Skip to content
Nonprofiteer
← PENNSYLVANIA BALLET ASSOCIATION

Form 990 for tax year 2022

Filed by PENNSYLVANIA BALLET ASSOCIATION.

Totals

Total revenue
$21,442,341
Total expenses
$19,109,646
Contributions and grants received
$14,585,110
Grants paid
$0
Program service revenue
$6,658,697
Investment income
$158,184
Other revenue
$40,350
Total assets, end of year
$32,436,045
Total liabilities, end of year
$7,885,218
Net assets or fund balances, end of year
$24,550,827
Program services expenses (Part IX)
$13,358,304
Management and general expenses
$4,161,427
Fundraising expenses
$1,589,915
Program service expenses (Part III)
$13,358,304

Program services were 69.9% 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.

  • 1c · Fundraising events

    $199,399

  • 1e · Government grants (contributions)

    $523,000

  • 1f · All other contributions, gifts and grants

    $13,862,711

  • 1g · Noncash contributions included above

    $5,372,842

  • 2a · Program service revenue: TICKET SALES

    total $4,351,373 · related or exempt $4,351,373

  • 2b · Program service revenue: SCHOOL REVENUE

    total $1,339,371 · related or exempt $1,339,371

  • 2c · Program service revenue: SUBSCRIPTIONS

    total $807,197 · related or exempt $807,197

  • 2d · Program service revenue: VIRGINIA ARTS FESTIVAL

    total $112,750 · related or exempt $112,750

  • 2e · Program service revenue: EVENT AND HANDLING FEES

    total $48,006 · related or exempt $48,006

  • 3 · Investment income

    total $97,978 · excluded $97,978

  • 6a · Gross rents

    personal property $23,150

  • 6b · Less rental expenses

    personal property $0

  • 6c · Rental income or loss

    personal property $23,150

  • 6d · Net rental income or loss

    total $23,150 · excluded $23,150

  • 7a · Gross sales of assets other than inventory

    securities $8,996,073

  • 7b · Less cost or other basis and sales expenses

    securities $8,935,867

  • 7c · Gain or loss

    securities $60,206

  • 7d · Net gain or loss

    total $60,206 · excluded $60,206

  • 8a · Fundraising events: gross income

    $28,751

  • 8a · Fundraising events: contributions included on line 1c

    $199,399

  • 8b · Fundraising events: direct expenses

    $223,203

  • 8c · Net income from fundraising events

    total -$194,452 · excluded -$194,452

  • 10a · Gross sales of inventory

    $12,565

  • 10b · Cost of goods sold

    $11,128

  • 10c · Net income from sales of inventory

    total $1,437 · related or exempt $1,437

  • 11a · Other revenue: INSURANCE PROCEEDS FROM FIRE DAMA

    total $119,566 · related or exempt $119,566

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $90,649 · related or exempt $90,649

  • 11e · Other revenue, total

    $210,215

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $647,626 · program services $324,072 · management and general $323,554

  • 7 · Other salaries and wages

    total $7,150,520 · program services $5,879,413 · management and general $414,434 · fundraising $856,673

  • 9 · Other employee benefits

    total $1,031,436 · program services $943,787 · management and general $14,505 · fundraising $73,144

  • 10 · Payroll taxes

    total $798,096 · program services $666,894 · management and general $61,878 · fundraising $69,324

  • 11b · Fees: legal

    total $162,002 · program services $87,365 · management and general $72,746 · fundraising $1,891

  • 11c · Fees: accounting

    total $467,113 · management and general $467,113

  • 11g · Fees: other

    total $1,357,624 · program services $622,513 · management and general $530,962 · fundraising $204,149

  • 12 · Advertising and promotion

    total $984,338 · management and general $983,737 · fundraising $601

  • 13 · Office expenses

    total $386,256 · program services $358,073 · management and general $21,342 · fundraising $6,841

  • 14 · Information technology

    total $232,892 · program services $22,358 · management and general $209,295 · fundraising $1,239

  • 15 · Royalties

    total $136,171 · program services $135,971 · management and general $200

  • 16 · Occupancy

    total $3,000,379 · program services $2,794,027 · management and general $96,029 · fundraising $110,323

  • 17 · Travel

    total $606,523 · program services $550,700 · management and general $15,622 · fundraising $40,201

  • 19 · Conferences, conventions and meetings

    total $44,009 · program services $1,650 · management and general $35,475 · fundraising $6,884

  • 20 · Interest

    total $161,676 · management and general $161,676

  • 22 · Depreciation, depletion and amortization

    total $347,201 · program services $149,544 · management and general $197,657

  • 23 · Insurance

    total $544,430 · program services $330,686 · management and general $189,294 · fundraising $24,450

  • 24a · Other expenses: PRINTING

    total $385,186 · program services $191,280 · management and general $97,904 · fundraising $96,002

  • 24b · Other expenses: CREDIT CARD FEES

    total $225,409 · program services $32,830 · management and general $188,146 · fundraising $4,433

  • 24c · Other expenses: PHOTOGRAPHY AND VIDEO

    total $142,213 · program services $106,687 · management and general $34,726 · fundraising $800

  • 24d · Other expenses: PRODUCTION

    total $136,174 · program services $136,174

  • 24e · All other expenses

    total $162,372 · program services $24,280 · management and general $45,132 · fundraising $92,960

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $5,036,571 · end of year $8,785,268

  • 3 · Pledges and grants receivable

    beginning of year $6,938,862 · end of year $7,172,173

  • 4 · Accounts receivable

    beginning of year $6,795 · end of year $37,687

  • 9 · Prepaid expenses and deferred charges

    beginning of year $80,894 · end of year $171,873

  • 10a · Land, buildings and equipment: cost or other basis

    $19,018,052

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,466,314

  • 10c · Land, buildings and equipment, net

    beginning of year $13,266,786 · end of year $14,551,738

  • 11 · Investments: publicly traded securities

    beginning of year $1,549,082 · end of year $1,579,336

  • 15 · Other assets

    beginning of year $137,970 · end of year $137,970

  • 17 · Accounts payable and accrued expenses

    beginning of year $320,608 · end of year $1,819,326

  • 19 · Deferred revenue

    beginning of year $1,374,639 · end of year $1,593,631

  • 23 · Secured mortgages and notes payable

    beginning of year $3,086,468 · end of year $4,472,261

  • 27 · Net assets without donor restrictions

    beginning of year $4,393,331 · end of year $3,453,294

  • 28 · Net assets with donor restrictions

    beginning of year $17,841,914 · end of year $21,097,533

Mission and programs · 2022

Mission

TO CULTIVATE AN ENDURING APPRECIATION FOR DANCE THROUGH WORLD-CLASS PERFORMANCES, TO INSPIRE THE NEXT GENERATION WITH EXCEPTIONAL EDUCATION AND PROFESSIONAL TRAINING, AND TO CONNECT WITH THE COMMUNITY THROUGH MEANINGFUL AND INCLUSIVE PROGRAMMING.

Activities or mission (Part I)

TO CULTIVATE AN ENDURING APPRECIATION FOR DANCE THROUGH WORLD CLASS PERFORMANCES

  • THE ORGANIZATION IS ONE OF THE LARGEST PERFORMING ARTS ORGANIZATIONS IN THE PHILADELPHIA REGION. DURING FISCAL YEAR 2023, IT EMPLOYED 50 DANCERS IN THE COMPANY AND PRESENTED 6 LIVE PRODUCTIONS, INCLUDING 'THE NUTCRACKER'. AN ADDITIONAL 3 DANCERS WERE EMPLOYED THROUGH THE BALLET'S SECOND COMPANY, PBII. ITS REPERTOIRE INCLUDES BOTH CLASSIC AND CONTEMPORARY WORKS WHICH WERE PERFORMED TO AN AUDIENCE OF MORE THAN 85,000 REPRESENTING MORE THAN 20,300 HOUSEHOLDS, A 43% INCREASE ON FISCAL YEAR 2022. IN ADDITION, THE COMPANY TOURED TO NORFOLK, VIRGINIA AND PARTICIPATED IN OTHER COMMUNITY EVENTS INCLUDING ORGAN DAY AT THE KIMMEL CENTER AND THE FOURTH ANNUAL SPRING FESTIVAL AT RED ROSE FARM. THE TOTAL NUMBER OF PERFORMANCES PRESENTED (INCLUSIVE OF TOURING AND PERFORMANCES OUTSIDE OUR PERFORMANCE HOME)IN FY23 WAS 71.

    Expenses $12,224,152 · Revenue $5,206,576

  • THE SCHOOL OF PHILADELPHIA BALLET PROVIDES THE HIGHEST LEVEL OF BALLET TRAINING FOR ITS STUDENTS AND EXPOSES STUDENTS TO THE WORLD OF PROFESSIONAL DANCE THROUGH REGULAR INTERACTION WITH COMPANY MEMBERS AND ARTISTIC STAFF AND PERFORMANCE OPPORTUNITIES WITH THE COMPANY. IN FY23 THE SCHOOL REACHED 371 STUDENTS, A 44% INCREASE FROM FISCAL YEAR 2022.

    Expenses $868,919 · Revenue $1,339,371

  • IN 1996, PHILADELPHIA BALLET LAUNCHED ITS AWARD-WINNING COMMUNITY EDUCATION AND PUBLIC PROGRAMS. IN FISCAL YEAR 2023, THESE PROGRAMS SERVED MORE THAN 20,000 PEOPLE ACROSS OUR REGION WITH A VARIETY OF ACTIVITIES, 90% OF WHICH ARE OFFERED FREE OF CHARGE. THROUGH SCHOOL BASED, IN-THEATER PROGRAMMING, PUBLIC ART INSTALLATION AND PERFORMANCE, PHILADELPHIA BALLET PROVIDES RICH ACCESS TO DANCE CREATING A CONNECTION TO THE ARTS. PHILADELPHIA BALLET'S COMMUNITY EDUCATION AND PUBLIC PROGRAMMING COLLABORATES WITH SCHOOLS AND ORGANIZATIONS ACROSS THE CITY, PROVIDING ACCESS TO DANCE FOR YOUNG PEOPLE AND ADULTS, CREATING A CONNECTION TO THE ARTS AS WELL AS DEVELOPING NEW SKILLS THROUGH A VARIETY OF OPPORTUNITIES.

    Expenses $265,233

As filed on the 2022 return.

Listed in Part VII

  • David Hoffman

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Deborah Gill Hilzinger

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Jonathan Stavin

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Anthony B Haller Esq

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Georgiana W Noll

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Michael C Lillys

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Kelly Lee

    HONORARY TRUSTEE/EX OFFICI

    Total calculated
    $0
    Hours/week
    2

  • Tamsin Fast

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Angel Corella

    ARTISTIC DIRECTOR

    Total calculated
    $351,534
    From this org
    $343,750
    From related orgs
    $0
    Other
    $7,784
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $343,750
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $7,784
    Filer's total
    $351,534

  • Arthur M Kaplan Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Billie Bailkin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Carolyn C Newsom PhD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Carolyn Horn Seidle

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Catherine Klein

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Cindy Bolt

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Emily Kernan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Evelyn Watkins Ebo

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • George B Trammell III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Gina Montana

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Jennifer Malherbe

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Kristen Kucharczuk MD PhD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Liz Gilbert

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Liz Harris

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Lloyd Freeman Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Madeleine P Plonsker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Melissa Heller

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Michael Sullivan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Robert Brooks

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Sandra B Waxman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Sarah Jm Marshall

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Shelly Power

    EXECUTIVE DIRECTOR

    Total calculated
    $314,552
    From this org
    $306,250
    From related orgs
    $0
    Other
    $8,302
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $306,250
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,302
    Filer's total
    $314,552

  • Steven Scott Bradley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Christine Stone Martin

    GENERAL MANAGER

    Total calculated
    $137,259
    From this org
    $129,258
    From related orgs
    $0
    Other
    $8,001
    Hours/week
    40

  • David Chambers

    CHIEF ADVANCEMENT OFFICER

    Total calculated
    $212,301
    From this org
    $204,167
    From related orgs
    $0
    Other
    $8,134
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,167
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,134
    Filer's total
    $212,301

  • Jacqueline Meister

    DIRECTOR OF HUMAN RESOURCES

    Total calculated
    $127,758
    From this org
    $127,083
    From related orgs
    $0
    Other
    $675
    Hours/week
    40

  • Samantha Dunster

    ASSISTANT ARTISTIC DIRECTOR

    Total calculated
    $126,578
    From this org
    $118,108
    From related orgs
    $0
    Other
    $8,470
    Hours/week
    40

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
2022
Filed
31 January 2024
IRS schema version
2022v5.0
Source object
202410339349301901

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.