2023-04-12T19:44:07-07:00 2022-05-31 453705962 Morse & Co PLLC 5121 S Wheeling Ave Ste 200 Tulsa OK 74105 990 2021-06-01 730667485 Tulsa Ballet Theatre Inc TULS 9187496030 1212 E 45th Place Tulsa OK 74105 Marcello Angelini CEO 2023-04-12 true Marcello Angelini 999009999 Jason T Cobb P01649298 9187491040 3 AAL1 IAL1 FAL1 2021 2023-04-26 12:10:37Z Marcello Angelini 8925850 false X www.tulsaballet.org X 1956 OK To preserve and create works of ballet and educate through training and outreach. 50 48 99 168 0 2793189 5893046 557913 1858742 59625 50757 932859 699625 4343586 8502170 131308 232098 0 2410551 3030432 0 464588 1939929 3714852 4481788 6977382 -138202 1524788 21390470 22400601 1818665 1016439 19571805 21384162 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 4554245 1355259 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. 662942 503483 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. 347438 224098 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. 5564625 true true false false false false false true false true true false false true true true false false false false false false false false true false false false true true false false false false false true false true true false false false false true true true false false true 94 0 true 99 true false false false false false true true false 0 false false false false false false false X 50 48 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 Place Tulsa OK 74105 Marcello Angellini CEO 59.50 0.10 X 240493 0 0 William Black Managing Dir 59.50 0.50 X 113572 0 0 Ann Graves Director 1.00 0.10 X 0 0 0 Jackie Kouri Director 1.00 0.10 X 0 0 0 Megan Beck Director 1.00 0.10 X 0 0 0 Annie Chang Director 1.00 0.10 X 0 0 0 Romel Chatterjee 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 Matt Farris Director 1.00 0.10 X 0 0 0 Stephanie Forrest Director 1.00 0.10 X 0 0 0 Ashlee Hall Director 1.00 0.10 X 0 0 0 Cate Hildebrand Director 1.00 0.10 X 0 0 0 Nicole Hopkins Director 1.00 0.10 X 0 0 0 Laura Hulse Director 1.00 0.10 X 0 0 0 David Karimian Director 1.00 0.10 X 0 0 0 Andrew Malati Director 1.00 0.10 X 0 0 0 Danielle Minnick Director 1.00 0.10 X 0 0 0 Nicole Morgan Director 1.00 0.10 X 0 0 0 Lisa Owens Director 1.00 0.10 X 0 0 0 Hillary Penrod Audit Chair 1.00 0.10 X 0 0 0 Frauke Petersen Treasurer 1.00 0.10 X 0 0 0 Porscha Radcliffe Director 1.00 0.10 X 0 0 0 Kenneth Skillman Director 1.00 0.10 X 0 0 0 Julie Smith Director 1.00 0.10 X 0 0 0 Dave Sopark Director 1.00 0.10 X 0 0 0 Sandy Stava Director 1.00 0.10 X 0 0 0 Sheri Stinson Director 1.00 0.10 X 0 0 0 Crystal Stovall Director 1.00 0.10 X 0 0 0 Linda Strong Strategic Chair 1.00 0.10 X 0 0 0 Melanie Tate Director 1.00 0.10 X 0 0 0 Ciore Taylor Director 1.00 0.10 X 0 0 0 Cassie Reese Tipton 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 Secretary 1.00 0.10 X 0 0 0 Justin Carpenter Chair Appointee 1.00 0.10 X 0 0 0 Kitty Frame Chair Appointee 1.00 0.10 X 0 0 0 Deborah Lin Director 1.00 0.10 X 0 0 0 Stephanie Regan Director 1.00 0.10 X 0 0 0 Mary Barnes Chair Emeritus 1.00 0.10 X 0 0 0 Billie Barnett Chair Emeritus 1.00 0.10 X 0 0 0 Cheryl Forrest Chair Emeritus 1.00 0.10 X 0 0 0 Ramez Hakim Chair Emeritus 1.00 0.10 X 0 0 0 Leanne Helmerich Chair Emeritus 1.00 0.10 X 0 0 0 Betty Pirnat Chair Emeritus 1.00 0.10 X 0 0 0 Hanna Robson Chair Emeritus 1.00 0.10 X 0 0 0 Janet Selser Chair Emeritus 1.00 0.10 X 0 0 0 Georgia Snoke Chair Emeritus 1.00 0.10 X 0 0 0 Skip Teel Chair Emeritus 1.00 0.10 X 0 0 0 Susie Wellendorf Past Chair 1.00 0.10 X 0 0 0 Mollie Williford Chair Emeritus 1.00 0.10 X 0 0 0 354065 2 false true false 0 613125 1029176 1490206 2760539 33894 5893046 ticket sales 711120 1354739 1354739 school income 711120 503483 503483 Costume and Set Rentals 711120 520 520 1858742 21189 21189 0 0 344270 46960 297310 297310 297310 50000 20432 29568 29568 29568 131300 1029176 315999 -184699 -184699 13650 13650 13650 79187 40289 38898 38898 Miscellaneous 711120 605027 605027 Ticket Handling Fees 711120 23723 23723 change-beneficial int 711120 -94284 -94284 534466 8502170 2422776 186348 0 232098 232098 0 0 354067 180370 45430 128267 0 2182189 1583411 401586 197192 0 191344 149962 26180 15202 302832 216092 54453 32287 0 2294 2294 49174 49174 0 0 13318 13318 468212 468212 372419 295836 76583 167624 49940 117684 63108 63108 123579 123579 380710 364549 16161 56882 56882 0 12929 881 12048 4932 3416 1516 0 787361 715830 71531 43613 15032 28581 Production costs 868325 868325 School/Outreach Cost 159569 159569 Workers compensation 79830 73135 4203 2492 All other Expenses 44086 7506 24015 12565 16887 16887 6977382 5564625 948169 464588 1802516 2227721 68879 71916 0 830311 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887640 399586 65314 10614630 8673008 1325000 294467 338297 58288 9895890 7516755 884893 623596 296555 55681 8673008 0.15580 0.72470 0.11950 false true true 69096 4544846 4613942 2002658 15057060 8009091 9050627 1498495 899513 598982 3318187 1570794 1747393 16010944 Beneficial Interest In Trusts 1160139 1160139 related party payable 1005 1005 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, 2022, the unrecognized tax benefit accrual was zero. false Icons and Idols 1160476 1029176 131300 315999 1160476 1029176 131300 315999 315999 -184699 true 0 0 TBii scholarships 11 232098 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 240493 240493 Bill Schonacher Chair Emeritus Bank Accounts false Will Woodring Elect Director Bank Accounts false Schedule L, Part V Supplemental Information Bill Schonacher, President & CEO for IBC Bank, and Kenneth Skillman, President for IBC Bank, are also a Tulsa Ballet Chair Emeritus and the Corporate Secretary, respectively. Tulsa Ballet Theatre, Inc. has multiple bank accounts at IBC Bank. X 4 13672 FMV X Miscellaneous 1 20222 FMV false false false Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et Cheryl Forrest is the mother of Stephanie Forrest. Cheryl Forrest is a Chair Emeritus and Stephanie Forrest is a Presidential Appointee.Mollie Williford is the mother of Monica Williford. Mollie Williford is a Chair Emeritus and Monica Williford is an Elected Director.Bonnie Klein is the mother of Susan Parrott. Bonnie and Susan are both Elected Directors. Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder 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, Line 11b: Form 990 Review Process 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, Line 12c: Explanation of Monitoring and Enforcement of Conflicts 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, Line 15a: Compensation Review & Approval Process - CEO, Top Management 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, Line 19: Other Organization Documents Publicly Available 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. Other Changes In Net Assets Or Fund Balances - Other Increases Equity Transfer from Tulsa Ballet Theatre Trust Fund = $428057 Form 990, Part XII, Line 2: Change of Oversight or Selection Process 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 place 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 true tulsa ballet theatre trust fund s 428057 Cash