2024-04-23T15:57:54-05:00 2023-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2022-07-01 364009741 THE JOFFREY BALLET JOFF 3127390120 10 EAST RANDOLPH STREET CHICAGO IL 60601 SHARI MASSEY CFO AND DEPUTY DIRECTOR 3127390120 2024-04-23 1 SHARI MASSEY 999009999 0 LU ANN TRAPP P01506476 3122071040 2024-04-23 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z GREG CAMERON 10 EAST RANDOLPH STREET CHICAGO IL 60601 34484461 0 X WWW.JOFFREY.ORG X 1995 IL THE JOFFREY BALLET IS A WORLD-CLASS, CHICAGO-BASED BALLET COMPANY AND DANCE EDUCATION ORGANIZATION. 64 61 188 61 0 0 18649835 12692985 8621067 14015869 698243 9478 690854 -215605 28659999 26502727 391273 836260 0 0 9992108 11462532 0 0 1758988 10870777 14033753 21254158 26332545 7405841 170182 46494306 47792611 4978672 4156187 41515634 43636424 X THE JOFFREY IS A WORLD-CLASS, CHICAGO-BASED BALLET COMPANY AND DANCE EDUCATION ORGANIZATION COMMITTED TO ARTISTIC EXCELLENCE AND INNOVATION, PRESENTING A UNIQUE REPERTOIRE ENCOMPASSING MASTERPIECES OF THE PAST AND CUTTING-EDGE WORKS. THE JOFFREY IS COMMITTED TO PROVIDING ARTS EDUCATION AND ACCESSIBLE DANCE TRAINING THROUGH ITS JOFFREY ACADEMY OF DANCE AND COMMUNITY ENGAGEMENT PROGRAMS. 0 0 17738519 0 10813724 DURING THE 2022-2023 SEASON, THE COMPANY PRESENTED FOUR PROGRAMS: BEYOND BORDERS (10 PERFORMANCES; 8,911 ATTENDEES), THE NUTCRACKER (27 PERFORMANCES INCLUDING 2 STUDENT MATINEE PERFORMANCES; 54,355 ATTENDEES), ANNA KARENINA (10 PERFORMANCES; 19,501 ATTENDEES), AND THE LITTLE MERMAID (10 PERFORMANCES; 18,718 ATTENDEES). TOTAL ATTENDANCE 101,485. THE JOFFREY ALSO TOURED TO MINNEAPOLIS, MINNESOTA AND WASHINGTON, DC. 3515978 558943 2743718 THE ACADEMY IS COMMITTED TO PROVIDING A WORLD-CLASS EDUCATION BUILT ON A FOUNDATION OF CLASSICAL BALLET TO STUDENTS OF ALL AGES, LEVELS AND BACKGROUNDS. WITH THE TALENTS CULTIVATED AT THE ACADEMY, STUDENTS CAN PURSUE CAREERS AS PROFESSIONAL DANCERS AT COMPANIES THROUGHOUT THE WORLD, HIGHER EDUCATION OPPORTUNITIES IN DANCE. THROUGH THE ACADEMY'S PROGRAMS, STUDENTS DEVELOP A DIVERSE SET OF SKILLS INCLUDING ARTISTRY, CREATIVITY, DISCIPLINE AND CONFIDENCE, AMONG OTHERS. THE ACADEMY AND COMMUNITY ENGAGEMENT PROGRAMS PROVIDE HIGH-QUALITY, EDUCATIONAL TRAINING WHICH FORM FUTURE AUDIENCES AND BUILD THE ORGANIZATION'S REPUTATION WORLDWIDE. AROUND 3,681 STUDENTS PARTICIPATED IN THE JOFFREY ACADEMY'S PROGRAMS. 1152805 277317 458427 THE PRIMARY GOAL OF THE COMMUNITY ENGAGEMENT PROGRAM IS TO PROVIDE STUDENTS IN ALL GRADE LEVELS WITH A HIGHLY STRUCTURED DANCE EXPERIENCE WHERE THEY WILL DEVELOP LIFE SKILLS ARTICULATED BY ILLINOIS STATE BOARD OF EDUCATION'S SOCIAL EMOTIONAL LEARNING (SEL) STANDARDS SUCH AS SELF-DISCIPLINE, RESPECT, AND CONFIDENCE THROUGH THE STUDY OF VARIOUS FORMS OF DANCE. IN ADDITION, THESE PROGRAMS HELP BUILD A STRONG DANCE FOUNDATION BY FOCUSING ON CORRECT POSTURE, PLACEMENT, COORDINATION, STRENGTH, FLEXIBILITY AND MUSICALITY. BY PROVIDING THIS SERVICE TO THE YOUTH, WE HOPE TO INCREASE THE LEVEL OF AWARENESS OF THIS ART FORM, AND INSTILL LIFE SKILLS THAT LAST LONG AFTER PROGRAMS END. THE COMMUNITY ENGAGEMENT PROGRAM SERVED 1,415 STUDENTS IN 29 SCHOOLS. 22407302 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 170 0 1 188 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 X 64 61 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X SHARI MASSEY CFO & DEPUTY DIR 3127390120 10 E RANDOLPH ST CHICAGO IL 60601 ASHLEY WHEATER THE MARY B. GALVIN ARTISTIC DIRECTOR 40.00 0.00 X X 467030 0 118157 GREG CAMERON PRESIDENT AND CEO 40.00 0.00 X X 446717 0 117528 SHARI MASSEY CFO & DEPUTY DIRECTOR 40.00 0.00 X X 243310 0 81621 ANNE KAPLAN CHAIR OF THE BOARD 5.00 0.00 X X 0 0 0 LORNA FERGUSON VICE CHAIR 5.00 0.00 X X 0 0 0 DANIEL L MORRISS VICE CHAIR 5.00 0.00 X X 0 0 0 COURTNEY SHEA TREASURER 5.00 0.00 X X 0 0 0 RONALD ALLEN SECRETARY 5.00 0.00 X X 0 0 0 PATTY PERKINS ANDRINGA BOARD MEMBER 1.00 0.00 X 0 0 0 ANNIE ATZEFF BOARD MEMBER 1.00 0.00 X 0 0 0 MARY JO BASLER BOARD MEMBER 1.00 0.00 X 0 0 0 LUANN BLOWERS BOARD MEMBER 1.00 0.00 X 0 0 0 MARC DEMOSS BOARD MEMBER 1.00 0.00 X 0 0 0 ROGER DEROMEDI BOARD MEMBER 1.00 0.00 X 0 0 0 PAMELLA ROLAND DEVOS BOARD MEMBER 1.00 0.00 X 0 0 0 ADAM DEWITT BOARD MEMBER 1.00 0.00 X 0 0 0 PATTI S EYLAR BOARD MEMBER 1.00 0.00 X 0 0 0 SHELLEY MACARTHUR FARLEY BOARD MEMBER 1.00 0.00 X 0 0 0 BRENDAN FERNANDES BOARD MEMBER 1.00 0.00 X 0 0 0 JAMIE-CLARE FLAHERTY BOARD MEMBER 1.00 0.00 X 0 0 0 CHIP FLANNAGAN BOARD MEMBER 1.00 0.00 X 0 0 0 EMILY FOLLAS BOARD MEMBER 1.00 0.00 X 0 0 0 JULIANA FORD BOARD MEMBER 1.00 0.00 X 0 0 0 ELLIE FORMAN BOARD MEMBER 1.00 0.00 X 0 0 0 PATRICK M GALLAGHER JR BOARD MEMBER 1.00 0.00 X 0 0 0 JILL GARLING BOARD MEMBER 1.00 0.00 X 0 0 0 DANA HOKIN GARVEY BOARD MEMBER 1.00 0.00 X 0 0 0 MARK GIRAGOSIAN BOARD MEMBER 1.00 0.00 X 0 0 0 SABRINA GRACIAS BOARD MEMBER 1.00 0.00 X 0 0 0 LINDA CHAPLIK HARRIS BOARD MEMBER 1.00 0.00 X 0 0 0 SANDI HARTSTEIN BOARD MEMBER 1.00 0.00 X 0 0 0 JERRILYN M HOFFMANN BOARD MEMBER 1.00 0.00 X 0 0 0 RICHARD S HOLSON III BOARD MEMBER 1.00 0.00 X 0 0 0 LASHANA JACKSON BOARD MEMBER 1.00 0.00 X 0 0 0 GREG JENKINS BOARD MEMBER 1.00 0.00 X 0 0 0 JIM KIRK BOARD MEMBER 1.00 0.00 X 0 0 0 FARISSA KNOX BOARD MEMBER 1.00 0.00 X 0 0 0 GUY LAKONISHOK BOARD MEMBER 1.00 0.00 X 0 0 0 DONNA M LAPIETRA BOARD MEMBER 1.00 0.00 X 0 0 0 LYNDA SUE LANE MD BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL LARSEN BOARD MEMBER 1.00 0.00 X 0 0 0 ZACHARY D LAZAR JR BOARD MEMBER 1.00 0.00 X 0 0 0 BARRY LITWIN BOARD MEMBER 1.00 0.00 X 0 0 0 RICHARD MCDONALD BOARD MEMBER 1.00 0.00 X 0 0 0 JAMES MCDONOUGH BOARD MEMBER 1.00 0.00 X 0 0 0 COCO MEERS BOARD MEMBER 1.00 0.00 X 0 0 0 JESS MERTEN BOARD MEMBER 1.00 0.00 X 0 0 0 SUSAN G OLEARI BOARD MEMBER 1.00 0.00 X 0 0 0 DIANE PATIENCE BOARD MEMBER 1.00 0.00 X 0 0 0 DANA RICE BOARD MEMBER 1.00 0.00 X 0 0 0 JEFFREY C RUBENSTEIN BOARD MEMBER 1.00 0.00 X 0 0 0 ELVA RUBIO BOARD MEMBER 1.00 0.00 X 0 0 0 BRUCE SAGAN BOARD MEMBER 1.00 0.00 X 0 0 0 ERIC C SCHIEBER MD BOARD MEMBER 1.00 0.00 X 0 0 0 LIZ SHARP BOARD MEMBER 1.00 0.00 X 0 0 0 ILDEFONSO ALVIM DE ABREU E SILVA BOARD MEMBER 1.00 0.00 X 0 0 0 CHUCK SMITH BOARD MEMBER 1.00 0.00 X 0 0 0 MAUREEN DWYER SMITH BOARD MEMBER 1.00 0.00 X 0 0 0 RITA SPITZ BOARD MEMBER 1.00 0.00 X 0 0 0 LAUREN F STREICHER MD BOARD MEMBER 1.00 0.00 X 0 0 0 MARRGWEN TOWNSEND BOARD MEMBER 1.00 0.00 X 0 0 0 JASON J TYLER BOARD MEMBER 1.00 0.00 X 0 0 0 AMANDA WILLIAMSON BOARD MEMBER 1.00 0.00 X 0 0 0 JOEL V WILLIAMSON BOARD MEMBER 1.00 0.00 X 0 0 0 BRIAN G SMITH CHIEF ADVANCEMENT OFFICER 40.00 0.00 X 232474 0 13864 BRADLEY RENNER DIRECTOR OF DEVELOPMENT 40.00 0.00 X 149933 0 16991 PAUL KEY DIRECTOR OF TECHNOLOGY 40.00 0.00 X 126702 0 4810 RAYMOND RODRIGUEZ ABBOTT ACADEMY DIRECTOR 40.00 0.00 X 123050 0 14887 SARAH VENUTI YATES DIRECTOR OF HUMAN RESOURCES 40.00 0.00 X 122229 0 4610 LINDA SWAYZE DIRECTOR OF COMMUNITY ENGAGEMENT 40.00 0.00 X 109642 0 10986 2021087 0 383454 11 0 1 0 LYRIC OPERA OF CHICAGO 20 N UPPER WACKER DR CHICAGO IL 60606 THEATRE SERVICES 3254165 CHICAGO PHILHARMONIC SOCIETY 410 S LASALLE ST STE 1600-J CHICAGO IL 60605 ORCHESTRA 1316021 ALLIED ADVERTISING LIMITED PARTNERSHIP PO BOX 845382 BOSTON MA 02284 MARKETING 845773 CPW DANCE PRODUCTIONS INC 11 BROADWAY STE 468 NEW YORK NY 10004 ROYALTIES 175752 CHIRP DESIGN INC 688 N MILWAUKEE AVE UNIT 203 CHICAGO IL 60642 MARKETING 142390 9 37900 2000603 1774078 8880404 1899135 12692985 PERFORMANCE SERVICES 900099 10813724 10813724 ACADEMY REVENUE 900099 2743718 2743718 COMMUNITY ENGAGEMENTS 900099 458427 458427 14015869 593655 593655 6926802 7510979 -584177 -584177 -584177 255150 2000603 470755 -215605 -215605 26502727 14015869 0 -206127 277317 277317 558943 558943 1460177 785847 549899 124431 7442337 5987863 815610 638864 705045 543159 145890 15996 1045095 923452 75490 46153 809878 647044 94326 68508 62227 51172 11055 82877 82877 67683 67683 1139458 887135 24812 227511 2106336 2082951 23385 108147 47116 3879 57152 333986 260250 19956 53780 280342 280342 2577927 2496704 48033 33190 556241 464878 36125 55238 227775 57292 82444 88039 3032 3032 908322 800363 65078 42881 181697 155566 15752 10379 PRODUCTION SERVICES 2831361 2831361 ORCHESTRA 1301289 1301289 INSTRUCTOR FEES 533677 533677 CREDIT CARD AND BANK FE 406056 364182 2243 39631 325320 69399 22071 233850 26332545 22407302 2166255 1758988 5060449 1550084 1182174 3500520 5297026 3162914 984272 204546 788510 587149 29682336 11391299 16638751 18291037 16377177 20135947 187534 165947 172880 46494306 47792611 860813 1855922 2353267 2083578 1764592 0 216687 4978672 4156187 X 23382597 24313617 18133037 19322807 41515634 43636424 46494306 47792611 170182 1950608 0 X 0 1 X 1 0 X 8557477 15523983 8956604 18649835 12692985 64380884 8557477 15523983 8956604 18649835 12692985 64380884 6556638 57824246 33022 29774 16981 618809 593655 1292241 1333005 704582 2037587 67710712 24497821 0.85400 0.84050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11179372 2305251 1287894 442544 0 14329973 11146164 1763594 -1313874 416512 0 11179372 8999109 607000 1714078 174023 0 11146164 4715978 4155989 220962 93820 0 8999109 1910040 2606200 255233 55495 0 4715978 0.00000 0.90000 0.10000 0 0 22045873 7807310 14238563 808073 39362 768711 5325006 3544627 1780379 1503384 1503384 18291037 ROU LEASE LIABILITY 216687 216687 28326873 1950608 191518 -742282 1399844 26927029 46453 -470755 -424302 26502727 26206083 191518 470755 662273 25543810 46453 742282 788735 26332545 PART V, LINE 4: EARNINGS ON THE ENDOWMENT FUND SHALL BE HELD FOR THE CREATION, PRODUCTION, AND PERFORMANCE OF FULL LENGTH STORY BALLETS, FUND THE MARY B. GALVIN ARTISTIC DIRECTOR POSITION, FUND THE ABBOTT ACADEMY DIRECTOR POSITION, FUND THE COMMUNITY ENGAGEMENT BRIDGE PROGRAM, AND FUND SCHOLARSHIPS FOR STUDENTS IN OUR ACADEMY. PART XI, LINE 2D - OTHER ADJUSTMENTS: ACADEMY TUITION GRANTS -464,965. COMMUNITY ENGAGEMENT EXPENSES NETTED AGAINST REVENUE -277,317. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE -470,755. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 470,755. PART XII, LINE 4B - OTHER ADJUSTMENTS: ACADEMY TUITION GRANTS 464,965. COMMUNITY ENGAGEMENT EXPENSES NETTED AGAINST REVENUE 277,317. GALA 2255753 2000603 255150 0 0 18000 224251 25100 203404 2255753 2000603 255150 18000 224251 25100 203404 470755 -215605 1 CHICAGO PUBLIC SCHOOLS 42 W MADISON ST CHICAGO IL 60602 366005821 GOV'T 277317 0 COST WAIVERS FOR COMMUNITY ENGAGEMENT PROGRAMS 1 0 TUITION SCHOLARSHIP 106 464965 HOUSING SCHOLARSHIP 8 46357 STIPEND 10 43275 BALLET ATTIRE 10 2671 PHYSICAL THERAPY 10 1675 PART I, LINE 2: THE JOFFREY BALLET PROVIDES TUITION SCHOLARSHIPS TO A LIMITED NUMBER OF STUDENTS BASED ON ARTISTIC MERIT AND/OR FINANCIAL NEED. THE STUDENTS ARE EVALUATED THROUGHOUT THE DURATION OF THE SCHOLARSHIP. THE ORGANIZATION ALSO PAYS HOUSING COSTS DIRECTLY TO THE HOUSING MANAGEMENT COMPANY ON BEHALF OF EIGHT STUDENTS. THE ORGANIZATION PAYS FOR COVERED BALLET ATTIRE AND PROVIDES MONTHLY LIVING STIPENDS TO TEN STUDIO COMPANY STUDENTS. THE JOFFREY WAIVES A PORTION OF THE COMMUNITY ENGAGEMENT PROGRAM COST TO CHICAGO PUBLIC SCHOOLS. X 1 1 X X X 0 1 0 0 0 0 0 1 0 ASHLEY WHEATER THE MARY B. GALVIN ARTISTIC DIRECTOR 467030 0 0 0 0 0 109150 0 9007 0 585187 0 0 0 GREG CAMERON PRESIDENT AND CEO 446717 0 0 0 0 0 109150 0 8378 0 564245 0 0 0 SHARI MASSEY CFO & DEPUTY DIRECTOR 238310 0 5000 0 0 0 57676 0 23945 0 324931 0 0 0 BRIAN G SMITH CHIEF ADVANCEMENT OFFICER 227474 0 5000 0 0 0 5411 0 8453 0 246338 0 0 0 BRADLEY RENNER DIRECTOR OF DEVELOPMENT 144933 0 5000 0 0 0 4679 0 12312 0 166924 0 0 0 PART I, LINE 1A GREG CAMERON, PRESIDENT AND CEO, HAS A MEMBERSHIP TO THE ARTS CLUB OF CHICAGO, THE SOHO HOUSE, THE UNIVERSITY CLUB OF CHICAGO, COMMERCIAL CLUB, THE ECONOMIC CLUB AND THE ARTS CLUB DURING THE YEAR ENDING JUNE 30, 2023. THESE MEMBERSHIPS WERE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE JOFFREY BALLET BOARD OF DIRECTORS. THESE ARE USED FOR BUSINESS PURPOSES AND TREATED AS BUSINESS EXPENSES OF THE JOFFREY BALLET AND ARE THEREFORE NONTAXABLE. PART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING THE YEAR: - ASHLEY C. WHEATER - GREG CAMERON - SHARI MASSEY PART I, LINE 7 AS INDICATED IN SCHEDULE J, PART II, CERTAIN INDIVIDUALS RECEIVED BONUSES BASED ON PERFORMANCE AND THE FINANCIAL RESULTS OF THE ORGANIZATION. THESE BONUSES ARE RECOMMENDED BY THE COMPENSATION COMMITTEE AND APPROVED BY THE EXECUTIVE COMMITTEE. X 32 1734010 FMV X 1 84000 SELLING PRICE X EVENT CATERING 10 81125 SELLING PRICE 0 0 1 0 PART I, COLUMN (B): REPORTING THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 AMANDA WILLIAMSON IS A BOARD MEMBER AND THE DAUGHTER OF BOARD MEMBER JOEL V. WILLIAMSON. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS RETAINS THE SERVICES OF AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM TO ACT AS EXTERNAL AUDITORS AND TO REVIEW THE ORGANIZATION'S FORM 990. THE AUDIT AND RISK COMMITTEE REVIEWS THE FORM 990 BEFORE FILING. ADDITIONALLY, THE FINAL RETURN IS PROVIDED TO THE EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS PRIOR TO ITS FILING. BOTH THE EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS ARE PROVIDED A REASONABLE AMOUNT OF TIME TO REVIEW THE FINAL RETURN AND ASK QUESTIONS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE JOFFREY BALLET HAS A WRITTEN CONFLICT-OF-INTEREST POLICY. OFFICERS, DIRECTORS AND KEY EMPLOYEES HAVE BEEN REQUESTED TO COMPLETE AN ANNUAL QUESTIONNAIRE AND DISCLOSE: INDEPENDENCE; ANY FAMILY BUSINESS AND BUSINESS RELATIONSHIPS WITH ANY OTHER JOFFREY OFFICER, DIRECTOR, TRUSTEE OR JOFFREY KEY EMPLOYEE; AND ANY CONFLICTS OF INTEREST. THE RESPONSES ARE COMPILED BY THE CHIEF FINANCIAL OFFICER AND THE RESULTS ARE REVIEWED BY THE AUDIT AND RISK COMMITTEE OF THE BOARD AND REPORTED TO THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE ARTISTIC DIRECTOR AND THE PRESIDENT AND CEO ARE DOCUMENTED IN A MUTUALLY SIGNED EMPLOYMENT CONTRACT. THE COMPENSATION PER THE CONTRACT WAS DETERMINED THROUGH A FULL REVIEW BY A COMPENSATION COMMITTEE OF THE BOARD APPOINTED BY THE EXECUTIVE COMMITTEE. AN ANNUAL REVIEW IS CONDUCTED BY THE COMPENSATION COMMITTEE OF THE SALARY AND OTHER BENEFITS OF THE ARTISTIC DIRECTOR, PRESIDENT AND CEO, AND KEY EMPLOYEES. THIS ANNUAL REVIEW INCLUDES BENCHMARKING OF COMPARABLE POSITIONS IN SIMILARLY-SIZED PERFORMING ARTS ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE JOFFREY BALLET MAKES ITS FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE, AND HAS COPIES OF GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE IN ITS BUSINESS OFFICE. SAID DOCUMENTS ARE AVAILABLE FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D).