriorYear |
| Other Revenue Current Year | -147696 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 43605599 | TotalRevenuePriorYear |
| Total Revenue Current Year | 38462959 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 746294 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 707253 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 27434823 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 26490769 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 251626 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 176530 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1986886 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 16491788 | OtherExpensePriorYear |
| Other Expenses Current Year | 14206482 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 44924531 | TotalExpensesPriorYear |
| Total Expenses Current Year | 41581034 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1318932 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3118075 | RevenuesLessExpensesCY |
| Total Assets BOY | 71662501 | TotalAssetsBOY |
| Total Assets EOY | 67574247 | TotalAssetsEOY |
| Total Liabilities BOY | 59716271 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 60065830 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11946230 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7508417 | NetAssetsOrFundBalancesEOY |
| Mission Description | As America's oldest professional ballet company and one of the three largest ballet companies in the United States, San Francisco Ballet Association (the Association) has enjoyed a long and rich tradition of artistic "firsts" since its founding in 1933. The mission of the Ballet is to share the joy of dance with its community and around the globe and to provide the highest caliber of dance training in its School. The Ballet seeks to enhance its position as one of the world's finest dance companies through its vitality, innovation, and diversity and through its uncompromising commitment to artistic excellence based in the classical ballet tradition.Guided in its early years by American dance pioneers and brothers Lew, William, and Harold Christensen, San Francisco Ballet currently presents more than 100 performances annually, both locally and internationally. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 26490149 | Expense |
| Revenue | 17107380 | Revenue |
| Description | Performance and Touring: Under the direction of Helgi Tomasson for more than two decades, the Association has achieved an international reputation as one of the preeminent ballet companies in the world. During the fiscal year the Company presented 105 peformances including Swan Lake, The Little Mermaid, Romeo and Juliet and the Nutcracker, as well as several mixed bill programs. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3156046 | Expense |
| Grants | 515753 | Grants |
| Revenue | 1992184 | Revenue |
| Description | School and Student Housing: the Association operates the San Francisco Ballet School and a student residence. The Ballet School curriculum is designed and taught by an eminent faculty. It emphasizes a strong classical technique and a flow of movement that suggests a sense of energy, freedom, and joy - reflecting the kind of dancing favored by the Ballet. Girls and boys aged 6 to 18 follow a structured sequence of training stages designed to increase their technical skills, stamina, and discipline in accordance with their age and physical development. The program includes classes in technique, pointe work, pas de deux, men's technique, contemporary and character dance and music. Seminars on nutrition and related issues are offered throughout the school year. The Ballet School provides a limited number of tuition and housing scholarships to intermediate and advanced level students based on their financial need or potential to achieve a professional career in ballet. Approximately forty percent of the dancers in the Ballet received all or part of their training at the Ballet School. Students have also gone on to dance with such companies as American Ballet Theatre, Ballet West, Birmingham Royal Ballet, Dutch National Ballet, English National Ballet, Frankfurt Ballet, Miami City Ballet, New York City Ballet, Pacific Northwest Ballet, Pittsburgh Ballet Theatre and Stuttgart Ballet. The Ballet School also operates a summer session in San Francisco for professional ballet career-bound students from the US and abroad. During the fiscal year the Ballet School had 567 students in the summer and regular year. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 544947 | Expense |
| Grants | 191500 | Grants |
| Revenue | 14959 | Revenue |
| Description | Outreach: The Center for Dance Education ("CDE"), a department of the Ballet, was formed in 2001 to coordinate the Ballet's community outreach and education programs. The CDE operates programs in schools and the community at large, often in coordination with other community-based organizations. Within the CDE, Dance in Schools and Communites (DISC) was created and currently provides a free interactive movement to over 3,500 students in 35 San Francisco Unified School District Elementary Schools. Additional programs include after-school programs, a summer dance camp, ten-week residency classes taught in the public schools, scholarship programs, adult education, and community matinees. (estimated 28000 community members touched). | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 30191142 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 1 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 1 | 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 | 161 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 681 | 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 |
| Nbr Voting Governing Body Members | 67 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 61 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Kimberly O Carim | NamePerson |
| Telephone Number | 4158615600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 Franklin Street | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 94102 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (78 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Key EmployeeKeyEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Helgi Tomasson | ||||||||
| Artistic Director | 50.00 | X | X | 534376 | 0 | 115544 | ||
| Richard C Barker | ||||||||
| Chair of the Board | 10.00 | X | 0 | 0 | 0 | X | ||
| Chris Hellman | ||||||||
| Chair Emeritus | 2.00 | X | 0 | 0 | 0 | X | ||
| James H Herbert II | ||||||||
| Past Chair | 2.00 | X | 0 | 0 | 0 | X | ||
| J Stuart Francis | ||||||||
| Vice Chair | 5.00 | X | 0 | 0 | 0 | X | ||
| Margaret G Gill | ||||||||
| Vice Chair | 5.00 | X | 0 | 0 | 0 | X | ||
| Lucy Jewett | ||||||||
| Vice Chair | 5.00 | X | 0 | 0 | 0 | X | ||
| Paul G Lego | ||||||||
| truSTEE | 2.00 | X | 0 | 0 | 0 | |||
| James D Marver | ||||||||
| Vice Chair | 5.00 | X | 0 | 0 | 0 | X | ||
| Carl F Pascarella | ||||||||
| Vice Chair | 5.00 | X | 0 | 0 | 0 | X | ||
| Robert M Smelick | ||||||||
| Vice Chair | 5.00 | X | 0 | 0 | 0 | X | ||
| Diane B Wilsey | ||||||||
| Vice Chair | 5.00 | X | 0 | 0 | 0 | X | ||
| Hank J Holland | ||||||||
| Treasurer | 5.00 | X | 0 | 0 | 0 | X | ||
| Jennifer J McCall | ||||||||
| Secretary | 5.00 | X | 0 | 0 | 0 | X | ||
| Susan S Briggs | ||||||||
| Assistant Secretary | 2.00 | X | 0 | 0 | 0 | X | ||
| Michael C Abramson | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Jola Anderson | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Kristen A Avansino | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Rosemary B Baker | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Wendy Wasson Bingham | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Deborah Bocci | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Marjorie Burnett | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Jennifer Caldwell | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Beth F Cobert | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Anne D Copeland | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Mary B Cranston | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Stephanie Ejabat | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Peter E Engel | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Jacqueline L Erdman | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| Sonia H Evers | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CHRISTINE E SHERRY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| IRWIN FEDERMAN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JASON M FISH | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ANN C FISHER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| RICHARD N GOLDMAN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| KATHRYN A HALL | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| LIBBY HEIMARK | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| INGRID VON MANGOLDT HILLS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| THOMAS E HORN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| DONALD F HOUGHTON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CHARLES A JAMES | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CHRISTOPHER P JOHNS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| KAREN BERGMAN JUNG | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MARY JO KOVACEVICH | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MARIE O'GARA LIPMAN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| MARISSA MAYER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| KENNETH P MCNEELEY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ALEXANDER R MEHRAN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| DEBORAH M MESSEMER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JAMES E MILLIGAN | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JOHN S OSTERWEIS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JOHN F POWERS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CHRISTINE RUSSELL | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| OJ SHANSBY | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CHARLOTTE MAILLIARD SCHULTZ | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| DAVID STANTON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| FRAN A STREETS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JUDY C SWANSON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| PATRICIA A TEROLLER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| RICHARD J THALHEIMER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| SUSAN A VAN WAGNER | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| LONNA WAIS | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| TRACEY B WARSON | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| PAUL L WATTIS III | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| TIMOTHY C WU | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| AKIKO YAMAZAKI | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| JANICE HANSEN ZAKIN MD | ||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| ALISON MAUZE | ||||||||
| ASSOCIATE TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| CHRISTINA EA HECHT | ||||||||
| ASSOCIATE TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| KRISTEN A MARSH | ||||||||
| ASSOCIATE TRUSTEE | 2.00 | X | 0 | 0 | 0 | |||
| M Glenn McCoy | ||||||||
| Executive Director | 50.00 | 310092 | 0 | 15770 | X | |||
| Kimberly Carim | ||||||||
| Chief Financial Officer | 50.00 | 138250 | 0 | 8535 | X | |||
| Thomas W Flynn | ||||||||
| Director of Development | 50.00 | X | 162319 | 0 | 8865 | |||
| Yuan-Yuan Tan | ||||||||
| Principal Dancer | 40.00 | 146309 | 0 | 5908 | X | |||
| Martin West | ||||||||
| Music Director | 40.00 | 130408 | 0 | 7331 | X | |||
| Julie A Butt | ||||||||
| Director of Mktg & Comm | 50.00 | 130821 | 0 | 29332 | X | |||
| MURRAY BOGNOVITZ | ||||||||
| Dir of Information Tech | 40.00 | 138524 | 0 | 8132 | X | |||
| DEBRA BERNARD | ||||||||
| GENERAL MANAGER | 50.00 | 132493 | 0 | 13044 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1823592 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 212461 | TotalOtherCompensation |
| Number Individuals GT100 K | 28 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Artsmarketing Services Inc | |||||
| Dept 325 PO Box 8000 | Buffalo | NY | 14267 | TELEFUNDING | 484936 |
| McCall Associates Events Management Inc | |||||
| 350 Florida St | san francisco | CA | 94110 | EVENT PLANNING AND SERVICES | 235551 |
| D's Seven Services Inc | |||||
| 1478 B Street SUITE 2A | hayward | CA | 94541 | JANITORIAL SERVICES | 158541 |
| DELOITTE & TOUCHE LLP | |||||
| PO Box 7247-6446 | Philadelphia | PA | 19170 | AUDIT SERVICES | 128050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Federated Campaigns | 4917 | FederatedCampaigns |
| Membership Dues | 13222922 | MembershipDues |
| Fundraising Events | 1603135 | FundraisingEvents |
| Related Organizations | 4074430 | RelatedOrganizations |
| Government Grants | 522600 | GovernmentGrants |
| All Other Contributions | 43845 | AllOtherContributions |
| Noncash Contributions | 775463 | NoncashContributions |
| Total Contributions | 19471849 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| performance & touring | 711120 | 17107380 | 17107380 |
| school/housing | 711120 | 1992184 | 1992184 |
| OUTREACH | 711120 | 14959 | 14959 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 19114523 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26795 | TotalRevenueColumn |
| Exclusion | $26,795 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1 | TotalRevenueColumn |
| Exclusion | $1 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9918 | TotalRevenueColumn |
| Exclusion | $9,918 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 22538 | Real |
| Personal | 28125 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 22538 | Real |
| Personal | 28125 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 50663 | TotalRevenueColumn |
| Related Or Exempt Function Income | 50663 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 773664 | Securities |
| Other | 179441 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 778828 | Securities |
| Other | 176790 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -5164 | Securities |
| Other | 2651 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2513 | TotalRevenueColumn |
| Exclusion | -$2,513 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 830388 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1603135 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 1225859 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -395471 | TotalRevenueColumn |
| Exclusion | -$395,471 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 31770 | GrossIncomeGaming |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31770 | TotalRevenueColumn |
| Exclusion | $31,770 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 684605 | GrossSalesOfInventory |
| Cost Of Goods Sold | 548350 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 136255 | TotalRevenueColumn |
| Related Or Exempt Function Income | 100116 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 36139 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | expense reimbursement | Description |
| Business Code | 711120 | BusinessCode |
| Total Revenue Column | 19169 | TotalRevenueColumn |
| Exclusion | $19,169 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 19169 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38462959 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19265302 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 36139 | UnrelatedBusinessRevenue |
| Exclusion | -$310,331 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 707253 | Total |
| Program Services | 707253 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1572261 | Total |
| Program Services | 623436 | ProgramServices |
| Management And General | 778499 | ManagementAndGeneral |
| Fundraising | 170326 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18373763 | Total |
| Program Services | 15667668 | ProgramServices |
| Management And General | 1976103 | ManagementAndGeneral |
| Fundraising | 729992 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1060339 | Total |
| Program Services | 1059462 | ProgramServices |
| Management And General | 709 | ManagementAndGeneral |
| Fundraising | 168 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3846833 | Total |
| Program Services | 3296736 | ProgramServices |
| Management And General | 402153 | ManagementAndGeneral |
| Fundraising | 147944 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1637573 | Total |
| Program Services | 1370482 | ProgramServices |
| Management And General | 197863 | ManagementAndGeneral |
| Fundraising | 69228 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148346 | Total |
| Program Services | 80224 | ProgramServices |
| Management And General | 68122 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108008 | Total |
| Management And General | 108008 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176530 | Total |
| Fundraising | 176530 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 964286 | Total |
| Program Services | 167163 | ProgramServices |
| Management And General | 775495 | ManagementAndGeneral |
| Fundraising | 21628 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2726001 | Total |
| Program Services | 33044 | ProgramServices |
| Management And General | 2692957 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1192536 | Total |
| Program Services | 817767 | ProgramServices |
| Management And General | 228377 | ManagementAndGeneral |
| Fundraising | 146392 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 369912 | Total |
| Management And General | 369912 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 718572 | Total |
| Program Services | 718572 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 701371 | Total |
| Program Services | 353933 | ProgramServices |
| Management And General | 321017 | ManagementAndGeneral |
| Fundraising | 26421 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 864845 | Total |
| Program Services | 685546 | ProgramServices |
| Management And General | 112359 | ManagementAndGeneral |
| Fundraising | 66940 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1270935 | Total |
| Program Services | 1840 | ProgramServices |
| Management And General | 1269095 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22907 | Total |
| Program Services | 22907 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2476479 | Total |
| Program Services | 1086206 | ProgramServices |
| Management And General | 1390273 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 365127 | Total |
| Program Services | 9040 | ProgramServices |
| Management And General | 356087 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| costumes/sets/props | 887464 | 887464 | ||
| Dance medicine | 346565 | 346565 | ||
| Catering | 241629 | 17269 | 224360 | |
| UBI Tax | 5600 | 5600 | ||
| facilities allocation | -29792 | 1963546 | -2129313 | 135975 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 825691 | Total |
| Program Services | 292288 | ProgramServices |
| Management And General | 462421 | ManagementAndGeneral |
| Fundraising | 70982 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41581034 | Total |
| Program Services | 30191142 | ProgramServices |
| Management And General | 9403006 | ManagementAndGeneral |
| Fundraising | 1986886 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9535858 | BOY |
| EOY | 6110780 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2532700 | BOY |
| EOY | 5893221 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5552211 | BOY |
| EOY | 3811914 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 184449 | BOY |
| EOY | 86544 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180178 | BOY |
| EOY | 234035 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1282509 | BOY |
| EOY | 1444618 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 55949454 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 21657230 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35324960 | BOY |
| EOY | 34292224 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17069636 | BOY |
| EOY | 15700911 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71662501 | BOY |
| EOY | 67574247 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7927296 | BOY |
| EOY | 9397329 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5234831 | BOY |
| EOY | 5064861 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44900000 | BOY |
| EOY | 44900000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1196911 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 457233 | BOY |
| EOY | 703640 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59716271 | BOY |
| EOY | 60065830 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2178741 | BOY |
| EOY | -603141 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9767489 | BOY |
| EOY | 8111558 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11946230 | BOY |
| EOY | 7508417 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71662501 | BOY |
| EOY | 67574247 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 18021214 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23681845 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29782531 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24691526 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19471848 | CurrentTaxYear |
| Total | 115648964 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18021214 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23681845 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29782531 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24691526 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19471848 | CurrentTaxYear |
| Total | 115648964 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3822830 | AmountsSubstContributorsTotal |
| Public Support Total170 | 111826134 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 289088 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1312737 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 732367 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 169016 | CurrentTaxYearMinus1Year |
| Current Tax Year | 99095 | CurrentTaxYear |
| Total | 2602303 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 12445 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21644 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9512 | CurrentTaxYear |
| Total | 43601 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 199640 | CurrentTaxYearMinus4Years |
| Total | 199640 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 118494508 | TotalSupport |
| Gross Receipts From Admissions Etc | 75021554 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.94370 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.94860 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2245530 | BeginningOfYearBalance |
| Contributions | 40000 | Contributions |
| Investment Earnings Or Losses | 33116 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2318646 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 2245530 | Contributions |
| End Of Year Balance | 2245530 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4519388 | OtherCostOrOtherBasis |
| Book Value | 4519388 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33463943 | OtherCostOrOtherBasis |
| Depreciation | 10902266 | Depreciation |
| Book Value | 22561677 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6107907 | OtherCostOrOtherBasis |
| Depreciation | 3331100 | Depreciation |
| Book Value | 2776807 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11858216 | OtherCostOrOtherBasis |
| Depreciation | 7423864 | Depreciation |
| Book Value | 4434352 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 34292224 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Due from San Francisco Ballet Endowment Foundation | 13649603 |
| restricted cash - bond proceeds | 1201585 |
| bond issuance costs | 849723 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 15700911 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Post retirement benefit obligation | $575,787 |
| Capital Lease Obligation - Current | $11,253 |
| Capital Lease Obligation - Long Term | $16,600 |
| Refundable Grant Advance | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 703640 | TotalOfAmounts |
| Total Revenue | 38462959 | TotalRevenue |
| Total Expenses | 41581034 | TotalExpenses |
| Excess Or Deficit For Year | -3118075 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 6265963 | NetUnrealizedGLOnInvestments |
| Other | -$4,135,851 | OtherAmount |
| Total Adjustments | 2130112 | TotalAdjustments |
| Excess Or Deficit Per FS | -987963 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 47294432 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 6265963 | NetUnrealizedGainsInvestments |
| Other Revenues | 2564305 | OtherRevenues |
| Revenue Not Rptd F990 | 8830268 | RevenueNotRptdF990 |
| Revenue Subtotal | 38464164 | RevenueSubtotal |
| Other Revenues Not Included | -1205 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -1205 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 38462959 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 48282395 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 6716750 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 6716750 | ExpensesNotRptdF990 |
| Expenses Subtotal | 41565645 | ExpensesSubtotal |
| Other Expenses Not Included | 15389 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 15389 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 41581034 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | Reserve liquidity including, but not limited to, meeting collateral posting requirements on interest rate swap. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | THE ASSOCIATION HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED, TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS EXEMPT FROM CALIFORNIA FRANCHISE TAX UNDER REVENUE AND TAXATION CODE SECTION 23701(D). BALLET MANAGEMENT BELIEVES THAT NO LIABILITES ARE REQUIRED TO ACCRUE FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2010. |
| Part XI, Line 8 - Other Adjustments: | other: -1342825. san francisco ballet endowment foundation: -2793026. | |
| Part XII, Line 2d - Other Adjustments: | other: 660508. san francisco ballet endowment foundation: 1903797. | |
| Part XII, Line 4b - Other Adjustments: | other: -1205. | |
| Part XIII, Line 2d - Other Adjustments: | other: 1759290. san francisco ballet endowment foundation: 4957460. | |
| Part XIII, Line 4b - Other Adjustments: | other: 15389. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConducted |
| Total Expenditures | 12500 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 12500 | TotalAmountSpent |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Artsmarketing Services | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Telefunding | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 425477 | GrossReceipts |
| Amount Retained By Contractor | 176530 | AmountRetainedByContractor |
| Net To Organization | 248947 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 425477 | TotalGrossReceipts |
| Total Retained By Contractors | 176530 | TotalRetainedByContractors |
| Total Net To Organization | 248947 | TotalNetToOrganization |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | opening night gala | NameOfEvent1 |
| Gross Receipts Event1 | 1714956 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1264431 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 450525 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 57022 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 192866 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 13250 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 568023 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FASHION SHOW | NameOfEvent2 |
| Gross Receipts Event2 | 443285 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 261960 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 181325 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 49471 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 80527 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 275282 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 76744 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 198538 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 18119 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 91103 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 2626 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 152852 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 2433523 | GrossReceiptsTotal |
| Charitable Contributions Total | 1603135 | CharitableContributionsTotal |
| Gross Revenue Total Events | 830388 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 75141 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 333440 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 15876 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 801402 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 1225859 | DirectExpenseSummaryEvents |
| Net Income Summary | -395471 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 31770 | GrossRevenueOtherGaming |
| Volunteer Labor Other Gaming | 1 | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 1.00000 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 31770 | GrossRevenueTotalGaming |
| Net Gaming Income Summary | 31770 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 1 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | Kimberly O Carim | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 Franklin St | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 941020000 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
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 |
|---|---|---|
| Housing Scholarship | 29 | 102700 |
| School Scholarship | 271 | 604553 |
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 Ballet School provides a limited number of scholarships to intermediate and advanced level students based on their financial need or potential to achieve a professional career in ballet. Students' progress and enrollment is monitored as a routine part of their Ballet School studio work. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Helgi Tomasson | |||||||||||||
| 532800 | 0 | 0 | 0 | 1576 | 0 | 94202 | 0 | 21342 | 0 | 649920 | 0 | 0 | 0 |
| M Glenn McCoy | |||||||||||||
| 285092 | 0 | 25000 | 0 | 0 | 0 | 0 | 0 | 15770 | 0 | 325862 | 0 | 0 | 0 |
| Thomas W Flynn | |||||||||||||
| 162319 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 8865 | 0 | 171184 | 0 | 0 | 0 |
| Yuan-Yuan Tan | |||||||||||||
| 146309 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5908 | 0 | 152217 | 0 | 0 | 0 |
| Julie A Butt | |||||||||||||
| 130821 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 29332 | 0 | 160153 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | First class air travel for business-related travel for Artistic Director. One listed person received the benefit. None of the benefit was treated as taxable compensation. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ca infrastructure & econ development bank | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 630304653 | IssuerEIN |
| CUSIP Number | 13033wr54 | CUSIPNumber |
| Date Issued | 2008-08-01 | DateIssued |
| Issue Price | 44900000 | IssuePrice |
| Description Of Purpose | refund series 2006 bonds | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 44900000 | TotalProceeds |
| Issuance Costs From Proceeds | 900000 | IssuanceCostsFromProceeds |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 1 | BondCounselRoutinelyEngaged |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP Morgan Chase | BusinessNameLine1 |
| Business Name Line2 | Bank NA | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 28.000000000000 | TermOfHedge |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| FIRST REPUBLIC BANK | |||
| trustee is CEO | 5424000 | Unused lines and letters of credit at First Republic Bank | 0 |
| Wells Fargo Bank | |||
| Trustee is spouse of Board Chair;other Trustee is E.V.P | 2318646 | Transfer of assets for investment management | 0 |
| Pacific Gas & Electric | |||
| trustee is president | 166015 | Payment of Utilities | 0 |
| JP MORGAN | |||
| trustee is Vice Chairman & Head of Investment Banking, Western US | 823635 | Remarketing services for tax exempt bonds; interest rate swap counterparty | 0 |
| AT&T | |||
| Trustee is President-California | 150629 | Payment of Utilities | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 41 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 773664 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | misc services | Description |
| Number Of Contributions | 53 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| 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 (12 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 4 | Section 3.2 of the San Francisco Ballet Association's bylaws were amended to add the following: "The only Associate Trustees shall be the president, co-presidents, chair, or co-chairs, as the case may be or as the Board may designate from time to time, of the following groups: San Francisco Ballet Allegro Circle, San Francisco Ballet Association Auxiliary, BRAVO and ENCORE! Each such Associate Trustee shall serve during the term of such person's office as such, automatically and without the need for being elected by the Members or the Board, or until such Associate Trustee's respective group shall be disbanded by action of the Board in its sole discretion." | |
| Form 990, Part VI, Section A, line 6 | Any natural person shall be eligible to be a member of the Association (a 'Member'), but no legal person which is not a natural person, such as a foundation, trust, corporation or partnership, shall be eligible to be a Member. A natural person may become a Member by making a minimum contribution to the Association, the amount of such minimum contribution to be determined from time to time by resolution of the Board. In the case of a contribution in property, the determination of the Board, or a Committee of the Board, Subcommittee, Advisory Committee or other person to whom this responsibility is delegated by the Board, as to the value of the property for membership purposes shall be conclusive. The Board may in its discretion waive the minimum contribution in the case of a person who has made intangible contributions to the Association in the past. The term of each Member as a Member shall commence when the person makes the requisite contribution to the Association (or the contribution is waived) and shall continue for a period of 12 months thereafter, at the expiration of which period it shall expire. | |
| Form 990, Part VI, Section A, line 7a | Trustees of the Association are elected by the Members for a term of three years. | |
| Form 990, Part VI, Section A, line 7b | Members shall have, in addition to any other rights which may be granted to them under the ByLaws or by law, the right to vote (1) for the election of Trustees, (2) on a disposition of all or substantially all of the Association's assets, (3) on a merger of the Association with another corporation, (4) on a dissolution of the Association, (5) on an amendment of the Articles of Incorporation, and (6) on an amendment of the ByLaws (unless the ByLaw amendment is approved by the Board alone in accordance with the terms of the ByLaws). | |
| Form 990, Part VI, Section B, line 11 | The Form 990 was reviewed and approved at a meeting of the Audit Committee. The Form 990 was posted on the Association's Trustee intranet website and Trustees were notified in writing and verbally at a Board meeting of the availablity of the Form 990 for their review. | |
| Form 990, Part VI, Section B, line 12c | Questionnaires are issued annually to employees, Trustees and others who have an annual reporting requirement under the policy. Responses are monitored and outstanding forms are inquired after. Upon receipt, the form is reviewed by the HR Manager (for employees) and the Board Relations Manager (for Trustees) for any known issues or relationships that need to be highlighted. Forms are further reviewed by the CFO. Matters requiring attention are reported directly to the Executive Director, who may further report the matter to the Board Chair. | |
| Form 990, Part VI, Section B, line 15 | The Association's process for determining the compensation of the Artistic Director and Executive Director involved analysis of the compensation by the compensation committee, written employment contracts and prior approval of the contract terms by the compensation committee. In this fiscal year, the compensation of the CFO was reviewed by the board as part of an approved budget in which all senior executives of the San Francisco Ballet Association voluntarily gave up raises and 10% of their prior year's compensation as a cost-saving measure. | |
| Form 990, Part VI, Section C, line 19 | Due to the age of the Organization, Form 1023 is currently unavailable for the general public and the Organization is exempt from the requirement to provide Form 1023, as it was filed prior to the July 15, 1987 requirement date. The organization currently makes its audited financial statements for the most recent six years available to the public via its website. Form 990, governing documents and the conflict of interest policy are also available upon request. | |
| Generally accepted accounting principles require that the financial statements of the Association be shown consolidated with those of San Francisco Ballet Endowment Foundation. Such consolidated financial statements are audited by an independent accountant and reviewed by the Audit Committee of the Association. | ||
| Schedule G, Part I, Line 2b, Column (v) | The Association pays for fundraising services (telefunding) alone and incurs its own stationery, mailing, postage, list rentals, and other fundraising expenses directly. The Association has not entered into any professional fundraising arrangements under which the Association made payments exclusively for fundraising expense but not for professional fundraising services. | Explanation of Fundraising Payments |
| Schedule K Supplental Information | As a result of the downgrading of the credit rating of AIB, the Ballet has elected to replace AIB with an alternate letter of credit from First Republic Bank, with a confirming letter of credit provided by the Federal Home Loan Bank of San Francisco, thereby triggering a mandatory tender on the Series 2008 Bonds in whole on December 30, 2010. On December 14, 2010, First Republic Bank ("Purchaser") entered into a Private Placement Agreement with the California Infrastructure and Economic Development Bank (CIEDB) ("Issuer") and the Ballet, whereby the Purchaser agrees to purchase from the Issuer $25,000,000 CIEDB Revenue Bonds Series 2010A (San Francisco Ballet Association) and $5,000,000 CIEDB Variable Rate Revenue Bonds Series 2010B (San Francisco Ballet Association), (collectively the "Series 2010 Bonds") , with the closing to occur on December 30, 2010. Proceeds from the Series 2010 Bonds will be used to refund a portion of the Series 2008 Bonds and to fund costs of the Series 2010 Bonds and reissuance of the Series 2008 Bonds. The outstanding amount of the Series 2008 Bonds will be reduced to $15,600,000 and upon reissuance, the interest rate of the Series 2008 Bonds will reset monthly. | |
| Schedule K, Part II, Line 5, Issuance costs from proceeds: Issuance cost from proceeds is composed of $804,502 used for bond issuance costs (including underwriter's discount) and $95,498 used for credit enhancement. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | San Francisco Ballet Endowment Foundation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 Franklin Street | AddressLine1 |
| City | san francisco | City |
| State | CA | State |
| ZIP Code | 94102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942747262 | EIN |
| Primary Activities | investment | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | section 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 11A | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| 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 | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | 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 | 0 | 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 | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| san Francisco Ballet Endowment Foundation | |
| C | 4074430 |
| san Francisco Ballet Endowment Foundation | |
| E | 44900000 |
| san Francisco Ballet Endowment Foundation | |
| N | 253262 |
| san Francisco Ballet Endowment Foundation | |
| P | 927850 |