Form 990 for tax year 2022

Filed by BALLET THEATRE FOUNDATION INC.

What the amendment changed

Compared with the return it replaced , filed 14 November 2023. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue: $37,561,780 changed to $37,444,472
Total expenses: $45,351,350 changed to $46,227,055
Contributions and grants received: $21,507,207 changed to $21,171,769
Grants paid: $395,476 changed to $538,401
Program services expenses: $38,480,627 changed to $39,088,983
Management and general expenses: $4,114,145 changed to $4,365,633
Fundraising expenses: $2,756,578 changed to $2,772,439
Program service expenses (Part III): $38,480,627 changed to $39,088,983

Totals

Total revenue: $37,444,472
Total expenses: $46,227,055
Contributions and grants received: $21,171,769
Grants paid: $538,401
Program services expenses (Part IX): $39,088,983
Management and general expenses: $4,365,633
Fundraising expenses: $2,772,439
Program service expenses (Part III): $39,088,983

Program services were 84.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

ANDREW F BARTH

CHAIRMAN

Total calculated

$0

Hours/week

5
SHARON PATRICK

VICE CHAIRMAN

Total calculated

$0

Hours/week

5
SARAH ARISON

PRESIDENT

Total calculated

$0

Hours/week

5
MELISSA A SMITH

SECRETARY

Total calculated

$0

Hours/week

5
STEWART SMITH

TREASURER

Total calculated

$0

Hours/week

5
FRANCESCA MACARTNEY BEALE

TRUSTEE

Total calculated

$0

Hours/week

1
ALISON BERNSTEIN

TRUSTEE

Total calculated

$0

Hours/week

1
HAMISH BOWLES

TRUSTEE

Total calculated

$0

Hours/week

1
VALENTINO D CARLOTTI

TRUSTEE

Total calculated

$0

Hours/week

1
SUSAN FALES-HILL

TRUSTEE

Total calculated

$0

Hours/week

1
PAMELA FORD

TRUSTEE

Total calculated

$0

Hours/week

1
GWENDOLYN M FRAGOMEN

TRUSTEE

Total calculated

$0

Hours/week

1
JAMES HEXTER

TRUSTEE

Total calculated

$0

Hours/week

1
ANGELA H HO

TRUSTEE

Total calculated

$0

Hours/week

1
YONGSOO HUH

TRUSTEE

Total calculated

$0

Hours/week

1
WENDY EVANS JOSEPH

TRUSTEE

Total calculated

$0

Hours/week

1
SHELLY LONDON

TRUSTEE

Total calculated

$0

Hours/week

1
ALISSA HSU LYNCH

TRUSTEE

Total calculated

$0

Hours/week

1
PAULA MAHONEY

TRUSTEE

Total calculated

$0

Hours/week

1
NANCY MCCORMICK

TRUSTEE

Total calculated

$0

Hours/week

1
KARA MOORE

TRUSTEE

Total calculated

$0

Hours/week

1
PATRICIA R MORTON

TRUSTEE

Total calculated

$0

Hours/week

1
MICHAEL PAULL

TRUSTEE

Total calculated

$0

Hours/week

1
RICHARD PEPPERMAN

TRUSTEE

Total calculated

$0

Hours/week

1
DMITRI POTISHKO

TRUSTEE

Total calculated

$0

Hours/week

1
JANINE RACANELLI

TRUSTEE

Total calculated

$0

Hours/week

1
JENNA SEGAL

TRUSTEE

Total calculated

$0

Hours/week

1
SHARI SIADAT

TRUSTEE

Total calculated

$0

Hours/week

1
BETH CHARTOFF SPECTOR

TRUSTEE

Total calculated

$0

Hours/week

1
SUTTON STRACKE

TRUSTEE

Total calculated

$0

Hours/week

1
RUTGER VON POST

TRUSTEE

Total calculated

$0

Hours/week

1
DOUGLAS TABISH

TRUSTEE

Total calculated

$0

Hours/week

1
JOHN L WARDEN

TRUSTEE

Total calculated

$0

Hours/week

1
DOUGLAS C WURTH

TRUSTEE

Total calculated

$0

Hours/week

1
JANET ROLLE

CEO / EXECUTIVE DIRECTOR

Total calculated

$517,511

From this org

$482,484

From related orgs

$0

Other

$35,027

Hours/week

40

Schedule J breakdown matched by us

Base

$482,484

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$35,027

Filer's total

$517,511
SUSAN JAFFE

ARTISTIC DIRECTOR AS OF 12/1/22

Total calculated

$73,796

From this org

$73,796

From related orgs

$0

Other

$0

Hours/week

40
KEVIN MCKENZIE

ARTISTIC DIRECTOR THROUGH 12/1/22

Total calculated

$480,424

From this org

$464,547

From related orgs

$0

Other

$15,877

Hours/week

40

Schedule J breakdown matched by us

Base

$464,547

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$15,877

Filer's total

$480,424
SHAWN DAVIDSON

CHIEF FINANCIAL OFFICER

Total calculated

$265,819

From this org

$234,163

From related orgs

$0

Other

$31,656

Hours/week

40

Schedule J breakdown matched by us

Base

$234,163

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$31,656

Filer's total

$265,819
STACY MARGOLIS

CHIEF DEVELOPMENT OFFICER

Total calculated

$179,769

From this org

$179,481

From related orgs

$0

Other

$288

Hours/week

40

Schedule J breakdown matched by us

Base

$179,481

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$288

Filer's total

$179,769
DAVID LANSKY

GENERAL MANAGER

Total calculated

$237,623

From this org

$225,736

From related orgs

$0

Other

$11,887

Hours/week

40

Schedule J breakdown matched by us

Base

$225,736

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$11,887

Filer's total

$237,623
KYLE RIDAUGHT

HEAD OF BUSINESS OPERATIONS

Total calculated

$246,608

From this org

$230,731

From related orgs

$0

Other

$15,877

Hours/week

40

Schedule J breakdown matched by us

Base

$230,731

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$15,877

Filer's total

$246,608
CHERYL KOHN

SENIOR DIRECTOR, DEVELOPMENT

Total calculated

$225,397

From this org

$209,520

From related orgs

$0

Other

$15,877

Hours/week

40

Schedule J breakdown matched by us

Base

$209,520

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$15,877

Filer's total

$225,397
GODWIN FARRUGIA

SENIOR DIRECTOR OF FINANCE

Total calculated

$193,121

From this org

$179,890

From related orgs

$0

Other

$13,231

Hours/week

40

Schedule J breakdown matched by us

Base

$179,890

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$13,231

Filer's total

$193,121
LOURDES LIZ

CHIEF MARKETING DIRECTOR

Total calculated

$240,158

From this org

$224,281

From related orgs

$0

Other

$15,877

Hours/week

40

Schedule J breakdown matched by us

Base

$224,281

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$15,877

Filer's total

$240,158

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

3 · Form 990 of other organizations
3 · Compensation survey or study
3 · Approval by the board or compensation committee

Answered no

4a · Severance or change-of-control payment
4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2022
Filed: 21 July 2024
IRS schema version: 2022v5.0
Source object: 202432119349300818

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