Totals
- Total revenue
- $10,508,720
- Total expenses
- $9,565,842
- Contributions and grants received
- $3,245,313
- Grants paid
- $0
- Program service revenue
- $6,364,143
- Investment income
- $303,444
- Other revenue
- $595,820
- Total assets, end of year
- $11,121,738
- Total liabilities, end of year
- $3,110,611
- Net assets or fund balances, end of year
- $8,011,127
- Program services expenses (Part IX)
- $8,564,104
- Management and general expenses
- $440,748
- Fundraising expenses
- $560,990
- Program service expenses (Part III)
- $8,564,104
Program services were 89.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$542,284
-
1f · All other contributions, gifts and grants
$2,703,029
-
1g · Noncash contributions included above
$49,488
-
2a · Program service revenue: OUTREACH
total $61,443 · related or exempt $61,443
-
2b · Program service revenue: SCHOOL TUITION
total $1,536,993 · related or exempt $1,536,993
-
2c · Program service revenue: TICKETS
total $4,765,707 · related or exempt $4,765,707
-
3 · Investment income
total $259,703 · excluded $259,703
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $58,273
-
6c · Rental income or loss
real property $58,273
-
6d · Net rental income or loss
total $58,273 · related or exempt $4,265 · excluded $54,008
-
7a · Gross sales of assets other than inventory
securities $2,990,453
-
7b · Less cost or other basis and sales expenses
securities $2,946,712
-
7c · Gain or loss
securities $43,741
-
7d · Net gain or loss
total $43,741 · excluded $43,741
-
8a · Fundraising events: gross income
$653,485
-
8b · Fundraising events: direct expenses
$227,763
-
8c · Net income from fundraising events
total $425,722
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$170,022
-
10b · Cost of goods sold
$59,806
-
10c · Net income from sales of inventory
total $110,216 · excluded $110,216
-
11a · Other revenue: MISCELLANEOUS
total $1,609 · excluded $1,609
-
11e · Other revenue, total
$1,609
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $324,804 · program services $192,945 · management and general $49,689 · fundraising $82,170
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $3,636,040 · program services $3,268,338 · management and general $172,613 · fundraising $195,089
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $615,501 · program services $584,930 · management and general $11,403 · fundraising $19,168
-
10 · Payroll taxes
total $422,224 · program services $370,920 · management and general $22,348 · fundraising $28,956
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $17,145 · management and general $17,145
-
11g · Fees: other
total $394,701 · program services $165,344 · management and general $87,712 · fundraising $141,645
-
12 · Advertising and promotion
total $456,952 · program services $456,471 · fundraising $481
-
13 · Office expenses
total $0
-
14 · Information technology
total $43,561 · program services $32,205 · management and general $5,865 · fundraising $5,491
-
15 · Royalties
total $0
-
16 · Occupancy
total $581,025 · program services $532,981 · management and general $24,390 · fundraising $23,654
-
17 · Travel
total $125,926 · program services $118,808 · management and general $5,162 · fundraising $1,956
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $1,284 · management and general $1,284
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $49,402 · program services $46,309 · management and general $1,519 · fundraising $1,574
-
23 · Insurance
total $81,735 · program services $77,315 · management and general $2,170 · fundraising $2,250
-
24a · Other expenses: ARTISTIC EXPENSES
total $815,954 · program services $815,954
-
24b · Other expenses: PRODUCTION COSTS
total $723,261 · program services $715,536 · fundraising $7,725
-
24c · Other expenses: MERCHANT AND CC FEES
total $503,247 · program services $490,066 · management and general $5,308 · fundraising $7,873
-
24d · Other expenses: SUPPLIES
total $255,841 · program services $231,464 · management and general $4,349 · fundraising $20,028
-
24e · All other expenses
total $517,239 · program services $464,518 · management and general $29,791 · fundraising $22,930
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,903,292 · end of year $2,585,111
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
beginning of year $378,528 · end of year $1,051,156
-
4 · Accounts receivable
beginning of year $25,003 · end of year $34,276
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
beginning of year $53,575 · end of year $78,976
-
9 · Prepaid expenses and deferred charges
beginning of year $309,669 · end of year $253,390
-
10a · Land, buildings and equipment: cost or other basis
$2,419,324
-
10b · Land, buildings and equipment: accumulated depreciation
$2,286,068
-
10c · Land, buildings and equipment, net
beginning of year $120,048 · end of year $133,256
-
11 · Investments: publicly traded securities
beginning of year $4,586,001 · end of year $5,231,819
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $2,100,895 · end of year $1,753,754
-
17 · Accounts payable and accrued expenses
beginning of year $316,008 · end of year $257,748
-
19 · Deferred revenue
beginning of year $1,008,471 · end of year $1,016,007
-
25 · Other liabilities
beginning of year $2,261,171 · end of year $1,836,856
-
27 · Net assets without donor restrictions
beginning of year $6,461,198 · end of year $7,231,300
-
28 · Net assets with donor restrictions
beginning of year $430,163 · end of year $779,827
Mission and programs · 2023
Mission
Oregon Ballet Theatre is committed to sharing our passion for the expressive power of ballet, inspiring an enduring appreciation of dance, and connecting in meaningful ways to our community through excellence in performance, training, and educational programs. Oregon Ballet Theatre is the largest professional ballet company in Oregon, employing nearly 200 people and attracting artists from around the globe with our reputation for excellence. The company is rooted in the traditions of classical ballet, with a repertoire that ranges from the great classics to premieres from some of the most exciting choreographic voices in the field today. Our mission is dedicated to the vitality of, and access to, world-class ballet performance and training in our region. In addition to our 5-show main stage season, we train dancers from 4 years old to 80 years old.
-
Productions - Annual presentations of the resident professional ballet company and guest artists in a series of subscription and single ticket performances.
Expenses $6,890,927
-
School - Professional training for dancers interested in a career in ballet and dance instruction for individuals of all ages. The school also serves as a training ground for dancers entering the ballet company.
Expenses $1,470,931
-
Educational Outreach - Participation in the Young Audiences and other programs through presentation of dance performances and education in dance for school children.
Expenses $202,246
As filed on the 2023 return.
Listed in Part VII
-
SHANE JEWELL
EXECUTIVE DIRECTOR
- Total calculated
- $172,089
- From this org
- $165,368
- From related orgs
- $0
- Other
- $6,721
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,368
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $6,721
- Filer's total
- $172,089
-
DANIELLE ROWE
ARTISTIC DIRECTOR
- Total calculated
- $152,715
- From this org
- $152,715
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $152,715
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $152,715
-
DONNA JACKSON-SIEKMANN
CFO
- Total calculated
- $102,546
- From this org
- $102,546
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
MELODY ROSE
Chairman
- Total calculated
- $0
- Hours/week
- 2
-
JARED KENDAL
Vice Chair
- Total calculated
- $0
- Hours/week
- 2
-
CATE SWEENEY
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
ERIN MBOUP
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
KRISTIN ASAI
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
ADRIANE BLACKMAN
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
ADRIA CASSIDY
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
SANDRA COST
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
ALAN GARCIA
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
JULIET HILLMAN
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
CARY JACKSON
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
CATHERINE LEVI
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
NOLAN LIENHART
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
KIMBERLY MACK IRELAND
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
SHARON MIRARCHI
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
THALIA-RAE PERRYMAN
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
DEAN RICHARDSON
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
ALLISON SNEIDER
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
SANDA STEIN
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
LAUREN THIBODEAUX
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
MIKE WEDDLE
Trustee
- Total calculated
- $0
- Hours/week
- 1
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, and on a Form 990-PF Part VIII's — 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 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 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
- 2023
- Filed
- 1 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443069349302134
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