Form 990 for tax year 2023
Filed by SAN FRANCISCO BALLET ASSOCIATION.
Totals
- Total revenue
- $70,408,508
- Total expenses
- $64,170,654
- Contributions and grants received
- $38,640,446
- Grants paid
- $1,638,297
- Program service revenue
- $31,636,111
- Investment income
- $275,325
- Other revenue
- -$143,374
- Total assets, end of year
- $45,581,262
- Total liabilities, end of year
- $55,266,239
- Net assets or fund balances, end of year
- -$9,684,977
- Program services expenses (Part IX)
- $54,047,589
- Management and general expenses
- $7,909,343
- Fundraising expenses
- $2,213,722
- Program service expenses (Part III)
- $54,047,589
Program services were 84.2% 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.
-
1b · Membership dues
$28,326,046
-
1c · Fundraising events
$3,354,153
-
1d · Related organizations
$5,280,468
-
1e · Government grants (contributions)
$1,643,819
-
1f · All other contributions, gifts and grants
$35,960
-
1g · Noncash contributions included above
$7,239,566
-
2a · Program service revenue: PERFORMANCE AND TOURING
total $25,264,275 · related or exempt $25,264,275
-
2b · Program service revenue: SCHOOL AND STUDENT HOUSING
total $6,302,486 · related or exempt $6,302,486
-
2c · Program service revenue: OUTREACH
total $69,350 · related or exempt $69,350
-
3 · Investment income
total $245,561 · excluded $245,561
-
5 · Royalties
total $4,688 · excluded $4,688
-
6a · Gross rents
real property $446,922 · personal property $23,711
-
6b · Less rental expenses
real property $208,199 · personal property $0
-
6c · Rental income or loss
real property $238,723 · personal property $23,711
-
6d · Net rental income or loss
total $262,434 · related or exempt $23,711 · unrelated business $143,551 · excluded $95,172
-
7a · Gross sales of assets other than inventory
securities $6,988,520
-
7b · Less cost or other basis and sales expenses
securities $6,958,756
-
7c · Gain or loss
securities $29,764
-
7d · Net gain or loss
total $29,764 · excluded $29,764
-
8a · Fundraising events: gross income
$1,106,453
-
8a · Fundraising events: contributions included on line 1c
$3,354,153
-
8b · Fundraising events: direct expenses
$1,816,768
-
8c · Net income from fundraising events
total -$710,315 · excluded -$710,315
-
10a · Gross sales of inventory
$619,328
-
10b · Cost of goods sold
$423,704
-
10c · Net income from sales of inventory
total $195,624 · unrelated business $37,071 · excluded $158,553
-
11a · Other revenue: TAX REFUND
total $70,154 · excluded $70,154
-
11b · Other revenue: SALE OF PRODUCTION
total $29,660 · excluded $29,660
-
11c · Other revenue: ORCHESTRA RECORDINGS
total $4,381 · excluded $4,381
-
11e · Other revenue, total
$104,195
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $1,638,297 · program services $1,638,297
-
5 · Compensation of officers, directors and key employees
total $2,187,069 · program services $990,757 · management and general $1,196,312
-
6 · Compensation of disqualified persons
total $591,181 · management and general $591,181
-
7 · Other salaries and wages
total $30,363,551 · program services $27,103,945 · management and general $1,923,221 · fundraising $1,336,385
-
8 · Pension plan contributions
total $2,799,710 · program services $2,734,879 · management and general $46,656 · fundraising $18,175
-
9 · Other employee benefits
total $7,549,424 · program services $7,017,471 · management and general $370,102 · fundraising $161,851
-
10 · Payroll taxes
total $2,682,093 · program services $2,330,964 · management and general $242,940 · fundraising $108,189
-
11b · Fees: legal
total $186,053 · program services $181,833 · management and general $4,220
-
11c · Fees: accounting
total $126,131 · management and general $126,131
-
11f · Fees: investment management
total $3,328 · management and general $3,328
-
11g · Fees: other
total $1,527,382 · program services $678,297 · management and general $843,431 · fundraising $5,654
-
12 · Advertising and promotion
total $2,074,623 · program services $2,059,123 · fundraising $15,500
-
13 · Office expenses
total $1,721,600 · program services $1,414,071 · management and general $184,700 · fundraising $122,829
-
14 · Information technology
total $644,191 · program services $10,661 · management and general $628,542 · fundraising $4,988
-
15 · Royalties
total $1,091,040 · program services $1,091,040
-
16 · Occupancy
total $2,252,755 · program services $1,697,530 · management and general $550,299 · fundraising $4,926
-
17 · Travel
total $854,416 · program services $812,996 · management and general $25,300 · fundraising $16,120
-
20 · Interest
total $1,635,628 · program services $523 · management and general $1,635,105
-
22 · Depreciation, depletion and amortization
total $833,186 · program services $780,281 · management and general $37,971 · fundraising $14,934
-
23 · Insurance
total $542,382 · program services $4,415 · management and general $537,967
-
24a · Other expenses: COSTUME SETS AND PROPS
total $794,927 · program services $794,927
-
24b · Other expenses: STUDENT MEAL PLANS
total $462,466 · program services $462,466
-
24c · Other expenses: EQUIPMENT EXPENSE
total $461,085 · program services $370,791 · management and general $78,184 · fundraising $12,110
-
24d · Other expenses: UBI TAXES
total $42,693 · program services $33,300 · management and general $9,393
-
24e · All other expenses
total $1,105,443 · program services $1,839,022 · management and general -$1,125,640 · fundraising $392,061
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,396,082 · end of year $4,845,344
-
2 · Savings and temporary cash investments
beginning of year $3,507,249 · end of year $4,371,495
-
3 · Pledges and grants receivable
beginning of year $2,064,245 · end of year $8,736,798
-
4 · Accounts receivable
beginning of year $91,821 · end of year $39,151
-
8 · Inventories for sale or use
beginning of year $59,983 · end of year $56,631
-
9 · Prepaid expenses and deferred charges
beginning of year $4,648,678 · end of year $3,916,609
-
10a · Land, buildings and equipment: cost or other basis
$64,537,721
-
10b · Land, buildings and equipment: accumulated depreciation
$48,373,286
-
10c · Land, buildings and equipment, net
beginning of year $15,401,333 · end of year $16,164,435
-
11 · Investments: publicly traded securities
beginning of year $617,527 · end of year $623,799
-
15 · Other assets
beginning of year $8,649,463 · end of year $6,827,000
-
17 · Accounts payable and accrued expenses
beginning of year $6,097,544 · end of year $9,077,975
-
19 · Deferred revenue
beginning of year $6,880,631 · end of year $7,761,598
-
20 · Tax-exempt bond liabilities
beginning of year $24,829,559 · end of year $22,881,877
-
23 · Secured mortgages and notes payable
beginning of year $3,900,000 · end of year $3,806,237
-
25 · Other liabilities
beginning of year $12,228,831 · end of year $11,738,552
-
27 · Net assets without donor restrictions
beginning of year -$20,446,432 · end of year -$18,470,732
-
28 · Net assets with donor restrictions
beginning of year $4,946,248 · end of year $8,785,755
Mission and programs · 2023
Mission
SEE SCHEDULE O
Activities or mission (Part I)
SF BALLET'S MISSION IS TO SHARE OUR JOY OF DANCE WITH THE WIDEST POSSIBLE AUDIENCE. (SEE SCH. O) SF BALLET AIMS TO REACH AUDIENCES BOTH LOCALLY AND AROUND THE WORLD AND TO PROVIDE THE HIGHEST CALIBER OF DANCE TRAINING IN OUR SCHOOL. WE SEEK TO ENHANCE OUR POSITION AS ONE OF THE WORLD'S FINEST DANCE COMPANIES THROUGH OUR VITALITY, INNOVATION, AND DIVERSITY AND THROUGH OUR UNCOMPROMISING COMMITMENT TO ARTISTIC EXCELLENCE BASED IN THE CLASSICAL BALLET TRADITION.
-
THE ASSOCIATION HAS ACHIEVED AN INTERNATIONAL REPUTATION AS ONE OF THE PRE-EMINENT BALLET COMPANIES IN THE WORLD. DURING THE FISCAL YEAR, THE COMPANY PERFORMED AT A LOCAL FESTIVAL, PRESENTED 31 PERFORMANCES OF THE NUTCRACKER, 43 PERFORMANCES OF SWAN LAKE, A MIDSUMMER NIGHT'S DREAM, AND MERE MORTALS, AND 21 PERFORMANCES SPREAD OUT OVER 3 OTHER PROGRAMS REPRESENTING CLASSICAL, NEOCLASSICAL, AND CONTEMPORARY BALLET WORKS.
Expenses $47,604,236 · Revenue $25,264,275
-
THE ASSOCIATION OPERATES SAN FRANCISCO BALLET SCHOOL AND A STUDENT RESIDENCE. OVER 700 STUDENTS ARE ENROLLED IN THE SCHOOL AND 60 ADVANCED STUDENTS FROM ACROSS THE US AND AROUND THE WORLD RESIDE IN THE STUDENT RESIDENCE. THE BALLET SCHOOL CURRICULUM IS DESIGNED AND TAUGHT BY AN EMINENT FACULTY, EMPHASIZING 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 COMPANY. (SEE SCH. O) STUDENTS AGES 2 TO 18 FOLLOW A STRUCTURED SEQUENCE OF TRAINING DESIGNED TO INCREASE THEIR TECHNICAL SKILLS, STAMINA, AND DISCIPLINE IN ACCORDANCE WITH THEIR AGE AND PHYSICAL DEVELOPMENT. THE PROGRAM VARIES ACCORDING TO AGE AND ABILITY AND INCLUDES CLASSES IN BALLET TECHNIQUE, POINTE WORK, PAS DE DEUX, BATTERIE, CONDITIONING, CONTEMPORARY DANCE, AND MUSIC. DROP-IN BALLET CLASSES FOR ADULT DANCERS AND A PROGRAM FOR INDIVIDUALS WITH PARKINSON'S REACH MORE THAN 1500 INDIVIDUALS ANNUALLY. THE SCHOOL ALSO OPERATES A SUMMER SESSION THAT BRINGS AN ADDITIONAL 240 STUDENTS FROM AROUND THE WORLD TO SAN FRANCISCO FOR RIGOROUS BALLET TRAINING. THE BALLET SCHOOL PROVIDES A LIMITED NUMBER OF TUITION AND HOUSING SCHOLARSHIPS TO STUDENTS BASED ON THEIR FINANCIAL NEED OR POTENTIAL TO ACHIEVE A PROFESSIONAL CAREER IN BALLET, AS WELL AS TO TALENTED STUDENTS RECRUITED FROM SF PUBLIC SCHOOLS, THROUGH THE COMMUNITY SCHOLARSHIP PROGRAM. NEARLY 70% OF THE DANCERS IN THE BALLET'S PROFESSIONAL COMPANY TRAINED IN THE SCHOOL. STUDENTS HAVE ALSO GONE ON TO DANCE WITH SUCH COMPANIES AS AMERICAN BALLET THEATRE, ATLANTA BALLET, BOSTON BALLET, ENGLISH NATIONAL BALLET, DUTCH NATIONAL BALLET, HAMBURG BALLET, HOUSTON BALLET, MIAMI CITY BALLET, NATIONAL BALLET OF CANADA, NEW YORK CITY BALLET, OREGON BALLET THEATRE, PACIFIC NORTHWEST BALLET, PHILADELPHIA BALLET, PITTSBURGH BALLET THEATRE, ROYAL NEW ZEALAND BALLET, ROYAL WINNIPEG BALLET, VIANNA OPERA BALLET, AND WASHINGTON BALLET AMONG OTHERS. SEMINARS ON NUTRITION, PSYCHOLOGY, AND RELATED ISSUES ARE PROVIDED THROUGHOUT THE YEAR. THE BALLET SCHOOL ALSO OPERATES SUMMER SESSIONS IN SAN FRANCISCO FOR INTERMEDIATE AND ADVANCED DANCERS FROM AROUND THE US AND ABROAD. ADDITIONAL PROGRAMMING INCLUDES PRE-BALLET CLASSES FOR CHILDREN AGES 2-7, ADULT OPEN BALLET CLASSES, REPERTORY WORKSHOPS, AND CLASSES FOR INDIVIDUALS WITH PARKINSON'S.
Expenses $5,686,290 · Grants $1,247,760 · Revenue $6,302,486
-
THE ASSOCIATION PROVIDES DANCE EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS TO YOUTH, FAMILIES, AND ADULTS THROUGHOUT THE BAY AREA. PROGRAMS TAKE PLACE IN K-12 SCHOOLS, AT THE WAR MEMORIAL OPERA HOUSE, IN THE CHRIS HELLMAN CENTER FOR DANCE, AND IN THE COMMUNITY AT LARGE, OFTEN IN COORDINATION WITH OTHER COMMUNITY-BASED ORGANIZATIONS, AND SERVE NEARLY 50,000 COMMUNITY MEMBERS ANNUALLY. THE DANCE IN SCHOOLS AND COMMUNITIES (DISC) PROGRAM IS THE LARGEST OFFERING TARGETING YOUTH AND IT PROVIDES FREE, STANDARDS-BASED DANCE EDUCATION TO APPROXIMATELY 3000 STUDENTS IN 37 SAN FRANCISCO UNIFIED SCHOOL DISTRICT EARLY EDUCATION AND ELEMENTARY SCHOOLS THROUGH AN ANNUAL RESIDENCY PROGRAM. TALENTED STUDENTS ARE ALSO IDENTIFIED THROUGH THIS PROGRAM TO JOIN SAN FRANCISCO BALLET SCHOOL ON SCHOLARSHIP.
Expenses $713,533 · Grants $347,007 · Revenue $69,350
-
THE ARTISTS RESERVE FUND IS ESTABLISHED BY A COLLECTIVE BARGAINING AGREEMENT BETWEEN THE BALLET AND THE AMERICAN GUILD OF MUSICAL ARTISTS (AGMA), THE DANCERS AND STAGE MANAGERS UNION. EACH YEAR, A COMMITTEE OF BALLET REPRESENTATIVES, ARTISTS, AND A UNION REPRESENTATIVE MEET TO GRANT MONEY FROM THE ARTISTS' RESERVE FUND TO ELIGIBLE ARTISTS TO ASSIST WITH FUNDING FOR THEIR CAREER TRANSITION ACTIVITIES.RENTAL INCOME - THE ASSOCIATION RENTS OUT ITS CONFERENCE ROOM AND STUDIO SPACE. IN ADDITION, THE ASSOCIATION PERIODICALLY RENTS OUT SETS AND COSTUMES TO OTHER BALLET COMPANIES AND DANCERS IN FURTHERANCE OF THE BALLET'S EXEMPT PURPOSE.
Expenses $43,530 · Grants $43,530 · Revenue $23,711
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Tamara RojoTAMARA ROJO
ART DIR & PRIN CHOREO
- Total calculated
- $677,562
- From this org
- $653,783
- From related orgs
- $0
- Other
- $23,779
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $603,783
- Bonus
- $50,000
- Other
- $0
- Deferred
- $7,769
- Nontaxable benefits
- $16,010
- Filer's total
- $677,562
-
Alison MauzeALISON MAUZE
CHAIR OF THE BOARD (AS OF 7/23)
- Total calculated
- $0
- Hours/week
- 10
-
Sonia H EversSONIA H EVERS
TRUSTEE & IMMEDIATE PAST CO-CHAIR
- Total calculated
- $0
- Hours/week
- 10
-
Robert G ShawROBERT G SHAW
TRUSTEE & IMMEDIATE PAST CO-CHAIR
- Total calculated
- $0
- Hours/week
- 10
-
James H Herbert IIJAMES H HERBERT II
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Lucy JewettLUCY JEWETT
VICE CHAIR (THRU 12/23)
- Total calculated
- $0
- Hours/week
- 2
-
Diane B WilseyDIANE B WILSEY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Jennifer J McCallJENNIFER J MCCALL
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Susan S BriggsSUSAN S BRIGGS
ASSISTANT SECRETARY
- Total calculated
- $0
- Hours/week
- 5 + 2 related
-
Jeff MinickJEFF MINICK
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Jola AndersonJOLA ANDERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Marisa M AvansinoMARISA M AVANSINO
TRUSTEE (AS OF 7/23)
- Total calculated
- $0
- Hours/week
- 2
-
Richard C BarkerRICHARD C BARKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Alex BeckmanALEX BECKMAN
TRUSTEE (AS OF 7/23)
- Total calculated
- $0
- Hours/week
- 2
-
Lydia BergmanLYDIA BERGMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
David BowmanDAVID BOWMAN
TRUSTEE (AS OF 7/23)
- Total calculated
- $0
- Hours/week
- 2
-
Gary BridgeGARY BRIDGE
TRUSTEE (THRU 6/24)
- Total calculated
- $0
- Hours/week
- 2
-
Christine Leong ConnorsCHRISTINE LEONG CONNORS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
David C CoxDAVID C COX
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Susan P DiekmanSUSAN P DIEKMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Shelby M GansSHELBY M GANS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Dr Richard GibbsDR RICHARD GIBBS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Monica L GrossmanMONICA L GROSSMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Michael P N A HormelMICHAEL P N A HORMEL
TRUSTEE (AS OF 7/23)
- Total calculated
- $0
- Hours/week
- 2
-
Thomas E HornTHOMAS E HORN
TRUSTEE (THRU 6/24)
- Total calculated
- $0
- Hours/week
- 2
-
Hiro IwanagaHIRO IWANAGA
TRUSTEE (THRU 6/24)
- Total calculated
- $0
- Hours/week
- 2
-
Dr Thomas M JacksonDR THOMAS M JACKSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Michelle Gilman JasenMICHELLE GILMAN JASEN
TRUSTEE (AS OF 7/23)
- Total calculated
- $0
- Hours/week
- 2
-
Samuel JefferySAMUEL JEFFERY
TRUSTEE (AS OF 7/23)
- Total calculated
- $0
- Hours/week
- 2
-
Jayson JohnsonJAYSON JOHNSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
James C KatzmanJAMES C KATZMAN
TRUSTEE (THRU 6/24)
- Total calculated
- $0
- Hours/week
- 2
-
Nancy KukackaNANCY KUKACKA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2 + 5 related
-
Yasunobu KyogokuYASUNOBU KYOGOKU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Kelsey LamondKELSEY LAMOND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Robert Lee-RuizROBERT LEE-RUIZ
TRUSTEE (THRU 6/24)
- Total calculated
- $0
- Hours/week
- 2
-
Brenda LeffBRENDA LEFF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
David LyonDAVID LYON
TRUSTEE (THRU 6/24)
- Total calculated
- $0
- Hours/week
- 10
-
Marissa MayerMARISSA MAYER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Alexandra NewmanALEXANDRA NEWMAN
TRUSTEE (AS OF 7/23)
- Total calculated
- $0
- Hours/week
- 2
-
John S OsterweisJOHN S OSTERWEIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 10 + 2 related
-
John T PalmerJOHN T PALMER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Carl F PascarellaCARL F PASCARELLA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Yurie PascarellaYURIE PASCARELLA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Fritz QuattlebaumFRITZ QUATTLEBAUM
TRUSTEE (THRU 6/24)
- Total calculated
- $0
- Hours/week
- 2
-
Christine RussellCHRISTINE RUSSELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Randee SeigerRANDEE SEIGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Christine E SherryCHRISTINE E SHERRY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Catherine SlavoniaCATHERINE SLAVONIA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
David Hooker SpencerDAVID HOOKER SPENCER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Fran A StreetsFRAN A STREETS
TRUSTEE (THRU 6/24)
- Total calculated
- $0
- Hours/week
- 2
-
Julie SupanJULIE SUPAN
TRUSTEE (THRU 6/24)
- Total calculated
- $0
- Hours/week
- 2
-
Judy C SwansonJUDY C SWANSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jennifer M WalskeJENNIFER M WALSKE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Gary S Williams JrGARY S WILLIAMS JR
TRUSTEE (AS OF 7/23)
- Total calculated
- $0
- Hours/week
- 2
-
Timothy C WuTIMOTHY C WU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Lareina YeeLAREINA YEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Janice Hansen ZakinJANICE HANSEN ZAKIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Arturo JacobusARTURO JACOBUS
INTERIM EXECUTIVE DIR.
- Total calculated
- $300,302
- From this org
- $292,494
- From related orgs
- $0
- Other
- $7,808
- Hours/week
- 28 + 22 related
Schedule J breakdown matched by us
- Base
- $291,854
- Bonus
- $640
- Other
- $0
- Deferred
- $7,808
- Nontaxable benefits
- $0
- Filer's total
- $300,302
-
Robert H Fore IIIROBERT H FORE III
CHIEF FINANCIAL OFFICER
- Total calculated
- $271,484
- From this org
- $210,589
- From related orgs
- $52,647
- Other
- $8,248
- Hours/week
- 40 + 10 related
Schedule J breakdown matched by us
- Base
- $210,589 + $52,647 related
- Bonus
- $0
- Other
- $0
- Deferred
- $5,851 + $1,463 related
- Nontaxable benefits
- $747 + $187 related
- Filer's total
- $217,187 + $54,297 related
-
Leonard EgertLEONARD EGERT
MANAGER/LEGAL COUNSEL
- Total calculated
- $317,630
- From this org
- $293,255
- From related orgs
- $0
- Other
- $24,375
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $293,255
- Bonus
- $0
- Other
- $0
- Deferred
- $8,365
- Nontaxable benefits
- $16,010
- Filer's total
- $317,630
-
Martin WestMARTIN WEST
MUSIC DIRECTOR & PRIN. CONDUCTOR
- Total calculated
- $317,305
- From this org
- $286,658
- From related orgs
- $0
- Other
- $30,647
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $286,658
- Bonus
- $0
- Other
- $0
- Deferred
- $9,033
- Nontaxable benefits
- $21,614
- Filer's total
- $317,305
-
Patrick Armand GontardPATRICK ARMAND GONTARD
SCHOOL DIRECTOR (THRU 12/23)
- Total calculated
- $165,870
- From this org
- $158,153
- From related orgs
- $0
- Other
- $7,717
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $158,153
- Bonus
- $0
- Other
- $0
- Deferred
- $3,154
- Nontaxable benefits
- $4,563
- Filer's total
- $165,870
-
Lisa PoppenLISA POPPEN
CHIEF MARKETING OFFICER
- Total calculated
- $199,286
- From this org
- $182,528
- From related orgs
- $0
- Other
- $16,758
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $177,528
- Bonus
- $5,000
- Other
- $0
- Deferred
- $5,222
- Nontaxable benefits
- $11,536
- Filer's total
- $199,286
-
Sasha E De SolaSASHA E DE SOLA
PRINCIPAL DANCER
- Total calculated
- $207,635
- From this org
- $199,630
- From related orgs
- $0
- Other
- $8,005
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $199,630
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $8,005
- Filer's total
- $207,635
-
Vamshi Krishna YamsaniVAMSHI KRISHNA YAMSANI
CHIEF INFORMATION OFFICER
- Total calculated
- $212,399
- From this org
- $206,574
- From related orgs
- $0
- Other
- $5,825
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $206,574
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $5,825
- Filer's total
- $212,399
-
Cordula MerksCORDULA MERKS
CONCERT MASTER
- Total calculated
- $226,747
- From this org
- $205,133
- From related orgs
- $0
- Other
- $21,614
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $205,133
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $21,614
- Filer's total
- $226,747
-
Joseph WalshJOSEPH WALSH
PRINCIPAL DANCER
- Total calculated
- $212,363
- From this org
- $190,749
- From related orgs
- $0
- Other
- $21,614
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $190,749
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $21,614
- Filer's total
- $212,363
-
Yuan-Yuan TanYUAN-YUAN TAN
PRINCIPAL DANCER
- Total calculated
- $222,590
- From this org
- $195,138
- From related orgs
- $0
- Other
- $27,452
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $195,138
- Bonus
- $0
- Other
- $0
- Deferred
- $23,723
- Nontaxable benefits
- $3,729
- Filer's total
- $222,590
-
Helgi TomassonHELGI TOMASSON
FORMER ARTISTIC DIR (THRU 6/22)
- Total calculated
- $307,016
- From this org
- $307,016
- From related orgs
- $0
- Other
- $0
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $208,382
- Bonus
- $0
- Other
- $98,634
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $307,016
-
Danielle St GermainDANIELLE ST GERMAIN
FORMER EXECUTIVE DIR (THRU 3/23)
- Total calculated
- $522,148
- From this org
- $521,437
- From related orgs
- $0
- Other
- $711
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $220,314
- Bonus
- $0
- Other
- $301,123
- Deferred
- $0
- Nontaxable benefits
- $711
- Filer's total
- $522,148
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
- 1a · First-class or charter travel
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
Answered no
- 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
The filer's explanations (Part III)
- PART I, LINE 1A
- FIRST CLASS/CHARTER TRAVEL SAN FRANCISCO BALLET ASSOCIATION REQUIRES THE ARTISTIC DIRECTOR TO MAINTAIN CONTACT WITH AND KNOWLEDGE OF ARTISTIC DEVELOPMENTS IN THE FIELD OF MODERN DANCE AND BALLET, AS WELL AS OTHER RELATED ART FORMS. IN FULFILLMENT OF THIS RESPONSIBILITY, IT IS IN THE ASSOCIATION'S INTEREST AND THE ASSOCIATION PERIODICALLY REQUESTS THAT THE ARTISTIC DIRECTOR MAKE TRIPS TO NATIONAL DANCE CENTERS SUCH AS NEW YORK OR OTHER PLACES AS DEEMED APPROPRIATE, AND COULD MAKE AT LEAST ONE TRIP TO EUROPE EACH YEAR. GENERALLY, FOR ALL BUSINESS TRIPS, SHOULD THE DURATION OF ANY FLIGHT BE TWO HOURS OR GREATER, SUCH TRAVEL SHALL BE BUSINESS CLASS, EXCEPT IT MAY BE FIRST CLASS IF NO CARRIER HAS BUSINESS CLASS AVAILABLE. NONE OF THE BENEFIT WAS TREATED AS TAXABLE COMPENSATION.
- PART I, LINE 4A
- THE FOLLOWING FORMER OFFICER RECEIVED A SEPARATION PAYMENT. THE SEPARATION PAYMENTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B(III) AS OTHER REPORTABLE COMPENSATION: DANIELLE ST. GERMAIN $301,123
- PART II:
- POST-RETIREMENT ARRANGEMENT THE FORMER ARTISTIC DIRECTOR HAS A POST-RETIREMENT ARRANGEMENT AS PART OF THEIR EMPLOYMENT AGREEMENT WHICH PROVIDES FOR SALARY CONTINUANCE FOR A FIXED PERIOD OF TIME DEPENDENT ON THE NUMBER OF YEARS SERVED UNDER THE AGREEMENT AND IN THE ABSENCE OF CERTAIN TYPES OF POST-RETIREMENT EMPLOYMENT AND BENEFITS AVAILABLE TO THE EMPLOYEE AND FOR EMPLOYEE AND SPOUSAL HEALTH BENEFITS. THE FORMER ARTISTIC DIRECTOR RECEIVES CERTAIN PAYMENTS, STEMMING FROM HIS EMPLOYMENT, AS WELL AS ROYALTIES ON CREATIVE WORKS THAT ARE INCLUDED IN COLUMN B(III).
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.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
SAN FRANCISCO BALLET ENDOWMENT FOUNDATION
501(C)(3) · INVESTMENT OF ENDOWMENT FUNDS · CA · controlled entity
Directly controlled by SAN FRANCISCO BALLET
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 7 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541289349301529
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