2023-05-03T10:17:00-05:00 2022-06-30 420714325 RSM US LLP 30 S Wacker Drive Suite 3300 Chicago IL 60606 990 2021-07-01 364009741 The Joffrey Ballet JOFF 3127390120 10 East Randolph Street Chicago IL 60601 Shari Massey CFO and Deputy Director 3123868928 2023-05-01 1 Shari Massey 364009741 Rebekuh Eley P01247672 3126343400 2023-05-01 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Greg Cameron 10 East Randolph Street Chicago IL 60601 39163131 0 X www.joffrey.org X 1995 IL The Joffrey Ballet is a world-class, Chicago-based ballet company and dance education organization. 61 58 149 58 0 0 8956604 18649835 1860885 8621067 445736 698243 1312800 690854 12576025 28659999 364390 391273 0 0 7238265 9992108 0 0 1221326 3044847 10870777 10647502 21254158 1928523 7405841 41269610 46494306 4413225 4978672 36856385 41515634 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 14753414 0 6166481 During the 2021-2022 Season, the company presented four programs: Home: a Celebration (10 performances; 10,046 attendees), The Nutcracker (28 performances including 2 student matinee performances; 27,764 attendees), Of Mice and Men and Serenade (10 performances; 8,903 attendees), and Don Quixote (10 performances; 13,561 attendees). Total attendance 60,274. The Joffrey also toured to Berkeley, Santa Barbara, and San Diego in California. 2365761 391273 2193589 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 1,500 students participated in the Joffrey Academy's programs. 671667 260997 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 1,516 students in 32 schools. 17790842 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 115 0 1 149 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 61 58 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X Shari Massey CFODeputy Dir 3127390120 10 East Randolph Street Chicago IL 60601 Ashley C Wheater The Mary B. Galvin Artistic Director 40.00 X X 446112 0 117673 Greg Cameron President and CEO 40.00 X X 412822 0 118693 Shari Massey CFO & Deputy Director 40.00 X X 238055 0 75313 Anne Kaplan Chair of the Board 5.00 X X 0 0 0 Lorna Ferguson First Vice Chair 5.00 X X 0 0 0 Daniel L Morriss Vice Chair 5.00 X X 0 0 0 Courtney Shea Treasurer 5.00 X X 0 0 0 Ronald J Allen Secretary 5.00 X X 0 0 0 Patty Perkins Andringa Board Member 1.00 X 0 0 0 Mary Jo Basler Board Member 1.00 X 0 0 0 Luann Blowers Board Member 1.00 X 0 0 0 Marc DeMoss Board Member 1.00 X 0 0 0 Roger Deromedi Board Member 1.00 X 0 0 0 Pamella Roland DeVos Board Member 1.00 X 0 0 0 Adam DeWitt Board Member 1.00 X 0 0 0 Patti Eylar Board Member 1.00 X 0 0 0 Shelley MacArthur Farley Board Member 1.00 X 0 0 0 Brendan Fernandes Board Member 1.00 X 0 0 0 Jamie-Clare Flaherty Board Member 1.00 X 0 0 0 Chip Flannagan Board Member 1.00 X 0 0 0 Sonia Florian Board Member (until 06/15/22) 1.00 X 0 0 0 Emily Follas Board Member 1.00 X 0 0 0 Ellie Forman Board Member 1.00 X 0 0 0 Patrick Gallagher Board Member 1.00 X 0 0 0 Jill Garling Board Member 1.00 X 0 0 0 Dana Hokin Garvey Board Member 1.00 X 0 0 0 Mark Giragosian Board Member 1.00 X 0 0 0 Larry Goodman Board Member (until 06/15/22) 1.00 X 0 0 0 Sabrina Gracias Board Member 1.00 X 0 0 0 Linda Chaplik Harris Board Member 1.00 X 0 0 0 Sandi Harstein Board Member 1.00 X 0 0 0 Jerrily Hoffman Board Member 1.00 X 0 0 0 Richard Holson III Board Member 1.00 X 0 0 0 Lashana Jackson Board Member 1.00 X 0 0 0 Greg Jenkins Board Member 1.00 X 0 0 0 Jim Kirk Board Member 1.00 X 0 0 0 Farissa Knox Board Member 1.00 X 0 0 0 Guy Lakonishok Board Member 1.00 X 0 0 0 Donna M LaPietra Board Member 1.00 X 0 0 0 Michael Larsen Board Member 1.00 X 0 0 0 Zachary D Lazar Jr Board Member 1.00 X 0 0 0 Barry Litwin Board Member 1.00 X 0 0 0 Richard McDonald Board Member 1.00 X 0 0 0 James McDonough Board Member 1.00 X 0 0 0 Coco Meers Board Member 1.00 X 0 0 0 Jess Merten Board Member 1.00 X 0 0 0 Susan Oleari Board Member 1.00 X 0 0 0 Diane Patience Board Member 1.00 X 0 0 0 Steve Reiss Board Member (until 06/15/22) 1.00 X 0 0 0 Dana Rice Board Member 1.00 X 0 0 0 Jeffrey C Rubenstein Board Member 1.00 X 0 0 0 Elva Rubio Board Member 1.00 X 0 0 0 Bruce Sagan Board Member 1.00 X 0 0 0 Eric C Schieber MD Board Member 1.00 X 0 0 0 Liz Sharp Board Member 1.00 X 0 0 0 Ildefonso Alvim de Abreu eSilva Board Member 1.00 X 0 0 0 Chuck Smith Board Member 1.00 X 0 0 0 Maureen Dwyer Smith Board Member 1.00 X 0 0 0 Rita Spitz Board Member 1.00 X 0 0 0 Lauren Streicher MD Board Member 1.00 X 0 0 0 Ben Strobel Board Member (until 06/15/22) 1.00 X 0 0 0 MarrGwen Townsend Board Member 1.00 X 0 0 0 Jason J Tyler Board Member 1.00 X 0 0 0 Ronald V Waters III Board Member (until 06/15/22) 1.00 X 0 0 0 Amanda Williamson Board Member 1.00 X 0 0 0 Mr Joel V Williamson Board Member 1.00 X 0 0 0 Brian G Smith Chief Advancement Officer 40.00 X 183200 0 12731 Bradley Renner Director of Development 40.00 X 130506 0 13349 Paul Key Director of Technology 40.00 X 122635 0 3497 Raymond Rodriguez Abbott Academy Director 40.00 X 109972 0 11275 Linda Swayze Director of Community Engagement 40.00 X 106974 0 11050 Sarah Venuti Yates Director of Human Resources 40.00 X 109364 0 3400 1859640 0 366981 9 0 1 0 Lyric Opera of Chicago 20 N Upper Wacker Dr Chicago IL 60606 Theatre Services 1510359 Chicago Philharmonic Society 410 S LaSalle St Ste 1600-J Chicago IL 60605 Orchestra 557715 Allied Live Advertising Limited Partners PO Box 845382 Boston MA 02284 Marketing 300959 Performance Clean LLC 700 W Virginia St Milwaukee WI 53204 Janitorial Services 170349 Big Foot Media 4707 N Broadway Ste 205 Chicago IL 60640 Marketing 126364 5 100761 7417730 11131344 34182 18649835 Performance Revenue 900099 6166481 6166481 Academy Revenue 900099 2193589 2193589 Community Engagement 900099 260997 260997 8621067 618809 618809 10539768 10460334 79434 79434 79434 29070 100761 42798 -13728 -13728 Employee Retention Credit 900099 704582 704582 704582 28659999 8621067 0 1389097 391273 391273 1396314 756415 525668 114231 6282743 4938144 804972 539627 668769 307056 360608 1105 980625 882931 46522 51172 663657 531209 76674 55774 56678 56678 76699 76699 30808 30808 642763 544453 33485 64825 1404815 1385315 19500 68110 33795 8353 25962 260465 185400 17513 57552 337098 337098 2088919 2018110 43553 27256 503744 453914 7057 42773 167470 36651 61157 69662 827544 728513 59687 39344 157289 134584 13684 9021 Production Services 2104037 2104037 Orchestra 1220524 1220524 Instructor Fees 525365 525365 Event Meals and Equipme 81783 10360 71423 316666 265695 18872 32099 21254158 17790842 2241990 1221326 9473080 5060449 1005159 1182174 3271115 5297026 623415 984272 762622 788510 27121729 10482978 17319197 16638751 16377177 8635707 179315 165947 41269610 46494306 658917 860813 1989716 2353267 1764592 1764592 4413225 4978672 X 20608823 23382597 16247562 18133037 36856385 41515634 41269610 46494306 7405841 -2746592 0 X 0 1 X 1 0 X 11367842 8557477 15523983 8956604 18649835 63055741 11367842 8557477 15523983 8956604 18649835 63055741 7743296 55312445 14929 33022 29774 16981 618809 713515 1333005 704582 2037587 65806843 47029801 0.84050 0.80730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11146164 1763594 -1313874 416512 11179372 8999109 607000 1714078 174023 11146164 4715978 4155989 220962 93820 8999109 1910040 2606200 255233 55495 4715978 1590303 196986 122751 1910040 0.00000 0.88100 0.11900 0 0 22045873 7256163 14789710 23466 9466 14000 4890190 3153787 1736403 162200 63562 98638 16638751 X 26016960 -2746592 422674 -331111 -2655029 28671989 30808 -42798 -11990 28659999 21357711 422674 42798 465472 20892239 30808 331111 361919 21254158 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, and fund scholarships for students in our Academy. Part X, Line 2: The Organization follows the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Organization and various positions related to the potential sources of unrelated business taxable income. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities for the reporting periods presented herein. The Organization files Forms 990 in the U.S. federal jurisdiction and the State of Illinois. Part XI, Line 2d - Other Adjustments: Academy Tuition Grants -329,755. Reclass of Expenses from Other Income -1,356. Part XI, Line 4b - Other Adjustments: Special Events Expense -42,798. Part XII, Line 2d - Other Adjustments: Special Events Expense 42,798. Part XII, Line 4b - Other Adjustments: Academy Tuition Grants 329,755. Reclass of Expenses from Other Income 1,356. Luncheon 129831 100761 29070 0 0 0 27037 3500 12261 129831 100761 29070 27037 3500 12261 42798 -13728 1 Tuition Scholarship 107 329755 Housing Stipend 3 58663 Ballet Shoes 1 251 Physical Therapy 9 2604 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 three students. No funds are paid directly to students. X 1 1 X X X X 0 1 0 0 0 0 0 0 0 Ashley C Wheater The Mary B. Galvin Artistic Director 446112 0 0 0 0 0 108700 0 8973 0 563785 0 0 0 Greg Cameron President and CEO 412822 0 0 0 0 0 108700 0 9993 0 531515 0 0 0 Shari Massey CFO & Deputy Director 238055 0 0 0 0 0 55673 0 19640 0 313368 0 0 0 Brian G Smith Chief Advancement Officer 183200 0 0 0 0 0 4162 0 8569 0 195931 0 0 0 Part I, Line 1a Greg Cameron, President and CEO, has a membership to the Arts Club of Chicago, the Soho House, and the University Club of Chicago during the year ending June 30, 2022. 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 X 1 23000 Selling Price X Equipment 1 11182 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 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 Governance 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 governing documents, conflict of interest policy and financial statements available by request online, and has copies available in its business office. Said documents are available for the same period of disclosure as set forth in IRC section 6104(d).