Totals
- Total revenue
- $5,837,160
- Total expenses
- $7,260,365
- Contributions and grants received
- $3,562,271
- Grants paid
- $146,212
- Program service revenue
- $2,107,355
- Investment income
- $40,917
- Other revenue
- $126,617
- Total assets, end of year
- $21,219,750
- Total liabilities, end of year
- $796,552
- Net assets or fund balances, end of year
- $20,423,198
- Program services expenses (Part IX)
- $5,871,732
- Management and general expenses
- $871,172
- Fundraising expenses
- $517,461
- Program service expenses (Part III)
- $5,871,732
Program services were 80.9% 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.
-
1b · Membership dues
$645,053
-
1c · Fundraising events
$1,258,701
-
1e · Government grants (contributions)
$85,909
-
1f · All other contributions, gifts and grants
$1,572,608
-
1g · Noncash contributions included above
$447,815
-
2a · Program service revenue: Costume and Set Rentals
total $12,000 · related or exempt $12,000
-
2b · Program service revenue: School Income
total $496,103 · related or exempt $496,103
-
2c · Program service revenue: Ticket Sales
total $1,549,752 · related or exempt $1,549,752
-
2d · Program service revenue: Tour Income
total $49,500 · related or exempt $49,500
-
3 · Investment income
total $36,645 · excluded $36,645
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $347,528
-
6b · Less rental expenses
real property $38,850
-
6c · Rental income or loss
real property $308,678
-
6d · Net rental income or loss
total $308,678 · excluded $308,678
-
7a · Gross sales of assets other than inventory
securities $8,063
-
7b · Less cost or other basis and sales expenses
securities $3,791
-
7c · Gain or loss
securities $4,272
-
7d · Net gain or loss
total $4,272 · related or exempt $4,272
-
8a · Fundraising events: gross income
$132,066
-
8a · Fundraising events: contributions included on line 1c
$1,258,701
-
8b · Fundraising events: direct expenses
$311,555
-
8c · Net income from fundraising events
total -$179,489 · excluded -$179,489
-
9a · Gaming: gross income
$15,375
-
9c · Net income from gaming
total $15,375 · excluded $15,375
-
10a · Gross sales of inventory
$91,581
-
10b · Cost of goods sold
$59,751
-
10c · Net income from sales of inventory
total $31,830 · excluded $31,830
-
11a · Other revenue: change-beneficial int
total -$77,405 · related or exempt -$77,405
-
11b · Other revenue: Miscellaneous
total $5,037 · related or exempt $5,037
-
11c · Other revenue: Ticket Handling Fees
total $22,591 · related or exempt $22,591
-
11e · Other revenue, total
-$49,777
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $146,212 · program services $146,212
-
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 $313,270 · program services $153,051 · management and general $43,681 · fundraising $116,538
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $2,272,166 · program services $1,690,868 · management and general $366,209 · fundraising $215,089
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $216,698 · program services $187,209 · management and general $9,830 · fundraising $19,659
-
10 · Payroll taxes
total $313,056 · program services $237,263 · management and general $22,206 · fundraising $53,587
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $522 · management and general $522
-
11c · Fees: accounting
total $63,692 · management and general $63,692
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $3,594 · management and general $3,594
-
11g · Fees: other
total $582,623 · program services $582,623
-
12 · Advertising and promotion
total $435,852 · program services $346,680 · fundraising $89,172
-
13 · Office expenses
total $180,671 · program services $57,179 · management and general $123,492
-
14 · Information technology
total $58,794 · management and general $58,794
-
15 · Royalties
total $130,182 · program services $130,182
-
16 · Occupancy
total $343,004 · program services $320,854 · management and general $22,150
-
17 · Travel
total $61,926 · program services $61,926
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $16,925 · program services $2,214 · management and general $14,022 · fundraising $689
-
20 · Interest
total $638 · management and general $638
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $1,026,691 · program services $949,356 · management and general $77,335
-
23 · Insurance
total $57,029 · program services $20,006 · management and general $37,023
-
24a · Other expenses: Production costs
total $633,224 · program services $633,224
-
24b · Other expenses: School/Outreach Cost
total $220,372 · program services $220,372
-
24c · Other expenses: Workers compensation
total $89,997 · program services $81,614 · management and general $2,456 · fundraising $5,927
-
24d · Other expenses: All other Expenses
total $79,519 · program services $50,899 · management and general $11,820 · fundraising $16,800
-
24e · All other expenses
total $13,708 · management and general $13,708
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,227,721 · end of year $2,408,051
-
2 · Savings and temporary cash investments
beginning of year $71,916 · end of year $71,011
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $1,453,619 · end of year $573,356
-
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 $46,667 · end of year $43,412
-
9 · Prepaid expenses and deferred charges
beginning of year $270,679 · end of year $103,145
-
10a · Land, buildings and equipment: cost or other basis
$27,273,605
-
10b · Land, buildings and equipment: accumulated depreciation
$11,506,088
-
10c · Land, buildings and equipment, net
beginning of year $16,010,944 · end of year $15,767,517
-
11 · Investments: publicly traded securities
beginning of year $1,158,916 · end of year $1,226,933
-
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 $1,160,139 · end of year $1,026,325
-
17 · Accounts payable and accrued expenses
beginning of year $494,147 · end of year $348,704
-
19 · Deferred revenue
beginning of year $521,287 · end of year $447,848
-
25 · Other liabilities
beginning of year $1,005
-
27 · Net assets without donor restrictions
beginning of year $17,079,913 · end of year $16,889,851
-
28 · Net assets with donor restrictions
beginning of year $4,304,249 · end of year $3,533,347
Mission and programs · 2022
Mission
Tulsa Ballet theatre, inc. is a professional ballet company whose mission is to serve as an essential asset of its extended community through internationally-acclaimed artistic excellence and exemplary education and outreach. the ballet commits to preserve the tradition of classical ballet, promote the appreciation of contemporary dance, create works of superior and enduring quality, and educate through exceptional dance training, performances and outreach programs.
Activities or mission (Part I)
To preserve and create works of ballet and educate through training and outreach.
-
Tulsa Ballet produces 8 shows each season including beloved classics, modern masterpieces, and world premiere creations. These performances annually reach more than 40,000 individuals across the region . In addition to serving as an official cultural ambassador for the state with national and international performance tours, Tulsa Ballet collaborates with and leads the local and global arts industries.
Expenses $4,817,043 · Revenue $1,611,252
-
The Tulsa Ballet Centers for Dance Education (TBCDE) offer dance training of uncompromising quality. The curriculum emphasizes classical ballet technique based on the Russian tradition of training. With two locations in the Tulsa metro, TBCDE is led by a full time faculty of professional dancers and leaders in the field of ballet pedagogy. The pre-professional division offers classes for students 9 to 18. Additional classes are offered for children 3-5 (Creative Movement), 6-9 (Preparatory Ballet), and adults wishing to begin or continue their training.
Expenses $759,461 · Revenue $495,603
-
Tulsa Ballet provides a variety of educational and performance outreach programs for the community. These important programs increase arts access for underfunded schools, clients of social services, and other populations who do not typically have access to arts experiences. Leaps Ahead offers an in-studio ballet class for children from local at-risk schools and Leaps in Motion takes the program out into the schools. Backstage at the Ballet brings a children's ballet performance to every 5th grader in Tulsa Public Schools through the Kennedy Center's national Any Given Child Program. Partners in Art and Hope for the Holidays provide free Tulsa Ballet tickets for mainstage performances to underserved children and families. In total, Tulsa Ballet's outreach programs serve 10,000 persons each year.
Expenses $295,228 · Grants $160,968 · Revenue $500
As filed on the 2022 return.
Listed in Part VII
-
Marcello Angellini
CEO
- Total calculated
- $204,068
- From this org
- $204,068
- From related orgs
- $0
- Other
- $0
- Hours/week
- 59.5 + 0.1 related
Schedule J breakdown matched by us
- Base
- $204,068
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $204,068
-
William Black
Managing Dir
- Total calculated
- $109,203
- From this org
- $109,203
- From related orgs
- $0
- Other
- $0
- Hours/week
- 59.5 + 0.5 related
-
Megan Beck
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Justin Carpenter
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Ann Shannon Cassidy
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Annie Chang
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Janet Cheek
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Jennifer Conway
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Robyn Devore
Board Chair
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Matt Farris
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Stephanie Forrest
Secretary
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Cate Hildebrand
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Nicole Hopkins
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Laura Hulse
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
David Karimian
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Deborah Lin
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Andrew Malati
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Kerry Malone
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Danielle Minnick
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Nicole Morgan
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Lisa Owens
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Hilary Penrod
Audit Chair
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Frauke Petersen
Exec Vice Chair
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Stephanie Regan
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Cathy Reid
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Kenny Skillman
Treasurer
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Julie Smith
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Dave Sopark
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Sandy Stava
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Crystal Stovall
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Linda Strong
Strat Plan Ch
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Melanie Tate
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Brian Thomas
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Cassie Reese Tipton
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Jody Vivion
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Richelle Voth
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Elizabeth Abbate Warren
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Diana Wolff
Director
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Mary Barnes
Chair Emeritus
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Billie Barnett
Chair Emeritus
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Cheryl Forrest
Chair Emeritus
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Ramez Hakim
Chair Emeritus
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Leanne Helmerich
Chair Emeritus
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Betty Pirnat
Chair Emeritus
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Hanna Robson
Chair Emeritus
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Janet Selser
Chair Emeritus
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Georgia Snoke
Chair Emeritus
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Skip Teel
Chair Emeritus
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Susie Wellendorf
Immd Past Chair
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Mollie Williford
Chair Emeritus
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
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 · 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.
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.
-
Tulsa Ballet Theatre Trust Fund
501(c)(3) · Support organization of Tulsa Ballet · OK · controlled entity
Directly controlled by Tulsa Ballet Theatre Inc
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431069349300433
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