2023-05-05T10:39:46-05:00 2022-06-30 731185089 ARLEDGE & ASSOCIATES PC 309 N BRYANT AVENUE EDMOND OK 73034 990 2021-07-01 237003520 BALLET OKLAHOMA INC BALL 4055103684 6800 N CLASSEN BLVD OKLAHOMA CITY OK 73116 JO LYNNE JONES EXECUTIVE DIRECTOR 4058439898 2023-05-02 1 JO LYNNE JONES 999009999 JOSH MULLINS P01602326 4053480615 2023-05-02 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z OKLAHOMA CITY BALLET JO LYNNE JONES 6800 N CLASSEN BLVD OKLAHOMA CITY OK 73116 6885616 0 X WWW.OKCBALLET.ORG X 1969 OK OKLAHOMA CITY BALLET INSPIRES ITS AUDIENCE THROUGH CLASSICAL AND CONTEMPORARY DANCE PERFORMANCES, A STRONG EDUCATIONAL PROGRAM, AND COMMUNITY ENGAGEMENT. 27 27 67 65 0 0 2329967 4207974 1071032 2145852 14719 121585 -49733 82804 3365985 6558215 0 0 0 0 2184519 2600739 0 0 295272 1116403 2255974 3300922 4856713 65063 1701502 9840405 11290114 929935 618888 8910470 10671226 OKC BALLET PROMOTES THE ART OF DANCE BY SUPPORTING A PROFESSIONAL COMPANY AND ITS PRODUCTIONS, OPERATING A SCHOOL OF BALLET FOR DANCE ARTISTS, CHILDREN, AND NOVICE ADULTS, AND PROVIDING COMMUNITY ENGAGEMENT ACTIVITIES. 0 0 4069276 2307214 SINCE ITS FOUNDING IN 1972, OKLAHOMA CITY BALLET HAS BEEN THE CITY'S PROFESSIONAL BALLET COMPANY, BOASTING TALENTED DANCERS FROM AROUND THE WORLD. AS THE RESIDENT DANCE COMPANY OF THE CIVIC CENTER MUSIC HALL, THE COMPANY PRODUCES FOUR MAIN-STAGE PRODUCTIONS PER SEASON IN OKLAHOMA CITY IN ADDITION TO TOURING ACROSS OKLAHOMA AND SURROUNDING STATES. OKLAHOMA CITY BALLET ALSO OFFERS DANCE CLASSES FOR ALL AGES AND SKILL LEVELS THROUGH THE OKLAHOMA CITY BALLET YVONNE CHOUTEAU SCHOOL AS WELL AS MULTIPLE COMMUNITY ENGAGEMENT PROGRAMS TO ENCOURAGE ARTISTRY AND ATHLETICISM IN STUDENTS ACROSS THE STATE. 4069276 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 96 0 1 67 1 0 0 0 0 0 1 1 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OK X X ROBIN BALDWIN CPA 4055103684 6800 N CLASSEN BLVD OKLAHOMA CITY OK 73116 BETSY BRACKETT PRESIDENT-ELECT 3.00 X X 0 0 0 CHRISTOPHER LLOYD TREASURER 1.00 X X 0 0 0 HILARIE BLANEY SECRETARY 3.00 X X 0 0 0 KEVIN LAFFERTY PAST PRESIDENT 3.00 X X 0 0 0 LEA MORGAN MEMBER AT LARGE 3.00 X X 0 0 0 LISA MULLEN PRESIDENT 3.00 X X 0 0 0 MARK MCCOY MEMBER AT LARGE 1.00 X X 0 0 0 MELISSA SCARAMUCCI MEMBER AT LARGE 3.00 X X 0 0 0 ROBIN KRIEGER GOVERNANCE CHAIR 3.00 X X 0 0 0 STEPHANIE NAIFEH BALLET BALL CHAIR 1.00 X X 0 0 0 AIMEE HARLOW TRUSTEE 1.00 X 0 0 0 ANN VITALI TRUSTEE 1.00 X 0 0 0 BRIAN BOGERT TRUSTEE 1.00 X 0 0 0 CATHERINE CAGIGAL TRUSTEE 1.00 X 0 0 0 CINDI SHELBY TRUSTEE 1.00 X 0 0 0 GABRIELLE BUTLER TRUSTEE 1.00 X 0 0 0 GIRMA MOANING TRUSTEE 1.00 X 0 0 0 LIBBY NELSON TRUSTEE 1.00 X 0 0 0 MEGAN MEIER TRUSTEE 1.00 X 0 0 0 NAZETTE ZUHDI-CLEAVER TRUSTEE 1.00 X 0 0 0 NICHOLLE EDWARDS TRUSTEE 1.00 X 0 0 0 PAIGE WILLIAMS SHEPHERD TRUSTEE 1.00 X 0 0 0 RICH JOHNSON TRUSTEE 1.00 X 0 0 0 SALLY STARLING TRUSTEE 1.00 X 0 0 0 SCOTT REED TRUSTEE 1.00 X 0 0 0 STEPHANIE KAZENSKE TRUSTEE 1.00 X 0 0 0 SUZANNE REYNOLDS TRUSTEE 1.00 X 0 0 0 JO LYNNE JONES EXECUTIVE DIRECTOR 40.00 X 136441 0 8367 ROBERT MILLS ARTISTIC DIRECTOR 40.00 X 136219 0 6949 272660 0 15316 2 0 0 0 0 371558 1554362 2282054 13710 4207974 TICKET SALES 711120 1276438 1276438 TUITION & SCHOOL PROGR 711120 797414 797414 TOURING INCOME 711120 72000 72000 2145852 126137 126137 123747 128299 -4552 -4552 -4552 53977 371558 137087 -83110 -83110 148415 62015 86400 86400 STUDIO RENTAL 711120 8982 8982 REFUNDS 711120 5940 5940 64592 64592 79514 6558215 2307214 0 43027 275112 143189 131923 1958198 1633006 115956 209236 31934 25369 3845 2720 139377 110722 16782 11873 196118 151133 24395 20590 40758 40758 12000 12000 10785 10785 99292 77864 21125 303 186487 186266 221 60606 30009 9380 21217 28216 11331 13790 3095 198171 198171 152371 108787 41403 2181 97866 97279 587 4247 4247 227625 201630 14099 11896 49197 35125 13368 704 ORCHESTRA MUSIC 288436 288436 SETS, COSTUMES, & LIGHT 189619 189619 VENUE RENTAL 178589 178589 REPAIRS & MAINTENANCE 148619 139361 5023 4235 283090 263390 12699 7001 4856713 4069276 492165 295272 548382 783914 449076 135144 86416 1158664 42318 19421 31056 26594 111829 111471 9210918 1629609 7139075 7581309 748214 977716 567142 470304 116897 25577 9840405 11290114 154855 206415 234398 262613 467712 149860 72970 0 929935 618888 X 8304036 9205284 606434 1465942 8910470 10671226 9840405 11290114 1701502 -199187 258441 0 X X 0 1 X 1 0 X 4729285 1608279 1867156 2329967 4207974 14742661 2021484 2308770 2073346 1343865 2357226 10104691 98673 100250 198923 6750769 4015722 4040752 3673832 6565200 25046275 1910677 793136 1816676 141934 297555 4959978 0 1910677 793136 1816676 141934 297555 4959978 20086297 3282 18529 104142 12343 126137 264433 3282 18529 104142 12343 126137 264433 269220 269220 120588 117458 33979 70532 342557 7023271 4154839 4262352 3720154 6761869 25922485 0.77490 0.65120 0.01020 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 120,588. 2019 AMOUNT: $ 117,458. 2021 AMOUNT: $ 64,592. INSURANCE PROCEEDS - 2020 AMOUNT: $ 30,000. 2021 AMOUNT: $ 0. CREDIT CARD REFUNDS - 2020 AMOUNT: $ 3,979. 2021 AMOUNT: $ 5,940. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2041743 2041743 3437191 472614 2964577 2313919 270347 2043572 1095561 754134 341427 322504 132514 189990 7581309 X 6668698 -199187 258440 62015 121268 6547430 10785 10785 6558215 4907943 62015 62015 4845928 10785 10785 4856713 PART X, LINE 2: BALLET OKLAHOMA, INC. HAS QUALIFIED AS A TAX-EXEMPT, NOT-FOR-PROFIT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501 (C)(3) UNDER A FINAL RULING BY THE INTERNAL REVENUE SERVICE DATED MAY 1994, AND IS CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION WITHIN THE MEANING OF CODE SECTION 509 (A) (1). THE BALLET IS NOT CLASSIFIED AS A PRIVATE FOUNDATION WITHIN THE MEANING AS DESCRIBED IN THE INTERNAL REVENUE CODE SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI), AND QUALIFIES AS A 50% LIMIT ORGANIZATION FOR CHARITABLE CONTRIBUTION DEDUCTIONS FOR INDIVIDUAL DONORS. THE BALLET EVALUATES AND ACCOUNTS FOR ITS UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ASC TOPIC 740, INCOME TAXES, INCLUDING THE BALLETS TAX POSITION AS A NOT-FOR-PROFIT ENTITY. THROUGH ITS EVALUATION OF THEIR UNCERTAIN TAX POSITIONS, MANAGEMENT HAS DETERMINED NO UNCERTAIN TAX POSITIONS EXISTED AS OF JUNE 30, 2020, WHICH WOULD REQUIRE THE BALLET TO RECORD A LIABILITY FOR THE UNCERTAIN TAX POSITIONS IN ITS FINANCIAL STATEMENTS. INTEREST AND PENALTIES, IF ANY, RESULTING FROM ANY UNCERTAIN TAX POSITION REQUIRED TO BE RECORDED BY THE BALLET WOULD BE PRESENTED IN THE SUPPORTING SERVICES EXPENSE IN THE STATEMENT OF ACTIVITIES. FEDERAL AND STATE INCOME TAX STATUTES DICTATE THAT TAX RETURNS FILED IN ANY OF THE PREVIOUS THREE REPORTING PERIODS REMAIN OPEN TO EXAMINATION. CURRENTLY, THE BALLET HAS NO OPEN EXAMINATIONS WITH EITHER THE INTERNAL REVENUE SERVICE OR THE OKLAHOMA TAX COMMISSION. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD INCLUDED IN REVENUE 62,015. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD INCLUDED IN REVENUE 62,015. BALLET BALL 388600 369475 19125 13710 18050 72070 7000 14394 NUTCRACKER TEA 24200 24200 5917 1 12735 2083 10652 5946 425535 371558 53977 13710 18050 72070 7000 26257 137087 -83110 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 HAS BEEN REVIEWED BY THE FINANCE DIRECTOR AND EXECUTIVE DIRECTOR, AND WAS SUBSEQUENTLY PRESENTED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES, OFFICERS, & KEY EMPLOYEES ARE COVERED BY THE POLICY. THE EXECUTIVE COMMITTEE ANNUALLY DETERMINES WHETHER ANY CONFLICTS EXIST, REVIEWS ANY ACTUAL CONFLICTS, AND PROHIBITS THE RESPECTIVE PERSON FROM PARTICIPATING IN ANY ACTIONS INVOLVING THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE ARTISTIC DIRECTOR AND EXECUTIVE DIRECTOR ARE DETERMINED BY THE EXECUTIVE COMMITTEE BASED ON THE COMPENSATION LEVELS OF SIMILAR ARTISTIC ORGANIZATIONS IN THE COMMUNITY AND BUDGET RESTRAINTS. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.