2025-04-09T14:54:20-07:00 2024-05-31 453705962 Morse & Co PLLC 6060 S American Plaza St E Ste 600 Tulsa OK 74135 990 2023-06-01 730667485 Tulsa Ballet Theatre Inc TULS 9187496030 1212 E 45th Pl Tulsa OK 74105 Marcello Angelini CEO 2025-04-09 true true Jason T Cobb P01649298 9187491040 2023 2025-03-06 01:10:19Z Marcello Angelini 9958085 false X www.tulsaballet.org X 1956 OK To preserve and create works of ballet and educate through training and outreach. 58 21 103 155 0 3562271 6636657 2107355 2445856 40917 149025 126617 -534526 5837160 8697012 146212 188543 0 3115190 3531271 0 463958 3998963 4577061 7260365 8296875 -1423205 400137 21219750 23092141 796552 1509803 20423198 21582338 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. false false 5528684 1771657 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. 882482 672559 The Tulsa Ballet Centers for Dance Education (TBCDE) offers 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. 323990 188543 1640 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. 6735156 true true false false false false false true false true true false false false false true false true false false false false false false true true false false true true false false false false false false false false true false false false false true true true false false true 115 0 true 103 true false false false false false false false 0 false false false false false false false X 58 21 true false false false true true false true true false false true true true true true true true true false OK X Misty Hovenga 9183925902 1212 E 45th Pl Tulsa OK 741054508 Marcello Angellini CEO 59.50 0.10 X 197518 0 9371 William Black Managing Dir 59.50 0.50 X 111761 0 778 Stacey Jenkins General Manager 40.00 0.00 102642 0 5986 Megan Beck Director 1.00 0.10 X 0 0 0 Justin Carpenter Director 1.00 0.10 X 0 0 0 Ann Shannon Cassidy Director 1.00 0.10 X 0 0 0 Annie Chang Director 1.00 0.10 X 0 0 0 Janet Cheek Director 1.00 0.10 X 0 0 0 Jennifer Conway Director 1.00 0.10 X 0 0 0 Robyn Devore Board Chair 1.00 0.10 X 0 0 0 Linda Booker Director 1.00 0.00 X 0 0 0 Stephanie Forrest Secretary 1.00 0.10 X 0 0 0 Cate Hildebrand Director 1.00 0.10 X 0 0 0 Sarah Gould Director 1.00 0.00 X 0 0 0 Jacqui Haglund Director 1.00 0.00 X 0 0 0 David Karimian Director 1.00 0.10 X 0 0 0 Deborah Lin Director 1.00 0.10 X 0 0 0 Andrew Malati Director 1.00 0.10 X 0 0 0 Kerry Malone Director 1.00 0.10 X 0 0 0 Danielle Minnick Director 1.00 0.10 X 0 0 0 Ronnie Jobe Director 1.00 0.00 X 0 0 0 Charlotte Minderman Director 1.00 0.00 X 0 0 0 Hilary Penrod Director 1.00 0.10 X 0 0 0 Frauke Petersen Director 1.00 0.10 X 0 0 0 Stephanie Regan Director 1.00 0.10 X 0 0 0 Cathy Reid Director 1.00 0.10 X 0 0 0 Kathleen Pence Director 1.00 0.00 X 0 0 0 Sheri Stenson Director 1.00 0.00 X 0 0 0 Dave Sopark Director 1.00 0.10 X 0 0 0 Amy Wenham Director 1.00 0.00 X 0 0 0 Crystal Stovall Director 1.00 0.10 X 0 0 0 Terry Zanovich Director 1.00 0.00 X 0 0 0 Betsy Hendershot Director 1.00 0.00 X 0 0 0 Brian Thomas Director 1.00 0.10 X 0 0 0 Cassie Reese Tipton Director 1.00 0.10 X 0 0 0 Jody Vivion Director 1.00 0.10 X 0 0 0 Richelle Voth Director 1.00 0.10 X 0 0 0 Elizabeth Abbate Warren Director 1.00 0.10 X 0 0 0 Diana Wolff Director 1.00 0.10 X 0 0 0 Mary Barnes President Emer. 1.00 0.10 X 0 0 0 Billie Barnett Chair Emeritus 1.00 0.10 X 0 0 0 Cheryl Forrest President Emer. 1.00 0.10 X 0 0 0 Ramez Hakim President Emer. 1.00 0.10 X 0 0 0 Leanne Helmerich President Emer. 1.00 0.10 X 0 0 0 Betty Pirnat President Emer. 1.00 0.10 X 0 0 0 Hanna Robson President Emer. 1.00 0.10 X 0 0 0 Janet Selser Chair Emeritus 1.00 0.10 X 0 0 0 Georgia Snoke President Emer. 1.00 0.10 X 0 0 0 Skip Teel President Emer. 1.00 0.10 X 0 0 0 Susie Wellendorf Chair Emeritus 1.00 0.10 X 0 0 0 Mollie Williford President Emer. 1.00 0.10 X 0 0 0 411921 16135 3 false true false Theatrical Accounting Services PO Box 701462 Tulsa OK 74170 Stagehands 436834 TPC Studios 32 S Lewis Ave Tulsa OK 74104 Event Planning 175102 2 678643 1106550 77451 4774013 110191 6636657 Ticket Sales 711120 1609402 1609402 School Income 711120 674199 674199 Costume and Set Rentals 711120 106846 106846 Tour Income 711120 55409 55409 2445856 119146 119146 0 0 312167 49728 262439 262439 262439 747210 717331 29879 29879 29879 159755 1106550 441166 -281411 -281411 17800 17800 17800 94367 52848 41519 41519 Ticket Handling Fees 711120 24643 24643 Advertising 711120 18006 18006 Change-beneficial int 711120 -617522 -617522 -574873 8697012 -544994 2605349 0 188543 188543 0 0 319426 155166 45015 119245 0 2571694 1971947 456328 143419 0 283540 230483 39749 13308 356611 273298 58668 24645 0 15276 15276 57160 57160 0 0 0 676128 676128 530723 392366 138357 207031 57224 149807 88082 88082 126356 126356 342630 321189 21441 150036 150036 0 10378 577 9610 191 13721 13721 0 1113008 1041561 71447 50883 9654 41229 Production costs 750152 750152 School/Outreach Cost 289699 289699 Workers compensation 112444 100777 8216 3451 All other Expenses 25742 4400 21342 17612 17612 8296875 6735156 1097761 463958 2408051 2842221 71011 69119 0 573356 2507656 0 0 0 43412 43367 103145 241610 28464187 12619096 15767517 15845091 1226933 1375397 0 0 0 1026325 167680 21219750 23092141 348704 415303 447848 846314 248186 796552 1509803 X 16889851 16855378 3533347 4726960 20423198 21582338 21219750 23092141 X 400137 177215 9415 572373 X X false true X true false X 3446719 2793189 5893046 3562271 6636657 22331882 1464741 557913 1858742 2107355 2445856 8434607 0 0 0 4911460 3351102 7751788 5669626 9082513 30766489 2082244 1198979 762409 130400 126451 4300483 0 2082244 1198979 762409 130400 126451 4300483 26466006 308298 334262 365459 36645 119146 1163810 0 308298 334262 365459 36645 119146 1163810 308678 262439 571117 253151 940410 734880 166654 619171 2714266 5472909 4625774 8852127 6181603 10083269 35215682 0.75150 0.62480 0.03300 0.04550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 84750 X X X X false 11130163 25408 1802646 672962 67752 12217503 11586162 154408 51694 591809 70292 11130163 12748920 -607901 478057 76799 11586163 10614630 165089 2474800 433571 72028 12748920 9895890 296000 887640 399586 65314 10614630 false true true 69096 3797636 3866732 2002658 17277616 9185500 10094774 1103749 980204 123545 4213432 2453392 1760040 15845091 X Part III, Line 4: Description of organization's collections and how it furthers its purpose. Tulsa Ballet archival collection consists of paintings, sculptures, rare books on dance, historic costumes, and sets. It serves a population of dancers, dance students, staff, Board and those scholars who contact the archives while researching their ongoing projects related to dance. Tulsa Ballet archives has mounted exhibitions at local museums, theatres, and other various venues. It is a repository of information on dance, particularly the Ballet Russes era, for which the company is known. It preserves items related to the history of the company, and dance history in general, for future generations. Part V, Line 4: Intended uses of the endowment fund. Endowment funds are permanently restricted by donor stipulation for the purpose of supporting the operations of the Ballet. Excluding the Robson endowment, the endowment may distribute 4.5% of the average market value of the portfolio for the immediately preceding three years in order to fund Ballet operations. Under the Robson endowment fund, funds available for expenditure shall mean 80% of the annual net earnings generated by the Restricted Fund Corpus after payment of any applicable management fees (Annual Available Funds). The remaining 20% of Annual Available Funds shall be retained and become part of the Restricted Fund Corpus in order to build the fund balance to a level that it may meet future price increases. Part X : FIN48 Footnote The Ballet has adopted the provisions of FASB Accounting Standards Codification Topic ASC 740-10-25 Accounting for Uncertainty in Income Taxes. The implementation of this standard had no impact on the financial statements. As of May 31, 2024, the unrecognized tax benefit accrual was zero. false Icons & Idols 1266305 1106550 159755 441166 1266305 1106550 159755 441166 441166 -281411 false false 17800 false 17800 17800 OK true false false false 1.00000 false false true 0 0 TBii scholarships 14 175075 Grantmaker's Description of How Grants are Used All students attending the Tulsa Ballet II School are given a stipend of approximately $1,000 per month during the school session to help cover living expenses. Monthly stipends are issued only to those individuals currently enrolled in school. X X X X false false false false false false false false false Marcello Angellini CEO 185518 12000 9371 206889 Frauke Petersen Ex Vice Chair 13800 Admin Services false Ronnie Jobe Director 6509 Bank Accounts false Schedule L, Part V Supplemental Information Frauke Petersen is CEO and managing partner for Luxa Enterprises. The Tulsa Ballet is currently purchasing outsourced payroll and HR services from Luxa Enterprises at a fair market rate. Ronnie Jobe is Director of Institutional Investment Advisors at Bank of Oklahoma. We currently have 3 accounts held at BOK. The Robson funds were in place before Ronnie joined the board and fees are paid quarterly at fair market value. The two additional accounts were added in response to extra cash on hand and are in a program operated by Stable with BOK acting as an agent. Stable earns fees based on the amount of money in the program including the Ballet's funds. X 261 FMV X 7 93439 FMV X 12 16491 FMV false false false Form 990, Part VI, Section A, Line 2 Cheryl Forrest is the mother of Stephanie Forrest. Cheryl Forrest is a Chair Emeritus and Stephanie Forrest is Secretary. Form 990, Part VI, Section A, Line 6 The members of Tulsa Ballet Theatre, inc. consist of all individuals, corporations, limited liability companies, partnerships, limited partnerships, sole proprietorships, and any other legal enities which contribute five hundred dollars or more in cash or cash equivalents (excluding the subscription and purchase of tickets for performances of the ballet company) to the Tulsa ballet up to and including the last day (May 31) of that current fiscal year. Each member shall have one vote in matters submitted to a vote of members and shall be entitled to vote at the annual meeting of the members following any fiscal year during which such member is qualified. Form 990, Part VI, Section B, Line 11b The board of directors has delegated the authority to review and approve the form 990 to the executive committee before filing with the IRS. Once the executive committee has approved, the current year's form 990 containing all schedules except for schedule B is also provided to all board members prior to filing. Form 990, Part VI, Section B, Line 12c Board members are asked to review the conflict of interest policy and disclose interests that could result in conflicts at the beginning of each fiscal year. Further, board members are asked to disclose any changes during the year. All noted potential conflicts are reviewed by the board or applicable committee to determine if a conflict of interest does in fact exist. In the case of an actual conflict of interest, the chair of the board or applicable committee shall appoint a disinterested person or committee to investigate alternatives to proposed transactions or arrangements. If a member fails to disclose a possible or actual conflict of interest, the board or applicable committee shall take appropriate disciplinary and corrective action. Form 990, Part VI, Section B, Line 15a The compensation committee is responsible for determining the CEO compensation considering the size and complexity of the organization, the mission, geographic location and financial condition of the organization, qualifications required for the job, assessment of performance using pre-determined goals, compensation levels at comparable organizations, organization budget and compensation increase parameters as set forth in the CEO contract. The compensation committee works in conjunction with the CEO and managing director to review and approve recommended compensation levels for Managing Director, and Artistic/Administrative staff which are also based on the variables listed above, as appropriate. The rationale and data used for all decisions are documented by the committee. Form 990, Part VI, Section C, Line 19 Form 990 is made available to the public via the www.guidestar.com website and upon request. The annual report and audited financial statements are also made available to the public upon request. Form 990, Part XI, Line 9 Transfer Trust Fund to TBT = $597781 Form 990, Part XI, Line 9 Transfer TBT to Trust Fund = -$25408 Form 990, Part XII, Line 2c The audit committee shall consist of at least three board members, none of whom can be the current tulsa ballet treasurer. The board may also appoint up to two non-board members with special financial expertise who shall serve as voting members of the committee. To ensure that the committee is independent, none of the committee members may be ballet staff. The primary duties and responsibilities of the audit committee are to recommend to the board of directors, on an annual basis, a firm of certified public accountants to conduct a financial audit of this corporation; and to provide oversight of the corporation's internal financial and accounting controls on behalf of the board of directors. Tulsa Ballet Theatre Trust Fund 1212 E 45th Pl Tulsa OK 74105 731165420 Support organization of Tulsa Ballet OK 501(c)(3) Line 12B Tulsa Ballet Theatre Inc true false false false false false false false false false false false false false false false false false false false